Closed Loop Co.

Revenue Operations for B2B Teams

Your CRM has all the data. Your pipeline should reflect it.

We audit, fix, and rebuild CRM systems so your pipeline, reporting, and revenue actually line up. Most teams move from messy data to a usable system in 2-3 weeks. Delivered using AI-assisted workflows for faster builds, fewer errors, and cleaner systems from day one.

3,000+ records cleaned in a single CRM auditCRM systems rebuilt and adopted within weeksB2B SaaS teams use us to fix pipeline visibility3,000+ records cleaned in a single CRM auditCRM systems rebuilt and adopted within weeksB2B SaaS teams use us to fix pipeline visibility

The Situation

Most B2B companies already have the tools. The data exists. The workflows exist.

And every quarter still starts with the same question: why isn't the pipeline converting?

The CRM has thousands of contacts, many duplicated or outdated. Marketing runs campaigns on lists nobody trusts. Sales tracks deals outside the CRM because it feels unreliable.

This is a CRM and systems problem. And systems problems can be fixed.

Two professionals discussing CRM process

"Our reporting is actually usable now."

0%

Improvement in CRM data quality after audit

0 weeks

Time to a usable CRM system

0x

Increase in CRM adoption

What We Do

Three services. Built to fix what is actually broken.

Every engagement is scoped to your current system. If you are unsure where to start, the audit shows you exactly what needs fixing.

01

CRM Audit & Cleanup

We audit your CRM data, workflows, and pipeline structure to identify what is broken, redundant, or misleading.

  • •Health scorecard
  • •Deduplication report
  • •Workflow audit
  • •30/60/90 day roadmap

02

CRM Implementation

We design and implement CRM systems that your team actually uses, including pipeline setup, automation, and reporting.

  • •Pipeline and lifecycle setup
  • •CRM migration
  • •Workflow automation
  • •Team training & SOPs

03

Marketing Automation

We build the automation layer that connects marketing activity to pipeline and closed revenue.

  • •Lead scoring
  • •Nurture sequences
  • •Attribution tracking
  • •Campaign dashboards

Execution

Built with AI. Delivered forreal teams.

Most CRM implementations fail because they are built for demos, not for daily use.

We use AI-assisted workflows across every stage of delivery to reduce manual overhead, catch errors early, and speed up execution.

CRM execution illustration

Faster audits with structured data analysis

Cleaner implementations with fewer iterations

Automations tested against real usage

Documentation generated alongside the build

The result is a system your team can use immediately.

Two women discussing ideas

How It Works

Four steps.
Clear from day one.

Scope, timeline, and deliverables are defined before any work begins.

01

Discovery

One focused call to understand your system and gaps.

02

Diagnosis

Full CRM audit and documentation before changes.

03

Build

Implementation delivered in usable phases.

04

Handoff

Documentation, SOPs, and training included.

Who This Is For

Best fit for teams that have outgrown their CRM setup.

B2B SaaS Companies

B2B SaaS Companies

Teams with an existing CRM that no longer reflects reality.

Founders & Sales Leaders

Founders & Sales Leaders

Running revenue without clear pipeline visibility.

Marketing Teams

Marketing Teams

Driving campaigns without clear attribution.

Client avatar

What Clients Say

Results that show up in the system.

We had no idea what was in our HubSpot. Within a week, we had a clear view of what was broken. Reporting finally made sense.

- CRM Audit Client

Our CRM was not trusted, so nobody used it. Closed Loop rebuilt everything. Now the team actually logs in.

- CRM Implementation Client

We went from generic campaigns to proper segmentation and attribution. Within 90 days, we could see what was driving revenue.

- Marketing Automation Client

FAQs

Common questions before starting.

FAQ illustration

Get Started

Start with the audit. See what is actually happening in your CRM.

One call. We review your system, identify what is broken, and outline exactly what it will take to fix it. No retainer required to start.