Fixed-scope CRM & AI projects that fix real problems in days, not months.
Choose a productized service, know the price and timeline upfront, and get your CRM, marketing, and sales ops unstuck without another endless “discovery project”.
No retainers. No vague “engagements”. Just concrete fixes.
CRM Automate is for you if,
You’ll get the most value from working with me if you’re already investing in HubSpot, Salesforce, or another CRM and you’re serious about turning it into a predictable revenue engine – not just a database.
You own revenue, not just a channel
You’re a founder, CMO, Head of Growth, or RevOps leader responsible for the full journey from lead to closed-won and renewal – and you need systems that support that responsibility.
Your CRM is used… but not trusted
Deals fall through the cracks, reports don’t match reality, and everyone is working from different versions of the truth. You want a clean, reliable system people actually use.
Marketing, sales & service feel disconnected
You’ve got tools and workflows in place, but handoffs are messy, follow-up is inconsistent, and customers don’t experience one joined-up journey.
You’re done with patchwork fixes
You’ve tried internal tinkering, agencies, or freelancers making isolated changes. You’re ready for a joined-up approach instead of another one-off workaround.
You care about data, not just “doing more”
You want clear reporting, attribution, and a small set of dashboards executives can trust – so decisions are driven by data, not guesswork or noisy vanity metrics.
You’re ready to move and implement
You have internal ownership, access to your tools, and the budget to act in the next 30–90 days. You’re not browsing; you’re looking for a partner to get this done.
Then Let's Choose your next small, fixed project
These are designed as entry projects. Each has a clear scope, price, and timeline — and can roll into larger architecture or RevOps work if needed.
Rapid Data Quality Audit
A 3-day diagnostic of your contacts, companies, deals, and lifecycle health, with a prioritized list of fixes
$990
3 business days
HubSpot Deal Pipeline Redesign
Redesign up to 3 pipelines, stage definitions, and key properties so your forecast actually reflects reality.
$3900
7 business days
Salesforce ↔ HubSpot Repair
Stabilize the sync between Salesforce and HubSpot with clean mappings, rules, and error reduction.
$4500
7 business days
Lead Scoring Set-up
A 3-day diagnostic of your contacts, companies, deals, and lifecycle health, with a prioritized list of fixes
$2500
3 business days
Email marketing engagement
Redesign up to 3 pipelines, stage definitions, and key properties so your forecast actually reflects reality.
$3900
7 business days
Service Tickets Response Time
Stabilize the sync between Salesforce and HubSpot with clean mappings, rules, and error reduction.
$4500
7 business days
More Ways to Engage With Us!
Whether you need a full CRM and marketing automation overhaul or a sharp tactical fix, choose the engagement level that matches the size and urgency of your problem.
End-to-End CRM & Automation Transformation
For CEOs and marketing leaders who want a serious, measurable upgrade of their HubSpot / Salesforce setup.
Primary outcome: one integrated revenue engine across marketing, sales and service.
- Blueprint & roadmap for CRM, marketing, sales and service automation.
- HubSpot / Salesforce architecture, configuration and implementation.
- Lifecycle, lead scoring, nurture journeys and sales handover design.
- Reporting framework: pipeline, attribution and performance dashboards.
- Team enablement, playbooks and governance so it keeps working after go-live.
Focused Sprints on One Core Problem
For teams who don’t need a full rebuild, but want one critical part of their system fixed properly.
Primary outcome: a deep fix to one high-leverage area of your CRM or automation.
- Examples: lead routing, MQL → SQL flow, sales pipeline cleanup, onboarding automation.
- Audit of your current setup with specific, prioritized changes.
- Hands-on implementation inside HubSpot / Salesforce.
- Before/after metrics defined so you can track impact.
Fast Fixes, Reviews & Power Sessions
For founders and teams who want expert eyes on their system or a quick, surgical improvement.
Primary outcome: clarity and immediate, actionable fixes without a long project.
- CRM / funnel audit with specific “do this, not that” recommendations.
- Workflow, campaign or pipeline review with live screen-share.
- Implementation of one small but meaningful improvement.
- Recording + summary so your team can execute next steps.
Trusted by Industry Leaders Worldwide
Our Esteemed Clientele
Explore how we’ve helped organizations across various industries achieve success with tailored solutions and exceptional service.
Tools We Use
