We design the systems your business runs on.
For B2B companies between $2M and $20M in revenue: CRM, billing, and reporting architected, migrated, and documented across Salesforce and HubSpot.
- 238,945Records reconciled
- 27 yearsOf history migrated
- 0Records lost
Built for B2B teams at $2M–$20M where CRM, billing, and reporting no longer agree.
Client names are withheld. Industry, size, timeline, and metrics are drawn from engagement records.
Where It Breaks
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 We Rebuilt
An external ID field used as migration plumbing was required on create screens, so the team could not save new opportunities.
Health authorities were duplicated between two and five times over, a domain auto-association rule was linking contacts to the health authority instead of the hospital they work at, and five active deals including an $81K opportunity had no contact attached at all.
Reaching an entire waterfront community depended on individual memory and unlogged phone calls, which is not a method that survives contact with a mobilization date.
Client names are withheld. Industry, size, timeline, and metrics are drawn from engagement records.
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: the CRM record, the path from quote to invoice, the handoffs between sales and finance, and the reporting leadership makes decisions on.
Who is this for?
B2B companies between $2M and $20M in revenue where the CRM, the billing record, and the reporting no longer agree with each other. Work lands in medical device and biomedical, healthcare, legal, professional services, marine services, and B2B software.
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.
Before You Book
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.