HubSpot Solutions Partner
We implement and optimize HubSpot, then deploy agents that do the busywork - rescuing stale deals, cleaning data, and reporting on their own. HubSpot that pays for itself.
What we do
HubSpot implementation
Full setup or rescue. We configure HubSpot or Salesforce around how your team actually sells — no template bloat.
Pipeline & automation design
Clear stages, smart handoffs, and automations that move deals forward without anyone touching a button.
Data cleanup & migration
Deduped, enriched, and trustworthy. Clean records so your reporting and AI actually mean something.
Revenue reporting
Dashboards your leadership reads on their own. Forecasts, attribution, and pipeline health at a glance.
Agent automation on the CLI
Scheduled and bulk agent runs that operate HubSpot for you — reports, scans, and cleanups that fire without a human in the loop.
CRM audit & strategy
A deep dive into how leads come in, how deals move, and where they stall — then a roadmap to fix it.
HubSpot’s Agent CLI lets agents operate your CRM the way developers operate code — automating the repetitive, bulk, and scheduled work without a human in the loop. We design, build, and deploy those agents inside the tools your team already uses.
We automate the recurring
Scheduled agents run weekly pipeline reports, daily lead scans, and account reviews on the CLI — delivered before you’re at your desk.
We run bulk work, no human in the loop
Mass updates, enrichment, and cleanup executed across thousands of records on a schedule — not one record at a time.
We build & ship custom apps
Local development, version control, and one-command deploys — custom cards, automations, and UI extensions built on the HubSpot CLI.
We wire up every agent surface
MCP, public APIs, and the Agent CLI connected so your agents reach HubSpot data wherever they run — Claude, Codex, or your own stack.
Stale-deal rescue agent
live
Set up once, then it runs every week on its own — here’s the journey:
Every Monday at 8 AM
The agent starts on schedule
Scans your whole pipeline
Finds deals stuck for 14+ days
Drafts a follow-up for each
Written from the last email thread
Lands in your reps’ inbox
Ready to send in one click
12 stale deals re-engaged
Zero minutes of your team’s time
The outcome
31%
faster average pipeline velocity
12h
of busywork removed per rep, weekly
40+
HubSpot & Salesforce builds shipped
98%
team adoption after rollout
"Revio untangled years of Salesforce automation sprawl and moved our whole team to HubSpot without losing a single lead. Best operational decision we made this year."
CN
Priya Raman
Loanworks
Our process
01
We meet the team
A deep dive into your sales process — how leads come in, how deals move, and exactly where they stall.
02
We map the gaps
Uncovering missed handoffs, dirty data, and reporting blind spots, then a roadmap to close every one.
03
We build & orchestrate
Clean data, clear pipelines, and AI agents — implemented, trained, and handed off to run itself.
A 30-minute call to map your pipeline, find the leaks, and show you where AI can help your team.