Years delivering CRM transformations







Clients served across global markets
Team members
Certified specialists across Salesforce, HubSpot & AI
About Us
Twopir Consulting is a RevOps, GTM, and enterprise CRM consulting firm that designs and operates revenue infrastructure for modern organizations. We help revenue leaders consolidate fragmented CRM, automation, and data systems into a single scalable operational backbone. With a team of 45+ Certified Specialists, Salesforce & HubSpot Specialists, and integration engineers, we go beyond tool implementation to deliver systems that improve pipeline visibility, operational discipline, and revenue execution.
Why Choose Us?
Most firms stop at implementation — we take ownership of how your revenue systems perform in production. We design for scale, not short-term fixes, aligning process, and systems to real GTM execution. The result is a revenue engine that operates with clarity, control, and consistency.
Our Expertise
We specialize in enterprise RevOps architecture and complex system integration. Our capabilities span advanced CRM architecture, marketing automation infrastructure, AI integration, and cross-platform data synchronization for enterprise-scale operations.
Contact Us
If your revenue infrastructure is slowing decisions or creating inconsistency, the foundation needs attention. At Twopir Consulting, we structure your go-to-market systems, enforce data discipline, and build a revenue engine that scales with clarity and control.
15+ Certified Platform Partnerships
Every solution we build is backed by a certified partnership — proper support, compliant architecture, and ecosystems that stay future-proof.

Our Services
We design and build scalable CRM, integration, and automation systems that help teams operate efficiently and grow with clarity. We also streamline data flows and eliminate system silos to ensure accurate reporting and better decision-making. Our approach focuses on creating reliable, connected systems that support consistent execution and long-term scalability.
CRM & RevOps Transformation
We don’t simply digitize broken processes. We design RevOps architectures that remove bottlenecks, enforce operational discipline, and create the scalable infrastructure required for sustained enterprise growth.
Integrations & Automation
When marketing and sales operate in silos, revenue leakage becomes inevitable. We align your GTM systems and workflows so campaigns translate into actionable signals that sales teams can convert.
AI Workflow Automation
Most AI deployments generate noise instead of outcomes. We embed practical, agentic AI workflows directly into your operations to automate decisions, streamline execution, and improve pipeline conversion.
Reporting & Revenue Insights
Leadership teams cannot steer growth with delayed reporting. We build real-time dashboards and robust data pipelines that provide a reliable single source of truth for pipeline visibility.
Data Management & Architecture
Poor data architecture undermines reporting and forecasting. Instead of risky lift-and-shift migrations, we restructure historical data models so your organization operates on clean, trusted intelligence.
System Integrations
Disconnected systems create blind spots across revenue operations. We integrate your tools through reliable APIs, transforming fragmented platforms into a unified and dependable data ecosystem.
Salesforce Optimization
Out-of-the-box CRM setups rarely survive complex deal cycles. We build resilient Salesforce environments with the routing, forecasting, and operational logic required to support real-world sales execution.
HubSpot Optimization
Growing companies quickly outgrow basic HubSpot setups. We configure HubSpot for complex environments with strong governance, lifecycle architecture, and attribution models that support measurable growth.
Custom Development (Salesforce)
When platform limitations block progress, custom development becomes necessary. We build secure, scalable applications and custom Lightning Web Components on Salesforce to close operational gaps and extend platform capabilities.
Training & Change Management
Technology alone does not drive results—adoption does. We implement structured enablement and role-based training to ensure teams fully adopt the systems and processes we build.
Industries We Serve
We speak your industry's language — not just your platform's
Industry-specific CRM challenges need more than a generic setup. We bring vertical expertise to every engagement — SaaS, Law Firms, Real Estate, Financial Services, Healthcare, Professional Services, E-Commerce, Manufacturing, Nonprofit, Education and Logistics.
Intake-to-Settlement Operating Systems for Modern Law Firms
From PI and mass torts to multi-state corporate firms, we rebuild matter lifecycle, intake automation, conflict checks, billing, and trust accounting into a single governed system on Salesforce or Litify.
Personal inquiry law firms · Family Divorce law firms · Criminal Defense law firms
We engineer the RevOps layer behind hybrid PLG and enterprise motions.
For Series A through public SaaS, we unify product telemetry, marketing, sales, CS, and billing into one lifecycle — so PLG signals, SQLs, expansion, and churn live on the same data model.
Personal inquiry law firms · Hotspex · Mitratech · Fortis Payments
We deploy CRM architectures for luxury brokerages, proptech, and developers.
From Sotheby's International Realty affiliates to proptech platforms, we unify listings, buyer journeys, co-broker workflows, and transaction management into one accountable system.
Luxury Brokerage Partners · Multi-State Realty Groups
We build HIPAA-governed CRM for payers, providers, and health-tech platforms.
From home-health field operations to commercial life-sciences, our teams have deployed patient engagement, provider networks, and care-management workflows at enterprise scale.
Specialty Clinics · Health Plans · Provider Networks
We architect compliant CRM for lenders, wealth managers, and payments firms.
Regulated workflows, onboarding funnels, KYC/AML integrations, and advisor books unified into one Salesforce or HubSpot core — with full auditability and role-based governance.
Wealth Management · Digital Banking · Insurance
We deploy CRM across dealer networks, distributors, and field-service operations.
Complex quoting, dealer portals, distributor programs, and field-service dispatch unified on Salesforce Sales/Service/Manufacturing Cloud — with ERP integration that actually holds.
Industrial OEMs · Consumer Goods · Distribution Networks
We deploy CRM for telecom carriers, ISPs, and infrastructure operators.
Subscriber lifecycle, partner channels, network operations, and field-service crews unified on Salesforce Communications / Service Cloud — with OSS/BSS integration that survives real outage workflows.
ISPs · Tower Operators · Managed Service Providers
We architect CRM for event organisers, venues, and hospitality groups.
Guest profiles, group bookings, sponsor and exhibitor pipelines, on-site engagement and post-event attribution unified on Salesforce or HubSpot — across multi-property and multi-event operations.
Event Organisers · Venue Operators · Hospitality Groups
We architect CRM and PSA for consulting, accounting, and advisory firms.
Pursuit pipeline, engagement delivery, resourcing, and utilization unified across Sales Cloud and PSA — so partners can see pipeline, margin, and capacity on the same screen.
Consulting Firms · Accounting Practices · Advisory Groups
We build mission-aligned CRM for nonprofits, foundations, and NGOs.
Donor lifecycle, program delivery, grants management, and impact reporting unified on Salesforce Nonprofit Cloud or HubSpot — instrumented for boards, funders, and program teams.
Social Services · Higher Ed · Community Foundations
Some of our clients

