Foundation for AI transformation

Smarter systems for GTM Teams.

Your revenue engine has to work before you add AI. RevOnyx audits, architects, and optimizes the CRM and systems your teams run on every day.

CRM health94%
Required fields complete
96%
Stages matching buyer reality
88%
Handoffs running without a human
73%
Duplicate records
2%

Example of what a healthy instance looks like once the work is done

Integrating great tools like

  • Salesforce
  • HubSpot
  • Zapier
  • Asana
  • Slack
  • ClickUp
  • n8n
  • Apollo
  • Trigify

The problem

The RevOps dilemma.

  • Your CRM is cluttered, and nobody fully trusts what is in it
  • Your systems do not talk to each other, so data sits in silos
  • Every forecast turns into a debate about whose numbers are right
  • Most consultants push what they are certified in, not what is best for you

The solution

We invented a better way.

  • One senior team owning strategy, architecture, and execution
  • Connected systems across your whole RevOps stack
  • Reporting your leadership team can actually rely on
  • Unbiased, systems agnostic recommendations

What we work on

Five places a revenue engine usually breaks.

Pick the area that hurts most and start there.

A CRM built for how you sell now.

Your Salesforce or HubSpot instance should reflect the way your team operates and be safe to change as that shifts. We design the structure so growth does not mean more workarounds.

  • Comprehensive CRM analysis
  • CRM architecture redesign
  • Data model and object structure cleanup
  • CRM best practices across all products
  • Salesforce and HubSpot integration design
  • Ongoing CRM support

How engagements start

Scoped to your needs.

Four shapes cover almost everything we take on. Plenty of clients move from one to the next.

Audit

Find out where you stand.

A comprehensive review of your CRM, data, and tech stack, ending in a prioritized roadmap you own whether or not we build it.

Build

Fix the foundation.

A defined project with a start and an end. Architecture redesign, reporting rebuild, lead routing, or automation that finally holds.

Migrate

Move without losing data.

Platform migrations and consolidations, mapped field by field, with history intact and the team trained before go live.

Ongoing

A RevOps team on retainer.

Standing capacity for the roadmap, the requests, and the admin work, with a dedicated Slack channel and regular working sessions.

Ongoing engagements start at $7,500 a month. One time projects are scoped based on the systems involved and how fast you want to move.

Start analysis

How we work

Discovery to results.

1

Discovery call

A quick conversation about your business, your goals, and your biggest headaches. Just an honest read on whether we are the right fit.

2

Analysis

We get into your CRM and stack to see what is working, what is broken, and where the fastest wins are hiding.

3

Roadmap

Tailored objectives, sequencing, and a plan built for your company. You know exactly what success looks like before we start.

4

Build

Kick off with your dedicated RevOps team to hit the ground running. We do the work in your CRM and systems, document it along the way.

Already have your systems and data in good shape? See how AI transformation for GTM teams works

This could be you

GTM teams scaling with RevOnyx.

“RevOnyx is the only RevOps agency I recommend. They are experts across our entire tech stack, pick up random asks from Slack and get them done, and communicate proactively. I don't know how we'd operate without them.”
JoAnn MartinCRO, Black Crow AI
“RevOnyx is the strategic partner every growth-focused company needs. They helped us truly use HubSpot as our sales engine and guided us step by step in building it. We highly recommend RevOnyx to anyone serious about building a high-performance revenue engine.”
Olu AladebumoyeCo-Founder, SmartWiz
“RevOnyx has been a crucial extension of our commercial operations team since bringing them on board. From CRM strategy to technical architecture design to workflow implementation, the RevOnyx team has been an invaluable partner and an important part of our CRM optimization journey.”
Alex GannonSVP of Commercial Finance and Business Analysis, System1
“RevOnyx was instrumental in implementing an entire CRM system for us from the ground up. They took the time to deeply understand our business and provided rock-solid solutions that perfectly aligned with our goals. They don't just see you as a customer, they value you as a person.”
Rhegan StewartVice President of Business Development, Onsite Dental
“Working with RevOnyx has been transformative. Jeremy quickly grasped our goals, providing a tailored solution with exceptional communication and transparency. Working with Jeremy is a pleasure, and I look forward to future collaborations.”
Carrie DuRardFounder, DuRard Consulting

Get started

Let's talk RevOps.

Messy CRMs, data, workflows, and pipelines. We've seen it all. Thirty minutes, and we'll tell you what's broken and what it'd take to fix. AI transformation starts with a solid foundation, let's go!

  • You talk to a RevOps expert, not a sales bro
  • Bring the mess, the pains, the challenges
  • If the fix is smaller than a consultant, we will say so

Start the conversation

FAQ

Your questions, answered.

Almost always. Most of our work starts with an instance that someone built years ago and nobody has revisited since. We work with what you have and improve it rather than starting over, unless starting over is genuinely the cheaper path.

Fix the foundation first.

Let's talk.

Start analysis