The Duct Tape Is Starting To Peel ,
Time to build it properly.

Most agencies sell you packages. We understand what your busniess needs

How we work

We listen and we don't judge

We recommend what you need, backed by data. Not what's cookie cutter and easy to sell.

You have options

Here's what we can do, here's what you get, here's what it costs. You decide what makes sense.

You know where we are

Weekly updates, transparent reporting, honest timelines. You won't wonder what we're doing or where your money went.

Built for the long run

Infrastructure that lasts. Not quick fixes that break in three months.

Tools we work with

Certified and experienced with your tech stack.

CRM & Marketing

Braze logo HubSpot logo ActiveCampaign logo Customer.io logo Keap logo Brevo logo

Automation & Integration

Zapier logo Make logo n8n logo

Forms & Data

Jotform logo Formaloo logo Typeform logo Airtable logo Google Sheets logo

Development

React logo Vue.js logo Node.js logo Python logo Firebase logo Supabase logo

Project Management

ClickUp logo Asana logo Monday.com logo Notion logo

Analytics & Tracking

Google Analytics logo Mixpanel logo Segment logo

Certified where it counts

We know our tools.

🎓
HubSpot CMS Developer
HubSpot Academy
📊
Sales Hub Certified
HubSpot Academy
⚙️
RevOps Certified
HubSpot Academy
📧
Braze Certified
Braze
🤝
HubSpot Partner
HubSpot
📝
Formaloo Partner
Formaloo
✅
ClickUp Certified Expert
ClickUp
🎯
Pavilion GTM Member
Pavilion

What we can do for you

Decide what makes sense. Skip what doesn't.

Discovery Audit (Free)

30 minutes to figure out what's broken and what to do about it. No commitment, no sales pitch.

  • Current state assessment
  • What's broken and why
  • Priority recommendations
  • Custom project scope
  • Transparent pricing
  • Your decision, zero pressure

RevOps Audit & Fix

Find the revenue leaks. Fix them. Email performance, pipeline issues, lead generation problems.

  • Complete operational audit
  • Revenue leak identification
  • Pipeline analysis
  • Email system review
  • Lead generation assessment
  • Priority fix roadmap
Most Popular

Marketing Automation

Build the whole marketing machine from scratch. Welcome sequences, nurture campaigns, lead scoring.

  • 5-email welcome series
  • 12-email nurture campaign
  • Lead scoring setup
  • Sales automation
  • Pipeline automation
  • Team training included

Ongoing Optimization

We manage and optimize your revenue operations so you can focus on your business.

  • Monthly performance analysis
  • Continuous optimization
  • A/B testing
  • Quarterly strategy sessions
  • Team support
  • Priority access

Custom Solutions

Need something specific? Website work, CRM setup, custom dev, social media. We'll get the right team on it.

  • Tailored project scope
  • Right specialists for the job
  • Development & automation
  • Website & CRM implementation
  • Social media management
  • Fixed-price quote

Custom development

When you need something built, not bought.

Web Applications

Full-stack development. React, Vue, Node.js. Payment processing, multi-tenant architecture, the works.

  • Modern web apps
  • Database design
  • API development
  • Stripe integration
  • Multi-tenant setup
  • Performance optimization

Forms & Workflows

Complex forms with conditional logic, approval workflows, automation. Make data collection not suck.

  • Multi-step forms
  • Approval workflows
  • PDF generation
  • Database connections
  • Payment integration
  • Custom routing

Automation & Integration

Connect your tools. Automate the boring stuff. API integrations, webhooks, data syncing.

  • API integrations
  • Zapier, Make, n8n
  • Data syncing
  • Custom notifications
  • Automated reporting
  • Process optimization

Internal Tools

Custom dashboards, admin panels, team tools. Give your team what they actually need.

  • Admin panels
  • Real-time dashboards
  • Team collaboration tools
  • Reporting & analytics
  • Data visualization
  • Process management

Our work

Real projects, real results.

Email & Lifecycle

B2B SaaS Company

Mid-stage SaaS company with broken email operations. Campaigns going to spam, no lifecycle strategy, sales team couldn't track engagement.

What we built

  • Complete lifecycle system in Braze
  • Onboarding sequence (7 emails)
  • Engagement scoring & triggers
  • Sales handoff automation

Result: 42% increase in trial-to-paid conversion, deliverability fixed

Payment Integration

AI Platform

AI tools platform needed payment processing and subscription management. Had to go live fast with zero downtime.

What we built

  • Stripe payment integration
  • Subscription tier management
  • Webhook handling for real-time updates
  • Conversion tracking setup

Result: Payment system live, processing subscriptions same week

Multi-Tenant Platform

Mentorship Platform

EdTech company building mentor-matching platform. Needed multi-organization architecture that scales.

What we built

  • Multi-organization infrastructure
  • Email automation system
  • Matching algorithm implementation
  • Critical bug fixes for scale

Result: Platform supporting multiple organizations, scalable architecture

Dynamic Pricing

AI Automation Tool

AI-powered automation platform needed flexible pricing model. Fixed pricing wasn't covering costs at scale.

What we built

  • Dynamic tiered pricing system
  • Usage-based cost calculation
  • Business model optimization
  • Pricing interface for non-technical users

Result: Sustainable pricing model that scales with usage

Process Automation

Creative Agency

Internal finance team drowning in manual vendor invoices. Built a centralized system that works.

What we built

  • Centralized financial hub
  • Automated approval routing
  • GL coding automation
  • Complete audit trail

Result: 15+ hours saved per week, zero data entry errors

CRM Implementation

Professional Services

Service business with scattered client data. No central system, manual follow-ups, lost opportunities.

What we built

  • Complete CRM setup & migration
  • Automated follow-up sequences
  • Lead scoring implementation
  • Team training & documentation

Result: Centralized client data, automated follow-ups, clear pipeline

Careers

Build systems that matter. Work that holds up.

Who we are

We help businesses build operational infrastructure that actually works—no buzzwords, no bloat. Our clients come to us when they need things done right: custom tools, process automation, and systems that scale without breaking.

We're a small, focused team. Every person here owns their domain. There's no room for passengers.

What we look for

Ownership: You take full responsibility for your work. When something breaks, you fix it. When something's unclear, you figure it out.

Clarity: You communicate directly. No corporate speak, no hiding behind jargon. Problems get surfaced early, not buried.

Craft: You care about the quality of what you ship. Good enough usually isn't.

Adaptability: Things change. Requirements shift. You don't need a perfect spec to start moving.

Self-direction: You don't wait to be told what to do. You see what needs doing and you do it.

Results: Effort matters, but outcomes matter more. We measure impact, not activity.

Our hiring process

1

Application

Submit your application. Tell us what you've built and why it matters.

2

Review

We review within 5 business days. If there's potential, we'll reach out for a conversation.

3

Interview

1-2 conversations with the team. Real talk about the work, expectations, and fit.

4

Decision

We move quickly. You'll have an answer within a week of final interview.

Open positions

Operations Manager

Keep projects on track, clients happy, and the team organized.

→

Full Stack Developer

Build custom tools, integrations, and systems that solve real problems.

→

Digital Communications Manager

Own content strategy and help clients communicate clearly.

→

Business Development Representative

Find potential clients and start real conversations.

→

Don't see the right fit?

If you're exceptional at what you do and think you could add value to our team, we want to hear from you. Submit an open application and tell us what you'd bring to the table.

Get in touch

Let's talk about your project

Ready to build something?

Whether you need to streamline operations, build custom tools, or get your systems talking to each other, we're here to help.

Fill out the form and we'll get back to you within 24 hours.

Contact us directly

Email: info@pivotplanit.com