Project engagements

Some CRM work has a finish line.

A monthly retainer is useful for an ongoing queue. Work with a clear start and finish is scoped as a separate project instead.

Org rescues and cleanups

Trace failing automation, remove dead configuration, and make the org understandable again.

New implementations

Set up Salesforce or HubSpot around the way your team sells and supports customers.

Migrations

Map the data, rehearse the move, and reconcile source and destination totals before cutover.

Org and security reviews

Review the data model, automation, permissions, and sharing rules. You receive a prioritized remediation plan.

Integration projects

Connect Salesforce, HubSpot, Intercom, Slack, or a custom API with clear ownership and error handling.

App development

Build browser extensions, internal tools, and focused web apps around your CRM and revenue workflows.

Every project starts with a written scope and includes handoff documentation. Fixed pricing is used when the requirements are stable enough to support it.