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Serious CRM engineering, without the agency theatre

UTECH HUB is a certified Salesforce Consulting and ISV Partner and an Upwork Top Rated Plus agency. We architect, build and run the CRM and ERP systems behind other people's revenue.

Most of our work now comes from clients extending contracts rather than starting them, which is the only track record measure we take seriously.

Client work with the receipts attached

Every logo marked case study has a written write-up: the scope, the hours and the client's own words. The row stops while you read.

All case studies →
Case study Dietitian LiveSalesforce · Pardot · AnalyticsThree engagements: Salesforce and Pardot dashboards, multi-source marketing data pipelines, then ongoing platform build-out.Engagement1,707Period2023-2026Rating5.0Read the case study →
Case study ConexiantSalesforce · NetSuiteSalesforce development and architecture alongside NetSuite quote-to-cash and invoice automation for a US media group.Engagement3,702Period2025-2026Rating5.0Read the case study →
Case study VangeldSalesforce · FintechRebuilt a half-finished Salesforce org for a lending platform: origination, multi-user approvals, document generation and broker comms.Engagement585Period2026Rating5.0Read the case study →
Case study FinagySalesforce development & consulting"Deep expertise in the Salesforce development environment, with clear, actionable recommendations delivered on time."Engagement448Period2025-2026Rating5.0Read the case study →
Case study CenegenicsSalesforce · Flow · LWCClinical encounter documentation flows for physicians and staff, plus multi-object Lightning Web Component development.Engagement584 hoursPeriod2025Rating5.0Read the case study →
Case study iSimplifyMeSalesforce setup & automation"A Salesforce expert who created a custom automation flow for our company extremely efficiently." Setup plus multiple drip campaigns.Engagement98Period2024Rating5.0Read the case study →
Case study cFanSalesforce administration & reportingOngoing Salesforce administration, data hygiene and reporting for a member association.Engagement600Period2024-2025Rating5.0Read the case study →
Case study NJM Mechanical & ContractingCRM & operationsField-service CRM and operations build for a mechanical contractor, delivered against fixed milestones.EngagementFixed pricePeriodMilestone basedRating5.0Read the case study →
Case study Creger + Collective FinancialSalesforce · Financial servicesCRM build for a financial advisory practice, scoped and delivered on a milestone schedule.EngagementFixed pricePeriodMilestone basedRating5.0Read the case study →
Case study Elevated BoatsCRM · Dealership salesSales and quoting workflow for a dealership team, delivered as a fixed-price milestone project.EngagementFixed pricePeriodMilestone basedRating5.0Read the case study →
Case study nfinanceSalesforce · LendingLending operations on Salesforce, from application intake through approval tracking.EngagementFixed pricePeriodMilestone basedRating5.0Read the case study →
Butler MC Law Firm Case study Butler MC Law FirmWordPress · CRM intakeWebsite build and intake automation for a Louisiana right-of-way practice. Consultation requests arrive in the CRM with the matter details attached.Engagement200Period2026Rating5.0Read the case study →
Case study GVA FinancialSalesforce · Financial servicesLong-running Salesforce engagement across advisory operations, reporting and client onboarding.Engagement1,100Period2025-2026Rating5.0Read the case study →
Case study Doctor KeloidCRM · Patient intakePatient enquiry capture, follow-up automation and reporting for a scar and cosmetic clinic.Engagement200Period2026Rating5.0Read the case study →
Case study Peritiae SolutionsSalesforce administrationValidation rules, dashboards and automations delivered as discrete admin jobs.Engagement20 hoursPeriodJun 2025 to Oct 2025Rating5.0Read the case study →
Case study Dietitian LiveSalesforce · Pardot · AnalyticsThree engagements: Salesforce and Pardot dashboards, multi-source marketing data pipelines, then ongoing platform build-out.Engagement1,707Period2023-2026Rating5.0Read the case study →
Case study ConexiantSalesforce · NetSuiteSalesforce development and architecture alongside NetSuite quote-to-cash and invoice automation for a US media group.Engagement3,702Period2025-2026Rating5.0Read the case study →
Case study VangeldSalesforce · FintechRebuilt a half-finished Salesforce org for a lending platform: origination, multi-user approvals, document generation and broker comms.Engagement585Period2026Rating5.0Read the case study →
Case study FinagySalesforce development & consulting"Deep expertise in the Salesforce development environment, with clear, actionable recommendations delivered on time."Engagement448Period2025-2026Rating5.0Read the case study →
