Convert

You've switched CRMs. The data is still dirty. The pipeline is still a guess. That's not a coincidence.

The average founder-led company has been through at least two CRMs. The problem was never the software. It was everything built around it — or more accurately, everything that wasn't. No agreed pipeline stage definitions. No consistent activity logging. No accountability layer for CRM hygiene. Data that was never cleaned after the last migration. A sales process that varies by rep, by week, by whoever closed the last deal. Proposals going out inconsistently. Follow-up that depends on memory. And a reporting layer built on data so dirty that nobody trusts the numbers it produces. The CRM becomes a graveyard — not because the tool failed, but because the infrastructure around it was never designed. The Convert zone designs it.

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What we Build:‍

• CRM architecture — A fully configured revenue infrastructure built around your sales process — pipeline stages with clear exit criteria, field structure, activity requirements, and data governance rules that keep the system clean and consistent across every rep
• Pipeline design — A defined sales process mapped from first contact to closed deal — stage definitions, owner assignments, follow-up cadences, and proposal standards so every deal moves the same way regardless of who's running it
• Sales operations — The operational layer that connects your CRM to the rest of your business — including a perfected sync between your CRM and your PSA and project management platform so nothing falls through the handoff

"Sales reps still spend only 40% of the workweek actually selling. The other 60% is administration, manual data entry, and chasing information that should already be in the system. — Salesforce, 2026 State of Sales Report

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Our Process:

01 — Audit
We assess your current CRM configuration, pipeline structure, data quality, and sales process. We document what exists, what's broken, and what's actively costing you deals — including a full data integrity review of your existing records.

02 — CRM Selection & Architecture
We work across all major CRMs — including Pipedrive, HubSpot, GoHighLevel and Salesforce. As a Pipedrive Partner and HubSpot CRM Implementation Certified firm, we recommend the platform that fits your sales motion, team size, and growth stage — then architect it from the ground up with your process baked in, not bolted on.

03 — Pipeline & Process Design
We define every stage of your sales pipeline with clear entry and exit criteria, owner assignments, activity requirements, and follow-up cadences. Every rep works the same process. Every deal moves through the same gates. No more deals stalling because someone forgot to follow up or didn't know what the next step was.

04 — Data Migration & Hygiene
We migrate your existing data cleanly — deduplicating records, standardizing fields, and establishing governance rules that keep the system clean going forward. We also implement automated data hygiene workflows using AI tools including Claude to flag inconsistencies, surface stale records, and maintain data integrity without manual intervention.

05 — Mobile CRM & Sales Rep Enablement
We deploy a mobile CRM application so your sales reps can log activity, take notes, and update contacts from anywhere — eliminating the end-of-day data entry backlog that kills CRM adoption. Simple, fast, frictionless — so reps actually use it.

06 — PSA & Project Management Sync
We build a perfected sync between your CRM and your client operations platform — PSA and project management software — so the handoff from sales to delivery is seamless, automatic, and complete. No more deals closing and falling into a void. No more onboarding delays because someone had to manually transfer information.

07 — AI Workflow Integration
We deploy AI-powered workflows — using tools including Claude — across your Convert infrastructure. Automated follow-up sequencing, deal health scoring, activity summaries, and pipeline risk flagging — so your team spends time selling, not administrating.

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