We design the systems your business runs on.
CWT Studio is a Toronto revenue systems architecture firm for founder-led businesses. We design, migrate, and document the CRM, billing, and reporting setup a B2B company runs on. We work with companies from about $2M to $20M in revenue, in regulated and operations-heavy industries, across Salesforce and HubSpot. The result is one set of numbers that sales, finance, and leadership agree on.
- 238,945Records reconciled
- 27 yearsOf history migrated
- 0Records lost
Built for medical device, healthcare, legal, professional services, and field operations businesses where the CRM, the billing record, and the reporting no longer agree.
Client names are withheld. Industry, size, timeline, and metrics are drawn from engagement records.
Where do a B2B company's CRM, billing, and reporting usually break?
They break where two records should agree and do not. The CRM stops matching how deals actually move. Reports and the CRM show different pipeline numbers. Sales closes one amount and finance invoices another, with a spreadsheet in between. Each break costs the team time every month until the records are rebuilt.
Your CRM does not match how you sell
You get HubSpot or Salesforce rebuilt around how deals actually move.
Your reports and your CRM disagree
You get one set of numbers, so pipeline, revenue, and forecast agree.
Sales closes one number, finance invoices another
You invoice what sales actually closed, with no spreadsheet in between.
What has CWT Studio rebuilt for clients?
CWT Studio has rebuilt CRMs for a photo agency, a medical device manufacturer, and a marine services contractor. The photo agency migration moved 238,945 records and 27 years of history. Zero records were lost. CWT Studio has completed [NEEDS FACT: total number of engagements] engagements to date. Each case below states what broke and what changed.
A broken CRM move left the team unable to save new deals and hid years of activity history. Every record now reconciles, with none lost.
Duplicate buyer records and deals with nobody attached meant no one could tell a live deal from a dead one. The pipeline is now gated and triaged.
Reaching every resident depended on memory and unlogged calls, so a missed resident only surfaced on site. Outreach now runs as a tracked sequence.
Most clients keep CWT on retainer after handoff to run the systems and the vendors around them. Embedded Systems Operations
Common Questions
What does CWT Studio do?
We redesign and rebuild the operations a B2B company sells through. That means the CRM, the path from quote to invoice, the handoffs between sales and finance, and the reporting leadership decides on.
Who is this for?
B2B companies between $2M and $20M in revenue, in the sectors named above, whose CRM, billing, and reporting have drifted apart.
What happens on the 30-minute intro?
Shannon asks what broke, what you already tried, and who owns the systems today. That call decides whether you need a paid review and what it would have to cover.
Salesforce and Anthropic now let a sales team ask questions of Salesforce data in plain language inside Claude, and the answers come from whatever the records already say. What Claudeforce changes and what has to be true first, or score your CRM in twelve questions.
What does working with CWT Studio cost, and how long does it take?
The 30-minute intro carries no fee and no obligation. The paid review is quoted as a fixed fee once its scope is agreed in writing. The review typically takes [NEEDS FACT: review length in weeks] and ends with written findings you keep. Build work is quoted with dates attached. If the work is not a fit, you hear that on the call.
What it costs
Scope and fee are set in writing before any work starts. The 30-minute intro carries no fee and no obligation, and the paid review is quoted as a fixed amount once its scope is agreed.
How long it takes
The intro is 30 minutes. The review runs on working sessions with the people who run sales, finance, and operations, and it ends with written findings you keep. Build sequences are quoted with dates attached.
If it is not a fit
The intro ends with a direct answer. When the work belongs somewhere else, or when nothing needs rebuilding yet, we say so on the call and point you to what does apply.
30 minutes on how your CRM, billing, and reporting currently hand off to each other.