Sales sees one number. Marketing sees another. Service has never heard of either.
Silos, duplicate records and conflicting reports aren't a data problem, they're a system problem.
$4,500 fixed fee. Two weeks. Refunded in full if you say it wasn't worth it, at the readout or afterwards.
Silos don't announce themselves. They just quietly cost you deals.
Marketing runs a campaign in one tool. Sales tracks the follow-up in another, or in a spreadsheet, or in their head. Service resolves an issue that never makes it back to the account record. Three teams, three partial views of the same customer, and duplicate records mean nobody fully trusts any of them. Every report becomes a negotiation before it's a fact.
Most teams know roughly what's happening: sales roughly knows the pipeline, service roughly knows which accounts are shaky, marketing roughly knows what's converting. But roughly doesn't survive someone leaving, a report going stale, or a quiet quarter. It only holds together while the same people stay in the same seats.
The fix is one source of truth the team actually uses, because the system briefs them before every call instead of nagging them for data entry afterwards.
Three things, in this order.
We don't wire up integrations on top of bad data and call it a build. Foundation first, then process, then the stack around it.
Data foundation
Can anyone trust what's in your CRM? We measure duplicates, gaps, decay and ownership, then clean, deduplicate and standardise the records underneath, so you know whether your numbers are real.
Process mapped to how you actually work
Not a generic template bolted onto your CRM. We map the process to how your team actually sells and delivers, then build the system around that, so it fits the business instead of the business bending to fit the system.
Stack and integration audit
Are you paying for tools that don't talk to each other? We map what's connected, what's duplicated, and what you can stop paying for, then wire what's left into one system of record.
No field has two writers.
Most CRM chaos has one cause: two systems, or a system and a person, both writing to the same field. So we enforce a single rule everywhere we build. Every field has exactly one writer, named in a register your team holds. If the AI owns a field, people read it. If a person owns it, the AI can only suggest. Full governance detail, including how AI actions are proposed, reviewed and logged, is on the AI Implementation page.
We build the system. Your team runs it.
After the audit, we build your revenue system on the HubSpot you already pay for: Marketing, Sales and Service, connected as one system rather than three. One outcome, not a transformation, with the success metric agreed in writing before we start. We build it in your accounts, document it, and hand it to your team to own.
Scope, price and timeline are set by your audit and fixed before a day of build work starts. Proceed within 30 days and the $4,500 audit fee comes off that price.
Ships with the exit package, not on request.
At build completion you get every prompt in plain text in a document store you control, the workflows and property model documented, the runbook, the degradation spec, and how to revoke our access without calling us. It's sized into the build from day one, not a byproduct of finishing. You could remove us tomorrow and nothing would break.
More than one practice? It scales.
Most firms run several practices or divisions, and each has its own pipeline, its own people, its own data. We build the first end to end, then template and tune it across the others. Each additional practice costs and takes less than the first, because the hard design work is already done.
All of it depends on people using it. See how we make sure it's used.
What your team gets, in outcomes.
Cross-practice visibility on every account
Who knows whom, who's talking to whom, and where a relationship actually sits, visible across sales, marketing and service instead of locked in one team's tool.
A database that survives staff churn
When someone leaves, the relationships and history stay. The business's memory belongs to the business, not to whoever held the spreadsheet.
A pipeline report built in an hour, not a week
Pulled straight from live records instead of assembled by hand. When someone asks where a number came from, the answer is one click, not one meeting.