A CRM Built Around How Your Business Actually Runs
We're CRM specialists. We design the process first, then build the automation, integrations, custom workflows, development and AI to run it, on the platform that fits your business.
✓Free consultation and written roadmap, yours to keep
✓A fixed price before any work starts
✓Anything breaks in 180 days, we fix it free
Book a Free CRM Consultation
30 minutes with a CRM consultant. Your written roadmap arrives within 5 business days.
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500+projects delivered since 2018
10,000+hours saved for clients
20+years combined experience
180-dayfix-it-free guarantee
Businesses running on systems we built
Sound familiar?
You Have a CRM. Your Team Still Works Around It.
The software isn't usually the problem. The gaps between your process, your CRM and the rest of your systems are.
Systems that don’t talk
Sales lives in the CRM, orders in operations, invoices in accounting. Someone re-types the same record into each one.
Manual steps between stages
Leads wait to be assigned, deals wait to be moved, follow-ups depend on someone remembering.
A setup that fits the software
Default pipelines and fields that were never shaped around how your team sells, delivers and bills.
Reports nobody trusts
Leadership asks a pipeline question and someone spends an afternoon exporting data to answer it.
What we solve
CRM Expertise for Every Part of the Job
Most projects combine several of these. We scope them together so the automation, integrations and reporting are designed as one system.
Automation
Lead routing, follow-ups, stage changes and approvals that run on rules instead of reminders.
RallyPoint: every new Lead called and qualified within 2 minutes.
Integrations
Your CRM connected to accounting, operations and industry systems through APIs, Zapier and custom services.
Clear Box: SoftPro Orders synced to HubSpot Deals every 5 minutes.
Custom workflows
Pipelines, modules and stage rules modelled on how your team sells, delivers and bills.
Eco Paving: booking to invoice inside one connected system.
Custom development
Custom apps, functions and background services where standard CRM features stop.
Clear Box: a C# service between the SoftPro SDK and the HubSpot API.
AI
AI calling, enrichment, outreach and qualification, wired into the CRM records your team already uses.
Bed Rock Equity: ChatGPT and Apollo.io feeding HubSpot Sequences.
Reporting and dashboards
Dashboards that read live from the CRM, so pipeline and job numbers don’t need a spreadsheet.
Eco Paving: 9 role-specific dashboards in Zoho Analytics.
Migration and data cleanup
Moves between systems, deduplication and field mapping, validated with you before cutover.
Symbiz Network: Silverloom and QuickBooks replaced by one Zoho system.
Client and member portals
Branded self-service portals that show customers their own CRM data, documents and history.
Symbiz Network: a 24/7 member portal serving live CRM data on Zoho Sites.
Certified on Zoho and HubSpot. Fluent in the Systems Around Them.
We recommend the platform that fits your process and budget, then connect it to the tools your team already depends on.
Zoho Premium Partner
Zoho CRM and the wider Zoho suite, from custom Creator apps to Books, Analytics, Flow and Voice. A strong fit when you want sales, operations and finance on one platform.
HubSpot's Sales, Marketing, Service and Data Hubs, extended with Private App integrations and custom services. A strong fit for marketing-led and outbound sales teams.
Sales HubMarketing HubService HubData HubWorkflowsSequencesPrivate Apps and API
Integrations
Native Integrations & Custom Development
Connect your CRM to the apps your team already uses, or build custom integrations and functionality around your business processes. We use APIs and webhooks to keep data synchronized and eliminate repetitive manual work.
Your CRM
Industries
Industries We Serve
We have built CRM systems for businesses across a wide range of sectors. Each brings its own workflows, and we design around them rather than forcing a template.
Logistics and Transportation
Rate automation, order scheduling, and customer notifications.
Construction and Field Services
Estimating, crew scheduling, materials, and job costing.
Financial and Advisory Services
Lead response, qualification, and client intake.
E-commerce and Retail
Storefronts, quoting, inventory, and payments.
Property Management
Listings managed in CRM and published automatically.
Membership Networks
Member portals, billing, and campaigns on one platform.
Healthcare and Wellness
Provider directories and CRM-driven discovery.
Marketing and Professional Services
Quote-to-invoice, projects, and executive reporting.
Case studies
Results From CRM Systems We've Built
AI lead response
How RallyPoint Cut Lead Response to 2 Minutes
An AI Calling System inside Zoho CRM that acknowledges, calls, qualifies, and schedules every new Lead within minutes, consistently, every time.
