HUBSPOT ELITE PARTNER

CRM & RevOps

Align your teams around a single source of truth. Sales enablement, customer service, data consolidation, and AI revenue readiness — all powered by HubSpot.

SERVICES

SALES

Sales Enablement

Give reps more time to sell. Pipeline automation, lead routing, sequences, playbooks, and forecasting — configured so your sales team closes deals instead of fighting the CRM.

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SERVICE

Customer Service

Turn support into retention. Ticketing, SLA management, knowledge bases, and customer feedback — transforming your service operation from a cost centre into a growth engine.

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DATA

Data Consolidation

One version of the truth. Deduplication, data quality remediation, property restructuring, and governance — so your CRM data is accurate, complete, and trusted.

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AI

AI Revenue Readiness

Prepare your data for the AI era. Data structuring, governance, and HubSpot AI activation — so your AI investments deliver accurate results, not hallucinations.

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REVENUE OPERATIONS

Are your revenue teams aligned — or just co-existing?

Revenue operations isn’t a tool you buy — it’s an operating model. When marketing, sales, and service share the same data, the same definitions, and the same pipeline, everything accelerates. Handoffs are clean. Reporting is trusted. Forecasts are accurate. We build RevOps infrastructure on HubSpot — aligning your teams around shared processes, governed data, and unified reporting — so revenue grows predictably instead of accidentally.

WHY MO FOR REVOPS

Revenue operations that bridges technology and process

We don’t just configure CRM software — we design the operational systems that align your revenue teams. Process, data, automation, and reporting, working together as one engine.

Process-first approach

We design your revenue processes before configuring the technology. Pipelines, handoffs, definitions, and SLAs are agreed with your teams — then built into HubSpot. Technology follows process, not the other way around.

Cross-functional alignment

Marketing, sales, and service operating from shared lifecycle stages, unified contact records, and common definitions. No more arguments about what constitutes a qualified lead or when a deal is forecast-ready.

Data governance

Clean, governed data is the foundation of revenue operations. We implement naming conventions, property rules, deduplication, and quality monitoring — so your CRM stays accurate as your business scales.

Automation that scales

Lead routing, deal assignment, task creation, notification workflows, and lifecycle progression — automated reliably so your team focuses on selling and serving, not on manual CRM administration.

Reporting you can trust

Pipeline dashboards, forecast reports, attribution models, and revenue analytics built on clean, governed data. Reports that tell the truth — so leadership makes decisions based on evidence, not assumptions.

AI-ready foundations

Every RevOps engagement builds toward AI readiness — structured data, consistent properties, and governed records that HubSpot’s AI features and third-party AI tools can learn from accurately.

RevOps isn’t a department — it’s how your revenue engine operates

Revenue operations isn’t about hiring a RevOps manager or buying another tool. It’s about designing the systems that connect your revenue teams — shared data, shared processes, and shared accountability for pipeline health. When marketing, sales, and service operate from the same CRM with unified definitions, clean data, and automated handoffs, the results compound. Marketing generates leads that sales wants to pursue. Sales closes deals with context that service needs to retain. Service identifies expansion opportunities that feed back into the pipeline. We design and build this infrastructure on HubSpot — so your revenue engine operates as one system, not three departments with three different spreadsheets.

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Clean data today, AI-powered intelligence tomorrow

Every CRM & RevOps engagement we deliver is designed with the future in mind. The data structures, governance frameworks, and integration architectures we build today are the foundation your AI tools will depend on tomorrow. HubSpot’s Breeze AI, predictive lead scoring, and content generation features only work when the underlying data is clean, consistent, and properly structured. Our RevOps approach ensures that when you’re ready to activate AI capabilities — whether that’s next quarter or next year — your data is already prepared.

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THE REVOPS GAP

The difference between teams that share a CRM and teams that share a revenue engine

Most businesses have a CRM. Few have revenue operations. Here’s what the gap looks like.