Case study CenegenicsSalesforce · Flow · LWCClinical encounter documentation flows for physicians and staff, plus multi-object Lightning Web Component development.Engagement584 hoursPeriod2025Rating5.0Read the case study →
Case study iSimplifyMeSalesforce setup & automation"A Salesforce expert who created a custom automation flow for our company extremely efficiently." Setup plus multiple drip campaigns.Engagement98Period2024Rating5.0Read the case study →
Case study cFanSalesforce administration & reportingOngoing Salesforce administration, data hygiene and reporting for a member association.Engagement600Period2024-2025Rating5.0Read the case study →
Case study NJM Mechanical & ContractingCRM & operationsField-service CRM and operations build for a mechanical contractor, delivered against fixed milestones.EngagementFixed pricePeriodMilestone basedRating5.0Read the case study →
Case study Creger + Collective FinancialSalesforce · Financial servicesCRM build for a financial advisory practice, scoped and delivered on a milestone schedule.EngagementFixed pricePeriodMilestone basedRating5.0Read the case study →
Case study Elevated BoatsCRM · Dealership salesSales and quoting workflow for a dealership team, delivered as a fixed-price milestone project.EngagementFixed pricePeriodMilestone basedRating5.0Read the case study →
Case study nfinanceSalesforce · LendingLending operations on Salesforce, from application intake through approval tracking.EngagementFixed pricePeriodMilestone basedRating5.0Read the case study →
Butler MC Law Firm Case study Butler MC Law FirmWordPress · CRM intakeWebsite build and intake automation for a Louisiana right-of-way practice. Consultation requests arrive in the CRM with the matter details attached.Engagement200Period2026Rating5.0Read the case study →
Case study GVA FinancialSalesforce · Financial servicesLong-running Salesforce engagement across advisory operations, reporting and client onboarding.Engagement1,100Period2025-2026Rating5.0Read the case study →
Case study Doctor KeloidCRM · Patient intakePatient enquiry capture, follow-up automation and reporting for a scar and cosmetic clinic.Engagement200Period2026Rating5.0Read the case study →
Case study Peritiae SolutionsSalesforce administrationValidation rules, dashboards and automations delivered as discrete admin jobs.Engagement20 hoursPeriodJun 2025 to Oct 2025Rating5.0Read the case study →
Case study RevitpaySalesforce integrationTwo-way Salesforce to CRM integration over APIs and Apex classes, deployed from GitHub.Engagement595 hoursPeriodJul 2024 to Feb 2025Rating5.0Read the case study →
Case study Felix and FingersSalesforce flowsEmbedded in their scrum team building flows across an SFDC org with several API bridges.Engagement241 hoursPeriodJun 2024 to Mar 2025Rating5.0Read the case study →
Case study Passport GlobalSalesforce · Sales Cloud · Experience CloudSales Cloud revamp that cut sales cycle time by 40%, plus Experience Cloud partner portals and Flow-based approvals.Engagement2 yrs 10 mosPeriodFeb 2023 to Nov 2025Rating5.0Read the case study →
Case study Transport SecurityNetSuite · SuiteCommerce · PardotFigma to NetSuite front-end build with UTM tracking on the commerce side, and a full Pardot email programme on the marketing side.Engagement692 hours across two contractsPeriodOngoingRating5.0Read the case study →
Case study dentalcorpMarketing Cloud · HTML emailAn existing email creative rebuilt as responsive HTML for Salesforce Marketing Cloud, tested against the platform's rendering.EngagementFixed pricePeriodMilestone basedRating5.0Read the case study →
BCM Case study BCMRevOps · GTM engineering · SalesforceEmbedded RevOps and GTM engineering: acquisition data clean-up, Salesforce administration, architecture and AI tooling with Clay.Engagement506 hours across seven contractsPeriodOngoingRating5.0Read the case study →
Case study MercurySalesforce CRM setup · Data migrationEvents, speakers and sponsors moved off scattered Sheets and Gmail into one deduplicated Salesforce org with Gmail activity capture.Engagement75 hoursPeriod2026Rating5.0Read the case study →
Case study Roundtable & AdvisorySalesforce CRM setup · Data migrationSame engagement as Mercury: contact import, duplicate rules, custom fields and executive dashboards.Engagement75 hoursPeriod2026Rating5.0Read the case study →
Case study Pissup ReisenSalesforce · Aircall · EinsteinFixed failing sales engagement flows and implemented Einstein Conversation Insights through Aircall, starting the same week.Engagement38 hoursPeriod2026Rating5.0Read the case study →
Case study On Demand AdvisorsSalesforce · HubSpot · ReportingMulti-object funnel dashboards across Leads, Contacts and Customers, plus ongoing Salesforce and HubSpot configuration.Engagement179 hoursPeriodJun 2025 to Jul 2026Rating5.0Read the case study →
