A CRM your team actually uses — in 14 days.

• Custom pipeline stages, fields, and user roles mapped to your sales motion
• Third-party integrations: calendar, email, ad platforms, dialer, forms
• Automated lead routing and territory / round-robin assignment rules
• Email and SMS nurture sequences with behavioral triggers
• GTM pixels, offline conversions, and unified attribution setup
• Real-time performance dashboard for owners and sales leadership
• SOP documentation and team training

HubSpot, Go High Level, Salesforce, Pipedrive, Zoho, Close, and hybrid stacks when the right answer is more than one tool. Platform recommendation comes out of the audit — we don't sell a preferred vendor.

Days 1–3: Pipeline mapping. We shadow your sales calls, audit your current tools, and document the actual revenue flow — including the gaps you've been working around manually.

Days 4–9: Build. Stages, fields, roles, integrations, routing rules, and the first nurture sequences. Daily sync so nothing gets built in isolation.

Days 10–12: Migration and QA. Data comes in clean. Every automation runs end-to-end in a staging environment before a single lead hits production.

Days 13–14: Launch and train. Team walkthrough, SOPs, dashboard handoff. Then 30 days of direct Slack access to the build team.

What if we don't have a CRM yet? That's the ideal starting point — we recommend the platform in the audit and build clean from day one.

What if our current CRM is a mess? Most of them are. Foundation Build includes data cleanup, deduplication, and migration into a working structure.

Do you white-label for agencies? Yes — see the Embedded Partner Program.