RevOps, CRM & Pipeline Systems

Build a clear, reliable revenue system — not just a CRM full of noise.

We design and implement RevOps, CRM and pipeline systems that line up your stages, processes, data and reporting — so you can actually see where revenue comes from, what’s stuck and what to fix next.

CRM architecture & data model
Pipeline stages & operating rhythms
Reporting, dashboards & insight loops
Request a RevOps & CRM review See how this connects with automation
Ideal if your CRM feels messy, reports don’t match reality, or pipelines are managed in spreadsheets and group chats.
A revenue system your team will actually use.

We don’t just “add fields” and call it a day. We design CRM and pipeline systems around real workflows — so reps, marketers and leaders can all rely on the same source of truth.

  • Stages and fields that match your real sales motion
  • Simple guardrails that keep data clean over time
  • Views and dashboards tuned to each role
What typically improves
Cleaner
pipeline & forecast visibility
Tighter
alignment between marketing & sales
Built around your existing tools

We work with the CRM and tools you already use — or help you choose the right ones — and design the flows, stages and fields that make them actually useful.

Who this is for

For teams who want clear numbers and consistent process, not CRM chaos.

RevOps, CRM & Pipeline Systems with AUJ is for companies who are serious about growth — and know that clean data, aligned process and shared visibility are non-negotiable.

Founders & leadership who want to trust their pipeline and forecast, not constantly question every number in the dashboard.
Sales & RevOps teams who are tired of patching spreadsheets, duplicate records and inconsistent deal stages.
Marketing & CS teams who want reliable handoffs, attribution and visibility into what happens after their part is “done”.
What changes when RevOps is a system, not a role
From “we think” to “we know”
  • Aligned definitions – everyone agrees on what a lead, MQL, opportunity and stage actually mean.
  • Cleaner data – fewer duplicates, zombie deals and mystery fields no one uses.
  • Clear ownership – each team knows what they’re responsible for and when.
  • Useful dashboards – reports that leadership and teams actually look at and act on.
  • Better decisions – you can see where deals stall, where they close and where to improve the system next.

The goal: a CRM and revenue system that feels calm, trustworthy and actionable — not overwhelming or ignored.

What’s included

The core pieces of a modern RevOps & CRM system.

We align process, data, tools and reporting so your CRM becomes a reliable control center for revenue — not just a place to store contacts.

Audit

RevOps & CRM audit

We review your current CRM, processes and reports to understand how data flows today — and where the biggest gaps and risks are.

  • Field, object and stage review
  • Lead, opportunity & account flow mapping
  • Gap analysis vs. your growth and reporting needs
Process

Process & stage design

We define the stages, transitions and key fields that describe your real buying journey — across marketing, sales and post-sale.

  • Lead & opportunity lifecycle definitions
  • Stage entry/exit criteria and required fields
  • Handoff points between teams clearly defined
Architecture

CRM architecture & configuration

We design and configure objects, fields, layouts and views so your CRM becomes easy to use and maintain.

  • Object and field structure for your use cases
  • Layouts and views by role (rep, manager, leadership)
  • Basic validation rules and guardrails for data
Integration

Integrations & automations

We connect your CRM to marketing, support, billing and other systems — with automations to keep data in sync.

  • Lead and contact sync with key tools
  • Pipeline and status updates across systems
  • Automated alerts, tasks and workflows for teams
Reporting

Reporting & dashboards

We design the reports and dashboards that actually matter — then align everyone on how to use them.

  • Pipeline, velocity & conversion dashboards
  • Source, cohort and performance reporting
  • Leadership & team views with clear cadences
Enablement

Enablement & operating rhythm

We help your team adopt the new system with training, documentation and meeting rhythms for keeping it healthy.

  • Training sessions for marketing, sales & leadership
  • Simple playbooks & SOPs for everyday use
  • Regular reviews to keep process and data in shape
How it works

From messy CRM to a clean, reliable revenue system.

We move in clear stages — understanding, redesigning and rolling out — so changes are manageable for your team and grounded in reality.

Phase 01

Understand & map

We learn how leads and deals move today, what the CRM looks like in practice, and where reporting breaks down — then map the real situation.

Output: RevOps & CRM audit, process maps and priority issues.

Phase 02

Design & configure

We define stages, fields, workflows and reports — then configure your CRM and systems to match, with minimal disruption.

Output: redesigned stages, fields, views, integrations and core dashboards.

Phase 03

Roll out & refine

We train your team, support the rollout, and adjust as people use the new system — then set a rhythm for keeping it healthy.

Output: adopted RevOps & CRM system and a simple operating rhythm.

FAQs

Questions about RevOps, CRM & Pipeline Systems with AUJ.

RevOps can feel abstract. Our work is to make it concrete: cleaner systems, clearer numbers and calmer teams.

Which CRMs and tools do you work with?

We are tool-agnostic and adapt to your stack — whether you use HubSpot, Salesforce, Pipedrive, custom CRMs or a mix of tools. The principles are the same: clean data, clear stages, and reliable reporting.

Can you help us migrate from one CRM to another?

Yes. We can help design the target architecture, map and clean data, plan the migration, and support your team through the transition — including training and post-migration fixes once people start using the new system.

How involved do our sales and marketing teams need to be?

We’ll need real input from the people who live in the tools — especially when defining stages, fields and reports. After that, we do the heavy lifting on design and configuration, with regular check-ins to make sure it matches reality.

How does this connect to your other services?

RevOps & CRM is where your growth systems, paid campaigns, website, and automations converge. A solid revenue system makes everything else more measurable, scalable and efficient — which is why it’s a core piece of AUJ’s approach.

Let’s talk

Want a CRM and pipeline you can finally trust?

Share your current tools, process and reporting pain points. We’ll walk through how an AUJ RevOps & CRM engagement could look — and what we’d prioritize first.

We’ll review screenshots or access (if provided) before the call.
Expect clear, practical suggestions — even if you implement internally.
Request a RevOps & CRM review
A bit of context now helps us make your first session concrete and useful.
We typically reply within 1–2 business days.