CRM projects with a fixed priceand a date it goes live.
We set up and fix Salesforce, HubSpot, Zoho, Microsoft Dynamics, and AI agents for small and mid-sized companies. You see the full scope and the price before you commit to anything.
- One price agreed up front, never an hourly bill
- Live in weeks, not a year-long programme
- Built by senior architects, not juniors
What kind of business are you?
We build differently per sector, so this changes the recommendation.
Pick one to continue. Takes about thirty seconds, no email needed.
250+ projects delivered
100% project success rate
60+ certifications
40+ senior consultants
How the packages work
Every package sits on one ladder
Whatever the platform, the shape is the same. Each rung de-risks the next, and each one ends at a point where you can stop, with something finished in your hands.
Review first
An architect audits what you have and hands you a ranked plan.
Start here if: Something is wrong but nobody agrees on what.
Quick start
The core platform set up right, your data in, your team trained.
Start here if: You are on spreadsheets or a starter CRM you have outgrown.
Full build
Deeper work: integrations, automation, AI agents, org rescues.
Start here if: The platform exists but it works against your team.
Ongoing support
A senior team on call for changes, releases, and questions.
Start here if: It works, and you want it to stay that way.
Bigger, stranger problem? We also scope fully custom builds. Bring it to a call.
What we can build for you
Pick your industry, or the platform you are on.
Manufacturing
4 packages
Quote to cash, engineers in the field, and dealers ordering without picking up the phone. Built on the stack that fits your volume, not the one with the biggest logo.
- Quote to Cash for Manufacturers
- Field Service for Manufacturers
- Dealer and Distributor Portal
- Manufacturing Service Agent
Financial services & wealth
4 packages
Onboarding measured in days, a real household view, and an audit trail that makes examinations uneventful.
- Client Onboarding in Days, Not Weeks
- Advisor Client 360
- Compliance-Ready Audit Trail
- Secure Client Portal
Healthcare & senior care
4 packages
Intake, coordination, and routine enquiries handled without adding headcount, on a HIPAA-aligned build.
- Patient and Member 360
- Digital Intake and Consent
- Care Coordination Agent
- Appointment and Reminder Automation
B2B SaaS & professional services
4 packages
Product signals in the CRM, renewals that never surprise you, and reporting that survives a board meeting.
- Product-Led Revenue Engine
- Renewal and Expansion Pipeline
- Board-Ready Revenue Reporting
- Services Delivery and Billing
We also work with nonprofit and education teams. Ask about your sector.
Proof
Numbers from real engagements
Each one links to the full case study, including what went wrong on the way.
autonomous case resolution on a multi-agent Salesforce build
Read the case studyof routine enquiries self-served for a multi-site senior care network
Read the case studyhigher sales productivity after a Series C SaaS migration, with zero data loss
Read the case studyNo surprises
Fixed price only works if the scope is honest
Most consulting horror stories are scope stories. These four rules are how we keep a fixed price honest on both sides, and they are in every statement of work we send.
Put us to the test on a callScope in writing before you commit
What is included, what is not, and what it costs. You decide with the full picture.
We tell you if you do not need us
If the audit says your org is basically fine, that is exactly what the report says.
Out-of-scope means a conversation
New asks become a written change request with its own price. Nothing slides in quietly.
Accountable to the number
Every package names its outcome up front, and the engagement is judged against it.
Questions people ask before booking
Because an honest price needs five minutes of context. Two companies buying the same package can have very different data volumes, integration counts, and user numbers. We quote a fixed price after a short scoping call, and that price does not move unless you change the scope.
Yes. Every engagement is quoted as a fixed price against a written scope, so there are no hourly surprises. If you ask for something outside that scope mid-project we price it as a separate change, and you decide whether it is worth it.
Most do not, entirely. The packages exist so you can see how we structure work and what a realistic timeline looks like. We adjust the scope on the scoping call and quote what you actually need.
No. Licences are bought directly from Salesforce, HubSpot, Zoho, or Microsoft, and we never mark them up. Our free CRM pricing calculator gives you an independent estimate of those licence costs.
Usually within two weeks of signing. Audit and launchpad packages often start sooner because they need less preparation.
Every build includes a thirty day hypercare window. After that you can take it in house with the documentation we hand over, or move onto a managed services retainer.
Yes. Our team spans Dallas, New York, London, and Delhi, which gives us working-hours coverage across most time zones.
Frequently. The Salesforce Rescue package exists for exactly that, and the equivalent audit on other platforms is the usual starting point.
Tell us what is broken. We will price it.
A free thirty minute call with a senior architect, not a sales rep. You leave with a clear scope and a fixed price. No obligation either way.