AI agents, apps & skills for revenue teams

Custom AI agents, apps, and skills for revenue teams.

For mid-market revenue teams that want AI as infrastructure, not a pitch deck. Built on Claude, wired into the HubSpot, Clay, and Instantly stack you already run.

HubSpot Solutions Partner · Clay · Instantly
Claude Cowork
Claude Opus 4.8
Help me find more companies similar to my client like vantaramedical.com. Small, med device, based in Minnesota.

NorthStar Orthopedics

Minneapolis, MN · 45 employees

Orthopedic implants & instruments

LakeMed Devices

Edina, MN · 32 employees

Surgical foam & wound care

PrairieTech Surgical

Rochester, MN · 58 employees

Minimally invasive surgical tools

Twin Cities BioSciences

St. Paul, MN · 27 employees

Bioabsorbable medical materials

MedElm Innovations

Plymouth, MN · 41 employees

Spinal fusion devices

Apex Spine Technologies

Bloomington, MN · 36 employees

Vertebral body replacement systems

Add these companies to HubSpot.
Thinking

I'll connect to HubSpot via MCP and add each company. Let me check for existing records first to avoid duplicates.

Connected to HubSpot via MCP
NorthStar Orthopedics— Added to HubSpot
LakeMed Devices— Added to HubSpot
PrairieTech Surgical— Already exists in HubSpot, skipped
Twin Cities BioSciences— Added to HubSpot
MedElm Innovations— Added to HubSpot
Apex Spine Technologies— Added to HubSpot

Done! 5 companies added to HubSpot.

PrairieTech Surgical was identified as a potential duplicate and skipped to keep your CRM clean.

Reply to Claude...

How we actually deliver.

CUSTOM BUILDS

Apps, agents, and skills built in Claude Code

The core of what we do: custom software for how your team actually sells. A reporting engine that retired a 37,000-row workbook, a prospecting agent the field team adopted 100%, a territory map that syncs both ways with HubSpot. Built in Claude Code, wired into your stack through MCP, deployed on your own Vercel and Supabase.

deploy:claude-code·target:your.vercel
SKILLS / ROUTINES

Skills that run on a schedule, not just on demand

Reusable Claude skills your team runs on demand — or that run themselves on Claude Routines. Signal research that scores buying intent and writes back to HubSpot, outreach generation, and multi-portal HubSpot control across every account you operate.

REPORTING

Headless reporting that unifies the whole stack

Custom HubSpot dashboards for every client — that's table stakes. The real lift: a Claude-built reporting layer your team OAuths into, joining HubSpot, QuickBooks, ERP, and the rest of your tools into one place. The pivot tables your leadership rebuilds every Monday — gone.

HUBSPOT

HubSpot, tuned for how you actually sell

The system of record Claude operates against. We run Sales, Marketing, Service, and Ops hubs at Professional and Enterprise levels — data migrations, integrations with Shopify / Quickbooks / ERPs, and the workflows your internal team hasn't had time to build.

deal_stage:"closed_won"·updated_at:2h
CLAY

Clay-powered waterfalls, right inside HubSpot

Clay handles the data layer — targeting, enrichment waterfalls, signal-driven sequences. Your reps stay in HubSpot, where enrichments flow in automatically and can be triggered right from a contact record. One tool for the team. Three tools doing the work.

The stack we run for you
Claude
Agents · Apps · SkillsClaude

The custom layer we build — agents, apps, and skills in Claude Code that read and write your stack via MCP. Deployed on your own Vercel and Supabase, and yours to keep.

HubSpot
System of recordHubSpot

The CRM Claude operates against — Marketing, Sales, Service, and Ops hubs, read and written through the HubSpot API and MCP. Your source of truth, tuned for how your team sells.

Clay
OutboundClay

Targeting, enrichment, and campaigns live in Clay and flow back into HubSpot. Real signals — not templated filler.

The pattern

The headless pattern.

The same idea as headless Shopify or headless Salesforce: your CRM stays the system of record — we build the AI layer on top. Claude, custom dashboards, and reporting tools read and write through the API and MCP, joining HubSpot with QuickBooks, Shopify, or whatever else you run. No replatforming, no rip-and-replace, no second source of truth.

hubspotshopifyquickbooksclaude.mcpyour.dashboard
01 · Source of truth

HubSpot, untouched

Deals, contacts, companies, and pipelines run as designed. No custom schema layered on top of the CRM, no parallel source of truth to reconcile.

02 · The API / MCP layer

Claude reads and writes back

Claude Code and MCP connectors talk to HubSpot — and to Fishbowl, Quickbooks, Clay, or whatever else is in the stack — directly. No middleware, no nightly sync jobs, no brittle glue code.

03 · The experience layer

Built for your sales motion

Custom dashboards, reporting engines, Claude agents, and CRM extensions — shaped to how your team actually sells, not a template.

