What We Do
A cluttered martech stack is not a sign that you have invested in growth. It is a sign that tools got purchased without a plan. The average marketing team uses a dozen platforms that were bought separately, integrated partially, and configured by whoever was available at the time. The result is duplicate data, broken automations, leads that fall through gaps, and reports that contradict each other. We fix that.
CRM and martech consulting means auditing your current stack, establishing a clear system of record, building integrations that actually work, and configuring automation flows that reflect how your sales process really operates. Clean data in. Reliable automation out. Your team sells instead of debugging tools.
How We Work
We start with a stack audit: an inventory of every platform in use, how it was configured, what data it holds, and how it connects to everything else. That audit surfaces integration gaps, data quality problems, and duplicate functionality that is costing money without delivering value. From the audit we build a stack architecture document that defines each platform's role, the data flows between them, and the automation logic that should run at each stage.
Implementation follows in phases: CRM cleanup and configuration first, then integrations, then automation workflows, then lead scoring and reporting. We document every configuration decision so your team can maintain it and future vendors can understand the system.