The challenge
Every first call was manual. Response times varied with whoever was free, and so did the qualification questions asked. Leads created after hours or during busy stretches simply waited longer.
2 minfrom Lead creation to qualification call, at any hour
100%of new Leads receive a consistent, structured first touch
0manual steps between acknowledgment, call, and CRM update
3channels unified into one flow: email, SMS, and voice
Built on Zoho CRM Zoho Voice Zoho Flow
Construction
Eco Paving Runs Lead to Cash Inside One Connected System
Booking, qualifying, quoting, signing, deposits, crew scheduling, material and labour tracking, invoicing, and reporting, rebuilt across two statements of work and five milestones.
The challenge
Booking a site visit, building an estimate, collecting a deposit, scheduling a crew, tracking materials and labour, invoicing, and reporting all depended on manual work across disconnected tools.
9role-specific dashboards in Zoho Analytics
Real timejob-level budget versus actual on labour and materials
2signing paths: remote via Zoho Sign or in person
1connected system from first contact to invoiced, reported job
Built on Zoho CRM Zoho Creator Zoho Flow Zoho Analytics
M&A deal origination
Automating M&A Prospecting and Acquisition Outreach with HubSpot
An AI-powered outreach ecosystem centred on HubSpot, connecting ChatGPT, Excel, Zapier, Apollo.io, and LinkedIn Sales Navigator to take a prospect from identification through to an open deal.
The challenge
Prospect generation, enrichment, outreach, and opportunity tracking were spread across multiple platforms, and tracking replies, meetings, and new opportunities required constant user intervention.
Automatedopportunity creation from prospect replies
Enrichedprospect data through Apollo.io
Structuredoutreach through HubSpot Sequences
Centralizedreporting in the Acquisition Outreach Dashboard
Built on HubSpot CRM Zapier Apollo.io
Title and escrow
Automating SoftPro Order Management and HubSpot CRM Synchronization
A custom C# service connecting the SoftPro SDK to the HubSpot API, reflecting title and escrow Orders as Deals with their contacts, companies, ownership, and stages, polling every five minutes.
The challenge
SoftPro held operational title and escrow Orders while HubSpot managed Deals and relationships, with no connection between them.
5 minpolling cycle for new and updated Orders
6party types synchronized into HubSpot
Zeromanual execution, running as a background service
Autopipeline alignment from Order Status to Deal Stage
Built on HubSpot API SoftPro SDK C#
★★★★★
“Just wanted to give you a shout out and thank you for the excellent job you did on the Automated Fuel Surcharge system you set up. The screens, the forms, the entire look is very professional, clean, modern like we all like. Use this project as a sample of what we are looking for in design and execution!”
A CRM consultant spends 30 minutes with you reviewing your process, your current systems, and where your team loses time. Within 5 business days you receive a written roadmap with a fixed price.
Do you only work with Zoho and HubSpot?
We are a certified Zoho Premium Partner and HubSpot Solutions Partner, and most of our builds run on one of the two. We also integrate the tools around your CRM through APIs, Zapier and custom services.
We haven’t chosen a CRM yet. Can you help?
Yes. We map your sales and operations process first, then recommend the platform that fits it and your budget, and plan the migration from spreadsheets or your current tool.
Can you connect our CRM to accounting, ERP or industry software?
Yes. Integrations are a core part of our work, from Zapier flows to custom services. Clear Box Strategies syncs title and escrow Orders from SoftPro into HubSpot every five minutes.
How do you use AI in CRM projects?
Where it removes manual work: AI calling and qualification, prospect enrichment, and outreach drafting, with results written back to CRM records. RallyPoint calls and qualifies every new Lead within 2 minutes.
How is pricing structured?
The price is fixed in your roadmap before any work starts, so there are no hourly surprises. Larger projects are split into fixed-price phases.
What does the 180-day guarantee cover?
If anything we build breaks in the first 180 days after go-live, we fix it at no extra cost. No questions asked.
Do you offer ongoing support?
Yes. After the guarantee period you can keep us on a support plan, continue the roadmap with us in fixed-price phases, or run it yourselves after admin training.
Stop Working Around Your CRM. Talk to a CRM Consultant.
Book a free 30-minute consultation. You'll leave with a written roadmap and a fixed price, whichever platform you're on.
AI lead response
Zoho CRM 
Zoho Voice 
Zoho Flow