Custom CRMs on modern stacks — or opinionated builds on HubSpot / Attio / Salesforce. Ends the spreadsheet chaos.
You've probably run into these.
Reps live in spreadsheets
Because the CRM was set up to match nothing about how they sell.
No forecast confidence
Pipeline data is stale, dirty, and out of date the moment it's reported.
No single view
Product, sales, and support each have their own truth.
A structured, transparent engagement.
Sales motion audit
Map how deals actually move. Not how the deck says they do.
Data model
Objects, fields, stages, activities, definitions.
Build
Custom UI or opinionated setup on your platform.
Enablement
Team training, playbooks, dashboards.
What you get.
A fixed scope, fixed timeline, and a shared board so you always know what's next.
- Sales motion map
- Data model + schema
- CRM configuration or custom build
- Reporting + dashboards
- Automations
- Team enablement
Frequently asked.
Off the shelf if it fits. Custom when your motion is genuinely different.
Yes — dedupe, enrich, clean, migrate.
Optional monthly retainer after go-live.
Slack, Gmail, Outlook, Segment, warehouse, product events — all standard.
6–10 weeks depending on scope.