CRM Architecture + Data Model

Does the system reflect how your business works?

We review the structure underneath your CRM, including:

• Contacts

• Companies or Accounts

• Leads

• Opportunities

• Deals

• Pipelines

• Custom objects

• Fields and properties

• Associations

• Ownership

• Naming conventions

• Required information

We identify unnecessary complexity, missing structure, and data decisions that make automation, reporting, or adoption harder than necessary.

A strong CRM foundation makes everything built on top of it easier.

Sales Process + Pipeline Optimization

Make the CRM useful for the people expected to use it every day.

Your CRM should reflect meaningful progress through the sales process — not simply provide a collection of dropdown menus.

We evaluate:

• Lead stages

• Qualification

• Opportunity creation

• Pipeline stages

• Stage definitions

• Required actions

• Deal progression

• Closed Won logic

• Closed Lost reasons

• Follow-up requirements

• Stalled opportunities

Pipeline stages should represent meaningful progress. Not arbitrary statuses.

Lead Capture + Automated Routing

Get qualified opportunities to the right rep instantly.

We audit lead capture points across forms, ads, events, and inbound channels to design automated assignment rules, round-robin logic, territorial routing, and SLA notifications so no qualified lead sits untouched.

Workflow + Process Automation

Stop using people for work your software can do.

We simplify or replace outdated workflows, automating lead notifications, lifecycle stage updates, task creation, re-engagement campaigns, and onboarding triggers so your team can focus on high-value relationship building.

AI Readiness + Corporate Stack Integration

Turn standalone AI tools into core sales accelerators.

We evaluate how corporate ChatGPT, Claude, or Copilot accounts can connect securely to your CRM. From account research and call summaries to automated follow-up drafts and pipeline risk analysis, we help reps accomplish more without extra hours on admin.

Conversation + Activity Tracking

Build a complete view of the customer relationship.

Many organizations capture:

• Contacts

• Companies

• Opportunities

• Revenue

But miss much of the relationship activity around them.

We assess whether important interactions are actually making it into the CRM, including:

• Emails

• Meetings

• Calls

• Notes

• Tasks

• Marketing engagement

• Website behaviour

• Event activity

• Quotes

• Proposals

• Service interactions

That history becomes increasingly valuable as AI enters the CRM environment.

AI can only help your team understand a customer relationship if the relevant information exists somewhere it can access.

If conversations and important interactions aren’t being captured today, don’t wait for business to slow down. Start building the history now.

Integrations + APIs

Your CRM should be part of a connected ecosystem.

We assess how your CRM interacts with the rest of your technology stack.

That may include:

• Website

• ERP

• Marketing automation

• Email

• Phone systems

• Ecommerce

• Accounting

• Service platforms

• Data warehouses

• Customer portals

• Business intelligence tools

• AI tools

• Custom applications

We look for:

• Duplicate data

• Failed syncs

• Manual workarounds

• Conflicting records

• Missing integrations

• Opportunities for APIs

• Systems that should act as the source of truth

Sometimes the biggest CRM opportunity lives outside the CRM itself.

Service, Marketing + Operations Handoffs

Eliminate lost context after the deal is closed.

We connect APIs and automations between Sales, Service, Operations, and Finance so project handoffs, billing setups, and support tickets transition smoothly.

Reporting, Forecasting + Executive Dashboards

Get clear answers to critical business questions.

We build real-time reporting environments focused on pipeline health, win rates, sales velocity, channel attribution, and customer retention, giving leadership the accurate data required for confident forecasting.