Explore a selection of our featured projects where we’ve helped businesses streamline operations, automate workflows, and scale revenue using CRM, ERP, and marketing automation platforms. Each project highlights real-world challenges, smart system design, and measurable results delivered through strategy-driven execution.
Our Featured Projects
Implemented a Salesforce-integrated solution for a US-based SaaS company, eliminating manual billing, reducing revenue leakage, and ensuring compliance across recurring subscriptions.
Implemented advanced HubSpot automation to fix inconsistent lead follow-ups, improve segmentation, and build smart workflows with scoring, branching logic, and personalized journeys.
Helped a global finance team improve ERP alignment, streamline financial processes, enhance reporting accuracy, and strengthen ownership of finance-specific system workflows.
Designed and implemented Make.com automation workflows integrated with Salesforce to sync leads and contacts with external platforms, enable real-time notifications, reduce manual data entry, and ensure accurate, up-to-date reporting visibility.
Rebuilt HubSpot with a RevOps-first approach to power structured sales processes, automation, and accurate reporting—creating a future-ready revenue engine that improved sales velocity, streamlined SDR/AE workflows, and delivered full visibility into performance and forecasting.
Implemented a seamless integration between HubSpot and Mailchimp to remove manual contact exports, ensure synced segments across platforms, centralize campaign analytics inside HubSpot, and reduce data duplication which resulting in more consistent lead nurturing and better visibility across marketing efforts.
Built a centralized sales performance dashboard to replace manual spreadsheets, giving leadership real-time visibility into rep activity, calls, meetings, and pipeline metrics. The solution enabled proactive performance tracking, faster decision-making, and clearer insights into sales bottlenecks across teams.
Built a complete Salesforce org for DietitianLive, enabling patients to book appointments with dietitians based on location and insurance, with seamless integration into the DrChrono EHR system for smooth data flow and operations.
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