CRM Engineering

CRM as infrastructure, not software.

We design, deploy, improve, and operate CRM systems across Salesforce, Litify, HubSpot, Zoho, Kudzud, SQL, Lead Perfection, ServiceTitan, CLIO, custom builds and many more. Part of the work is matching the business needs to the right CRM platform before a line of code is written. The wrong tool, implemented well, still produces the wrong outcome.

CRM platforms we work in

Custom Builds

Why most CRM projects fail

Most CRM projects fail the same way. A platform gets chosen on feature comparison. Data gets migrated in a rush. Workflows get built by the vendor's implementation partner, who leaves. Six months later, the sales team is back in spreadsheets.

The fix isn't better software. It's treating the CRM as infrastructure, a system that has to map to real workflows, real data, real people, and real downstream reporting.

Architecture

Object models, record types, approval flows

Migrations

From legacy systems, with data cleansing

Custom objects

Where stock objects don't fit

Automation

Workflows, triggers, scoring, routing

Attribution

Source to closed revenue

Reporting

Dashboards built against real KPIs

User experience

If people don't use it, it doesn't exist

Kudzud alongside your CRM

A parallel layer unifying lead-level data for Business Intelligence