Your CRM is a graveyard. We’re the groundskeepers.
Dead deals, empty fields, dashboards nobody opens. We clean it, rebuild it, and enforce it every month — so your pipeline finally tells the truth.
Keep the data clean and reported monthly? → CRM Care
Improve dashboards and automation as you grow? → Optimization
Rebuilds, integrations, migrations? → Development Partner
CRM Care
For agencies that need the CRM kept honest.
$1,000/mo
6 hours / month
✓ Onboarding cleanup: dedupe, field & stage audit, logging fixes
✓ Monthly hygiene sweep — data quality enforced
✓ Monthly reporting pack + review call
✓ Admin fixes within your hours
✓ Slack access
90-day minimum · hours don’t roll over
MOST POPULAR
CRM Optimization
CRM Development Partner
For agencies rebuilding or integrating at scale.
$4,000/mo
32 hours / month
✓ Everything in Optimization, plus:
✓ Build work: new pipelines, integrations, migrations, custom objects
✓ Attribution architecture — source tracking that survives an audit
✓ Weekly working session with your ops owner
✓ Priority Slack
90-day minimum · hours don’t roll over
What your hours buy
Hygiene sweep: 1–2 hrs · New dashboard: 2–3 hrs · Automation or routing build: 3–6 hrs · Pipeline rebuild: 10–20 hrs · Migration: 20–40 hrs. Estimates before we start, always. Past your block: $250/hr or upgrade.
Built at our own agency first — 3,000 to 9,000 clients at 96% retention · CRM logging compliance above 80% on managed engagements
Frequently Asked Questions
HubSpot or Salesforce?
Both. Care and Optimization also cover Pipedrive, Close, and GoHighLevel — the audit confirms fit.
Will my reps actually use it?
That’s what enforcement is for: stage exit criteria as CRM rules, monthly hygiene sweeps, and logging compliance tracked and reported.
Can you migrate us without losing data?
Yes — migrations run on the Development Partner tier with a mapped field plan and a rollback copy before anything moves.
What reporting do I get?
A monthly pack: pipeline, activity, conversion — founder view and rep view, reviewed on a call.
We’ll open your CRM on the audit call and show you the first three fixes.