AI builds. API integrations. Marketing automation architecture.
Custom tool development, CRM engineering, AI-powered workflow automation, and API integrations for B2B SaaS. We write the code, build the data pipelines, and deploy the infrastructure that makes your revenue engine run autonomously.
Custom tools.
Owned in production.
Custom tool development, CRM engineering, AI-powered workflow automation, and API integrations. We write the code, build the data flows, and deploy the agents.
AI agents
in production
API-integrated
CRM + warehouse
Custom tools
not Zapier hacks
Runbook
team handoff included
01
Stack audit
CRM, marketing automation, data warehouse, attribution. Where data lives, where it leaks, where teams are doing manual work.
02
Architect + build
Source-of-truth diagram. Pipelines documented. Custom tools, n8n flows, AI agent deployments, API integrations. Production engineering — version-controlled, tested, owned.
03
Operate + handoff
Monitoring, error handling, runbook documentation, team handoff. Built so the system survives without us.
Work
Matterway
Anthony Hsiao, CEO · BPO Innovation Summit
The squeezing the lemon theme really struck gold. Attendees quoted our LinkedIn ads back to us at the booth.
1M+
pre-event impressions
79
qualified leads
9
executive meetings
More case studies
$3B Waste-to-Energy
Hundreds of millions in pipeline. 150+ meetings a month. They understand our product, our buyers, an…
Outbound + content engine producing $12M+ pipeline. 600+ qualified MQLs. Attribution wired to revenue, not just clicks.
Fleet payments SaaS
It doesn't matter if you have the best mousetrap in the world - if people don't know about it, it's …
From zero to $20K MRR in four months. 417 installs, 50 active drivers, +30% nurture conversion lift.
Healthcare staffing platform
They ramped a brand-new SaaS to a full sales-team quota in 60 days. Webinar engine, content cadence,…
Ramped a brand-new SaaS to a full sales-team quota in 60 days. Webinar engine, content cadence, outbound, all wired together.
RevOps & Marketing Automation questions
Do you work with both HubSpot and Salesforce?+
Yes. We implement and optimize both HubSpot and Salesforce, plus the integrations between them. Most of our B2B SaaS clients run HubSpot Marketing Hub with either HubSpot CRM or Salesforce. We also work with Outreach, Apollo, 6sense, Segment, and other tools in the modern revenue stack.
How long does a CRM implementation take?+
A clean HubSpot implementation for a B2B SaaS company typically takes 4-6 weeks. Salesforce implementations run 6-10 weeks depending on complexity. Migration from one CRM to another adds 2-4 weeks. We build in parallel: lead scoring, lifecycle stages, and automations ship while the core implementation is still being configured.
What if our CRM data is a mess?+
That is the most common starting point. We run a full data audit in week one: duplicate contacts, missing fields, broken integrations, orphaned deals. Then we build a cleanup plan with prioritized phases. Most clients see meaningful data quality improvement within the first 30 days.
Can you fix our attribution without replacing our entire stack?+
Yes. Attribution modeling does not require ripping out your tools. We work with your existing CRM, ad platforms, and analytics to build multi-touch attribution dashboards. The goal is connecting first touch to closed deal using what you already have, then filling gaps strategically.
Do you build custom integrations?+
We build integrations using native connectors, Zapier, Make, and custom API work when needed. Common integrations include CRM to billing (Stripe, Chargebee), CRM to product analytics (Segment, Mixpanel), and marketing automation to sales engagement (HubSpot to Outreach, Apollo to Salesforce).
How do you handle the marketing-to-sales handoff?+
We map your entire lead lifecycle, from anonymous visitor to MQL to SQL to opportunity to closed-won. Then we build the automation: lead scoring thresholds, routing rules, SLA notifications, and handoff workflows. Sales gets the right leads at the right time with full context. No more "marketing sent us garbage" conversations.