Too much CRM.
Enterprise software for a pickup-truck business. The fix wasn’t a bigger plan — it was the right-sized one.
Small team on an enterprise CRM
Per-seat pricing and features nobody used
Contacts, deals, and automations moved to one system we manage
The same day-to-day, without the enterprise invoice
The leak
HubSpot is a great product for the companies it’s built for. This wasn’t one of them: a small team paying per seat, per month, for marketing hubs and reporting suites nobody opened. The parts actually used — contacts, a pipeline, a few automations — fit in a much smaller box.
The build
We mapped what the team actually touched, migrated contacts, deal history, and the automations that mattered, and retired the rest. The new system runs under our management, with email and texting folded into the same login.
- Only what was actually used made the move
- Contacts and deal history preserved
- Per-seat billing gone — one flat rate
Your version of this story starts with the free audit.