Case study Rush TechnologySalesforce · Opportunity stagesStage-driven field logic on opportunities: each pair of fields appears and becomes required only at the stage that needs it.EngagementFixed pricePeriodCompletedRating5.0Read the case study →
Case study The Philadelphia InquirerSalesforce administration & developmentRan the Salesforce org behind subscriptions, ad sales and customer support for a major metro newsroom.Engagement1 yr 9 mosPeriodMay 2018 to Jan 2020Rating5.0Read the case study →
Case study WintrustSalesforce · Apex · LWC · BankingApex, LWC and Flow development on a banking CRM, with REST and SOAP integrations to core financial systems.EngagementFull-timePeriodOngoingRating5.0Read the case study →
Case study Reliant FundingSalesforce · Sales Cloud · LendingSales Cloud customised for loan tracking and client management, with end-to-end automation and lead assignment.Engagement1 yr 2 mosPeriodFeb 2020 to Mar 2021Rating5.0Read the case study →
Case study Mercury GeneralSalesforce development · InsuranceApex, LWC and Aura development on a major insurer's org, with REST integrations and 75%+ test coverage held through every release.Engagement3 yrs 3 mosPeriod2019-2022Rating5.0Read the case study →
Case study RevitpaySalesforce integrationTwo-way Salesforce to CRM integration over APIs and Apex classes, deployed from GitHub.Engagement595 hoursPeriodJul 2024 to Feb 2025Rating5.0Read the case study →
Case study Felix and FingersSalesforce flowsEmbedded in their scrum team building flows across an SFDC org with several API bridges.Engagement241 hoursPeriodJun 2024 to Mar 2025Rating5.0Read the case study →
Case study Passport GlobalSalesforce · Sales Cloud · Experience CloudSales Cloud revamp that cut sales cycle time by 40%, plus Experience Cloud partner portals and Flow-based approvals.Engagement2 yrs 10 mosPeriodFeb 2023 to Nov 2025Rating5.0Read the case study →
Case study Transport SecurityNetSuite · SuiteCommerce · PardotFigma to NetSuite front-end build with UTM tracking on the commerce side, and a full Pardot email programme on the marketing side.Engagement692 hours across two contractsPeriodOngoingRating5.0Read the case study →
Case study dentalcorpMarketing Cloud · HTML emailAn existing email creative rebuilt as responsive HTML for Salesforce Marketing Cloud, tested against the platform's rendering.EngagementFixed pricePeriodMilestone basedRating5.0Read the case study →
BCM Case study BCMRevOps · GTM engineering · SalesforceEmbedded RevOps and GTM engineering: acquisition data clean-up, Salesforce administration, architecture and AI tooling with Clay.Engagement506 hours across seven contractsPeriodOngoingRating5.0Read the case study →
Case study MercurySalesforce CRM setup · Data migrationEvents, speakers and sponsors moved off scattered Sheets and Gmail into one deduplicated Salesforce org with Gmail activity capture.Engagement75 hoursPeriod2026Rating5.0Read the case study →
Case study Roundtable & AdvisorySalesforce CRM setup · Data migrationSame engagement as Mercury: contact import, duplicate rules, custom fields and executive dashboards.Engagement75 hoursPeriod2026Rating5.0Read the case study →
Case study Pissup ReisenSalesforce · Aircall · EinsteinFixed failing sales engagement flows and implemented Einstein Conversation Insights through Aircall, starting the same week.Engagement38 hoursPeriod2026Rating5.0Read the case study →
Case study On Demand AdvisorsSalesforce · HubSpot · ReportingMulti-object funnel dashboards across Leads, Contacts and Customers, plus ongoing Salesforce and HubSpot configuration.Engagement179 hoursPeriodJun 2025 to Jul 2026Rating5.0Read the case study →
Case study Rush TechnologySalesforce · Opportunity stagesStage-driven field logic on opportunities: each pair of fields appears and becomes required only at the stage that needs it.EngagementFixed pricePeriodCompletedRating5.0Read the case study →
Case study The Philadelphia InquirerSalesforce administration & developmentRan the Salesforce org behind subscriptions, ad sales and customer support for a major metro newsroom.Engagement1 yr 9 mosPeriodMay 2018 to Jan 2020Rating5.0Read the case study →
Case study WintrustSalesforce · Apex · LWC · BankingApex, LWC and Flow development on a banking CRM, with REST and SOAP integrations to core financial systems.EngagementFull-timePeriodOngoingRating5.0Read the case study →
Case study Reliant FundingSalesforce · Sales Cloud · LendingSales Cloud customised for loan tracking and client management, with end-to-end automation and lead assignment.Engagement1 yr 2 mosPeriodFeb 2020 to Mar 2021Rating5.0Read the case study →
Case study Mercury GeneralSalesforce development · InsuranceApex, LWC and Aura development on a major insurer's org, with REST integrations and 75%+ test coverage held through every release.Engagement3 yrs 3 mosPeriod2019-2022Rating5.0Read the case study →

