Product Dev & Automation for SaaS

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.

Ask AI about our agency
98.4%
CRM data accuracy
100%
First-touch to close attribution
3x
Faster lead response
01 // What You Get

We write code, build APIs, and deploy AI agents. Not just CRM configs.

Most agencies hand you a HubSpot login. We build custom integrations, AI-powered enrichment pipelines, automated lead scoring models, and multi-touch attribution systems that run in production - not in a slide deck.

HubSpot & Salesforce Implementation

Clean CRM setup from scratch or migration between platforms. Custom objects, properties, pipelines, and permission sets built for how your SaaS actually sells, not a generic template.

  • Custom object and property architecture
  • Pipeline and deal stage configuration
  • Permission sets and team access controls
  • CRM-to-CRM migration and data mapping

Lead Scoring & Lifecycle Mapping

Behavioral and firmographic scoring models that separate signal from noise. Lifecycle stages mapped to your actual funnel, not HubSpot's defaults. Sales only sees leads worth their time.

  • Behavioral and firmographic scoring criteria
  • Lifecycle stage mapping to your real funnel
  • Score threshold tuning based on conversion data
  • Automatic MQL/SQL qualification rules

Marketing-to-Sales Handoff Workflows

Automated routing, SLA notifications, and handoff workflows that get the right lead to the right rep with full context. No more leads rotting in a queue or getting assigned to the wrong team.

  • Lead routing rules by territory, segment, and score
  • SLA notification and escalation workflows
  • Full context handoff with activity history
  • Round-robin and weighted distribution logic

Attribution Modeling & Dashboards

Multi-touch attribution that connects first ad click to closed-won deal. Custom dashboards in HubSpot, Salesforce, or Looker Studio that your CMO and CFO both actually use.

  • Multi-touch attribution model design
  • First-touch to closed-won tracking
  • Custom revenue dashboards (HubSpot, SFDC, Looker)
  • Channel efficiency and ROI reporting

Email Automation & Nurture Sequences

Lifecycle-triggered nurture sequences, onboarding flows, re-engagement campaigns, and event-based automations. Built in HubSpot or your marketing automation platform of choice.

  • Lifecycle-triggered nurture sequences
  • Post-signup onboarding email flows
  • Re-engagement and winback campaigns
  • Event-based behavioral automations

Data Hygiene & Enrichment

Deduplication, field standardization, and enrichment workflows that keep your CRM clean automatically. We integrate tools like Clearbit, ZoomInfo, and Apollo to fill gaps without manual data entry.

  • Deduplication and merge workflows
  • Field standardization and validation rules
  • Enrichment integrations (Clearbit, ZoomInfo, Apollo)
  • Ongoing data quality monitoring and alerts
02 // Results

Production systems. Measurable output.

Infrastructure is invisible when it works. Here is what ships when you have engineers building your growth stack.

Reworld, CRM Cleanup & Attribution

Inherited a HubSpot instance with 40K+ duplicate contacts, broken lifecycle stages, and zero attribution. Rebuilt from the ground up: deduplication, property standardization, lead scoring, and multi-touch attribution dashboards.

98.4%
CRM data accuracy
40K+
Duplicates resolved
Matterway, HubSpot Implementation & Automation

Set up HubSpot from scratch for a Series A AI company entering the US market. Built lead scoring, lifecycle stages, automated nurture sequences, and marketing-to-sales handoff workflows. Connected paid, organic, and outbound into a single attribution model.

540%
MQL increase
8 mo
Time to results
CapOut, PLG Automation & Lifecycle

Built a 10-touchpoint post-signup nurture sequence in Brevo for a product-led SaaS. Mapped the full user lifecycle from free trial to paid conversion, with behavioral triggers and automated re-engagement campaigns tied to product usage data.

30-day
Post-paywall nurture sequence
03 // Process

Audit. Architect. Build. Deploy. Four sprints.

Every engagement follows a structured engineering process. We scope the system, design the architecture, build in sprints, and deploy to production with monitoring.

Week 1
RevOps Audit

We map your current stack: CRM, marketing automation, sales tools, data flows. We find broken integrations, missing attribution, duplicate records, and lifecycle gaps. You get a prioritized findings report within one week.

Weeks 2-3
Architecture & Build

We design your revenue operations architecture: object model, properties, pipelines, lifecycle stages, lead scoring criteria, and integration map. Then we build it in your CRM, not a slide deck.

Weeks 4-6
Automation & Attribution

We wire the automations: lead routing, SLA alerts, nurture triggers, deal stage updates, and task creation. Then we build the attribution model and dashboards that connect every marketing touchpoint to revenue.

Ongoing
Optimization & Handoff

We monitor, tune, and document everything. Lead scoring weights get adjusted based on real conversion data. Automations get refined. Your team gets trained. You own the system. We stay on to optimize or hand it off clean.

04 // FAQ

RevOps and automation questions

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.
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.
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.
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.
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).
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.

Let's build your pipeline engine.

45-minute diagnostic call. Written report with recommendations. No strings attached.

Start with a Growth Audit

45-minute diagnostic with our engineering + marketing team.
You get a written systems report. No pitch deck. Just architecture.
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