Make your CRM the system your business runs on.

We clean up your CRM, fix the process behind it, and build reporting you can defend. Every station is a sample you can open.

Start here: free CRM audit Or try the live demo first
Your CRM 12 CRMs integrated Board numbers you can defend Spreadsheets You are here HubSpot Salesforce Health check58 / 100 Workflow inventory64 → 18 Lead scoringvs. 460 past deals Pipeline hygiene7 stage rules Reporting Data platform6 systems

Live demo

Try it yourself.

A working reporting workspace on a fictional company. Change the period, filter by region, click any number to see the deals behind it.

Open the live dashboard

Or score a lead · run a data load

Reporting workspace: ARR $31.8M, net revenue retention 107.7%, gross margin 50%, with revenue and margin charts Live, not a mockup
SpreadsheetsHubSpotSalesforce Your CRM 12 CRMs integrated Health check58 / 100 Workflow inventory64 → 18 Lead scoringvs. 460 past deals Pipeline hygiene7 stage rules Reporting Data platform6 systems Board numbersyou can defend

Clean the CRM.

Audit line · 2 stations

Most CRMs grew without an owner. We score yours read-only, then fix it in a sandbox, every change reversible.

CRM health check

A scored audit with the evidence, fix and effort behind every finding.

For a CRM that grew without an owner

58 / 10014 findings, 4 critical

Open the sample

Workflow inventory

Every automation mapped, then rebuilt so each field has one writer.

For "nobody knows which workflow does what"

64 → 1811 property collisions → 0

Open the sample

Build the process.

Process line · 2 stations

Leads sit and the forecast moves every week. We score leads against your real customers and hold every deal to its stage.

Lead scoring & routing

Each lead compared with the deals you've already won and lost.

For scores nobody trusts and leads that sit

460 dealsthe history every lead is scored against

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Pipeline hygiene

Stage rules written down, every open deal checked against them.

For a forecast that moves every week

7 rules120 open deals checked

Open the sample

Report what's true.

Reporting line · forks in two

Board numbers that don't tie to finance cost more than any dashboard saves. In your CRM when one system is enough; on a data lake when it isn't.

Reporting workspace

Profitability, revenue bridge, pipeline. Every number drillable.

For board numbers you can defend

4 viewsprofitability, bridge, pipeline, overview

Try it

Data platform

Six systems matched into one customer. Run the nightly load.

For CRM, finance and support data that disagree

6 systemsone customer, one set of numbers

Try it

Playground departures

Every row opens something you can run. Fictional data.

TimeLineEventStatus

Open the Playground

Who runs the lines.

Jordan Wodecki: 12+ years across RevOps, business systems and data, leading RevOps and then data & analytics teams at Director level. Salesforce Certified Administrator.

Jordan on LinkedIn

12CRMs integrated

8CRM migrations

20+companies moved from spreadsheets to a CRM

Lines served

  • Salesforce
  • HubSpot
  • Power BI
  • Azure data platforms
  • Gong
  • Sales Navigator
  • Make
  • SQL & Python
  • APIs
  • Built an enterprise data platform and BI so leadership works from one set of numbers.
  • Ran CRM roadmaps and integrations across business units and regions.
  • Brought acquired businesses into one set of central systems.

Last stop: a free CRM audit.

We review your CRM read-only and send a scored report like this sample. Free.

Request the free audit