PIPELINE
A CRM your team uses. Data you can trust.
We build, clean, and operate the CRM layer that keeps your pipeline, client records, and revenue data in order.
Day 30
Your CRM reflects your pipeline as it actually runs. Records are clean. Your team is using it. You can pull a revenue report in under two minutes.
12 hrs
Recovered per week from manual data entry
Your CRM should run your pipeline. Not the other way around.
Most CRMs fail not because they're the wrong tool, but because they were never configured for the actual business. Pipelines don't match the sales motion. Fields nobody uses clutter every record. Data comes in from five places and agrees with none of them. Your team routes around it because it's more friction than help. We fix the foundation first, then we build on it.
01
Pipeline stages that don't reflect how deals actually move
Pipeline stages that don't reflect how deals actually move
02
Contact and company records that are incomplete, duplicate, or stale
Contact and company records that are incomplete, duplicate, or stale
03
No clear owner for data entry, so nothing gets entered consistently
No clear owner for data entry, so nothing gets entered consistently
04
Reporting that's technically possible but takes an hour to pull
Reporting that's technically possible but takes an hour to pull
What CRM Operations includes
We don't hand over a configured system and disappear. We build it, train your team, and stay until the data is clean and the process is running without friction.
By Day 30
Your CRM reflects your pipeline as it actually runs. Records are clean. Your team is using it. You can pull a revenue report in under two minutes.
Team training and documented operating procedures
Reporting dashboards that answer the questions your team actually asks
Automation setup for routine data entry, task creation, and follow-up triggers
Property and field architecture built around what your team will actually use
Contact, company, and deal record cleanup and deduplication
Pipeline and stage redesign mapped to your actual sales motion
CRM audit covering what's there, what's missing, and what's broken
We don’t guess. We diagnose, design, then build.
No bloated discovery phases. No proposals that gather dust. We move fast, talk straight, and stay until the system works.
Book a Free Audit Call01
Audit & Diagnose
We map your current stack, document every integration gap, and surface the manual workarounds your team has built around a system that was never properly designed.
02
Blueprint & Strategy
We design your integration architecture before anything gets built. Every platform connection, automation trigger, and data flow mapped out so you sign off before we execute.
03
Build & Automate
Platforms connected. Workflows automated. Data flowing where it belongs. We stay until your team is running it confidently and the first 30 days are clean.
04
Optimize & Scale
Once the system is live, we monitor, refine, and help you scale the architecture as your business grows so you're not back to square one when the next platform comes in.
Built for operators, not demos.
We work in three industries where the operational complexity is real and the stakes of broken systems are highest.
Cannabis Operations
Seed-to-sale to scale — we know the regulations and the reality.
Let’s talk cannabis ops →Running a cannabis operation means navigating compliance requirements that never stop changing, POS systems that don’t connect to your CRM, and reporting that costs your team hours every week.
Seed-to-sale and METRC integration
POS and CRM connection (Dutchie, Flowhub)
Compliance reporting automation
Multi-location inventory sync
Customer retention and loyalty automation
Professional Services
You bill for expertise. Stop losing that time to broken workflows.
Let’s talk professional services →Law firms and advisory groups run some of the highest-stakes client work in the world on some of the most outdated internal systems. Every hour your team spends on admin is an hour not billed.
Client intake and onboarding automation
CRM and matter pipeline management
Document workflow and e-signature
Time tracking and billing integration
Referral partner and BD ops
Complex eCommerce
If a Shopify theme and a few apps solved it, you wouldn’t be here.
Let’s talk complex eCommerce →You’re managing multi-vendor dropship logic, wholesale and DTC channels in parallel, and custom fulfillment routing on a backend built for a business half your size.
Multi-vendor dropship logic and automation
Wholesale and DTC workflow separation
Inventory sync across channels
Shopify Plus and WooCommerce custom integration
ERP and OMS implementation
What changes when the systems actually work.
We were running three tools that all touched the same data, and none of them agreed. Zerobreak audited the whole thing, rebuilt the architecture, and we went from weekly reconciliation sessions to just not having them.
COO, Scaling Professional Services Firm
Our finance and ops data finally live in the same place and say the same thing. I can pull a revenue report in two minutes. Before this, that took half a day because nothing connected.
VP Operations, eCommerce Brand
They didn’t just fix our tech stack — they redesigned how our whole operation runs. The time we got back in the first month was worth more than the entire engagement.
Founder, Consulting Practice
Often paired with this service.
You’ve been working around this
long enough.
One call. We’ll tell you exactly what’s broken, what it’s costing you, and how we’d fix it. No proposal until you’re ready.
No pitch deck. No pressure. Just a straight conversation about what’s broken and how we’d fix it.
