CRM Operations for B2B & B2C

Power Up Your CRM

Dirty data, broken attribution, manual workflows — your CRM is holding you back. We clean it, enrich it, and make it actually work for your revenue team.

Clean Enrich Attribute Analyze Automate
Get a Free CRM Audit

Five ways we power up your CRM

Every CRM has the same problems. We fix them — whether you sell to businesses or consumers.

Clean

Duplicates, typos, and junk records silently break everything downstream — reports lie, automations misfire, and reps waste time on bad data. We merge duplicates across sources, normalize names and addresses, and purge bot submissions and test accounts so your CRM reflects reality.

  • Merge duplicate contacts from forms, ads, and imports
  • Normalize company names, job titles, and addresses
  • Remove spam signups, bots, and test records
Duplicate Infosys Ltd
Duplicate INFOSYS
↓ merged
Clean Infosys

Enrich

A name and email aren't enough to sell or segment. We fill in the gaps — company size, industry, seniority, location, lifetime value — so your team can prioritize the right leads and personalize at scale without manual research.

  • Append firmographic data: industry, size, revenue
  • Identify buyer roles and decision-making authority
  • Add behavioral signals: LTV tier, interests, preferences
Sarah Chen
s.chen@acme.io
CompanyAcme Corp
Size250-500
RoleDecision Maker
IndustrySaaS

Attribute

You're spending on ads, webinars, email, and content — but can you trace a closed deal or purchase back to the campaign that started it? We connect multi-touch journeys to revenue so you know exactly where to double down and what to cut.

  • Map revenue back to specific campaigns and channels
  • Track multi-touch journeys across long sales cycles
  • Measure true ROAS — not platform-reported vanity metrics
LinkedIn AdJan 12
WebinarJan 28
Demo CallFeb 5
Closed Won$24,000

Analyze

Dashboards show you what happened. We show you why. We dig into your pipeline stages, conversion rates, funnel drop-offs, and cohort performance to find the bottlenecks and blind spots that are costing you deals.

  • Detect slow pipeline stages and conversion bottlenecks
  • Identify churn-risk segments and funnel drop-offs
  • Benchmark rep and campaign performance
Leads1,240
Qualified893
Proposal471
Closed    223
34% drop at Qualified → Proposal

Automate

Every manual step is a place where leads stall, follow-ups get missed, and revenue leaks. We wire up your CRM so events trigger actions automatically — lead routing, outbound sequences, lifecycle emails, and stage transitions happen without anyone clicking a button.

  • Auto-assign leads by territory, score, or segment
  • Trigger sequences, emails, and alerts on CRM events
  • Move deals and tickets through stages automatically
New Lead Score > 80
Assign to Sales Rep
Send Outbound Sequence
Create Deal in Pipeline

Works with your stack

HubSpot & Salesforce
Google, Meta & LinkedIn Ads
Calendly, Typeform, Webflow
Shopify, Stripe, WooCommerce
Zapier, Make, n8n
Custom integrations via API

Get a Free CRM Audit

We'll look at your CRM data, integrations, and workflows — then tell you exactly what's broken and what to fix first.

Free

No credit card. No commitment. Just a clear report.

Request Your Free Audit