Pipeline
72 hours
- One pipeline (stages, exit criteria, required fields)
- One object model
- One automation set (assignment, follow-up tasks, rotting alerts)
- One dashboard
- Built in your HubSpot, Attio, or Pipedrive
Productized CRM consulting
Pick the CRM.
Skip the agency.
Design or Build, Design & Build, or ongoing Administration across HubSpot, Pipedrive, Zoho, GoHighLevel, and more. Productized scope. Flat fees. Real expertise.
Review Your Scope
CRMs we build on
HubSpot
Pipedrive
Zoho
GoHighLevel
Attio
Monday
Notion
Custom
Pricing
Pick the package that fits.
Or let us pick it for you.
Most CRM work falls into one of three shapes. A focused Design or Build for one component. A complete Design & Build for the full system. Administration for teams who need ongoing CRM operations.
Prerequisite: an active CRM subscription. We build inside yours.
Design or Build
72-hour delivery
One focused CRM deliverable. Choose either a designed component (architecture, schemas, workflows specified) OR a built component (we implement an existing design). One pipeline, workflow, or integration per engagement.
Edits until it’s right on your first deliverable
Built live in your CRM workspace
Loom walkthrough on delivery
No discovery call required
Most popular
Design & Build
2-week delivery
A complete CRM system designed and built end-to-end. Pipelines, properties, workflows, integrations, dashboards, and user training. Tailored to your platform and team.
Discovery call to scope the system
Full architecture documentation
Built as a connected system in your workspace
30-day support window included
Administration
Ongoing operations
A CRM operator embedded in your team. Workflow adjustments, user support, data hygiene, reporting, and ongoing optimization. The strategic option for teams running their CRM continuously.
Onboarding system audit
Weekly progress calls
Private Slack channel
Paid in full at start of term
Not ready yet?
Not Ready? Book a Free Consultation
Talk through your setup with us first. We will help you scope the right build. No pressure, no fee.
How it works
Three steps.
No proposals. No retainers.
Send a spec or take a discovery call. We design, build, and train your team. You get documentation, training, and a working CRM you fully own.
01 · Scope
Tell us what you need
Short intake form or a 30-minute discovery call for larger builds. Platform, team size, current state, desired outcomes.
02 · Build
We build in your CRM
Add us as a user. Design or Build in 72 hours, Design & Build in 14 days. Mid-build check-ins for larger scope. Slack-first communication.
03 · Train
Knowledge transfer + handoff
Loom walkthrough of every workflow, written documentation, and a live training call for your team. Edits open for 7 days post-delivery.
The work so far
Honest numbers from an honest build.
4+
CRM platforms supported
14-day
Median Design & Build
100%
Knowledge transfer included
Sample buildouts
What a CRM build actually looks like.
Every CRM falls into one of two shapes. Sales-led systems route deals through pipelines. Service-led systems route tickets through queues. Most teams need elements of both.
Sales-led · pipeline pattern
Move deals through stages
For teams selling B2B with multi-touch deal cycles. Pipelines, deal scoring, automation, and reporting tuned to your sales motion.
Multi-pipeline architecture by deal type
Lead scoring + auto-routing workflows
Sequenced touch automations + tasks
Forecasting + pipeline velocity dashboards
Typical turnaround · 14 days
Service-led · queue pattern
Route work through workflows
For teams managing recurring client work, tickets, or service delivery. Queues, SLAs, workload balancing, and client portals.
Ticket pipelines by service type or priority
Round-robin or skills-based routing
SLA tracking + escalation rules
Customer portal + self-service workflows
Typical turnaround · 14 days
Contact
Share a few details and I’ll get back within one business day with next steps and a clear scope.
Ready?
From $500 per component. 72-hour delivery on focused builds. Built live in your CRM workspace.