What Our Clients Say
Real results, real stories. Here's what our clients say about working with Twopir (2πr) Consulting. Trusted by 500+ Companies building and scaling revenue operations with Twopir Consulting
"Twopir Consulting transformed our real estate operations by unifying AML/KYC, inquiries, contracts, and commission tracking into a single Salesforce–Propertybase platform. Their API-driven approach automated workflows, reduced errors, and enabled real-time data synchronization. With improved visibility, collaboration, and compliance, we now operate faster, smarter, and with greater confidence."

Marcel Francis
Director, CX
"Twopir Consulting engaged Twopir Consulting to conduct a Salesforce audit, and their structured, insight-driven approach exceeded our expectations. Their team quickly understood our complex processes, identified critical gaps, and provided clear, actionable recommendations. The audit improved our data accuracy, streamlined workflows, and aligned perfectly with our digital transformation goals. A knowledgeable and dependable partner.."

Kelly Hale
V.P. of Marketing
"Twopir Consulting transformed our Pardot (Account Engagement) platform by bringing much-needed structure, clarity, and reliability. They resolved critical sync issues, improved tracking, and streamlined our data for better performance. Their implementation of custom UTM tracking gave us accurate campaign attribution for the first time."

Holly Huynh
V.P. of Marketing
"As a satellite broadband provider expanding across the Asia-Pacific, we needed a CRM system that could support both scale and precision. Twopir Consulting delivered a fully customized Salesforce Sales Cloud solution that streamlined our lead, account, and opportunity workflows. Their team also integrated Mailchimp and Box, enabling us to manage email campaigns and sales documents seamlessly."

Paula Nicka Gonzales
Sales Operations Specialist
"Twopir Consulting delivered a seamless Salesforce implementation that transformed our sales, field service, and financial operations. By understanding our fire protection business, they built a scalable solution tailored to our needs. From Sales Cloud automation to Field Service setup improved scheduling, they significantly reduced manual effort and drove efficiency."

