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12+

Years delivering CRM transformations

500+

Clients served across global markets

40+

Team members

40+

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.

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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.

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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.

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+ OUR ECOSYSTEM

15+ Certified Platform Partnerships

Every solution we build is backed by a certified partnership — proper support, compliant architecture, and ecosystems that stay future-proof.

HubSpot Partner Nintex ActiveCampaign Formstack Cirrus Insight SMS Magic PandaDoc sDrive Conga Data Cloud Partner HubSpot Partner Nintex ActiveCampaign Formstack Cirrus Insight SMS Magic PandaDoc sDrive Conga Data Cloud Partner

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.

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.

Live Deployments

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.

📈
PLG + SLG MotionProduct-qualified leads scored, enriched, and routed to AEs with context.
🔄
Lifecycle & usageEvent-based lifecycle with usage signals driving expansion and churn plays.
🎯
Forecast & pipelineMulti-motion forecasting across new, expansion, and renewal pipelines.
📉
Billing integrationStripe, Chargebee, or NetSuite synced bi-directionally with CRM.
Faster territory rebalancing
−60%Reporting Time
+22%Net revenue retention lift
150+Lead-to-MQL uplift
Stack Deployed
SalesforceHubSpotData CloudSegmentStripeGong
Named Clients

Personal inquiry law firms · Hotspex · Mitratech · Fortis Payments

Live Deployments

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.

🏠
Listing syndicationMLS, portals, and brand sites synchronized from a governed source of truth.
👤
Buyer journeysNurture streams from first inquiry through showing, offer, and close.
📝
Agent performanceBrokerage-level visibility into agent pipelines, GCI, and activity.
🤝
Transaction opsOffer-to-close orchestration with document and compliance workflows.
2.4x%Agent productivity
−32%Deal Fallout
+60%Buyer-lead response rate
90%Listing data accuracy
Stack Deployed
SalesforcePropertybaseDocuSignHubSpotActiveCampaign
Named Clients

Luxury Brokerage Partners · Multi-State Realty Groups

Live Deployments

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.

🩺
Patient engagementOmni-channel outreach, consent, and care-plan adherence at scale.
🔐
Provider networkCredentialing, contracting, and network utilization insight.
🏢
Field operationsMobile-first workflows for home-health and community care teams.
📊
Payer coordinationClaims, authorizations, and member journeys unified on one record.
+45%Faster patient intake
−45%Admin Overhead
99.99%HIPAA-audit compliance
+28%Referral conversion
Stack Deployed
Salesforce Health CloudSalesforceCellTrakAventriaHubSpot
Named Clients

Specialty Clinics · Health Plans · Provider Networks

Live Deployments

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.

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KYC & OnboardingDigital onboarding, ID verification, and risk scoring built into CRM.
📱
Advisor desktops360° client view for advisors with portfolio, activity, and next-best-action.
⚠️
Compliance opsCase, complaint, and SAR workflows with immutable audit trails.
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Payments integrationStripe, Adyen, and core-banking sync with automated reconciliation.
100%KYC audit traceability
-52%Onboarding cycle time
+38%Advisor book activation
8+Firms Live
Stack Deployed
Financial Services CloudSalesforce FSCStripeHubSpot EnterprisePlaid
Named Clients

Wealth Management · Digital Banking · Insurance

Live Deployments

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.

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Dealer portalsBranded experiences for ordering, warranty, and program management.
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CPQ & quotingComplex product bundles, approval flows, and ERP-priced quotes.
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ERP integrationSAP, NetSuite, or Oracle synced bi-directionally with CRM.
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Field Service & WarrantyDispatch, mobile workflows, and parts logistics for installed base.
30%Faster quote-to-order
−35%Order Errors
+55%Dealer self-service adoption
4.8/5Field-service CSAT
Stack Deployed
Salesforce CPQSalesforce ManufacturingSAPNetSuiteConga CPQ
Named Clients

Industrial OEMs · Consumer Goods · Distribution Networks

Live Deployments

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.

📡
Subscriber lifecycleQuote-to-cash, provisioning, and renewals tied into one governed customer record.
🔧
Partner & channelReseller, MVNO and infrastructure partner programs with co-sell visibility.
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Field serviceTower, fiber and on-site work orders with mobile-first dispatch and SLA tracking.
⚙️
OSS/BSS integrationNetwork inventory, billing and ticketing systems integrated bi-directionally with CRM.
+55%First-Fix Rate
−42%Truck Rolls
30%Partner Revenue
5+Carriers Live
Stack Deployed
Salesforce FSLSalesforce CommunicationsService CloudMuleSoftOSS/BSS
Named Clients

ISPs · Tower Operators · Managed Service Providers

Live Deployments

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.

🎟️
Guest 360Unified profiles across properties, events, loyalty and on-property spend.
🏨
Group & corporate salesRFP, group block, and contract workflows with margin and capacity visibility.
🤝
Sponsor & exhibitor opsPipeline, contracts, fulfilment and renewal workflows for event commercial teams.
📲
On-site engagementCheck-in, sessions, and lead-capture flowing back into CRM in real time.
+40%Booking conversion lift
−30%Event admin overhead
+35%Repeat-guest engagement
+50%Sponsor renewal visibility
Stack Deployed
SalesforceHubSpotCventMarketing CloudExperience Cloud
Named Clients

Event Organisers · Venue Operators · Hospitality Groups

Live Deployments

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.

🎯
Pursuit pipelinePartner-led pipeline with weighted forecasting and pursuit governance.
📋
Engagement deliveryProject setup, milestones, time, and revenue recognition tied back to CRM.
👥
Resourcing & utilizationCapacity planning across practices with utilization and bench visibility.
📊
Client 360Account, opportunity, project, and billing history on a single client record.
+18%Utilization improvement
−40%Reporting overhead
+25%Pursuit-to-close acceleration
+30%Margin visibility lift
Stack Deployed
SalesforceHubSpotKantataFinancialForceSalesforce PSA
Named Clients

Consulting Firms · Accounting Practices · Advisory Groups

Live Deployments

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.

❤️
Donor lifecycleMajor-gift, mid-level, and recurring donor journeys with attribution and stewardship cadence.
📋
Grants managementApplication, review, disbursement and reporting workflows in one governed system.
🎯
Program deliveryBeneficiary intake, case management and outcomes tracking for program teams.
📊
Board ReportingExecutive and funder dashboards drawn from a single source of truth.
+38%Donor Retention
−55%Reporting Time
Grant Capacity
15+Orgs Live
Stack Deployed
NPSPSalesforce Nonprofit CloudHubSpotClassyFonteva
Named Clients

Social Services · Higher Ed · Community Foundations

Some of our clients

Client Logos
Client Reviews

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

★★★★★ Highly Rated Across Verified Client Engagements
Common Questions

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