CRM & RevOps
HubSpot or Salesforce set up around how you sell, then kept accurate.
- Lifecycle and pipeline design
- Lead routing and scoring
- Forecasting and dashboards
- Migrations and cleanup
RevOps for SaaS and commerceRevenue is a system.
Revenue is a system.
We engineer it.
ZevOps designs, builds and runs the revenue systems behind SaaS and commerce teams. We start with CRM strategy, set up HubSpot or Salesforce to match how you sell, and connect it to billing and product so every number holds up.
RoutedInbound demo request scored 87 and assigned to an AE
Revenue teams we've worked with
What we do
There's no one-size-fits-all solution. We can start with the CRM, then build the integrations; or we can start with the integrations, then build the CRM.
SaaS revenue
MRR, churn and expansion data in one place, for SaaS and Shopify app companies.
- Stripe and Shopify billing in your CRM
- MRR movement and cohorts
- Churn early-warning signals
- Pricing and packaging analysis
Integrations & apps
The integrations, Slack apps and internal tools your CRM can't handle on its own.
- Custom CRM integrations
- Slack apps and approvals
- Internal tools and portals
- Mobile apps
Recent work
A few of the 20+ companies we've set up, scaled or repaired revenue systems for.
0 to 1
A complete HubSpot CRM, built from scratch
"Zev took our scattered data and built out a complete HubSpot instance that actually works."
Allen FinnVP Marketing, Heatmap.com
15+ hrs
Saved each week with payment alerts in Slack
"This automation massively improved our finance team's workflow, removing hours of manual reporting every week."
Ian EbmeierCOO, Walters Gilbreath
100+
Monthly users managing HubSpot deals from Slack
Members check and update deal status in Slack, and every change syncs back to HubSpot.
500+
Teams using the Slack apps we built and run
"Threadly has been an awesome means of distributing product updates to all my partners in one fell swoop."
Nick BelangerHead of Partnerships, Maverick
How a project runs
Fixed price once the design phase is done. No open-ended retainer unless you want one.
1
Weeks 1 to 2Audit
We review your objects, workflows and integrations and find where time and revenue are lost.
2
Weeks 2 to 3Design
Lifecycle, data model and integration plan, agreed with your team. Price is fixed here.
3
Weeks 3 to 8Build
Weekly increments, tested in a sandbox first, with a demo every week.
4
OngoingRun
Optional retainer. We look after the stack and handle requests in Slack.
Pricing
Clear pricing and no long contracts. Start with an audit, a fixed-price project, or a monthly retainer.
Stack Audit
Starts at$250/ hour
A full review of your CRM and revenue stack, with every problem and opportunity written down and prioritized.
- Full system architecture map
- Gap report and prioritized roadmap
- Credited toward a project
Most popular
Project
Starts at$3,500/ project
A fixed-price project: a CRM rebuild, a migration, a routing setup or an integration. You bring the problem and we deliver it.
- Fixed scope, timeline and price
- Built and tested in your accounts
- Documentation and handoff
Fractional RevOps
Monthly$5,000/ month
We act as your RevOps team. Requests, maintenance, reporting and new work, all handled.
- 15 to 25 hours a month
- Slack access and weekly sync
- Priority on new projects
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Strategists who can build what they recommend.
"Most consultants stick to the docs and pass on the tough problems. We build custom solutions when the usual methods fall short."
Strategy before setupWe agree on definitions, stages and metrics with your team before we touch a single property.
Senior people onlyThe people on your first call are the people doing the work.
Built to lastIntegrations that respect rate limits, retry on failure and log everything, so nothing breaks as you grow.
DocumentedEvery engagement ends with documentation and a system your team understands.
Common questions
Do you work with HubSpot, Salesforce, or both?
Both. We'll also tell you honestly if you're on the wrong one for your stage, and we've run migrations in both directions.
We already have a RevOps person. Why would we need you?
In-house RevOps leads often know exactly what they want and get stuck waiting on implementation. We work alongside them: they set direction, we build the integrations, data models and tools on their list.
Who owns what you build?
You do. Everything lives in your CRM, your repos and your cloud accounts, with documentation so your team or anyone else can take it over.
How fast can you start?
Audits usually start within a week of the first call. Projects start once the design phase locks the scope, typically two to three weeks after kickoff.
What size companies do you work with?
Mostly venture-backed SaaS, Shopify app companies, fintech and fast-growing commerce brands, from the first RevOps hire to multi-team sales orgs. Also the occasional nonprofit or professional services firm with a tricky problem.
We run software businesses too.
Owning our own SaaS and mobile products keeps us close to the problems clients bring us: billing, churn, onboarding and reporting.
Show us the messiest part of your CRM.
A 30-minute call. We'll tell you how we would fix it, whether or not you end up hiring us.