The person behind every project, personally.

Most agencies sell you a senior and staff you a junior. We built UTECH HUB so that cannot happen: the person who scopes your CRM is the person who builds it, and the person still answering for it a year later.

Every engagement is led by Umer Balaj, our founder and CEO. He has personally shipped every kind of project we sell, across Salesforce, HubSpot and NetSuite, and he stays on yours from the first call to the last release.

No account manager in the middle. No handover to someone you have never met. You always know who is holding your CRM, and why.

  • 11x Salesforce Certified, across architecture, development, administration and Agentforce
  • 9+ years hands-on with CRM, building the systems rather than managing the people who do
  • On every client engagement from the first call to the last release
Umer Balaj, founder and CEO of UTECH HUB
Umer Balaj
Founder & CEO · UTECH HUB

Credentials, verifiable in public

Certified on both sides of the platform, and rated where the reviews are not ours to edit. Both links go to the source.

Salesforce Consulting Partner and ISV Partner badges
Salesforce
Consulting and ISV Partner

We deliver client work and we publish our own apps. Being certified on both sides is why our builds pass review the first time.

View the AppExchange listing →
Upwork Top Rated Plus CRM consulting agency badge
Upwork
Top Rated Plus agency

100% job success across long-running contracts. Every review on our profile is public, and none of it was curated by us.

See our Upwork profile →
100%
Job success rate on Upwork
5.0
Average rating, every review public
20K+
Hours delivered on the platform

How we work, and what we will not do

Your CRM sits between your business and everything it touches. Four commitments decide how we treat that position, and they are why clients stay past the first contract.

Your business The outcome
Your CRM What we build and run
01
Accountability
Every engagement has one named lead who owns the outcome. The person who built your automation is still the person answering questions about it a year later.
02
Candour
Half of consulting value is talking a client out of the expensive version. Every recommendation carries its trade-off, so you can defer what can wait.
03
Clean data first
Most CRM projects fail upstream. We fix the model and the records before automating, because automation on bad data just produces wrong answers faster.
04
Handover as delivery
Documentation, training and a release process, so the org survives your next admin. A retainer afterwards is optional, never engineered in.
Book a free audit

Life at UTECH HUB

The annual dinner, Independence Day, and the small things that make a team stay together long enough to be worth hiring.

Certified on the platforms we sell

Eleven Salesforce certifications covering architecture, development, administration, marketing cloud and Agentforce, plus partner status on both sides of the platform.

Verify on AppExchange
Salesforce Certified Application Architect
Salesforce Certified Platform Developer II
Salesforce Certified Platform Developer
Salesforce Certified Platform Administrator
Salesforce Certified Platform App Builder
Sharing and Visibility Architect
Salesforce Certified Data Architect
Salesforce Certified Agentforce Specialist
Marketing Cloud Email Specialist
Salesforce Certified AI Associate
Salesforce Certified Platform Foundations
Salesforce Certified Application Architect
Salesforce Certified Platform Developer II
Salesforce Certified Platform Developer
Salesforce Certified Platform Administrator
Salesforce Certified Platform App Builder
Sharing and Visibility Architect
Salesforce Certified Data Architect
Salesforce Certified Agentforce Specialist
Marketing Cloud Email Specialist
Salesforce Certified AI Associate
Salesforce Certified Platform Foundations

What clients say about the work

Every review below is public on Upwork. Hover a row to stop it and read.

★★★★★

We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.

Emma F. · Co-founder, Dietitian Live
★★★★★

Working with Umer Balaj has been a game changer for our business. We needed a full customization of our Salesforce system.

Bryce R. · Head of Revenue Operations
★★★★★

I have had the pleasure of working with Balaj for over a year, and he has consistently exceeded expectations. If you are looking for a top-tier Salesforce developer, look here.

Mike P. · CEO
★★★★★

Quick to respond, and ready to help out with any request, Umer is a delight to work with. Currently helping us with multiple integrations.

