Forward Deployed AI Engineering

CRM Implementation That Your Team Actually Uses

One engineer builds the data model, pipelines and automation, migrates your records, and trains your team to run it.

Book a call Forward Deployed AI Engineering

Sounds familiar?

01Your CRM has three versions of the same deal.
02Reps enter data differently, so pipeline reports are guesswork.
03You paid for HubSpot or Salesforce and still use spreadsheets.

About a third of CRM projects fail to deliver value, and the usual cause isn't the software. It's a data model nobody agreed on and a team that never adopted it.

We design the CRM around how your people actually sell and serve — pipelines, lifecycle stages, permissions, automation — migrate your existing data, and stay until your team is running it without us. We work inside the CRM alongside your reps rather than handing over a specification for someone else to build.

What you keep

Live CRM instance with your real data
Documented pipeline and lifecycle-stage definitions
Automation for routing, follow-ups and alerts
Deal scoring and forecast view configured
Admin and rep training, recorded
Runbook for day-two changes

Who this is for

You're choosing between HubSpot, Salesforce, Attio and Pipedrive and want it done right the first time.
Multiple locations or teams keep separate spreadsheets instead of one pipeline.
You have a CRM already but nobody trusts what's in it.

Forward Deployed AI Engineering

What we build and run

Design one data model for accounts, contacts, deals and stages.
Build automation for lead routing, follow-ups and lifecycle changes.
Migrate and clean existing records from spreadsheets or a legacy CRM.
Set permissions and views by role, so reps see what matters.
Set up deal scoring and forecasting on real pipeline data.
Connect the CRM to your website, inbox and reporting tools.
Train admins and reps, then document how to change it.

How it runs

From kickoff to a running sales system in 30 days.

Week 1-2
Map your sales process and design the data model.
Week 3-5
Build pipelines, automation and migrate existing records.
Week 6-8
Pilot with your team, fix, train, hand over.
After
Optional monthly support as your process evolves.

Questions we get

Which CRM platforms do you implement?

Mainly HubSpot, Salesforce, Attio and Pipedrive. If you haven't chosen yet, we help you pick based on team size, budget and how you sell, then build on it. We don't push one platform regardless of fit.

Will you migrate our existing data?

Yes. We audit what's in your spreadsheets or legacy CRM, clean duplicates and inconsistent fields, then migrate it into the new data model. Migration and adoption are part of the scope, not a separate project.

How is this different from hiring a CRM consultant?

A consultant typically writes recommendations and leaves configuration to you or a third party. Our engineer builds the CRM directly, migrates the data, pilots it with your team and trains them, and is accountable for it working, not just for advice.

What happens after the CRM goes live?

You get admin training, recorded sessions and a runbook for day-two changes, so your team can adjust pipelines and automation themselves. Optional monthly support is available as your process evolves.

Other sub-areas in this service

AI Agents & Agentic Workflows CRM Implementation Workflow Automation Websites & Landing Pages Mobile Apps Reporting & Dashboards AI Efficiency Audit