What a recommendation looks like
Most people arrive with a mess: competing opinions from their own team, systems that don’t talk to each other, and no clear ask. The work is organizing that into one picture and saying what to do about it.
Two illustrative examples below. They are composites written to show the format and the level of detail, not accounts of specific clients.
Enterprise SaaS company, 180 employees, $50M ARR
What you describe
“Our customer data is scattered across five systems: the CRM, marketing automation, the help desk, billing, and a data warehouse nobody trusts. Marketing sends campaigns without knowing what support is seeing. Sales closes deals and success finds out weeks later. Our CTO wants to build everything custom, our CFO says buy a customer data platform, our VP wants everything consolidated into the CRM. We have $800K and need this done by Q3.”
What you get back
A unified customer data layer, then CRM modernization, phased
- 01Months 1 to 6: stand up a customer data platform and move billing onto it, so all five systems write to one data layer.
- 02Months 7 to 12: build churn prediction and automated lifecycle triggers on top of that layer.
- 03Months 13 to 18: modernize the warehouse and retire the legacy reporting stack.
- Cost band
- $700K to $950K
- Annual run rate
- $170K to $230K
- Timeline band
- 15 to 20 months
Why this path
- →Fits the budget you already have, against $2M+ for a custom build.
- →Phased, so you get something measurable every six months instead of one big-bang cutover.
- →Solves the actual problem, fragmented customer data, without over-engineering around it.
What was ruled out, and why
- ×Building it custom: $2M to $3M, 24 to 36 months, and 3 to 4 permanent engineers you would have to hire and keep.
- ×A data platform on its own: Leaves the CRM and help desk disconnected. You still have silos, just newer ones.
- ×Consolidating everything into the CRM: Does not solve the billing problem, and adds a per-seat cost to every future change.
Mid-market services company, 120 employees
What you describe
“Our sales team tracks deals in spreadsheets. They break constantly. Our CTO thinks we should build custom software. Our CFO wants a proper CRM but thinks it is too expensive. We also want it connected to our accounting system. Budget is $50K and we are not sure that is realistic.”
What you get back
A mainstream CRM plus a narrow integration to your accounting system
- 01Configure an off-the-shelf CRM for the sales team and migrate the spreadsheet pipeline.
- 02Build lightweight middleware to sync opportunities and invoices with the accounting system.
- 03Add alerting and workflow rules so deal stages update without manual entry.
- Cost band
- $20K to $30K
- Ongoing
- $1,100 to $1,500 a month
- Timeline band
- 10 to 16 weeks
Why this path
- →Lands inside your $50K budget with room left for adoption support.
- →A mainstream CRM handles a team this size with configuration alone, no customization.
- →The accounting integration is narrow enough that your finance team can own it.
What was ruled out, and why
- ×Building a custom CRM: $60K to $100K+ to build, plus a maintenance burden you have no one to carry.
- ×Entry-tier CRM tools: Cheaper licenses, but the accounting integration becomes the expensive part.
- ×Keeping the spreadsheets: The failure rate rises with headcount, and you carry real data-loss risk.