The revenue systemBrings buyers to you.
Add-onsSales and RevOps, on top of the system.
Built onceThe foundation every process runs on.
Anthony Hsiao, CEO, Matterway Customer story The squeezing the lemon theme really struck gold. Anthony HsiaoCEO, Matterway Instant price From $1,999 a month Pick the processes you need and see your monthly price before you talk to anyone. See your instant price
Talk to sales All processes and prices

CRM & routing RevOps add-on

A CRM that keeps itself clean.

A HubSpot consultant that cleans your CRM once, then keeps it clean every week for you. Salesforce and Zoho work too.

What a HubSpot consultant does

We clean your CRM once, then keep it clean every week. Every lead goes to the right seller.

Built for

  • RevOps lead
  • Head of sales
  • Marketing ops manager

A good fit when

  • Reports do not add up
  • Leads land with the wrong person
  • Forms break without notice

The problem it solvesReports that do not add up, and leads with the wrong owner.

What you get every week

  • Clean data every week

    Duplicates merged, fields filled.

    Kept clean every week
  • Every lead routed

    Rules and scoring kept current.

  • Fixed in a business day

    When a form or a sync breaks.

  • New sellers set up fast

    Territory, routing and alerts, same week.

How it works

  1. Former CRO

    Count what is broken

    A former CRO cleans it once and proves it.

  2. Agent

    Keep it clean

    Every week, on its own.

  3. Your team

    Approve each rule

    Your ops lead signs off before routing changes go live.

  4. Growigami

    Recount monthly

    We report what changed.

How we find what is broken

We start by counting duplicates, empty fields, broken syncs and leads with no owner. The count tells us what to fix first.

Your team

  • Approve each routing rule
  • Share read access to your CRM
  • Tell us when territories change

The agents

  • Merge duplicates and fill fields
  • Route each lead by your rules
  • Keep lead scoring current
  • Watch forms and syncs

What it connects to

Works in your CRM and the tools around it.

Plus your own tools. If it has an API, we can connect it.

CRM

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zoho

Routing and meetings

  • LeanData
  • Chili Piper
  • Calendly
  • Google Calendar

Data and enrichment

  • ZoomInfo
  • Apollo
  • Clay
  • Lusha
  • Dun & Bradstreet
  • Clearbit

Support

  • Intercom
  • Zendesk

Connected tools

  • Slack
  • Gmail
  • Outlook
  • Airtable
  • Notion
  • Google Sheets
  • Zapier

Proof

Reworld: we rebuilt the CRM so sales and marketing saw the same pipeline.

“Our data has never looked cleaner! It's so easy now, I wish we had done this a long time ago.”
Mike WilliamsVP Commercial Operations, Reworld
Read the Reworld story

$250M+ pipeline

What CRM & routing costs

From $1,999 a month

Your first build is on us this month. After that, each new process costs $500 more in its first month, while we build it.

What it includes

  • Kept clean every week
    $1,999a month

Questions buyers ask

Do you work in HubSpot or Salesforce?

Both, and Zoho.

Our CRM is a mess. Where do you start?

First we count what is broken. Then we clean it once and prove it, and agents keep it clean.

Who controls the routing?

Your ops lead approves each routing change before it goes live.

How fast do you fix a broken form?

We fix it within one business day.

What do you need from us?

Read access to your CRM and one person to approve the rules.

Do you do HubSpot implementation and onboarding?

Yes. We start by counting what is broken in your HubSpot, Salesforce or Zoho, clean it once and prove it, then keep it clean every week. New sellers get their territory, routing and alerts the same week.

Are you a CRM consultant or an agency?

Both in one process. A former CRO sets the rules and proves them, then agents keep the data clean on a schedule. Your ops lead approves each change.

How does lead routing work?

Each lead goes to the right seller by your rules, such as territory. We keep the rules and the lead scoring current as your territories and products change.

What do you count first?

Duplicate records, empty fields, forms that do not sync and leads with no owner. The count tells us what to fix first and gives us a number to compare against later.

Is there more than one size?

No. It is one size: kept clean every week. You see the price on the price builder.

Start with one process.

See what is broken in your CRM within a week of starting.

From $1,999 a month for kept clean every week. Your first build is on us this month. Pick the processes you need and see your monthly price before you talk to anyone.