RevOps · CRM
A CRM your marketing and sales teams both trust.
We set up or clean up your CRM with clear lifecycle stages, pipelines and ownership rules, so every lead from every channel lands in the right place.
Overview
CRM implementation, as part of one growth system.
A messy CRM breaks everything downstream: routing, reporting and forecasting. We start by agreeing definitions, then configure the CRM to match how you actually sell.
The CRM becomes the shared home for inbound and outbound leads, the engine behind marketing automation, and the data source for pipeline reporting.
CRM implementation is part of our revenue operations service.
Specialist services
Specialist CRM implementation services.
Each part of our CRM implementation work is also available on its own, or combined into one program.
HubSpot CRM Implementation
HubSpot CRM implementation for B2B companies: lifecycle stages, pipelines, properties, workflows, integrations and dashboards set up around how you sell.
Learn moreSalesforce CRM Implementation
Salesforce implementation for B2B companies: Sales Cloud setup, objects, fields, flows, permissions, integrations and reports configured for your process.
Learn moreGoHighLevel CRM Implementation
GoHighLevel setup for B2B companies and agencies: CRM pipelines, funnels, calendars, workflows, messaging and reporting configured to book and close more deals.
Learn moreCRM Migration Services
CRM migration services for B2B companies: data mapping, cleanup, migration of records and history, testing and team training for a smooth switch.
Learn moreCRM Audit Services
CRM audit services for HubSpot, Salesforce and other CRMs: data quality, process, automation, integrations and reporting reviewed with a prioritised fix plan.
Learn moreCRM Pipeline Design
CRM pipeline design for B2B sales teams: deal stages with clear exit criteria, required fields, probabilities and reporting that support accurate forecasting.
Learn moreCRM Integration Services
CRM integration services connecting your CRM to websites, ads, outreach tools, enrichment, billing and support systems so data flows without manual work.
Learn moreCRM Data Cleanup
CRM data cleanup for B2B teams: deduplication, standardisation, enrichment, archiving and ongoing data hygiene rules so your CRM stays accurate.
Learn moreWhat's included
Everything we set up and run for you.
CRM audit
Data quality, duplicates, fields and process gaps reviewed.
Lifecycle stages and pipelines
Shared definitions from lead to closed deal.
Lead routing and ownership
Rules that assign every lead to the right person fast.
Data cleanup and enrichment
Duplicates merged, fields standardised, gaps filled.
Integrations
Website forms, ads, email and outreach tools connected.
Dashboards
Pipeline, source and conversion reports leadership can read.
How it connects
Stronger when it works with the rest of your system.
With a clean CRM in place, automation can route and score leads reliably, account-based marketing can track engagement by account, and every channel is measured the same way.
Marketing and sales automation
Marketing and sales automation that removes manual handoffs: lead routing, scoring, enrichment and alerts across your CRM, outreach and marketing tools.
Learn more RevOpsAccount-based marketing
Account-based marketing that coordinates paid media, content, cold email and LinkedIn around your highest-value target accounts, with account-level reporting.
Learn more OutboundB2B lead generation
B2B lead generation built on verified prospect data: ICP definition, buying-trigger research and enriched account lists for inbound and outbound.
Learn more OutboundAppointment setting
B2B appointment setting that handles replies, qualifies interest and books meetings straight into your calendar, with full context in your CRM.
Learn moreHow we work
From kickoff to live campaigns.
- Step 1
Audit data and processes
- Step 2
Agree stages, fields and rules
- Step 3
Configure, migrate and integrate
- Step 4
Train the team and launch dashboards
Tools we use
Built on the tools your team already knows.
Related reading
Guides on crm implementation.
Revenue operations
How to align marketing and sales on one lead definition
A practical process for agreeing one definition of a qualified lead across marketing and sales, with lifecycle stages, handoff rules and an SLA.
6 min readRevenue operations
Lead scoring for B2B: fit plus intent
How to build a B2B lead scoring model that combines ICP fit with buying intent, set thresholds, avoid common mistakes and route leads automatically.
6 min readRevenue operations
Zapier vs Make vs n8n for RevOps automation
Zapier, Make or n8n for marketing and sales automation? How each tool works, where it fits best in a RevOps stack, and how to choose for your team.
6 min readRevenue operations
Building a pipeline report leadership will read
How to build a B2B pipeline report that leadership will actually use: the metrics that matter, how to attribute pipeline by source and what to leave out.
6 min readRevenue operations
Best automation tools for B2B sales and marketing
The best automation tools for B2B sales and marketing teams, from no-code platforms like Zapier and Make to developer tools like n8n and Pipedream.
5 min readRevenue operations
Best CRM software for B2B companies
The best CRM software for B2B companies: HubSpot, Salesforce, Attio, folk, Pipedrive, Zoho CRM, Twenty and GoHighLevel, with who each suits.
5 min readFAQ
Common questions.
Which CRM should we use?
Often the one you already have. We work mainly with HubSpot, Salesforce, Zoho CRM and GoHighLevel, and recommend changes only when there is a clear reason.
Can you migrate us between CRMs?
Yes, including data mapping, cleanup and testing before switch-over.
How long does a CRM project take?
A focused cleanup can be quick. A full implementation with integrations takes longer. We scope it after the audit.
More revenue operations
Other revenue operations services.
Marketing and sales automation
Marketing and sales automation that removes manual handoffs: lead routing, scoring, enrichment and alerts across your CRM, outreach and marketing tools.
Learn more RevOpsAccount-based marketing
Account-based marketing that coordinates paid media, content, cold email and LinkedIn around your highest-value target accounts, with account-level reporting.
Learn moreReady to connect inbound and outbound?
Tell us about your team and we will show you where your pipeline could grow.