CRM & HubSpot services
Eight services, one sequence: we audit first, agree a flat-rate scope, then bill against milestones. Pick the one you came for, or start with the audit and let the findings decide.
Our two flagship services
RSM Audit
A structural review of your HubSpot portal — workflows, properties, pipelines, permissions, and data quality — scored and prioritized before anyone quotes you a project.
VAIDER
Qualified leads researched and delivered inside HubSpot. One ICP, one signal lane, and at least four review-ready lead packets a week — never a scraped list.
Scoped engagements, flat-rate and milestone-billed
New portal implementation
A HubSpot portal built around your operating model — objects, properties, pipelines, permissions, and integrations — with the team trained before go-live.
CRM migrations
Salesforce or a second portal into one HubSpot instance. CRM data, marketing assets, pages, and redirects — including the CMS content HubSpot cannot natively move.
Reporting
Dashboards built on validated data, with every metric carrying a written definition. Often the first call after a funding round, when the reporting bar suddenly moves.
Ongoing work, once the foundation holds
CRM optimization & RevOps
Data cleanup, dedupe, hygiene standards, and the revenue operating model that keeps the portal from drifting back.
Learn more →Intelligence & AI agents
AI agents for routine follow-up, enrichment, and summarization — built on clean data and a real process, never bolted onto a broken portal.
Learn more →Ongoing support
Retained hours with a quarterly re-audit, on Email, Teams, WhatsApp, or Slack. Nobody changes their process to work with us.
Learn more →You pay as we deliver, not before
Every engagement runs the same shape. Scope is fixed after the audit, and each payment is released against work you have already seen.
Not sure which one you need?
Run the audit. It scores your portal and tells you what's actually broken — then we'll tell you which of these services fixes it, or whether you need us at all.
Tell us what your CRM is doing wrong
Book a time directly, or send us a note and we will come back to you — usually the same day. Either way you get a real answer about your portal, not a pitch deck.
Book a meeting
Pick a time that suits you. Thirty minutes, no obligation, and we will look at your portal together.
Open the calendarOr send an inquiry
Tell us what is going wrong and we will come back with a first read on it.