CRM &  transformationSmart growth starts here.

We help growing companies transform and scale the systems behind marketing, sales, service and customer operations, with white glove care

Deals pipeline
Lead
Northwind Advisory€18k · Consulting
Brightline Legal€9k · Legal
Qualified
Arcadia Vet Group€32k · Vet MedTech
Meridian Partners€14k · Advisory
Proposal
Kestrel Finance€26k · Finance
Won
Halden & Co.€21k · Closed

One pipeline that every team reads the same way.

Scale the business without scaling the chaos.

Why it matters

HubSpot-led, platform-aware

We start with the business problem, then pick the platform.

Platforms and tools we connect

Zapier logo
Zapier logo
Salesforce logo
Keap logo
Vimeo logo
Wordpress logo
HubSpot logo
Zoom logo
Paypal logo
AWeber logo

You've grown. Your systems haven't.

The commercial traction is there, but the processes and tools behind it were built for a smaller company. These are the symptoms we see most often.

SpreadsheetInboxCRMNotes appInvoicingCalendar

Fragmented customer data

Contacts, deals and conversations sit in different tools, so nobody sees the full customer.

Every deal→Founder

Founder-dependent sales

Key deals and decisions still run through one or two people, which caps how fast you can grow.

report_final_v3.xlsxreport_final_v4.xlsx

Manual reporting

Every report starts with an export and ends with a debate about whose numbers are right.

Q4 forecast± ?

A forecast you can't trust

Pipeline stages mean different things to different people, so the forecast is a guess.

Marketing· · ·Sales· · ·Service

Weak team handoffs

Leads, deals and new clients get lost between marketing, sales and service.

Poor CRM adoption

The CRM exists, but the team works around it instead of in it. Data goes stale, and nobody trusts what they see.

Activities logged in the CRM, per week

It usually comes to a head when something changes in the business:

You are buying or replacing a CRMA previous implementation didn't stickA new commercial leader just joinedSales is moving beyond the founderYou are buying or replacing a CRMA previous implementation didn't stickA new commercial leader just joinedSales is moving beyond the founder
You are expanding into new marketsYou acquired or merged with another companyThe team is growing faster than its processesNobody trusts the forecastYou are expanding into new marketsYou acquired or merged with another companyThe team is growing faster than its processesNobody trusts the forecast

From diagnosis to growth, in four steps

Start with a diagnostic, transform what matters, then keep improving. Most clients begin at step one.

Step 1 · Fixed price

Transformation Diagnostic

A fixed-price discovery engagement. You get a clear picture of where growth is getting stuck and a prioritised roadmap before anything is built.

Included

  • Stakeholder interviews
  • Lifecycle mapping
  • CRM and data review
  • Prioritised roadmap
  • ✓Stakeholder interviews
  • ✓Process and customer lifecycle mapping
  • Systems, data and CRM assessment
  • Bottlenecks and prioritised roadmap
Step 2 · Project

Systems Transformation

We redesign the process, then build the CRM and connected systems around it, so marketing, sales and service work from one customer record.

Included

  • CRM architecture
  • Pipeline design
  • Data migration
  • Integrations
  • Automation and reporting
  • Training and adoption
MarketingSalesService
One CRM · one customer record · one set of reports
Step 3 · Monthly

Scale and Optimize

Monthly support so the system keeps up as you add people, teams and markets.

Included

  • CRM administration
  • Continuous improvement
  • Reporting
  • Data governance
  • Strategic RevOps support

Pipeline visibility, month over month

Step 4 · Expansion

Growth Activation

Once the foundation works, we fill it with demand and take repetitive work off your team with AI agents on n8n, Claude, Zapier.

Included

  • Inbound marketing
  • Demand generation
  • Marketing operations
  • AI agents and automation
Website formWe need help moving sales off spreadsheets.
AgentCompany enriched, deal drafted in the CRM. Waiting for approval.
SalesApproved. I'll take the call.

Human decides, AI executes.

Strategy and implementation, in one team

Growing companies usually end up choosing between people who advise and people who configure. We sit in the gap between them.

Talk to us

Consultancies

Advise, but don't implement.

CRM agencies

Configure, but don't rethink the process.

Marketing agencies

Generate demand, but ignore operations.

Internal teams

Know the business, but lack capacity and specialists.

HeyOrange combines

  • Strategy
  • Process design
  • CRM architecture
  • Implementation
  • Data and automation
  • Adoption
  • Ongoing optimization

Built for relationship-led companies

We focus on growing companies of roughly 30 to 250 people with complex, relationship-driven sales, several customer-facing teams and a CRM that is underused or poorly designed.

Two consultants reviewing client data on a tablet in an officePrimary focus

B2B professional services

Relationship-led sales, long cycles and founder dependency. We build intake, pipeline visibility and client lifecycle systems for advisory firms.

Dog representing veterinary clinics and Vet MedTech clientsGrowing focus

Vet MedTech and veterinary networks

Account management, distributors, events, retention and customer education, across multiple markets.

Explore more for veterinary

What clients say

Talking about a full-service experience. This company is professional partner from the day one. They understood Ecoserein company's vision and led an amazing marketing projects.
SSaniaFounder, Ecoserein
Stefan, thank you! I am so satisfied with your work, content and the whole business plan. Your team helped me optimized my marketing activities and setup newsletter workflow! Great work!
MMarkoOwner, Zar
Working with Hey Orange on multiple projects showcased their professionalism, responsability and dedication too. Honest recommendation.
MMilosCEO, Devetka

Questions we hear before every project

Something else on your mind? Write to hey@heyorange.co or read the full FAQ.

Do you only work with HubSpot?

HubSpot is our preferred platform and where most of our projects run. We start with the business problem, then choose the platform, and we support selected other CRMs where we have proven experience. Salesforce-led implementations are out of scope.

How does a CRM project with HeyOrange start?

With a fixed-price Transformation Diagnostic: stakeholder interviews, process and customer lifecycle mapping, a systems, data and CRM review, and a prioritised roadmap. You get a clear plan before anything is built.

How do you price CRM projects?

By complexity, not company size alone: the number of teams and pipelines, data volume and quality, migration sources, integrations, automation, reporting and training. The diagnostic is fixed-price, transformation projects are fixed or phased with milestone payments, and ongoing optimization runs as a monthly retainer.

Can you migrate our data from another CRM or spreadsheets?

Yes. Data migration is part of Systems Transformation. We clean, map and move your data, then connect the tools your team already uses.

What happens after go-live?

Every project ends with training and documentation, so your team can run the system without us. If you want ongoing help, Scale and Optimize covers CRM administration, reporting, data governance and RevOps support.

Ready to scale the business without scaling the chaos?

Book a free 30-minute call. We will look at how you run marketing, sales and service today, where your CRM helps or gets in the way, and what to fix first.