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We map how leads, deals and service requests actually move through your business, then design the systems and automations that make that flow repeatable and measurable.
CRM architecture decides which objects, properties and associations hold your customer data. A clean model makes reporting, automation and enrichment work; a messy one breaks all three.
What’s included
Outcome
One source of truth for revenue data.
Typical timeline
3–6 weeks
Platforms
Lead routing sends each inbound lead to the right owner within minutes, and lead scoring ranks leads by fit and intent. Lifecycle stages record where every contact sits in the funnel.
What’s included
Outcome
Faster speed-to-lead and fewer dropped leads.
Typical timeline
2–4 weeks
Platforms
Integrations keep contacts, deals and activity in sync between your CRM, website, enrichment and billing tools. We use native connectors first and middleware only where a native option falls short.
What’s included
Outcome
No more copying data between tools.
Typical timeline
2–6 weeks
Platforms
Workflow automation handles repeat tasks such as follow-ups, handoffs, renewals and alerts. Reporting turns the same data into dashboards each team checks every week.
What’s included
Outcome
Hours of manual work removed each week.
Typical timeline
3–5 weeks
Platforms
An enrichment pipeline fills missing company and contact data automatically and keeps it current. We set rules so enrichment improves the CRM instead of flooding it with duplicates.
What’s included
Outcome
Complete, current records for every target account.
Typical timeline
2–4 weeks
Platforms
Documentation and enablement make the system usable after the project ends. Every workflow, field and report gets a written owner, a runbook entry and a short training.
What’s included
Outcome
A team that runs the system without us.
Typical timeline
1–2 weeks
Platforms
Audit the funnel, the data and the tools. Agree the revenue number we are working toward.
Strategy, architecture and wireframes signed off before anything is built.
Configure, integrate and ship in short cycles with weekly check-ins.
Report against pipeline, then improve what the numbers point at.
Most projects run six to twelve weeks from discovery to launch. Ongoing programs move to a monthly retainer with quarterly planning.
Access to your analytics, CRM and website platform, plus one decision-maker who can sign off scope and priorities.
Yes. We audit what you have first and only recommend changes where the current tool is the constraint.
