CRM Setup and Management

Your CRM should run your revenue operation. Not the other way around.

AeroRev sets up and manages CRMs that actually work. HubSpot, Pipedrive, Monday.com, Salesforce, Zoho, and more. For B2B teams in the USA and UK who are done with expensive contact lists.

Get Your CRM Diagnosed

Platforms we work with

We are platform agnostic. We will tell you which one is right for your business, then build it properly.

HubSpot

The gold standard for growing B2B companies. We are a certified HubSpot Partner with deep expertise across all Hubs.

Pipedrive

Built for sales teams that want simplicity without sacrificing power. Great for companies with straightforward pipelines.

Monday.com

Flexible enough to handle complex workflows. We configure it to run like a proper CRM, not a glorified spreadsheet.

Salesforce

Enterprise-grade for companies that need it. We build it so your team can actually use it without a manual.

Zoho

Full suite at a fraction of the cost. Right for companies that need CRM, email, and support in one place.

Notion

For early-stage companies not ready for a traditional CRM. We build lightweight systems that scale.

A broken CRM costs you more than just the subscription

Every deal that slips through the cracks. Every report that cannot be trusted. Every hour your team spends working around the system instead of through it. That is real money lost every single month.

Your team avoids the CRM because the data cannot be trusted.

Deals disappear into the void and nobody knows where they went.

Nobody owns keeping it clean or properly maintained.

Reports tell management almost nothing useful.

The pipeline has stages nobody understands or uses.

Integrations were set up once and have been broken for months.

Your team works around the CRM instead of through it.

You have paid for it for months and it has not changed a single outcome.

What we actually do

We do not just set up your CRM and hand you a login. We build it around how your business actually works, train your team, and stay to make sure it keeps working.

CRM architecture built from scratch around how your team actually works

Pipeline design with stages that reflect how deals really move, not a default template

Property and field configuration that captures what matters

Integration setup with your existing tools

Team training on what the platform is actually capable of

Ongoing management, maintenance, and optimisation

Regular audits to catch problems before they cost you money

Strategic direction on what to build next as your business grows

Who this is for

B2B companies on any CRM platform that is not working the way it should.

Companies moving to a new CRM and needing it built right from day one.

Companies that have had a CRM for years and are embarrassed by how little value they get from it.

CRM transformations that worked

Professional Services FirmPipedrive

The Situation

A professional services firm had been running Pipedrive for three years. The pipeline had seventeen stages nobody used, deals were being manually moved, and the reporting told management almost nothing useful.

What We Did

We rebuilt the pipeline from scratch with five clear stages that matched how their deals actually progressed. Set up automated deal movement based on activity. Built reporting dashboards that gave leadership real visibility.

The Result

Deal close rate improved by 34%. The sales team stopped working around the CRM. Management now runs their weekly meetings from the dashboard instead of guessing.

SaaS StartupHubSpot

The Situation

A SaaS startup bought HubSpot and had it set up by a junior team member. Six months later they had duplicate contacts everywhere, broken automations, and a sales team that had gone back to using spreadsheets.

What We Did

We deduplicated and cleaned the entire database. Rebuilt automations that actually worked. Retrained the team on proper CRM usage and built accountability into the process.

The Result

CRM adoption went from 30% to 95%. Duplicate contacts eliminated. The sales team now logs every activity because they actually see value in doing it.

Staffing AgencyMonday.com to HubSpot

The Situation

A staffing agency wanted to move from Monday.com to HubSpot without losing historical data or disrupting the placement team mid-quarter.

What We Did

We migrated the entire operation in phases. Historical data preserved. Team trained on the new system during the transition. Zero disruption to ongoing placements.

The Result

Clean migration with zero data loss. Team was fully onboarded within two weeks. Placement volume actually increased during the quarter of migration.

Frequently asked questions

Ready to make your CRM actually work?

Book a free CRM diagnosis. We will tell you exactly what is broken and how we would fix it.