Trust your CRM.

A clean CRM is the heart of your RevOps engine. RevOnyx audits, architects, and optimizes your Salesforce and HubSpot to give you accurate data, reliable reporting, and automated workflows.

The Problem

The CRM Dilemma

  • Your Salesforce or HubSpot structure reflects old processes, not how your team operates today
  • Lifecycle and funnel stages do not reflect real buyer behavior
  • Reporting is inconsistent or questioned because data is not clean or aligned
  • Too much manual effort because workflows don’t exist or break easily
  • Your data model and object structure are inconsistent, making changes feel risky

The solution

RevOnyx Architects Your CRM the Right Way

  • A CRM blueprint built around your current GTM motion and future growth
  • Funnel and lifecycle logic aligned to real buyer behavior
  • Clean, consistent reporting your team can trust
  • Automated workflows that move deals and handoffs forward without manual effort
  • A scalable CRM foundation that is safe to change and easy to evolve
c
RevOnyx integrates great tools like:

CRM Blueprint that Scales

Create a foundation designed for where your business is going, not where it started. You gain a CRM structure that is simple to evolve, safe to adjust, and aligned with how your teams actually operate.

RevOnyx designs and refines your CRM architecture around your GTM motion, growth goals, and team structure. We streamline data models, standardize core objects, and remove unnecessary complexity so changes no longer feel risky.

Salesforce Schema Builder diagram showing accounts, contacts, and opportunities connected in a scalable CRM data model
Salesforce Schema Builder

Gain Confidence in Your GTM Funnel

Turn pipeline into a reliable signal, not a weekly debate. You gain a funnel that accurately reflects buyer progress and supports consistent reporting and coaching.

RevOnyx aligns funnel stages, definitions, and exit criteria to real buyer behavior across marketing and sales. We design your CRM to reinforce consistent rep behavior and produce clean, trustworthy pipeline data.

Salesforce Pipeline Inspection chart showing pipeline changes over time to support accurate forecasting and funnel visibility
Salesforce Pipeline Inspection

Make Data-Driven Decisions You Trust

Your team moves faster when they trust the data. You gain clear, consistent reporting that leadership, sales, and marketing can rely on without second-guessing.

RevOnyx establishes a clean data model, shared metric definitions, and reporting logic that holds up under scrutiny. We design dashboards to answer executive questions, not just display activity. This turns data into a decision-making asset instead of a discussion point.

HubSpot revenue dashboard showing closed won revenue, MRR goals, and forecast trends to support data driven decision making
HubSpot Dashboard

Let Your CRM Drive Momentum... Automatically

Reduce manual effort while increasing consistency across your GTM motion. You gain automated workflows that move deals, data, and handoffs forward without relying on memory or manual follow-up.

RevOnyx automates your highest-impact CRM workflows across marketing, sales, customer success, and finance. We focus on practical automation that supports real team behavior, not over-engineering. The result is less admin work, fewer dropped balls, and a system that keeps everything moving.

Salesforce Flow Builder diagram showing automated CRM workflows that move opportunities, quotes, and data through the sales process
Salesforce Flowbuilder

Ready to Connect Your Tools?

Explore RevOps systems

If You Don’t Trust Your CRM, You Don’t Have One

For companies that need their Salesforce and HubSpot CRMs to work with clean data, reliable reporting, clear pipelines, and a scalable foundation before layering in advanced systems.

Testimonials

GTM Teams Scaling with AI

RevOnyx is the only RevOps agency I recommend. They are experts across our entire tech stack, pick up random asks from Slack and get them done, and communicate proactively. I don't know how we'd operate without them.

JoAnn Martin
CRO - Black Crow AI

RevOnyx is the strategic partner every growth-focused company needs in their corner. My co-founder and I were struggling to build a sustainable revenue engine for Smartwiz, and the RevOnyx team was absolutely crucial for us. They helped us truly use HubSpot as our sales engine and guided us step by step in building it. Today, HubSpot is one of the most powerful tools in our GTM stack. We highly recommend RevOnyx to anyone serious about building a high-performance revenue engine.

Olu Aladebumoye
Co-Founder - StartWiz

RevOnyx has been a crucial extension of our commercial operations team since bringing them on board. From CRM strategy to technical architecture design to workflow implementation, the RevOnyx team has been an invaluable partner and an important part of our CRM optimization journey.

Alex Gannon
SVP of Commercial Finance & Business Analysis - System1

RevOnyx was instrumental in implementing an entire CRM system (HubSpot) for us from the ground up. They took the time to deeply understand our business, our unique needs, and provided rock-solid solutions that perfectly aligned with our goals. They don't just see you as a customer; they value you as a person.

Rhegan Stewart
Vice President of Business Development - Onsite Dental

Working with RevOnyx has been transformative. Jeremy quickly grasped our goals, providing a tailored solution with exceptional communication and transparency. Working with Jeremy is a pleasure, and I look forward to future collaborations!

Carrie DuRard
Founder - DuRard Consulting

FAQs

Questions? We've Got You Covered.

What if our CRM is already set up, can you still help?
Absolutely. Most teams come to us with a CRM that “works” but isn’t working well. We’ll audit, clean, rebuild architecture, fix data issues, and create workflows that finally match how your GTM team operates today.
How is this different from hiring a CRM admin?
Instead of one admin, you get a full RevOps team. The RevOnyx team offers strategic CRM design & implementation, not ticket-taking.
Who will we work with, and where is your team based?
You’ll work with a dedicated in-house project manager and team of CRM experts who specialize in Salesforce and HubSpot. Our entire team is U.S. based, so communication is fast, clear, and aligned to your timezone.
Can we expand into RevOps systems after our HubSpot and Salesforce are fixed?
Yes. Many clients start with CRM cleanup and architecture, then layer in RevOps systems and integrations, once the CRM foundation is solid. It’s the natural next step.
How much does CRM work cost?
Our CRM plan starts at $7,500 per month, plus a one-time startup fee of $3,500 that covers your CRMs audit, a project kick-off call, and the setup of internal systems and communications. See pricing. If you have a one-off project, let’s find time to chat.
What if I need a CRM migration or a one-time project instead of a monthly plan?
We offer scoped RevOps projects, including CRM migrations, system rebuilds, attribution setup, lifecycle architecture, and integration design. We confirm fit, outline deliverables, and provide a clear timeline and fixed project cost.

Find Out Where You Are.Get Where You Need to Be.

No sales pitch. Just answers.