We rebuild the systems behind sales, financing, and follow-up for equipment dealers, manufacturers, and the commercial-finance shops around them. We work with other operations-heavy B2B teams too. Fixed price, and the system is running in your shop when we hand it over.
You didn't start your business to manage a CRM, wrestle with billing tools, or chase down lost leads. You started it to do the work you're actually good at.
Somewhere along the way, the tools piled up. Now your team is re-keying data from email into your CRM. Quotes are being rebuilt from scratch every time. Invoices go out late. Renewals get missed. The system that was supposed to help you grow is the thing slowing you down.
That's the work we take off your plate.
Every engagement comes with a written scope, a fixed price, and a clear timeline before you commit. No hourly billing, no surprises.
We map your current stack - every tool, every workflow, every handoff - and give you a written report with prioritized fixes and what they're worth. Best place to start when you know something's off but can't name it.
Whether you need a new CRM stood up from scratch, an existing one rebuilt around how your business actually works, or workflows connected across your CRM, payment and invoicing system, and e-sign tools - we make your systems work for you instead of against you.
The whole path from inbound lead to invoiced cash - lead capture, qualification, quotes, documents, billing, payment, and post-sale handoff - running as one connected system instead of seven disconnected tools.
We go deepest where we have lived: equipment dealers and the finance shops around them. The problems rhyme across B2B, though, so if your stack is held together by spreadsheets, we can probably help.
New and used dealers running inventory, financing, call-ins, and follow-up across tools that don't talk to each other.
Commercial finance and lending shops managing originations, credit pulls, lender routing, syndication, and funding ops.
Independent agencies juggling AgencyZoom or HawkSoft, COI requests, contractor leads, and policy renewals.
Two-sided marketplaces handling deal flow, invoicing, document generation, and seller payouts at scale.
Consultancies, accounting firms, and service businesses where time tracking, billing, and client ops all need to align.
If you sell to other businesses and run on a CRM, a billing tool, and a few spreadsheets, chances are we've seen your problem.
Client names withheld for privacy. Every project below is a real engagement we've completed or are completing in 2025–2026.
Designed and built a full dealer operations system covering CRM, native financing prequalification with live credit pulls, inventory tracking, document generation, and lender routing. Multi-tenant, lender-agnostic, embedded directly in the dealer's own site.
Migrated the storefront to Shopify and replaced a generic third-party financing widget with a custom modal that runs the dealer's own prequalification flow inline - across product pages, collection pages, and the financing page. Same domain, no redirect.
Ran a twelve-month diagnostic pulling from CRM, call data, and credit-pull logs. Identified which reps were converting and which were burning leads, then rebuilt lead routing rules and the discovery-call coaching framework.
Built a daily lead pipeline pulling contractor license applicants across five states, automated certificate-of-insurance request handling, and replaced manual mailers with personalized QR-coded campaigns that route applicants to a smart landing page tied to the agency's CRM.
Replaced an unreliable native CRM AI step with a custom pipeline that validates tax exemption certificates and shipping documents on submission. Gates invoicing until review passes, clears stale flags on resubmission, with hard cost controls so long documents don't blow up the system.
Built a custom reporting platform pulling data from the CRM, billing, and accounts systems into a single dashboard tailored to how the team actually makes decisions. Replaced a stack of spreadsheets and weekly manual reports.
There's no commitment to talk to us. We'd rather tell you we're not the right fit than waste anyone's time.
Thirty minutes. You describe what's broken; we tell you whether we can help - or recommend someone who can.
30 minutes · no commitmentIf we're a fit, you get a scoped proposal within five business days. Deliverables, timeline, fixed price, and what we need from you to start.
5 business daysWeekly written updates with what shipped, what's next, and what's blocking. You see the system in your environment from week one.
3–14 weeksFull documentation, your team trained, and 90 days of warranty support included. Most clients keep us on to tune it as lenders, rates, and tools change. You can also take it fully in-house. Your call.
90 days warrantyThe number on the proposal is the number on the invoice. Scope changes are discussed and documented before we touch anything.
We don't hide behind jargon. If we can't explain what we're building in language you understand, we shouldn't be building it.
Every engagement ends with something running in your environment. No "phase two" required to see results.
Over a decade inside dealer, finance, and B2B operations, not consulting from outside. We know how the work actually gets done.
Everything we build is yours. Keep us on to maintain and extend it as your business changes, or take it in-house any time. The choice stays with you.
If we're not the right team for your problem, we'll tell you on the first call and point you toward someone who is.
Every project is priced based on scope, not hours. Audits typically start in the low four figures. CRM and automation builds typically run mid four figures to low five figures. Quote-to-cash rebuilds and full platform builds run higher depending on complexity.
You'll see the exact price in writing before you commit to anything. No hidden fees, no scope creep, no hourly surprises.
We'll tell you on the first call. If we're not the right fit - wrong industry, wrong scope, wrong stage - we'd rather say so than waste your time and ours.
Where possible, we'll point you toward someone who can help instead.
No. The first call is free, takes about thirty minutes, and ends one of two ways - either we agree it makes sense to scope a project, or we don't.
If there's no fit, you've lost half an hour and gained a clearer picture of your own operations. That's a fair trade.
An Operations Audit takes 2–3 weeks. A CRM rebuild or automation project takes 3–8 weeks. A full Quote-to-Cash rebuild takes 8–14 weeks. The exact timeline is locked into the proposal before kickoff.
Every engagement comes with 90 days of warranty support included. If something breaks in the first three months, we fix it at no additional cost.
After 90 days, most clients keep us on a light retainer so the system stays current as lenders, rates, and tools change. You can also take it fully in-house with the documentation, or just call us for one-off fixes. Your call.
Yes. Custom code, configurations, automations, and documentation all belong to you. We deliver them in environments and accounts you control.
You're never locked in to keeping us around to keep it running.
The common ones: HubSpot, Salesforce, Pipedrive, AgencyZoom, Stripe, Shopify, QuickBooks, DocuSign, Make.com, n8n, Zapier, Aircall, CallRail, Equifax, Experian. On the development side: Python, Flask, AWS, OpenAI and Anthropic APIs.
If you're using something we haven't worked with directly, we'll tell you on the first call whether we can come up to speed quickly or whether it's not a fit.
Book a free thirty-minute consultation or send us a brief through the form below. Tell us what's broken in plain English. We'll respond within one business day.
Two ways to start the conversation. Both are free. Neither comes with any obligation.
Thirty minutes on a video call to talk through what's broken and whether we can help.
Schedule the call →Prefer to write it out? Tell us about your business and what you're trying to fix using the form.
Use the form →If you'd rather skip the forms and the calendars.
hello@revopsdev.co →