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CRM & Data
Keep HubSpot clean and structured.
We manage properties, pipelines, lifecycle stages, permissions and data quality so your CRM stays usable as the business evolves.
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We design and run HubSpot, RevOps, reporting, automation and AI as one connected revenue system for growing B2B teams.
As your business grows, HubSpot, processes and reporting can develop in different directions. Revlyn brings them together into one connected way of working.
We connect HubSpot, process, reporting, automation and AI so sales and marketing can run from one reliable system.
Teams, tools and data working together.
Generate demand. Create opportunities.
Turn strategy into a repeatable revenue engine.
See what's working. Make smarter decisions.
Remove manual work. Multiply impact.
A more efficient, higher performing revenue team.
One source of truth. Live pipeline. Every deal, every owner, every next step visible in a single view your whole revenue team can work from.
From getting the foundations right to improving how your team works every day, Revlyn brings the people, processes and expertise to get more from HubSpot.
Build HubSpot around your business from the start.
Your HubSpot team, without building one internally.
Improve the HubSpot system you already have.
As your business grows, HubSpot gets more complex. Pipelines change, workflows pile up, data gets messy, and reporting stops telling the full story. We manage and improve your HubSpot so your teams can keep working from a system they trust.
We manage properties, pipelines, lifecycle stages, permissions and data quality so your CRM stays usable as the business evolves.
Lead routing, workflows, automation, campaigns, sales processes and handoffs are built around how your teams work.
We manage dashboards, integrations, reporting and ongoing changes so HubSpot doesn't become another internal backlog.
Printed. Annotated. Read by reps, CS, and your board.
"Revlyn didn't sell us a strategy. They rebuilt the system and handed it back. It still runs. That's the whole story."- M. ANDERSON · CEO · SERIES B SAASVERIFIED
Every lead touched by three humans before a rep saw it. Speed-to-lead 6 hours. Conversion suffering.
Wired an AI qualifier + owner-routing engine into HubSpot. Fallback SLAs. Slack pings, not group chats.
Board meeting was a coin toss. Reps sandbagged. CS didn't see churn signals. AI experiments stuck in the sandbox.
Rebuilt on Snowflake + a real MTA model. Two AI agents shipped in weeks 8-10. Forecast variance < 4%.
We've worked with revenue teams across a range of industries and business models.
Bring marketing, sales, customer success, and revenue data into one connected system. Build the processes and visibility needed to support growth.
Connect lead generation, sales, client onboarding, delivery, and renewals. Create a clearer view of the client journey from first conversation to expansion.
Connect enquiries, partnerships, bookings, campaigns, and customer data in one place. Create clearer processes across commercial and operational teams.
Connect sales activity, customer data, and operational workflows in one place. Improve visibility across accounts, opportunities, and the customer lifecycle.
Bring sales, quoting, service activity, renewals, and customer information together. Reduce manual work and create more consistent processes across teams.
Manage longer sales cycles, multiple stakeholders, and complex customer journeys with clearer processes, automation, and reporting.
We also have experience in vertical B2B, dev tools, healthtech, manufacturing and many more.
Chat, forms and bot flows wired straight into HubSpot. Every conversation becomes a scored, owned, followable contact not a lost inbox thread.
Multi-touch attribution across ads, outbound, PLG and referrals. Finally know which motion sourced, influenced and closed each deal.
GDPR-ready consent, field-level permissions, audit trails and dedupe rules. A CRM your legal and ops teams can actually sign off on.
Battle cards, deal briefs, call summaries and proposal templates generated from your CRM data reps stop rebuilding context every call.
Lead routing, lifecycle triggers, SLA escalations and enrichment running quietly in the background so your team stops doing robot work.
Warehouse, billing, product analytics, outreach and AI tools connected to HubSpot one clean data spine instead of a patchwork of syncs.
Mix · match · stack with any engagement
Revenue engineering isn't about buying more tools. It's about wiring the ones you already own into one system your teams can trust, measure and grow with.
Every team works from the same clean, complete record. No spreadsheets, no side pipelines, no 'which number is right?' meetings.
Instant routing, enrichment and SLA escalation. Leads reach the right owner in seconds not hours while intent is still warm.
Attribution, forecast and pipeline reporting that leadership can open on Monday and act on before the week starts.
Every workflow, agent and dashboard we ship stays in the system so your engine gets sharper each quarter instead of resetting.
Work directly with experienced HubSpot and RevOps operators who know your business and stay close to the work.
If you have one we haven't answered, bring it to the diagnostic. We'd rather over-answer than under-scope.
Ask us anything →We're your extended revenue operations team, not a project shop. HubSpot as a Service means we run CRM, RevOps, GTM and AI for you: weekly standups, monthly scorecards, quarterly roadmaps. No juniors, no offshore, no sub-contracting.
HubSpot, Salesforce, Attio, and Pipedrive on the CRM side. Segment, Rudderstack, and dbt on the data side. Clay, Apollo, and Common Room on the GTM side. On the AI side we build on OpenAI, Anthropic, and open models via LangChain and custom infra.
HubSpot as a Service is a monthly subscription. Diagnostics are a fixed fee. Standalone 90-day builds are fixed-scope, fixed-timeline.
We work alongside your leadership and frontline teams. We run the operations layer so your internal people can focus on decisions, conversations and strategy.
B2B startups from Series A to Series C, and mid-market companies from 10M to 50M ARR. If you're pre-revenue or a Fortune 500, we're probably not the right fit.
Diagnostics start within two weeks. HubSpot as a Service and 90-day builds typically start the following month.
We'll cover:
