Four engagements. Four services. Numbers we can stand behind — and that our clients can verify.
The sales team at this California-based SaaS had stopped trusting their CRM entirely. Four pipelines built by four different people over three years, 60,000+ contacts with a 40% duplication rate, and lifecycle stages nobody could agree on. Reps were maintaining private spreadsheets to track their actual deals.
We ran a two-week diagnostic — interviewing every revenue team lead, auditing every workflow, mapping every data flow. Then rebuilt the entire HubSpot architecture from scratch: 2 custom objects, unified pipeline logic, 14 lifecycle stages, and a Python-based deduplication and migration script that processed the full contact base with zero data loss.
→ Full architecture redesign, custom deduplication script, data migration, team training and documentation delivered in 9 weeks.
Fix your CRM →Every new client at this London-based consulting firm triggered a 12-step manual process — copy data from CRM into the contract tool, generate the proposal, chase signature, set up billing, create the Google Drive folder, notify the delivery team on Slack. Twelve steps. Five tools. Four hours of ops work per client. Three errors per week on average.
We mapped the entire onboarding flow end-to-end, identified every handoff, and automated the full sequence with Make.com: CRM deal closed → contract generated and sent via DocuSign → Stripe subscription created → Google Drive workspace provisioned → Slack notification to the right delivery lead, with a full client summary attached. One trigger. Fully automated.
→ End-to-end Make.com automation connecting HubSpot, DocuSign, Stripe, Google Drive and Slack — designed, built and tested in 3 weeks.
Automate your operations →This marketplace platform had a lead volume problem — the good kind, but still a problem. 400+ new leads every week, each one requiring manual review against their ICP criteria before routing to a sales rep. The team was spending 60% of their qualification time on leads that would never close. Top performers were leaving because the role felt like data entry.
We built an AI qualification pipeline that runs automatically on every new HubSpot lead: company data enrichment via API, LinkedIn signal extraction, scoring against 12 ICP criteria using a fine-tuned GPT-4 prompt, automatic lifecycle stage update, and routing to the right rep with a structured qualification summary. Hot leads now land in inboxes pre-qualified, with context.
→ Custom AI pipeline built on GPT-4 + HubSpot API, fully automated via Make.com — designed and deployed in 4 weeks with zero additional tooling cost.
Explore AI for your pipeline →This property management group was running their entire owner reporting workflow across three disconnected SaaS tools and two master spreadsheets — one for booking fee calculations, one for maintenance tracking. Every month, a team member spent 6 hours manually pulling data, formatting reports, and emailing them to property owners. Any of the three tools changing their pricing meant a budget review.
We scoped a custom web application tailored exactly to their workflow: a React frontend with a property dashboard, a FastAPI backend handling booking fee logic and maintenance tracking, direct HubSpot integration for owner contacts, Stripe for automated owner payouts, and a one-click PDF report generator that auto-emails owners on the 1st of each month. No more manual compilation.
→ Full-stack custom application — React + FastAPI + HubSpot + Stripe — designed, built and deployed in 10 weeks. Completely owned by the client.
Scope your custom app →Tell us what’s broken. We’ll tell you how we’d fix it — and what the outcome should look like.
Book a free 30-min call →