Generic CRMs cost you revenue by forcing your sales process into someone else's template. We build custom CRM systems — or deeply configure existing platforms — to match your exact pipeline, attribution model, and team workflow.
Pipeline stages, deal properties, and workflow automations built to match your exact sales motion — from first touch to closed-won and beyond.
Full-funnel attribution from Meta and Google ad clicks to CRM contacts to closed revenue. Finally know which campaigns are actually making you money.
Automated lead routing by territory, service type, or source — so every lead lands with the right rep within seconds of submitting.
Multi-touch follow-up sequences triggered by pipeline stage changes — automated emails, tasks, and reminders that keep deals moving forward.
Custom dashboards that show pipeline value, close rate by source, average deal size, and forecasted revenue — all in one view.
Deep integrations with your ad platforms, email tools, phone systems, and analytics stack — so data flows automatically and nothing falls through the cracks.
We're platform-agnostic by design — we recommend based on your sales motion, team size, and integration requirements, not what's easiest for us to build.
Also experienced with Keap, ActiveCampaign, Monday CRM, Close, and any API-accessible platform — if your team is already using it, we can build on it.
AI Automation
We wire Claude, ChatGPT, and n8n directly into your CRM so every lead gets followed up with the right message, at the right time, triggered by the right behavior — automatically. No generic drip sequences. No manual rep intervention for routine actions.
AI Follow-Up
Claude reads the full lead record and writes a follow-up that references the prospect's industry, pain point, and last touchpoint — sent automatically when a score threshold is hit.
n8n Automation
n8n listens for CRM events — stage changes, form fills, deal wins — and instantly fires multi-step workflows across Slack, email, SMS, and your ad platforms.
Lead Intelligence
ChatGPT enriches every inbound lead with firmographic data and buying intent before it hits your pipeline — and nightly AI jobs deduplicate, normalize, and flag stale contacts.
Smart Routing
AI evaluates lead score, source, deal size, and territory rules to instantly assign the right rep and push a formatted Slack alert with everything they need to close.