Ownership

You own everything we build.

Every agent, app, skill, Clay recipe, HubSpot customization, and SOP we ship is yours — on your own accounts, exportable on day one. No proprietary wrapper, no platform that traps your data and code, nothing to migrate off of when an engagement ends. We build software, not slideware.

01 · Your accounts

Deployed where you control it

Apps run on your own Vercel and Supabase. Agents and skills live in your Claude workspace. HubSpot, Clay, and Instantly stay in your accounts — we work inside them, not around them.

02 · Month to month

No lock-in, 30 days notice

Retainers are month-to-month. On exit we hand off every build with documentation, and you keep running it without us. Nothing sits behind proprietary tooling.

03 · Exportable on day one

Code and data, always yours

Source code, recipes, agents, and CRM customizations are yours from the first commit — not licensed back to you. Migrate, fork, or hand it to your team whenever you want.

Case Studies

Custom tools we’ve shipped for revenue teams.

Reporting engines, Claude agents, CRM extensions — headless builds on top of HubSpot, tuned to each client’s real sales process.

All case studies
Also shipped
Skills

Signal-research skill suite

Claude skills that find buying signals, score them, write Signal records back to HubSpot, and stage personalized outreach — running unattended on Claude Routines.

Skill

Multi-portal HubSpot control

One Claude skill that operates five client HubSpot portals — custom objects included — with no per-account juggling.

App

AI operations portal

An internal hub with a permission-aware chatbot that answers data questions in plain English, plus an agent that summarizes every meeting and flags risks.

App + CRM

Owned CRM + cold-email stack

A Claude-built CRM and Instantly cold-email setup delivered in a ~30-day sprint and handed off on the client's own Vercel and Supabase.

Product

RevDrive Prospector

Our own multi-tenant SaaS — ICP scoring and email drafting on the Claude API, with Apollo and LeadMagic enrichment pushed into HubSpot.

RevOps

Multi-brand revenue dashboards

Unified HubSpot, Clay, and Instantly reporting for multi-brand teams — the pivot-table-on-Monday workflow, retired.

Certified HubSpot Solutions Partner

Pricing Based on Your Needs

Pricing for the agency you'd hire if you could build one — full RevOps seat, not billable hours.

Monthly retainers for ongoing support, or one-off project pricing for migrations and implementations.

Entry

$6,000/mo

Your part-time RevOps seat. We own your HubSpot, Clay, and Instantly, and keep your sales team's pipeline full with outbound campaigns we build and maintain.

Full admin of HubSpot, Clay, and Instantly
Weekly sync with your sales team
2–3 outbound campaigns built & maintained (targeting, enrichment, copy, sequences)
Any data source connected in Clay or HubSpot — no per-integration charge
In your Slack — same-day turnaround on requests
AI Included — Custom Claude agent connected to HubSpot + Clay via MCP for lead enrichment & CRM hygiene
Most Popular

Growth

$10,000/mo

Entry plus a part-time marketing ops partner. We add content, campaigns, and unified reporting on top of the sales stack, so your internal team has full visibility and fresh material.

Everything in Entry
HubSpot Marketing Hub managed (workflows, forms, landing pages, lead scoring)
Monthly content production: social posts + email nurture sequences
Unified sales, marketing & revenue reporting
CMS updates on one platform (HubSpot, Webflow, or WordPress)
AI Included — Claude agent drafting hyper-personalized outreach from live Clay + HubSpot signals

Pro

$12,000/mo

The bandwidth of a full-time senior hire across sales, marketing, web, and paid — without the headcount. We own the full funnel from outbound through SEO, reporting, and site updates.

Everything in Entry and Growth
Full-funnel marketing: GA4, PPC (Google + LinkedIn), SEO
CMS updates across HubSpot, Webflow, and WordPress
Monthly growth review with strategy recommendations
AI Included — Full-funnel Claude agent producing weekly pipeline intel, auto-reporting & SOP drafts

Frequently Asked Questions

Mid-market companies with an internal sales and marketing team that want custom AI — agents, apps, and skills — built for how they actually sell. They already run HubSpot (or are about to); we build the AI layer on top of it and run the HubSpot, Clay, and Instantly stack underneath. Teams that don't need a high-volume agency, but do need senior people who can actually ship software.

Here's what the first 30 days look like.

Every engagement follows the same rhythm. Specific, fast, and ending with a Claude agent live in your stack.

Free 30-min strategy session
First 30 days
Week 1

We audit your HubSpot + Clay, join your Slack, and ship the first CRM hygiene pass.

Week 2

First outbound campaigns live in Clay. Reports flowing in HubSpot. Sales team briefed.

Weeks 3–4

Custom Claude agent deployed via MCP — enrichment, drafting, and reporting running in your stack.