RevOps (Revenue Operations) for a CRM your team can trust
We fix the data, routing and reporting behind your pipeline, so every lead reaches the right owner fast and every meeting traces back to where it came from.
The RevOps layer
- Audit: CRM, tools and data flows mapped
- Clean: Duplicates merged, gaps filled
- Enrich: Records kept current on a schedule
- Route: The right owner, ranked queues
- Report: Dashboards both teams share
For teams that have outgrown their CRM setup
More tools, more leads and more people usually mean more mess underneath. RevOps is the work of keeping it trustworthy.
Your CRM is full of duplicates and gaps
The same company appears three times, contacts are stale and key fields are empty, so reps check other tools before every call.
Signals and leads never reach the right rep
Your tools spot funding rounds, hiring and site visits, but nothing turns them into a task for the person who should act.
Sales and marketing report different numbers
Stages, sources and definitions do not match, so every pipeline review starts with an argument about the data.
The systems behind a pipeline you can trust
Built in the CRM you already use and connected to the tools around it.
CRM clean-up
Companies and contacts matched on domain and email, duplicates merged, and the fields sales relies on filled in.
Enrichment that stays current
Workflows that enrich new and existing records on a schedule, so the data does not decay after the clean-up.
Lead and account routing
Rules that score each lead or account and send it to the right owner, with ranked queues for reps.
One set of stage definitions
Lifecycle stages from MQL to opportunity defined once and used by both teams, in the CRM and in reports.
Dashboards and attribution
Live dashboards for the weekly pipeline review, with every meeting tied to the signal or campaign that started it.
How a RevOps engagement runs
We look before we touch anything, and we leave behind workflows your team can read and run.
Audit
We map your CRM, tools and data flows, and list what is broken before changing anything.
Clean and connect
We fix duplicates and gaps, then connect enrichment and outreach tools to the CRM.
Automate
We build routing, enrichment and stage updates as workflows that run on their own.
Report and hand over
We set up the dashboards and definitions, document every workflow and hand it to your team.
When the CRM becomes the source of truth
Two builds where routing and attribution were part of the system from day one.
The stack we work in
We work inside your existing CRM rather than replacing it, and connect the tools around it.
- HubSpot: CRM records, stages, routing and dashboards
- Clay: Enrichment and keeping records current
- n8n: Automations that connect the GTM stack
- Claude: AI steps inside workflows, such as research and classification
What teams ask about RevOps
Short answers to the questions we hear most. Anything else, ask us on a call.
What does RevOps (revenue operations) cover?
The systems behind your pipeline: CRM data quality, enrichment, lead and account routing, lifecycle stages and the reports leadership reads. We build them so sales and marketing work from the same numbers.
Which CRM do you work with?
We work inside the CRM you already run, for example HubSpot, and connect it to your enrichment and outreach tools instead of replacing it.
How do you protect our existing data?
We audit before we change anything, match records on stable keys such as domain and email so we do not create duplicates, and check every change in the CRM after it is made.
Can you fix duplicate companies and contacts?
Yes. Duplicates are one of the first things we look for, because routing and reporting break when the same account exists more than once.
Will our team understand what you build?
Yes. Every workflow is documented and named so it is clear what it does, and you own all of it.
How do you measure success?
By what your team can trust and act on: clean records, leads reaching the right owner quickly and reports that match what sales sees. We agree the measures with you after the audit, from your real data.
Make the CRM the place your team trusts.
Tell us where the data, routing or reporting breaks today. We will show you what we would fix first and how.
