CRM Optimization · DFW · AI-powered · Agency speed at 1/10th cost

Your CRM has 47 fields.
Your team uses 6.

Most CRM projects become 6-month configuration exercises that cost $40k+ and nobody actually uses. We cut HubSpot down to what you use — and connect it to everything else — in 2 weeks.

Book a 30-min call We scope and price in 48 hours. No deck.
14 days avg. first delivery
4–10× faster than agency
DFW metro coverage
conduitsystems.org/pipeline
Pinnacle HVAC
Discovery → Proposal
Varo Realty
Qualification
Buzz Engine
Delivered
Ironworks Trade
Proposal Sent
Auto-created job in field app
Invoice drafted in QuickBooks
Text sent to client — awaiting reply
Outcomes — not case studies
One inbox, zero manual work
Pinnacle HVAC — DFW HVAC contractor
Replaced 3 inboxes · 4-day build
CRM data that does something
Varo Realty — High-end residential
HubSpot → field app · 3-day build
Built once, still using it 6 months later
Buzz Engine — International media
AI site + CRM · 1-week build
From inquiry to job created in 2 minutes
Ironworks Trade — Steel fabrication
Flow built in 2 days

Two problems. One fix.

Every CRM implementation we've seen fails the same way. We solve both.

01

Too many fields

We strip HubSpot down to the stages, properties, and workflows your team actually touches. Everything else gets hidden.

  • Field audit: remove what's not used before adding what's missing
  • Automation only on fields that get updated — no phantom triggers
  • Custom views per role so your techs don't see what your office does
  • AI reads your data and suggests what to cut — you decide what stays
2–4 day field audit · Cleanup starts week 1
02

Data that goes nowhere

Your CRM closes a deal and then the data just sits there. We connect it: job creation, invoicing, texts, field app updates — all triggered by the deal moving forward.

  • Deal stage change → auto-created job in your field software
  • Won deal → draft invoice in QuickBooks, ready for review
  • Lead unsubscribed → flagged for human follow-up, not lost in the noise
  • Slack alerts, Twilio texts, Postmark sequences — whatever your stack runs on
First flow in 1–2 weeks · $3k–$9k

From zero to shipped.

No discovery phase that drags. No scope document that collects dust. Just a call and then software.

01

Book a 30-minute call

Tell us what you're trying to build. We'll tell you whether we can help, what it'll cost, and how long it'll take — on the call, not in a follow-up deck.

02

Written scope & price

Within 36–48 hours of the call, you get a written scope and price. No surprises, no change orders mid-build.

03

Working software

We ship within 1–2 weeks. Real software, not a PDF proposal. You see it, you test it, you own it.

Integrations we work with daily
HubSpot
Stripe
Twilio
QuickBooks
Slack
Zapier
Google Workspace
Postmark
Cloudflare

From the people who hire us.

"

I was blown away with what Colin and Conduit built for BuzzEngine. They communicated our message of trust, who we are and what we do, clearly and concisely. We are beyond happy and highly recommend them.

Buzz Engine — International Media Marketing
"

If you're looking for a company that understands the future of technology and knows how to bring it to life, Conduit is your answer. Colin and his team are knowledgeable, detailed, and results-driven. 10/10 recommend.

Varo Realty — High-End Residential Real Estate
"

Our intake used to live in three inboxes. Now it lives in one place, and it tells me when something's been ignored.

Pinnacle Heating & Cooling — DFW HVAC

Get in touch

Not ready to call? Drop us a line.

Tell us what CRM pain you're wrestling with — we'll respond within one business day with thoughts, not a sales pitch.

Worth a 30-minute call.

We'll look at your CRM setup, tell you exactly what's broken, and give you a fixed price to fix it — in 48 hours. If you don't like the number, you walk away with notes you can use anywhere.

Or email us directly: hello@conduitsystems.org