sales & marketing operations at a fixed monthly price

sales & marketing operations at a fixed monthly price

Salesforce and Hubspot experts to accelerate your team.


This isn't our first rodeo.

We’ve spent over a decade helping SaaS companies make the most of their CRM and Marketing Automation investments. At SMOPS you get industry veterans on your bench that you can activate or pause at any time, all for a flat monthly price.

Get in touch today to get started on your project!


Projects completed


Happy clients


CRM Implementations


Dashboards created

How it works02

Ask and you shall receive.

Make a request

Invite unlimited users to your portal and make unlimited requests! We'll work on whatever you determine is up next.

Receive the goods

Lightning fast delivery. Most tasks are completed in 2 business days or less. We communicate everything in your portal.


Don't know what's next? We can help with that too! Schedule a consultation session to get started.

What we do03

Experts in your favorite tools.

CRM & Marketing Automation

Salesforce Administrators & Developers
Hubspot Experts
Redtail & Wealthbox Experts (For Financial Advisors)
CRM/MAP Implementations & Migrations
Data Cleaning / Duplicate Cleaning
Custom Integrations
Process Automation (Flows & Workflows)

Sales Operations

Territory & Capacity Planning
Sales Process
Funnel Methodology
Reports & Dashboards
Lead Routing

Marketing Operations

Webflow Development
Wordpress Development
Landing Pages
Email Marketing
Lead Scoring


Let’s get this party started!



Monthly subscription

Book a Call


  • One request at a time
  • Dedicated Salesforce/Hubspot Admin
  • Unlimited Users
  • Unlimited Requests
  • Limited Scope



Monthly subscription

Book a Call


  • Three requests at a time
  • Dedicated Salesforce/Hubspot Admin
  • Unlimited Users
  • Unlimited Requests
  • Custom Scope



One-time purchase

Book a Call


  • Custom Sprint Schedule
  • Customized Scope of Work
  • CRM or MAP Implementation
  • Office Hours
  • Consultative Sessions

Questions? Answers.

Why wouldn't I just hire a full-time employee?

Great question! A skilled Sales or Marketing Ops professional can cost over $100k annually, excluding benefits. Finding this unicorn of technical and strategic skills is also quite challenging, especially if you're not quite ready for someone full-time. SMOPS gives you experts in your tools, who adapt to your needs and aren't trying to climb your corporate ladder.

How does the process work?

When you sign up, our team will take you through a quick onboarding process, and show you where we manage all active and future work for your team in a shared kanban board. You can invite unlimited users to this board and put unlimited requests. You determine what our team works on and we deliver it with lightning speed.

Can you do a one-time CRM implementation?

Of course! Our team has completed hundreds of migrations between Salesforce, Hubspot, Redtail, Wealthbox, Pardot and dozens of similar tools. We've even written our own software to make the process easy-peasy-lemon-squeezy! 🍋

Is there a limit to how many requests I can have?

Nope! Once you sign up you can work with our team to create and manage a backlog as large as you'd like! We'll get straight to work on it.

What Salesforce Clouds are you experienced in?

We have experts on staff in Sales Cloud, Service Cloud, Marketing Cloud, Financial Services Cloud, and Experience Cloud.


What our clients say

SMOPS migrated us to Salesforce in under 90 days, were very responsive, and guided us with many value adds. It would have taken us MANY months if we had tried to accomplish this on our own and instead it took 90 days and we had a very successful deployment.

Jeff Beaumont
Director, Customer Success - RightCapital

Working with SMOPS was a no-brainer. They offer a wide range of digital services and were able to narrow down what was the best solution for my needs. Their expert knowledge of what tech services are available in the market was refreshing.

Alex Cadena Marcillo
Founder, Creative Director, &OAK Brand Design and Strategy

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