CRM Engineering for HubSpot and Salesforce
A clean, reliable CRM aligned with how your business actually sells.
Over time, most CRMs fill up with clutter: duplicate records, clashing workflows, unused fields and integrations nobody watches. We rebuild your HubSpot or Salesforce around a clean data model, clear pipeline stages and automatic handoffs. Reps get a system that helps them close, and leaders get forecasts they can stand behind.
What we start from
- Current CRM
- Sales stages
- Connected tools
- 1Audit
- 2Rebuild
- 3Train
- Clean data model
- Clear pipeline
- Smooth handoffs
What you own
When the CRM gets messy, forecasts become guesses.
Pipeline data you can't trust.
Duplicate accounts, inconsistent fields and old deal stages turn every forecast review into a clean-up job.
Reps avoid the CRM.
Cluttered screens and manual data entry push reps back to their own spreadsheets and notes.
Tools that don't talk to each other.
Marketing, product usage and finance data don't sync properly, so you can't see the full customer journey.
What we deliver.
Audit and data model
A full review of objects, fields, links and permissions, redesigned to match how you sell.
Duplicate clean-up and data rules
We clean old data, merge duplicates and add checks that keep your database accurate from now on.
Clear pipeline stages
Defined stages with clear entry and exit rules, so pipeline numbers mean the same thing to everyone.
Handoff automation
Automatic SDR-to-AE handoffs, response-time alerts, renewal deals and tasks, with no manual admin.
Two-way integrations
Reliable links between your CRM, billing, product database and enrichment tools, with native connectors or custom APIs.
Careful CRM migrations
Planned moves between CRMs or off old systems, with field mapping, side-by-side testing and a way back if needed.
Tools we work with
- HubSpot
- Salesforce
- n8n
- Make
- Clay
- Zapier
- Slack
- BigQuery
From a messy CRM to a clear one.
- 01
Audit
We review your setup, workflows, integrations and reporting needs with your sales leaders.
- 02
Plan
A written data model, automation spec and delivery plan.
- 03
Rebuild and migrate
We clean data, set up pipelines and release automations in small steps you can undo.
- 04
Training and care
Team training, admin guides and optional monthly engineering support.
Clear scope. No surprises.
- Audit
CRM audit
A full technical review of your HubSpot or Salesforce, with a prioritized fix list.
Book an audit - Project
CRM rebuild
New data model, duplicate clean-up, pipeline rules, core automations and key integrations, at a fixed scope.
Scope a project - Retainer
Ongoing CRM engineering
Ongoing administration, new workflows, integration maintenance and reporting support from a dedicated specialist.
Discuss a retainer
CRM engineering questions.
Do you work with HubSpot, Salesforce or both?
Both. Our goal is to get the most out of the CRM you already have. We only suggest moving to another CRM when your current one really limits how you do business.
How do you clean and merge records without losing history?
We take a full backup before any change, agree the merge rules with your team and test them on a small sample before we touch live records.
How do you make sure the sales team actually uses it?
By keeping it simple. We remove fields nobody needs, capture data automatically in the background and finish every project with live training for each role and short guides.
Can you move us to a new CRM without disrupting live deals?
Yes. We migrate in phases, map all records and their history, and check the old and new systems side by side, so your sales team can keep working.
How is security handled while you manage our CRM?
We use named admin accounts with MFA under a signed NDA and data agreement, log every setup change and remove our access at handover.
Related services.
Make your CRM a source your leaders trust.
Start with a focused CRM audit and a written fix plan.