CRM Consulting, Led by RevOps

Most CRM consultancies come at the platform from marketing. Equanax comes at it from RevOps: the pipeline, the data model, and the ongoing administration that keeps a CRM accurate long after launch. We work inside whichever platform you’re already running: HubSpot, Salesforce, Pipedrive and others.

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Build

Built Inside the Platform You Already Own

Implementation and migration, pipeline architecture, and AI-driven automation for a CRM instance built from scratch or one that’s drifted over time.

Implementation and migration
Pipeline architecture
Workflow automation
Reporting on real records
Diagram of the CRM consulting process: audit, rebuild, automate, administer
Administer

The Job Most Teams Don’t Have a Dedicated Person For

A CRM doesn’t stay accurate on its own. Someone has to own deduplication, property governance and workflow maintenance, or the pipeline architecture above starts to drift on day one. Equanax is that person, fractional or project-based.

Data hygiene and deduplication
Workflow maintenance
User and permission management
Ongoing admin
Can I verify Equanax independently?

Equanax holds a live listing on HubSpot’s own Solutions Directory as a Sales Ops and RevOps Partner, and is UK company number 13194418, incorporated 10 February 2021. The same team runs equivalent work on Salesforce and Pipedrive instances; HubSpot’s directory is simply the one with a public, independently verifiable listing.

Is this the same as hiring a CRM administrator?

It covers the same ground: deduplication, property governance, workflow maintenance and user permissions, but delivered fractional or project-based rather than as a full-time hire, and paired with the implementation work rather than treated as a separate line item.

What does a free audit check?

Pipeline and stage logic, live automation, data hygiene and reporting integrity, run as a working session on your actual CRM. Every claim traces to something visible in your own instance, and you keep the findings either way.

Start With a Free Audit

Every engagement starts with a free audit of your actual CRM instance: what’s built, what’s broken, what it takes to fix.

Book your free AI audit