RevOps & CRM Architecture

The Operating System
For Revenue Growth.

Stop losing leads to spreadsheet chaos. We architect seamless CRM Integrations that sync your Marketing, Sales, and Support data into one Single Source of Truth.

Audit My Tech Stack See Automation Blueprints
We Are Certified Experts In:
HubSpot
|
Salesforce
|
Zapier/Make
Raw Leads
CRM Engine
Synced
Sales
Marketing
The Bottleneck

Your Tools Aren't Broken.
They Just Aren't Talking.

When Marketing data lives in spreadsheets and Sales data lives in CRM, revenue leaks. We replace manual chaos with automated precision.

The Silo Trap
Data Mismatch
  • Manual Data Entry (Prone to Error)
  • Sales doesn't see Lead Source
  • No ROI Attribution
The RevOps Machine
Real-Time Sync
  • Bi-Directional Data Sync
  • Lead Scoring & Routing
  • Closed-Loop Reporting
The blueprints

Automate the Busywork.
Focus on Selling.

We don't just connect tools; we design intelligent workflows that eliminate manual data entry and accelerate your sales cycle. Here are three foundational automations we deploy.

Instant "Speed-to-Lead" Routing

New Lead Form
Slack Alert + Round Robin
Rep Calls in < 5 Mins

Never let a hot lead go cold. We route qualified leads to the right rep instantly via Slack/Teams, ensuring fastest response times.

Auto-Pilot Data Enrichment

Email Captured
Ping Clearbit / ZoomInfo
Full Profile in CRM

Stop asking for 10 fields on a form. We take an email address and automatically append job title, company size, and tech stack data.

Closed-Loop ROI Attribution

Deal Won ($50k)
Match Customer Journey
Credit Original Ad Source

Connect marketing spend to actual revenue. We track the entire journey to prove exactly which ads or content generated the sale.

Enterprise Migration Success

We Moved 500k Records.
Zero Downtime.

The Challenge: A Series B SaaS company had duplicate leads in Salesforce and HubSpot, causing sales reps to call the same prospect twice. Total chaos.

The Fix: We deployed our "Data Sanitation Protocol," merging 42,000 duplicates and enriching 15,000 incomplete profiles without pausing their sales floor for a single minute.

42% Database Cleaned
$1.2M Pipeline Recovered
0h Business Downtime
Read Full Case Study
Data Sanitation Protocol Running...
Duplicate: J. Smith 2 Records Found
Merged
Lead: acme.co Missing Revenue
Enriched ($50M)
Email: bob@gmal.com Bounce Risk
Fixed (gmail.com)
Database Health:
99%
Technical Support

Systems Check.
Questions Answered.

Migrating data and automating revenue flows is complex. Here is how we handle security, compatibility, and maintenance.

Security & Platforms

Which CRMs do you support?
We are certified partners for HubSpot and Salesforce. However, we can connect almost any tool (Pipedrive, Zoho, Copper) using API webhooks and middleware like Make.com or Zapier.
Is my customer data secure?
Yes. We do not store your customer records on our servers. We simply build the "pipes" that move data between your secure accounts. We use encrypted API keys and sign strict NDAs before touching any database.
What happens if an API breaks?
APIs change. That is why we build Error Handling Layers. If a sync fails, our system alerts us instantly via Slack. We also offer monthly "Ops Retainers" to monitor and fix these issues proactively.
Do you handle "Dirty Data" cleanup?
Yes. Before we automate anything, we run a "Sanitation Protocol" to merge duplicates, fix formatting (e.g., phone numbers), and remove invalid emails to ensure the new system runs smoothly.

Process & Timeline

How long does an implementation take?
A standard "Speed-to-Lead" routing setup takes 7-10 days. Full-scale Enterprise CRM migrations or RevOps architecture projects typically take 4-8 weeks depending on data volume.
Do I need to pay for Zapier/Make?
Yes. You own the software licenses. We build the architecture inside your accounts so you retain full ownership and control even if we stop working together.
Can you train my sales team?
Absolutely. Automation is useless if reps don't use it. We provide recorded Loom tutorials and live workshops to teach your team how to work the new leads and manage their pipelines.
Do you offer a free audit?
We offer a free "Tech Stack Mapping" call where we look at your current tools and identify bottlenecks. Deep-dive technical audits of your database structure are a paid service.

Need a custom integration?

Talk to a Systems Architect
Architecture Session

Ready to Untangle
Your Tech Mess?

Stop paying for tools that don't talk to each other. Book a free Tech Stack Mapping session. We will audit your current setup and design a roadmap to 100% automation.

Visual Blueprint of Your Ideal Stack
Identification of Data Leaks
Automation ROI Calculation
Book Free Stack Audit

No commitment. Just clear answers.

System Diagnostic ID: #SYS-829
Data Silos Detected 3 Critical
Manual Entry Load High (12hrs/wk)

> Scanning Integrations...

> Error: HubSpot not syncing to Slack.

> Error: Duplicate Leads found.

> Waiting for Architect_

FIX REQUIRED
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