Is HubSpot or Salesforce the right CRM for my business?
It depends on your sales motion, team size and how much customization you need. HubSpot wins on speed and ease for most small and mid-size teams. Salesforce wins when you need heavy customization or enterprise scale. We're partners with both, so you get a straight answer.
Which tier or licenses do I actually need?
Usually fewer than you're being sold. We look at what your team really uses and map it to the right tier, so you're not paying for seats and features nobody touches.
Can you automate our sales, marketing and service workflows?
Yes. Lead routing, nurture emails, follow up tasks, onboarding, renewals and reporting can all run on their own. Then we layer AI agents on top for the work that used to need a person.
We already have a CRM. How do we get more value from it?
Start with the free Damage Report. It shows what's broken, what nobody's using and what to fix first. Most teams are using a fraction of what they already pay for.
Can you integrate our CRM with our existing systems?
Yes. Email platforms, checkout, accounting, ecommerce and anything with an API or a Zapier connection. We document every integration so it survives turnover.
Is the Damage Report really free?
Yes. It used to be $17. We made it free because it's the fastest way to show you what we find. No card, no catch.
Can you take over from a CRM admin who left?
That's the sweet spot. We audit what's there, document it, fix what's broken and keep it running so nothing depends on one person's memory.
What does a Fractional CMO engagement look like?
Strategy and execution on one retainer. We plan the funnel, build it in your CRM and run it with your team. Book a call and we'll scope it together.