Case Studies

Real work for real revenue teams.

Every engagement ships custom engineering on top of the client’s existing CRM — not a replacement for it. A few of the headless HubSpot builds we’ve shipped for mid-market revenue teams: reporting engines, Claude agents, and CRM extensions that read and write through the API.

One source of truth for pipeline and every shipped order.
01Case study
Mid-market patient positioning manufacturer · International distribution

One source of truth for pipeline and every shipped order.

Headless reporting layered on the existing CRM and ERP — no replatforming. First time sales, marketing, and finance agreed on the revenue numbers.

HubSpotFishbowl InventoryClaude Code
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Hospital prospecting that actually happens — in two minutes, not an hour.
02Case study
Specialty surgical device sales organization · 6-person field team

Hospital prospecting that actually happens — in two minutes, not an hour.

A headless agent layer on top of HubSpot: reads the account, writes back the contacts. Every rep on the team uses it before every visit. Before, most didn't.

ClaudeHubSpot MCPClay MCPNPI Registry
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A custom map for a sales model no off-the-shelf tool could handle.
03Case study
Mid-market industrial manufacturer · National distributor channel

A custom map for a sales model no off-the-shelf tool could handle.

HubSpot stays the source of truth; the map is a headless experience layer on top. Direct customers, indirect customers, and national distributor footprints — one live view, synced both ways.

HubSpotLovableClaudeCustom web app
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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.