Jody F. · Salesforce & Deployment Systems Manager
★★★★★

He has been very responsive and helpful with great communication and problem solving skills.

Amber H. · Director of Integrations
★★★★★

He has been nothing but helpful and patient with us and our needs. Very flexible and able to get additional team members to help if needed. Would recommend.

Mollie F. · Director of HR
★★★★★

UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.

Mikhail Myzgin · Peritiae Solutions
★★★★★

We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.

Emma F. · Co-founder, Dietitian Live
★★★★★

Working with Umer Balaj has been a game changer for our business. We needed a full customization of our Salesforce system.

Bryce R. · Head of Revenue Operations
★★★★★

I have had the pleasure of working with Balaj for over a year, and he has consistently exceeded expectations. If you are looking for a top-tier Salesforce developer, look here.

Mike P. · CEO
★★★★★

Quick to respond, and ready to help out with any request, Umer is a delight to work with. Currently helping us with multiple integrations.

Jody F. · Salesforce & Deployment Systems Manager
★★★★★

He has been very responsive and helpful with great communication and problem solving skills.

Amber H. · Director of Integrations
★★★★★

He has been nothing but helpful and patient with us and our needs. Very flexible and able to get additional team members to help if needed. Would recommend.

Mollie F. · Director of HR
★★★★★

UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.

Mikhail Myzgin · Peritiae Solutions
★★★★★

Helped me solve a problem I had been battling with for days. Balaj is very knowledgeable in Salesforce and is highly recommended.

Diane Chepaka · Rush Technology
★★★★★

Umer is unmatched, his work is amazing and I am excited for the next project with them.

Bryce Reich · BCM
★★★★★

Great communication and execution. Highly recommended.

Shama Rathi · Salesforce project
★★★★★

Balaj has been incredible to work with. His communication is good, he understood the complexities of our SFDC org along with the API bridges to other platforms. One of the best SFDC devs I have worked with.

Mike Potts · Felix and Fingers
★★★★★

Great developer. Very knowledgeable with Salesforce.

Maura Bevilacqua · Revitpay
★★★★★

UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch and communication was also great. Would highly recommend.

Cormac White · Salesforce project
★★★★★

Helped me solve a problem I had been battling with for days. Balaj is very knowledgeable in Salesforce and is highly recommended.

Diane Chepaka · Rush Technology
★★★★★

Umer is unmatched, his work is amazing and I am excited for the next project with them.

Bryce Reich · BCM
★★★★★

Great communication and execution. Highly recommended.

Shama Rathi · Salesforce project
★★★★★

Balaj has been incredible to work with. His communication is good, he understood the complexities of our SFDC org along with the API bridges to other platforms. One of the best SFDC devs I have worked with.

Mike Potts · Felix and Fingers
★★★★★

Great developer. Very knowledgeable with Salesforce.

Maura Bevilacqua · Revitpay
★★★★★

UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch and communication was also great. Would highly recommend.

Cormac White · Salesforce project

We ship our own apps, not just client work

Being an ISV Partner as well as a consulting one changes how we build for you. Both products are listed on AppExchange and 100% native: no external processor, no data leaving your org.

Flagship app 100% native

Dochly

Document generation and e-signature inside Salesforce. Template-driven output, routing and signing with no third-party portal in the chain.

Add-on Storage

Dochly Storage

Offload Salesforce file storage without breaking record context. Documents stay linked, searchable and governed while the bill drops.

AppExchange Listed

Our AppExchange listing

Consulting Partner and ISV Partner on the same listing, with public reviews you can read before you talk to us.

Salesforce Consulting Partner and ISV Partner Upwork Top Rated Plus CRM consulting agency
Read the listing and reviews →

Tell us what you are trying to fix

Send the problem, not a brief. We come back within 12 hours with what we would do about it, and the first 30 minute audit costs nothing.

  1. 1 You send what is broken, in your own words.
  2. 2 We reply inside 12 hours with a first read on it.
  3. 3 A free 30 minute audit with the person who would build it.
Response time
Under 12 hours
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Where we work

Delivery runs from Lahore with a US presence in Delaware, which is how we hold US, UK, EU and Australian business hours without asking anyone to work through the night. Clients get a named delivery lead inside their own working day.

That structure is also where the 60 to 70% saving comes from: senior engineers, AI-assisted delivery, and none of the overhead a local agency has to price in.

Delivery office
Lahore, Pakistan
US office
Kent, Delaware
Coverage
US, UK, UAE, Canada, Australia, EU
Response time
Under 12 hours