Andrew Hotsko
C.O.O.
"Twopir Consulting delivered a focused Salesforce implementation that significantly improved how we manage leads and opportunities. Their team integrated our website with Salesforce, enabling real-time lead capture and eliminating manual data entry. They designed a clear lead-to-opportunity conversion process, ensuring every enquiry is properly tracked."

John Ogilvie
Business Development Manager
"Working with Twopir Consulting was a game-changer for our organization. They designed and implemented a comprehensive Service Cloud + Experience Cloud solution that perfectly aligned with our customer support and partner portal needs. Their proactive approach, attention to detail, and post-go-live support have been outstanding."

Andrew Stewart
Consultant
"We engaged Twopir Consulting to conduct a HubSpot audit, and their structured, insight-driven approach exceeded our expectations. Their team quickly understood our complex processes, identified critical gaps across our Hubs, and provided clear, actionable recommendations that transformed our marketing and sales alignment."
Matt Bullock
C.E.O.
"Twopir Consulting carried out a comprehensive HubSpot portal audit and delivered a structured review of our entire setup. They identified lifecycle stage gaps, improved our automation alignment, and provided clear recommendations that enhanced pipeline visibility and reporting accuracy across teams."
Jeroen Niessen
Head of Sales
"We engaged Twopir Consulting for a HubSpot audit and their depth of expertise stood out immediately. Their team provided clear insights into our multi-Hub setup, helped unify our workflows, improved data transparency, and ensured our revenue reporting was fully reliable across our operations team."

Arijeet Das
Sr. Manager
"The AI readiness engagement gave us a clear roadmap to operationalize AI across our processes. The team built intelligent 'Next Best Action' capabilities using scoring, engagement, and fit models, which significantly improved how we prioritize and interact with prospects. Their understanding of both CRM and AI-driven decisioning made a real difference in aligning our systems with business outcomes."
Rubesh J.
Consultant
"Twopir helped us identify the right AI tools and select the best-fit platform for our needs. Their team provided end-to-end support—from consulting to implementation—delivering an AI-powered chatbot and automation system that improved our lead routing and customer engagement."
Mathias Bensimon
Director
"Twopir Consulting transformed our real estate operations by unifying AML/KYC, inquiries, contracts, and commission tracking into a single Salesforce–Propertybase platform. Their API-driven approach automated workflows, reduced errors, and enabled real-time data synchronization."

Marcel Francis
Director, CX
"Twopir Consulting transformed our Pardot (Account Engagement) platform by bringing much-needed structure, clarity, and reliability. They resolved critical sync issues, improved tracking, and streamlined our data for better performance."

Holly Huynh
V.P. of Marketing
"As a satellite broadband provider expanding across the Asia-Pacific, we needed a CRM system that could support both scale and precision. Twopir Consulting delivered a fully customized Salesforce Sales Cloud solution that streamlined our lead, account, and opportunity workflows."

Paula Nicka Gonzales
Sales Operations Specialist
"Twopir Consulting delivered a seamless Salesforce implementation that transformed our sales, field service, and financial operations. By understanding our fire protection business, they built a scalable solution tailored to our needs. From Sales Cloud automation to Field Service setup improved scheduling, they significantly reduced manual effort and drove efficiency."

Andrew Hotsko
C.O.O.
"Twopir Consulting delivered a focused Salesforce implementation that significantly improved how we manage leads and opportunities. Their team integrated our website with Salesforce, enabling real-time lead capture and eliminating manual data entry. They designed a clear lead-to-opportunity conversion process, ensuring every enquiry is properly tracked."

John Ogilvie
Business Development Manager
"Working with Twopir Consulting was a game-changer for our organization. They designed and implemented a comprehensive Service Cloud + Experience Cloud solution that perfectly aligned with our customer support and partner portal needs. Their proactive approach, attention to detail, and post-go-live support have been outstanding."

