A CRM built around how your team actually sells.
Most CRMs were set up from a template and patched for years. We rebuild pipeline stages, fields, automation and reporting so the data matches reality and reps stop routing around the system.
If reps don’t trust the CRM, they don’t use it
And if they don’t use it, every forecast, report and automation built on it is wrong.
- The same prospect exists three times
- Pipeline stages have no clear entry or exit criteria
- Reps track deals in spreadsheets or notebooks
- Leadership doesn’t trust the pipeline report
- Integrations with your dialer, forms or billing are broken or manual
Diagnose, design, rebuild, train
Diagnose
We map how deals actually move, from first touch to close, and compare it to how the CRM is set up.
Pipeline design
Stages with objective entry and exit criteria, required fields at each stage, and clear ownership.
Data model
Contacts, companies, deals and custom objects cleaned up; unused fields retired; duplicates merged.
Automation
Task creation, assignment, stage moves, reminders and hand-offs automated so reps sell instead of updating records.
Integrations
Dialer, email, forms, calendar, billing and lead sources connected so data flows without manual entry.
Reporting and training
Dashboards leadership can trust, plus rep training and admin documentation.
What you get
Built in your accounts, documented, and yours to keep.
- Pipeline and stage design with exit criteria
- Field and object cleanup
- Duplicate merge and prevention rules
- Sales automation and task workflows
- Integrations with dialer, email, forms and billing
- Leadership dashboards
- Training and admin documentation
- Migration between CRMs when needed
How to buy it
Start here if you’re not sure whether to rebuild, migrate or repair.
CRM rebuild is the core of the Sprint, alongside phone, email and automation.
Ongoing CRM administration, hygiene and new automations every month.
Common questions
Should we switch CRMs?
Will this disrupt the sales team?
Do you handle migrations?
Fixes that compound with this one
Pipeline Audit & Sprint
A dollar figure on every leak, then the full stack fixed in 30 days.
Learn more →Branded Caller ID & Phone Reputation
Spam Likely labels removed. Your company name on the screen.
Learn more →Email Deliverability
SPF, DKIM, DMARC, domains and warmup built so email lands in the inbox.
Learn more →Speed-to-Lead Automation
Every new lead texted, emailed and routed to a rep in under 60 seconds.
Learn more →Lead Data & Enrichment
Duplicates merged, records validated and enriched before reps touch them.
Learn more →Revenue Funnels
Landing page to booked call, with every step tracked in your CRM.
Learn more →Find out what your CRM is costing you
The Pipeline Audit quantifies this leak and every other one in dollars, then ranks the fixes by return.