Make your stack an operating system.
CRM architecture, lead routing, attribution, and MarTech integrations — the plumbing every growth team forgets until it breaks.
CRM architecture, marketing operations, and MarTech stack engineering — HubSpot, Salesforce, Attio, plus the integrations that connect them.
- B2B teams migrating CRM platforms or unifying data
- Companies scaling past spreadsheets and Zapier chains
- Teams needing attribution that survives a CFO review
What you get, in writing.
Every CRM & Marketing Operations engagement ships a locked deliverable set — no scope drift, no surprise line items.
- CRM architecture + migration (HubSpot, Salesforce, Attio)
- Lead routing + lifecycle stages
- Attribution model (MTA + MMM)
- MarTech integrations + data warehouse
- Documentation + admin training
Measured against revenue, not vanity.
How we ship CRM & Marketing Operations.
A named senior partner runs the process end to end — no hand-offs, no junior pods.
Audit
Current CRM, data flow, lead routing, attribution, and admin hygiene.
Architect
Future-state CRM, lifecycle stages, and integration map.
Migrate
CRM migration with zero data loss and staged rollout.
Integrate
MarTech stack, data warehouse, attribution, and dashboards.
Enable
Admin training, documentation, and ongoing optimization.
Recent outcomes.
Outcomes from active engagements are shared under NDA. In the strategy call we walk through two comparable engagements scoped to your stage and channel — real numbers, named clients, with permission.
Frequently asked.
Which CRMs do you support?
Do you build data warehouses?
Do you handle attribution modeling?
Often paired with CRM & Marketing Operations.
Strategy & Growth Consulting
A growth plan that survives the org chart.
View Strategy & Growth Consulting →Tell us the outcome you need.
Senior partners review every brief within 24 hours. No SDRs, no forms that vanish into a queue.