Revenue Engine CRM | Turnkey HubSpot CRM Solution for Sales Teams

Optimized Sales Processes That Save Time

The complexity of managing sales pipelines and workflows can hold your team back. Revenue Engine CRM automates task management, organizes your pipeline, and ensures every deal progresses seamlessly—freeing your team to focus on building relationships and closing more deals.

Real-Time Insights to Make Data-Driven Decisions

Sales teams often struggle with limited visibility into their pipeline. With Revenue Engine CRM, you’ll gain access to customized dashboards and reporting tools that provide actionable insights into deal performance, team activity, and revenue forecasting.

Playbooks and Tools That Empower Your Sales Team

Consistency is key to scaling your sales process. Revenue Engine CRM includes ready-to-use playbooks, email templates, and sequences designed to guide your reps through every stage of the sales cycle, ensuring they never miss an opportunity to connect and convert.

Who is Revenue Engine CRM for?

Small to mid-sized sales teams ready to adopt a proven, pre-built sales process.
Businesses looking for a fast, ready-to-deploy CRM solution to jumpstart sales operations.
Teams without a defined sales process or those looking to transition to a more structured and scalable system.
Companies seeking automation to save time, increase productivity, and reduce manual effort.
Sales managers who want clear pipeline visibility and actionable insights without needing extensive customization.

Think you’re the right fit? Connect with an expert →

Who is Revenue Engine CRM Not for?

Businesses with an existing, highly customized sales process they want to replicate in HubSpot.
Teams looking for fully custom CRM builds tailored to specific, unique workflows.
Enterprises requiring extensive personalization beyond what’s offered in the package.
Companies seeking a blank slate CRM for their sales strategy.
Teams unwilling to transition to a new, standardized sales methodology.

Proven best practices

Dedicated onboarding support

Fully operational in days

Sales Pipeline

With a consultative sales methodology built-in, this structured pipeline ensures your team knows exactly how to progress deals from start to close.

Automated Workflows

Automated workflows keep your team focused on closing deals by reducing manual tasks and ensuring nothing slips through the cracks.

Playbooks

Step-by-step guidance to help your sales team navigate critical stages like qualification, discovery, and negotiation.

Deal Tags

Four smart deal tags to help your team easily identify overdue deals, deals without a scheduled activity, deals with upcoming activities, and deals closing soon.

Email Templates

With 25 pre-built templates based on best practices, your team can save time and stay consistent in communications from prospecting to deal closing.

Sequences

Pre-configured email and call sequences to automate follow-ups, re-engagements, and initial outreach, so your team stays productive and responsive.

Custom Properties

13 custom properties tailored to capture the critical information your sales process needs to move deals forward effectively.

Reports

24 detailed reports offering actionable insights into pipeline health, rep performance, deal velocity, and more.

Dashboards

Three curated dashboards for reps, managers, and leadership to track sales performance, task progress, and revenue forecasts at a glance.

Guide Training Sessions

Five expert-led sessions to onboard your team and ensure they are comfortable using every aspect of Revenue Engine CRM.

Training Videos

60+ comprehensive training videos designed to empower your team to make the most of their CRM tools, workflows, and reports.

Hours of Personalization

Five hours of included customization to tailor Revenue Engine CRM to your unique business needs.

Data Import

One data import from files provided by you. We’ll ensure your critical sales data is uploaded into Revenue Engine CRM so you can hit the ground running.

With our turnkey system, Revenue Engine CRM can be live and operational as quickly as one week from our kickoff call. The initial setup, including pipeline configuration, templates, and training materials, is designed to be fast and efficient.

For customizations or personalizations, this timeline typically extends to 2-3 weeks, depending on complexity. We’ll keep you updated every step of the way to ensure a smooth and timely rollout.

Our package includes 5 hours of system personalization to help tailor Revenue Engine CRM to your business needs. This isn’t designed for complete system overhauls but rather for tweaks and adjustments—think of it as personalization, not full customization.

Common examples include setting up custom properties, modifying workflows, or aligning dashboards to your reporting preferences. If you need a fully custom system, we’d be happy to discuss our other services designed for those requirements.

The package includes one data import from files provided by the client. We’ll supply you with a data import template to ensure the process is smooth and efficient.

It is your responsibility to provide us with the data in the specified format. While we’ll handle the upload, we do not include any data cleanup services or custom migrations as part of this package.

If you require assistance beyond the provided template, we’d be happy to discuss additional support options.

Types of records that can be imported:

Companies records
Contact records
Deal/opportunity records
Products
Calls
Emails
Meetings
Notes
Tasks

Your package includes five guided training sessions and access to 60 comprehensive training videos to ensure your team feels confident using the system.

Additionally, we offer optional monthly support contracts for continued assistance and optimization.

Revenue Engine CRM is built on HubSpot, which integrates seamlessly with thousands of tools available in the HubSpot app marketplace, such as email platforms, calendars, and marketing automation systems.

If you need additional help setting up marketplace integrations, the included 5 hours of personalization can be used for that purpose.

For custom integrations via API, these are possible but not included in the package—please reach out to discuss custom integration options if needed.

Revenue Engine CRM is designed for businesses seeking a proven, consultative sales framework, making it an ideal solution for teams without an existing sales process or those looking for a complete reset.

If you already have a highly specific sales process you want to replicate in HubSpot, this package may not be the best fit. Instead, we recommend exploring our custom onboarding services, which are tailored to align with your unique workflows and strategies.