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A CRM built around how you actually sell.
Pipelines, properties and permissions mapped to your real sales process, not the default setup.
Six services. One revenue system.
Services
A CRM built around how you actually sell.
Pipelines, properties and permissions mapped to your real sales process, not the default setup.
Six services. One revenue system.
Services
CRM management
A CRM isn't a thing you finish. Data drifts, the team changes how they work, a new service needs a new field, an automation quietly breaks. Left alone, the system you paid for stops matching the business — and the team drifts back to the spreadsheet. We're the steady hand that keeps it worth opening.
crm / monthly health check
This month's checks
Duplicate records
14 found · merged
Clean
Required fields
31 gaps filled
Clean
Workflows firing
12 of 12 healthy
Clean
Integrations
Accounting sync restarted
Clean
Users and access
2 starters added · 1 leaver removed
Clean
Monthly report
Pulled and sent to the owner
Clean
Someone is watching the system, so you don't have to.
14
duplicates merged
31
gaps filled
98%
records trusted
Sixty seconds, no diagnostic needed
0
of 6
Tap any that sound like your current setup.
Start the diagnosticWhat's leaking
01
Duplicates creeping back, half-filled records, fields that mean different things to different people.
Halden Group — ×2
Re-entered from a web form in March
Duplicate
02
A new stage, a tweaked form, a report the owner wants — none of it hard, all of it stuck, because it's nobody's job.
Request: “Site visit” stage
Raised 6 weeks ago
Waiting
03
A workflow stopped firing, an integration failed silently, and the first sign was a customer who slipped through.
Quote follow-up workflow
Last fired 19 days ago
Broken
04
Data clean, changes done in days, workflows watched — and the report on the owner's desk on the 1st.
Whitfield Co — £9k
One record, one owner, follow-up on time
Healthy
None of it is hard to fix. It just isn't anybody's job — so it waits.
What we tend
Not RevOps. Not strategy. The ongoing care that keeps a working system working.
01
Dedupe, fill gaps, enforce the rules, so the numbers stay trustworthy month to month.
02
New fields, stages, forms and views as the business shifts — done in days, not weeks.
03
We watch that what was built keeps firing, and fix it fast when it doesn't.
04
New starters set up, leavers removed, permissions kept sane.
05
Your core numbers, pulled and sent, so you're not rebuilding them by hand.
06
Someone who knows your setup, so requests don't start from scratch every time.
Pricing
Steady tending
$750
a month
For a built system that needs a steady hand — roughly a morning a week of care.
Data hygiene and monthly clean-up
Small changes and fixes
Workflow health monitoring
User management
One monthly report
Email support, one point of contact
More moving parts
$1,250
a month
For a busier system with more moving parts and a faster turnaround.
Everything in Essentials
More change capacity each month
Priority turnaround
A short monthly review call
Light reporting changes as needs shift
Each level is capped by design, so you always know what you're getting. Need more one month? We'll say so before we start.
The honest upgrade line
CRM management keeps a good system healthy. If what you need is someone designing the revenue process, wiring the handoffs and owning the numbers — that's RevOps, and it's a different engagement.
See RevOps →From $750 a month.