Teams with different versions of the truth

  • Marketing tracks leads in one report. Sales tracks pipeline in another. Service tracks tickets in a third. Each team has its own definitions, its own metrics, and its own version of reality.
  • Manual handoffs that leak revenue. Leads are passed to sales via email. Deals are handed to service in spreadsheets. Customer context is lost at every transition.
  • CRM as a reporting tool, not an operating system. Reps update HubSpot because they’re told to — not because it helps them sell. Adoption is low, data quality is poor.

One revenue team, one source of truth

  • Shared lifecycle stages, unified reporting, and common definitions across marketing, sales, and service. Everyone works from the same data. Leadership gets one version of the truth.
  • Automated, contextual handoffs. Lead-to-sales routing, deal-to-service transitions, and expansion opportunity identification — all automated with full context preserved.
  • CRM that teams want to use. Pipelines that match how reps actually sell. Automation that eliminates busywork. Reports that help teams make better decisions.
THE SOLUTION

How RevOps Ties It All Together

A unified CRM becomes the backbone of your entire operation. Every team, every tool, every data point — connected and flowing.

CRM
Single source of truth
Marketing
Attract & nurture
Sales
Close & convert
Service
Retain & delight
Reporting
Full-funnel insights
THE PROCESS

Our proven migration framework

A structured, five-phase approach that protects your data, preserves your integrations, and gets every team productive on HubSpot — fast.

Discovery & Audit

We map your current CRM architecture — objects, properties, automations, integrations, and data quality. We identify what migrates, what gets cleaned, and what gets retired.

Target-State Design

We architect your HubSpot environment based on how your revenue teams actually operate. Lifecycle stages, pipelines, custom objects, and permissions are designed before any data moves.

Data Migration & Validation

Records migrate in stages with validation at every checkpoint. Contacts, companies, deals, activities, and custom objects are reconciled against source data to confirm zero loss.

Integration & Automation Rebuild

Connected systems are re-pointed to HubSpot. Workflows, lead routing, and automated processes are rebuilt and tested in the live environment before full cutover.

Go-Live & Hypercare

Parallel running ends with a controlled cutover. We provide 30 days of active hypercare — monitoring data flows, fixing edge cases, and reinforcing team training.

CAPABILITIES

Every dimension of revenue operations — designed and delivered

From sales pipeline design to customer service operations, from data governance to AI readiness — we build the complete RevOps infrastructure.

Sales Operations

Pipeline design, lead routing, sequences, forecasting, and deal management. Your sales team gets a CRM that makes them faster — not one that slows them down with admin work.

Service Operations

Ticketing, SLA management, knowledge bases, feedback loops, and customer health scoring. Service that retains customers and identifies expansion opportunities.

Data Operations

Deduplication, property governance, data quality automation, and integration data management. The clean, governed data foundation that makes everything else reliable.

AI Revenue Readiness

Data structuring, schema optimisation, and governance frameworks that prepare your CRM for AI-powered predictions, automation, and intelligence.

THE PLATFORM

HubSpot Hubs that power revenue operations

We configure HubSpot as an integrated revenue operations platform — not as a collection of standalone tools.

Sales Hub

Your pipeline, deal stages, sales processes, and forecasting move to Sales Hub with full historical context intact.

  • Deal pipeline and stage migration
  • Activity history preservation (calls, emails, notes)
  • Custom properties and calculated fields
  • Sales automation and sequences
  • Forecast and quota configuration

Marketing Hub

Contact lists, campaign data, forms, and marketing automations transfer to Marketing Hub — ready to run from day one.

  • Contact and list migration with segmentation
  • Email templates and automation workflows
  • Form and landing page rebuild
  • Lead scoring model migration
  • Campaign attribution data

Service Hub

Ticket history, knowledge base content, and service processes migrate to Service Hub so your support team never misses a beat.

  • Ticket pipeline and status migration
  • Knowledge base article transfer
  • SLA configuration
  • Customer feedback and survey data
  • Service automation workflows

Operations Hub

Data quality, sync rules, and custom integrations are rebuilt in Operations Hub to keep your systems clean and connected post-migration.

  • Data sync configuration
  • Custom-coded workflow actions
  • Data quality automation rules
  • Third-party integration mapping
  • Programmable automation

The four pillars of revenue operations — all built on HubSpot

Effective RevOps requires alignment across process, data, automation, and reporting. We deliver all four.

