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We help B2B SaaS teams clean up their CRM, optimize RevOps, and align sales, marketing and CS—at 60% of the cost of hiring in-house.
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Trusted by 50+ RevOps leaders at $2-40M ARR SaaS startups
Bad data and broken workflows mean your pipeline is unreliable, reports don't make sense, and Sales wastes time on cleanup instead of closing deals.
Silos, mismatched data, and blind decisions mean leads get lost, marketing spends on the wrong things, and Sales can't see what's actually working.
You know you need someone to fix this, but hiring a full-time RevOps leader means spending $150K+ per year. And that's not an option.
We embed in your team, clean up the mess, and put systems in place so you can scale without CRM headaches.
Your CRM should be a growth engine, not a liability. We operate as your HubSpot & Salesforce Admin to make sure it's clean, reliable, and actually useful.
No more duplicates, missing fields, or broken workflows.
See real-time revenue insights, not just raw data.
Less manual entry, fewer mistakes.
Hiring in-house costs $150K+ per year—and even then, they might not have HubSpot, Salesforce, and GTM expertise. We do.
We don't just advise, we implement.
Sales, marketing, and CS finally working together.
No ramp-up, no wasted time.
Your team's stuck doing manual tasks they shouldn't be. We optimize, migrate, and integrate so things just work.
No more broken handoffs. Less admin work. More selling.
Pull better insights with powerful third-party tools like Clay or RB2B. And connect them all so everything just works.
/per month
CRM admin
CRM developer
Dashboards and reporting
Automations
Workflows
Weekly video call
Async daily communication on Slack/Teams
/per month
Everything in Basic +
Process optimization
Cross-team collaboration
Board-level reports
Go-to-market ideation
Monthly + quarterly RevOps alignment plans
Custom territory building
Sales compensation planning
Marketing & sales enablement
One-off CRM optimization
HubSpot implementation
CRM data enrichment
Tech stack migration
Tech stack integrations
Grow, pause, cancel, anytime.
Most agencies push tasks, not results. We fix your CRM and align sales, marketing, and CS so your pipeline actually flows.
Hiring in-house costs $150K+ and takes 6 months to ramp. We embed in your team, fix what's broken, and cost 60% less.
Your CRM is messy. Your reports are useless. Your teams aren't aligned. We step in and fix it in weeks, not months.
CRM is a mess
Sales, marketing & CS are out of sync
Wasting hours on admin work
RevOps is a guessing game
Spending too much on wasted expenses
CRM is clean & optimized
Sales, marketing & CS are aligned
Automations mean less admin, more selling
RevOps is data-driven
Scaling is seamless
“The team at Covert were true partners in operationalizing our sales process and developing a scalable top-of-funnel playbook.”
Founder & CEO, Jolly
“The Covert team has been instrumental in helping to advance our CRM hygeine and data stewardship across sales, marketing, and CS resulting in greater revenue outcomes.”
Co-Founder & CEO, Ecomap
“Working with Covert has improved how we handle automations and workflows that can often go awry if not properly built or tended to. Tyler's expertise with Hubspot helps us manage our CRM so we can focus more on creating our custom content instead of dealing with complex processes.”
Chief Experience Officer, ProQuickDraw
“The Covert team provided a ton of thought leadership to take us from founder-led sales to a growing and successful in-house team. They also helped us implement HubSpot as our single source of sales truth.”
CEO, Takeshape
“The Covert team helped us unlock the sales data we needed to optimize our go-to-market motion and significantly scale our sales team efforts.”
Senior Sales Manager, Parker
“Working with Tyler and his team has been an absolute pleasure. He seamlessly integrates into our team, feeling more like a full-time member rather than a contractor. Tyler is deeply involved in our day-to-day operations and has a comprehensive understanding of our entire RevOps function. This allows him and his team to keep our HubSpot instance running smoothly, anticipate CRM changes to support our sales and marketing initiatives, and introduce fresh ideas and best practices. He's an invaluable collaborator and a trusted resource who consistently gets things done quickly.”
COO, EcoMap
“We had exhausted our efforts with various HubSpot strategies and consultants, and almost stopped using the product entirely. Covert helped us build a strategy and use case that perfectly met our specific needs.”
VP of Sales, Memberane Labs
“Tyler and the Covert team were fantastic to work with — responsive, resourceful, and always brought creative solutions to the table. They made a big impact on our sales operations and Salesforce setup. We couldn't recommend them highly enough!”
VP of Sales, LinenMaster
“Partnering with Tyler and the Covert team was a turning point for our revenue operations. He rolled up his sleeves and worked alongside us to transform our HubSpot setup from basic to powerful—streamlining processes, boosting visibility, and helping us put our data to real use. Now, leaders across the company have the insights they need to make smarter decisions, which means we're moving forward with way more clarity and confidence.”
CFO, Lytho
Here's how it works:
We dig into your challenges, processes, and RevOps gaps.
We uncover what's broken, map out fixes, and walk you through them—live.
Get an actionable roadmap to turn your HubSpot, Salesforce, and GTM stack into a revenue engine.
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We typically work with B2B SaaS companies doing $2-40M ARR.
