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Book a strategy call
Book a strategy call

Your CRM is a mess.
Let's fix it, fast.

We fix broken CRM setups, untangle messy pipelines, and make sure Sales, Marketing, and CS actually work together.

Book a strategy call

Trusted by 50+ high-growth startups scaling from $5M → 50M ARR

The Problem

HubSpot & Salesforce should work for you, not against you.

1.

Your CRM is a mess, and it’s costing you revenue.

Bad data and broken workflows means your pipeline is unreliable, lead scoring doesn't make sense, and Sales Reps waste time on cleanup instead of winning revenue.

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2.

Sales, Marketing, & CS are operating in silos.

Leads get lost, marketing can't prove ROI, sales are wasting time on bad data, and nobody can prove what's working or agree on pipeline forecasts.

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3.

You need RevOps, but hiring is costly.

You know you need someone to fix this, but hiring a full-time RevOps Manager means spending $150k+ per year and several months of hiring and onboarding.

How We Help

We embed as your RevOps experts and build the growth engine you need — fast.

Your CRM should accelerate growth, not create bottlenecks. We step in as your strategic RevOps partner to design the systems and processes that scale with your revenue targets.

Revenue Team Alignment

We work with leadership teams to develop clear revenue strategies, optimized lead handoffs, full funnel reporting, and aligned team execution. Your entire revenue engine works toward the same goals with proven playbooks and executive reporting within HubSpot & Salesforce.

Revenue Intelligence & Forecasting

Get investor-ready metrics and actionable insights, not just raw data. See exactly what's driving (or blocking) your growth. We consider ourselves data-junkies and utilize SQL and Excel/Google Sheets to give your leadership teams clear revenue intelligence metrics across your ICP data, marketing and sales campaigns, and PLG/PLS motions.

Scalable Revenue Operations

Competition is a huge threat, and orgs can't continue doing manual work that can be automated. We are AI-enabled workflow experts and automate manual processes, create seamless team handoffs, and develop scalable systems that grow with you. Less manual work, fewer bottlenecks, more time focusing on winning new logo's and expanding into existing customer accounts.

How We Work

No extra hires. No long ramp-up.
Just execution.

We embed in your team, clean up the mess, and put systems in place so you can scale without CRM headaches.

GTM Strategy & Foundation

Strategic systems for scalable and repeatable growth.

  • Go-to-market strategy

  • Sales process optimization and pipeline design

  • ABM development

  • Workflow builds

  • Weekly video call

  • Async daily communication on Slack/Teams

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Fractional HubSpot/Salesforce Admin

Your foundation for reliable growth.

  • HubSpot/Salesforce admin

  • HubSpot/Salesforce developer

  • Custom dashboards and reporting

  • Custom automations

  • Workflow builds

  • Weekly video call

  • Async daily communication on Slack/Teams

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Fully Embedded RevOps Team

Complete revenue systems for companies ready to scale fast.

  • End-to-end revenue systems design

  • Go-to-market optimization

  • Board-level reporting

  • Advanced automation

  • Technical integrations

  • And, everything in HubSpot/Salesforce Admin plan

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SalesOps & Enablement

Ensure your growing sales team perform at their best.

  • Sales tech stack training

  • Custom lead handoff automations

  • Lead data clean-up

  • AI-enabled prospecting workflows

  • Territory planning

  • Compensation planning

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Your fractional RevOps team until you outgrow us.

Why Us

Why growing SaaS companies choose us over alternatives

We Don't Just Advise—We Execute

Most consultants give you a strategy deck and disappear. We roll up our sleeves, embed in your team, and own your HubSpot & Salesforce.

Sales, Marketing & CS Finally Aligned

We break down the silos and create seamless handoffs between teams. No more leads falling through cracks or conflicting reports.

No Ramp-Up Time

We've seen this exact scaling challenge dozens of times. We know exactly what breaks when you go from 2 to 8 sales reps or double your marketing spend—and how to fix it.

60% Less Than Full-Time

Hiring RevOps leadership costs $150K+ per year. We deliver the same expertise and results for a fraction of the cost, with immediate impact.

You Without Covert

  • CRM is a mess

  • Sales, marketing & CS are out of sync

  • Team wastes hours on admin work

  • RevOps is a guessing game

  • Scaling feels impossible

  • Pipeline growth is stagnant

You With Covert

  • CRM is clean & optimized

  • Teams are aligned on one source of truth

  • Automations mean less manual work, more selling

  • GTM decisions are data-driven

  • Scaling is seamless

  • Pipeline is flowing

Testimonials

What founders & revenue leaders say about working with us.

“The team at Covert were true partners in operationalizing our sales process and developing a scalable top-of-funnel playbook.”

Dean Zimberg

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.”

Sherrod Davis

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.”

Britt Bischoff

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.”

Mark Catalano

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.”

Zach Cohen

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.”

Smitha Gopal

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.”

Pierce Hourihane

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!”

Anthony Delonardo

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.”

Gina Marquez

CFO, Lytho