Most CRMs are set up once and then drift. We configure and maintain yours so it fits your real process: the objects, fields, pipelines, stages, automation and permissions your team actually uses. Deep experience across HubSpot, Microsoft Dynamics, Salesforce, Pipedrive, Odoo and Zoho.
A fraction of the cost of a local hire.
Fields nobody fills, pipelines that do not match your stages, automation that fires at the wrong moment.
New tools bolted on with no one owning the config, so the data drifts and the reports stop being trusted.
The one admin who knew the setup has left, and every change now feels risky.
A 20-minute call to see your CRM, your process and where they diverge.
We rebuild the config to fit how you sell, and document every choice.
We keep the config current as your process and stack change.
A Pod Lead who owns quality, with operators who do the work
A weekly report you can read in two minutes
Your SOPs stay yours; we document every process as we go
Your tools and data stay yours; we work inside them
HubSpot, Microsoft Dynamics, Salesforce, Pipedrive, Odoo and Zoho. Others on request.
It can be. Most teams keep us on to maintain and evolve the config as the process changes.
That is Migration Ops. We often run the two together: configure the target, then move and reconcile the data.