Andrew Stewart
Consultant
"We engaged Twopir Consulting to conduct a HubSpot audit, and their structured, insight-driven approach exceeded our expectations. Their team quickly understood our complex processes, identified critical gaps across our Hubs, and provided clear, actionable recommendations that transformed our marketing and sales alignment."
Matt Bullock
C.E.O.
"Twopir Consulting carried out a comprehensive HubSpot portal audit and delivered a structured review of our entire setup. They identified lifecycle stage gaps, improved our automation alignment, and provided clear recommendations that enhanced pipeline visibility and reporting accuracy across teams."
Jeroen Niessen
Head of Sales
"We engaged Twopir Consulting for a HubSpot audit and their depth of expertise stood out immediately. Their team provided clear insights into our multi-Hub setup, helped unify our workflows, improved data transparency, and ensured our revenue reporting was fully reliable across our operations team."

Arijeet Das
Sr. Manager
"The AI readiness engagement gave us a clear roadmap to operationalize AI across our processes. The team built intelligent 'Next Best Action' capabilities using scoring, engagement, and fit models, which significantly improved how we prioritize and interact with prospects. Their understanding of both CRM and AI-driven decisioning made a real difference in aligning our systems with business outcomes."
Rubesh J.
Consultant
"Twopir helped us identify the right AI tools and select the best-fit platform for our needs. Their team provided end-to-end support—from consulting to implementation—delivering an AI-powered chatbot and automation system that improved our lead routing and customer engagement."
Mathias Bensimon
Director
Questions leaders ask before calling us.
Yes — and honestly, most of our clients already have Salesforce when they come to us. A large portion of our work is fixing and optimizing existing orgs, not just building new ones. Whether your pipeline data isn't reliable, your team isn't using the CRM, or your automations have gotten out of hand — we've seen it before and fixed it. We usually start with a quick discovery session to understand exactly what you have before recommending anything.
It depends on scope and complexity, but most straightforward implementations run 6–10 weeks. More complex projects involving multiple integrations, data migrations, or multi-cloud builds typically run 10–16 weeks. We tell you the real timeline upfront — not the optimistic one. For teams that need ongoing capacity, our managed services and POD Model operate on a rolling basis with no fixed end date.
Both — always. We're Salesforce-first but we're also certified HubSpot Solutions Partners. Many of our clients run both: Salesforce as the CRM and HubSpot driving marketing and inbound pipeline. We connect them properly. We also run a full RevOps and marketing operations practice that works across both platforms.
Yes. We operate as a certified backend delivery partner for digital agencies, consulting firms, and system integrators. We deliver Salesforce and HubSpot work under your brand, with clear SLAs and structured reporting — so you maintain full client visibility. Our POD Model is particularly well-suited for agencies managing multiple ongoing client relationships.
A 30-minute discovery call. We'll ask the right questions, you'll tell us what's not working, and we'll give you a clear view of what we'd recommend — with no obligation. If you have an existing Salesforce or HubSpot org with problems you can't diagnose, a platform assessment is the right starting point instead. Either way, we don't start with a proposal — we start with a real conversation.
The POD Model is a dedicated delivery team assigned to your account on a retainer basis. Instead of hiring Salesforce staff or chasing one-off projects, you get a structured team of certified specialists who know your org deeply — working in defined sprints with full visibility into progress. Best suited for companies actively building out Salesforce, agencies managing multiple clients, or organizations running parallel Salesforce and AI programs.
Yes. We have an active AI practice covering Agentforce agent deployment, Einstein AI, and the underlying data work required to make AI actually deliver results inside Salesforce. Most orgs aren't ready for AI yet — not because the technology isn't there, but because the data foundation isn't clean. We build that foundation first. If you're not sure where you stand, our AI Readiness Assessment is a practical starting point.
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Our Success Stories
From small businesses to large enterprises, our clients worldwide trust Twopir Consulting to optimise their CRM ecosystem and scale GTM efforts. Read their success stories here.
Relatable? We should definitely talk.
What we'll cover:
From CRM and integrations to custom apps and complex system architecture — we help you scale without chaos.- Identify revenue leaks across CRM, integrations, and GTM
- Design and optimize complex systems (CRM to Custom Apps)
- Apply practical AI to improve operations and pipeline conversion
- Eliminate silos and build a unified revenue system
- Assess GTM performance and key bottlenecks
- Align teams with clear processes and ownership
- Define a scalable RevOps model
- Improve forecasting and reporting
- Review your HubSpot/Salesforce setup for scale