Process Design

Pipeline stages, lifecycle definitions, handoff criteria, and SLAs — designed with your teams and documented clearly. Technology is configured to match agreed processes, not the other way around.

Data Governance

Property standards, naming conventions, deduplication rules, and quality monitoring. The governance framework that keeps your CRM accurate and trustworthy as your business scales.

Automation & Workflow

Lead routing, deal progression, task assignment, notification workflows, and lifecycle automation. Removing manual steps so your team focuses on revenue-generating activities.

Reporting & Analytics

Pipeline dashboards, revenue forecasts, attribution models, and performance analytics. Reports built on clean data that leadership trusts and teams use to make better decisions.

CASE STUDIES

RevOps success stories

Vodeno

Revenue operations architecture for a global BaaS fintech — unifying sales, marketing, and customer success within HubSpot across multiple regions and business units.

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Coming Soon

Sales enablement and pipeline optimisation for a B2B technology company — reducing sales cycle length by 30% through automated lead routing, sequences, and deal stage automation.

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Coming Soon

Data consolidation and CRM governance for a multi-entity professional services firm — merging three legacy databases into one governed HubSpot instance with 95% data accuracy.

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Vodeno case study
CASE STUDY

How Vodeno unified revenue operations across three regions

Vodeno needed a single revenue operations platform that could support sales, marketing, and customer success across multiple geographies and business units. We designed and implemented a HubSpot architecture with unified pipelines, cross-regional reporting, automated lead routing, and integrated customer success workflows — giving leadership real-time visibility into global revenue performance for the first time.

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TESTIMONIALS

Client Testimonials

Reviews from the HubSpot Partner Directory. View them all.

OUR CLIENTS

Clients

We help our clients achieve sustainable growth with clear user journeys, innovative campaigns, automation, visibility and integration.

Frequently Asked Questions

What is revenue operations (RevOps)?

Revenue operations is the strategic alignment of marketing, sales, and service operations around shared data, shared processes, and shared accountability for revenue growth. It’s not a tool or a department — it’s an operating model that eliminates silos between revenue teams, creates a single source of truth, and enables predictable, scalable growth. HubSpot is the platform we use to implement RevOps because it natively connects all three functions.

Do we need a RevOps team to work with you?

No. Many of our clients don’t have a dedicated RevOps function when we start. We design and implement the RevOps infrastructure — processes, data governance, automation, and reporting — and can train your existing team to maintain it. For clients who want ongoing RevOps support, we offer retainer-based management. Either way, you get a functioning revenue operation, not a dependency.

How does CRM & RevOps differ from just implementing HubSpot?

Implementation is about configuring the platform. RevOps is about designing the operating model that runs on it. Implementation gives you a working CRM. RevOps gives you aligned teams, governed data, automated handoffs, and trustworthy reporting. Every RevOps engagement includes implementation — but implementation alone doesn’t deliver RevOps. See our Implementation service for platform-focused work.

How long does a RevOps engagement take?

A focused RevOps engagement — process design, pipeline configuration, and reporting setup — typically takes 8–12 weeks. Comprehensive programmes that include data consolidation, multi-Hub configuration, integration architecture, and AI readiness run 12–24 weeks. We phase the work so your team gets value at each stage, not just at the end.

How much does CRM & RevOps cost?

RevOps projects typically range from R150,000–R600,000 / £8,000–£30,000 depending on the scope. A focused sales operations engagement sits at the lower end. Enterprise-scale RevOps with multi-Hub configuration, data consolidation, and integration architecture is scoped individually after discovery. Ongoing RevOps management retainers are also available.

What’s the difference between data consolidation and AI revenue readiness?

Data Consolidation focuses on cleaning and governing your existing CRM data — deduplication, property restructuring, and quality remediation. AI Revenue Readiness goes further, preparing your data specifically for AI tools — schema optimisation, machine-readable structures, and governance frameworks that ensure AI outputs are accurate. Most clients start with data consolidation and progress to AI readiness.

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