Industries We Serve — Twopir Consulting
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.

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.

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

Software Industry .Technology Industry .Data & Analytics Industry

Explore our saas & technology practice →
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.

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Listing syndicationMLS, portals, and brand sites synchronized from a governed source of truth.
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Buyer journeysNurture streams from first inquiry through showing, offer, and close.
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Agent performanceBrokerage-level visibility into agent pipelines, GCI, and activity.
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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
Client Industrie Name

Brokerage Partners Industry. Multi-State Realty Groups

Explore our real estate & luxury practice →
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.

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Patient engagementOmni-channel outreach, consent, and care-plan adherence at scale.
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Provider networkCredentialing, contracting, and network utilization insight.
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Field operationsMobile-first workflows for home-health and community care teams.
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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
Client Industrie Name

HealthTech Company. Healthcare & Life Sciences Industry

Explore our healthcare & life sciences practice →
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.
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Advisor desktops360° client view for advisors with portfolio, activity, and next-best-action.
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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
Client Industrie Name

FinTech Industry Client. FinTech & Financial Services Industry

Explore our fintech & financial services practice →
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
Client Industrie Name

Manufacturing & Distribution Industry. Manufacturing & Supply Chain Industry

Explore our manufacturing & b2b distribution practice →
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.

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Subscriber lifecycleQuote-to-cash, provisioning, and renewals tied into one governed customer record.
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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.
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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
Client Industrie Name

Managed Service Providers. Telecommunications & Network Infrastructure Industry

Explore our telecom & infrastructure practice →
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.

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Guest 360Unified profiles across properties, events, loyalty and on-property spend.
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Group & corporate salesRFP, group block, and contract workflows with margin and capacity visibility.
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Sponsor & exhibitor opsPipeline, contracts, fulfilment and renewal workflows for event commercial teams.
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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
Client Industrie Name

Event Organisers · Venue Operators ·Events & Hospitality Industry

Explore our events & hospitality practice →
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.

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Pursuit pipelinePartner-led pipeline with weighted forecasting and pursuit governance.
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Engagement deliveryProject setup, milestones, time, and revenue recognition tied back to CRM.
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Resourcing & utilizationCapacity planning across practices with utilization and bench visibility.
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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
Client Industrie Name

Professional Services Industry. Consulting Firms · Accounting Practices

Explore Professional Services Practice →
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.

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

Nonprofit & Foundations Industry. NGO & Nonprofit Industry. Charities & Foundations Industry

Explore our nonprofit & foundations practice→