Your CRM isn't working.
We'll fix it.
Salesforce and HubSpot consulting without the agency overhead. 100+ projects delivered. Women-owned. WBENC certified.
(Salesforce + HubSpot)
The problem
Your CRM is broken for one of three reasons.
You inherited something broken.
Someone before you built it wrong, customized it to death, or abandoned it mid-project. Your team has given up on parts of the system entirely.
You've outgrown what you built.
What worked for 20 people is breaking at 150. Reports are slow. Data is stale. Teams are working around the system instead of through it.
Your stack is exhausting you.
Too many tools. Too many workflows. Nothing is integrated the way it should be. Your team is drowning in tabs and duplicate data.
What we do
Implement. Migrate. Optimize.
Three paths to a CRM that actually works for you.
Implement
Full Salesforce or HubSpot implementation from the ground up — scoped, architected, delivered. No abandoned half-builds. No "we'll figure it out in production."
Learn more →Migrate
Platform switches, data migrations, consolidation. Salesforce ↔ HubSpot, or from Zoho, Marketo, Eloqua, and others. Zero data loss. Minimal downtime.
Learn more →Optimize
CRM audits, workflow cleanup, reports and dashboards, admin support, and ongoing optimization. Make the system you already have do what it was supposed to do.
Learn more →Platforms & expertise
We work deep across both ecosystems.
Selected work
Projects that moved the number.
PLACEHOLDER — describe a real migration with a concrete outcome. Example shape: Migrated [N]-contact Salesforce org to HubSpot in [N] weeks. Zero data loss.
PLACEHOLDER — describe a real implementation with a concrete outcome. Example shape: Built a unified Sales Cloud + Account Engagement instance for [industry/company]. Reduced [metric] by [N]%.
PLACEHOLDER — describe a real optimization with a concrete outcome. Example shape: Consolidated [N] tools into a single HubSpot instance. Cut [N] recurring software costs.
What clients say
Five-star reviews. Verified on Upwork.
"His knowledge of the Salesforce Platform outperformed that of a hired agency recommended by Salesforce. If you need an innovator to get the most out of the Salesforce environment, Derek is my first choice."
"Derek is extremely helpful — not just because of his skill set but his genuine desire to help you solve problems. His 'get it done' attitude is remarkable."
"Would highly recommend Derek to anyone who needs support with their Account Engagement implementation."
Meet the team
Husband-and-wife team. Women-owned.
Built on trust. Run by two people who answer every email themselves.
Derek Beitz
Certified across Salesforce and HubSpot. Former consultant at a Summit-tier Salesforce Partner. Member of Salesforce's Automotive Cloud beta program.
LinkedIn →
Kristin Beitz
Runs operations, books, and billing — everything that lets Derek stay in the technical work. Women-owned, WBENC certified.
How we work
Six steps. No surprises.
- 1KickoffFree · 30 min
- 2DiscoveryWorking session
- 3ScopePlan + pricing
- 4BuildWeekly syncs
- 5Go liveTeam trained
- 6SupportOngoing
Ready to fix your CRM?
Free 30-minute call. No pitch. Just your CRM, our questions, and a clear next step.
Fix my CRM →