CRM

Pipeline visibility that matches how your team actually sells.

Most CRM implementations get abandoned, and the reason is usually the same: it was built for how leadership wishes the team worked, not how they actually work. We start with the team, not the feature list.

Audit my site and intake See the work

From$15,000 project + retainer(562) 407-3800

CRM Implementation — HubSpot, Salesforce, or custom - wired into everything else.

Operator take

The best CRM is the one your team opens in the morning

HubSpot and Salesforce can both be great or both be disasters. The deciding factor is implementation, not platform. We do implementation right - change management, training, integrations, reporting the exec actually reads.

Capabilities

The actual scope of work.

Not a services bingo card. This is what ships.

Platform selection

HubSpot, Salesforce, Pipedrive, Close, or custom. Honest trade-offs.

Data architecture

Object model, property design, lifecycle stages, pipeline logic.

Integrations

Email, calendar, Slack, Intercom, QuickBooks, Shopify, Zapier, custom APIs.

Workflow automation

Lead scoring, sequences, routing, handoffs, SLA tracking.

Migration

From spreadsheets, legacy CRMs, or broken implementations. Clean + deduped.

Adoption

Training sessions, playbooks, weekly office hours for the first 60 days.

The build rhythm

Phases with clear exits.

You know what shipped, what changed, and what still needs work.

STEP 01

Discovery

Interview your sales, ops, and exec teams. Watch how work actually happens before we propose anything.

STEP 02

Design

Object model, pipeline logic, reporting schema, integration map. Documented before we build.

STEP 03

Configure + Integrate

Platform setup, workflow automation, data migration, third-party integrations - all tested against your real data.

STEP 04

Adopt

Team training, playbooks, weekly office hours for the first 60 days. The CRM only works if the team uses it.

What you get

What should be visible after the work ships.

Measurable, shippable, and yours to keep.

HubSpot, Salesforce, Pipedrive, or custom

Connected to Shopify, QB, Slack, Gmail, Intercom, etc.

Lead scoring + routing + SLA tracking

Exec dashboards tied to revenue, not activity

Team playbooks + 60-day adoption support

Live in 6–12 weeks, not 6–12 months

Deliverables

What lands in your accounts.

Discovery + requirements doc
Configured CRM (objects, fields, pipelines, reports)
Integrations live
Data migration (cleaned + deduped)
Team training + playbooks
60-day adoption support

The work

CRM we have shipped.

Real engagements. Real scope. Every project labeled for what it is.

Custom Apparel

French Press Custom (parent brand)

Rebuilt our own 15-year-old print business on Next.js + Supabase. Parent-company operating proof across production, fulfillment, ecommerce, and customer service.

Read case study

Internal Build - Operations Software

French Press Custom (parent brand)

Custom internal ops platform running a 30-person production shop - CRM, production pipeline, payroll, time clock, inventory sync, QuickBooks OAuth, customer portal.

Read case study

FAQ

CRM Implementation - the questions we get.

01HubSpot vs Salesforce?+

HubSpot: faster to stand up, better UX, great for SMB–mid-market. Salesforce: infinitely flexible, required for complex enterprise orgs. Most clients are happier on HubSpot.

02Can you build custom CRMs?+

Yes - on Supabase/Postgres + Next.js. Makes sense when you have workflow requirements no platform supports.

03Timeline?+

6–12 weeks for platform implementation. Custom CRMs: 10–20 weeks.

Book a review

Let's review your CRM setup.

Send the context. We reply within one business day with an honest read on fit. If it is not a fit, we say so.

Direct line

(562) 407-3800

What happens next

01We review your CRM setup and intake path
02If it is a fit, we scope the smallest useful system
03You hear back within one business day

Intake ticket - CRMopen

No chatbot middleman. A real person reviews it.

Prefer the full form? Open the contact page