Rated 5.0 by 50+ B2B clients
CRM consulting covers system selection, data migration, pipeline setup, integrations, and training your team actually uses, done by someone who figures out why the CRM isn’t working before touching anything inside it. Most companies call a consultant after they’ve already noticed one of a few problems.
Reps are re-typing the same lead into three different tools. Nobody trusts the CRM enough to log into it consistently, so half the data’s missing. Deals stall with no owner and no follow-up trigger, and revenue just leaks out quietly. One approval step with no automated path forward turns into a full pipeline bottleneck. And support has no idea what sales already promised the customer, which shows up as a bad experience nobody can quite trace back to its source.
A consultant fixes what’s underneath those symptoms. A CRM subscription by itself doesn’t.
Most consultants sell you a tool. We sell you the outcome the tool was supposed to deliver.
For teams choosing, setting up, or rescuing a CRM.
We implement, configure, and rebuild CRMs to match how you actually sell, not how the demo said you should.
What we do:
– Pick the right CRM (Pipedrive, Salesforce, or HubSpot)
– Build pipelines, fields, and automations that mirror your real sales motion
– Migrate data cleanly from spreadsheets or legacy systems
– Design reports leadership actually opens
– Train your team so adoption sticks
Outcome: a CRM your team uses every day, because it makes their job easier.
For teams losing hours to manual data entry and tool-hopping.
Every business has the same hidden tax: copying data between tools, chasing handoffs, rebuilding reports. We cut that tax down, giving your team real time back every week.
What we do:
– Map your real process before automating anything
– Build Zapier workflows that connect your full stack
– Set up native integrations between major platforms
– Add error monitoring so you catch broken automations before customers do
– Document everything so you own it, not us
Outcome: hours back every week, fewer dropped handoffs, a stack that runs without supervision.
For teams building (or rebuilding) their full operational stack.
A CRM alone isn’t a system, it’s one piece of a stack. We wire the rest together so deals move from first touch to closed-won without anyone re-entering data.
What we do:
– Select the right tools for your size, budget, and industry
– Configure proposal, scheduling, and dialer tools to plug into your CRM
– Build a unified data layer so reports pull from one source of truth
– Set up project management that mirrors how work actually flows
– Phase the rollout so your team isn’t hit with five new logins in a week
Outcome: one connected stack, not eight disconnected SaaS subscriptions.
Fixed scope, fixed price, fixed timeline, and the same team from first call to final handoff.
You show us what's broken. We tell you honestly if we can fix it.
A written plan with what, when, and how much, no surprise add-ons later.
We build. You review. We iterate. One Slack channel, weekly check-ins, zero handoffs.
Your team gets trained, documented, and 30 days of post-launch support, free.
We work across categories below, and each platform has its own dedicated page if you want the deeper dive.
Pipeline stages, custom fields, and deal automation set up for how your sales and support teams actually work day to day.
Pipedrive is built around one simple idea: sales teams work better when they can see every deal at a glance. We set it up to match how your team actually sells, not a generic template.
SERVICE INCLUDED
Salesforce can do almost anything, which is exactly why most teams use only a fraction of it. We configure it around what your business needs, including custom Apex development when the off-the-shelf features fall short.
SERVICE INCLUDED
HubSpot bundles CRM, marketing, and support into one system, but only if it’s actually connected. We set it up so your sales, marketing, and service teams work off the same data, not three disconnected tools.
SERVICE INCLUDED
Trigger-action workflows that move data between your systems without anyone re-typing it into a second screen.Trigger-action workflows that move data between your systems without anyone re-typing it into a second screen.
Zapier connects thousands of apps without a single line of code, which is exactly why it’s the default choice for teams automating repetitive work between tools that were never built to talk to each other.
SERVICE INCLUDED
Proposals, quotes, contracts, and legally binding signatures generated from CRM data, with deal stages updating on their own.
PandaDoc generates a proposal or quote straight from CRM data, so a rep closes a deal by clicking send instead of manually copying numbers into a template.
SERVICE INCLUDED
alls, texts, and voice campaigns tracked, logged, and tied back to the contact and the campaign that generated them.
Aircall runs as a cloud call center that logs every call straight into the CRM record, so a rep never has to manually note who called, when, or what happened.
