Industry
Professional services that keep up with product.
Onboarding, implementation, agile delivery, and a client portal for modern software firms — synced to the CRM sales already owns.
Sprint 14 · Northstar
Velocity
32 pts
Remaining
4 days
Done
9 / 16
To do
In progress
Done
Where it actually helps
The handoff from sales loses the quote detail.
Two-way HubSpot or Salesforce sync keeps the account and contact record intact from sales into delivery.
Implementation timelines slip silently.
Project templates and baselines catch drift against the original plan, not just the current one.
Customer success and professional services don’t share accounts.
Client portal, tickets, and project status sit on the same account — CS and PS see the same truth.
Questions
Before you ask.
We already use HubSpot or Salesforce — does delivery start from scratch?
No — two-way sync keeps accounts and contacts aligned, so delivery starts from the same customer record sales already owns.
Can implementation run in sprints instead of phases?
Yes — agile boards with velocity, or phased milestones with budgets, on the same engagement.
Does this replace our calendar and Slack setup?
No — Google and Outlook calendar sync plus Slack channel routing mean the stack you already use stays in place.