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Services · CRM & RevOps Engineering

Make your CRM the system your revenue runs on

Lifecycle, routing, scoring, pipeline, data and reporting, engineered inside HubSpot, Salesforce, or Account Engagement / Pardot, so your team stops being the integration layer.

Your CRM records the past; it does not run the pipeline.

What you get

What we engineer

01

Lifecycle & routing

Lifecycle architecture, lead routing, and lead scoring that reflect how you actually sell.

02

Pipeline & data

Pipeline processes, CRM data structure, and campaign operations engineered for consistency.

03

Attribution & dashboards

Reporting leaders actually use, attribution and dashboards that answer real questions.

04

Integration & governance

System integration across your stack, with governance and human oversight built in.

How we work

Assess, embed, build, optimise

01

Assess

Evidence-led diagnosis of your systems, processes, and goals.

02

Embed

An engineer joins your team, inside your CRM and tools.

03

Build

Production systems, shipped iteratively.

04

Optimise

Measure, refine, and hand over.

Technology

Built with the models and platforms you use

HubSpotSalesforceAccount Engagement / PardotOpenAIAnthropicn8nAPIs

Productised builds

Productised builds in this service

Ready-made systems we have already shaped, built on this discipline. Each has its own page.

Questions

Common questions about this service

Do you replace our CRM?
No, we work inside the CRM you already run, improving it rather than replacing it. No rip-and-replace for its own sake.
How do we stay in control?
Your team signs off strategy, quality, and brand; human oversight is built into the delivery.
Which AI models do you use?
We're model-neutral. We build using OpenAI and Anthropic technology, and other suitable foundation models, chosen to fit the task.
Who owns what you build?
You do. Everything is built in your own accounts and documented so your team can run and extend it after the engagement.
How do we start?
Book a discovery call. If it's a fit, we run an evidence-led assessment and give you a prioritised plan, which you keep, with or without us.

More services

Explore the other services

Every service has its own page: what it covers, how we deliver it, and the questions buyers ask.

Marketing & Content

Marketing Operations

Campaign operations, lifecycle, segmentation and reporting, so launching a campaign stops depending on who remembers the process.

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AI-Search Content

Clear, source-backed content built to be understood, extracted and correctly attributed by people and AI systems.

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Content Infrastructure

Structured content systems your team can reuse across the website, applications and other channels.

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Operations & Revenue

MarTech Stack Architecture

Audit, rationalise and connect the tools you own, so data moves properly and you stop paying for overlap.

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Workflow Automation

Reliable automation across n8n, Make.com and APIs, with error handling, monitoring and your team approving what matters.

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Applied AI

AI Strategy & Readiness

An evidence-led view of where AI will pay back, and a prioritised path from pilot to production.

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AI Agents & Applications

Assistants and multi-step AI workflows connected to your CRM and data, with your team signing off what ships.

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AI Governance & Enablement

The policies, oversight and training that let your organisation use AI safely and actually adopt it.

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Make your CRM the system your revenue runs on

Book a discovery call. We start with a fixed-scope assessment, and the plan is yours to keep.