SERVICE INCLUDED
Booking links that create CRM deals and trigger automated follow-ups the moment a sales call gets booked.Booking links that create CRM deals and trigger automated follow-ups the moment a sales call gets booked.
Calendly lets a prospect book a call straight off your pricing page, and when they do, it can create the deal in your CRM automatically instead of waiting for someone to enter it by hand.
SERVICE INCLUDED
Closed deals handed off to delivery and project teams automatically, so nothing gets lost between sales and execution.
Asana picks up a project the moment a deal closes, so the handoff from sales to delivery happens with a task list already built instead of someone piecing it together from memory and old emails.
SERVICE INCLUDED
Lead capture that pushes straight into your pipeline, routed, tagged, and assigned before anyone opens a spreadsheet.
Jotform captures a lead with conditional logic branching the form based on what someone answers, then routes it straight into your pipeline instead of sitting in an inbox until someone remembers to check it.
SERVICE INCLUDED
Yes. Axis Consulting holds Pipedrive Partner, Salesforce Partner, and Zapier Gold Partner status, and works as an Aircall implementation partner. That means we’ve passed each vendor’s technical accreditation, and we get access to product training and roadmap updates before most agencies even hear about them.
What that actually gets you:
We audit what you're using now and where it's actually breaking down.
We map out which system owns which data and what gets automated.
Everything is configured in a sandbox and connected before touching live data.
Your data moves over, the setup goes live, and we monitor everything.
Each team member learns their part of it, not a one-size-fits-all walkthrough.
We check back on a set schedule and adjust as you grow.
Support doesn’t stop the day we go live. Honestly, that’s when we learn the most, since real usage exposes what a demo never shows. Expect close check-ins for the first couple of weeks, then a lighter monthly rhythm after that. Timelines shift depending on how much data you’re bringing over and how many tools we’re connecting, which is exactly what the first call is for, before you sign anything.
In one strategy session, we’ll pinpoint your biggest inefficiencies and show you how to eliminate them without adding headcount.
It depends on your team size, platform, and whether we’re migrating old data. Automation-only work usually costs less since there’s no data migration involved.
Most projects run several weeks from our first call to going live, depending on user count, integrations, and how messy the existing data is. Automation-only projects move faster.
A CRM consultant builds the core system: pipelines, fields, permissions. An automation consultant wires that system to everything else. We do both, so they get built together instead of bolted on separately later.
Both. If two tools should be talking to each other and aren’t, we fix that with Zapier.
Yes. Everyone gets trained on their part at launch, and we come back on a schedule to catch what only shows up once the team’s using it daily.
Financial services, legal, professional services, accounting, and home and field services (construction, roofing, HVAC, appliance repair). Different playbook for each, built in from the start.
A software license gets you access to a tool. We get you the outcome the tool is supposed to deliver. HubSpot, Pipedrive, and Zapier all work beautifully if they’re configured around your business. Most aren’t. That’s the gap we fill.
That’s actually most of our work. A large share of our clients come to us with HubSpot or Pipedrive already in place, and a long list of things that don’t work. We rebuild and optimize as much as we do clean implementations.That’s actually most of our work. A large share of our clients come to us with HubSpot or Pipedrive already in place, and a long list of things that don’t work. We rebuild and optimize as much as we do clean implementations.
30 days of post-launch support at no extra cost, for bug fixes, small tweaks, and questions as your team gets comfortable. After that, you can either run it yourself, bring us back for a sprint, or move to a monthly retainer.
Yes. We’re based in Miami, but we work with clients across North America, Europe, and Australia. Most of the work happens over Zoom, Slack, and shared workspaces.
Our sweet spot is 10 to 50 employees. Smaller than that and you usually don’t need full-stack consulting yet. Larger than that and you should probably be hiring a full-time RevOps lead, though we do work with bigger teams on focused, scoped projects.
That’s what the discovery call is for. Tell us what’s broken, we’ll tell you what would actually fix it, and whether it’s us, a different consultant, or a much simpler change you can make in-house.
Our clients don’t just see improvements; they experience transformation. From reducing manual work by 80% to doubling revenue velocity, the impact is tangible and lasting.
First 12 Months
Per Team / Month
Sales Velocity
Real-time Reporting
