We implement, automate, and optimise Salesforce, HubSpot, and ClickUp for growing SMEs, combining hands-on platform expertise with AI-enabled workflows so your systems drive revenue instead of creating friction.
What clients say
From founders to COOs. Here's what our clients say.
This is a complex set-up, and what stood out was how quickly Rumlo grasped the nuances without needing extensive hand-holding. Our sales and marketing teams now have the visibility and tooling to manage pipeline the way a scaling business like ours actually needs.
Mike Beech
CMO, Agilio Software
Rumlo came in, understood our model immediately, and built us a HubSpot setup that actually works for us. It was a complex project and it was delivered cleanly. We now have full visibility across our pipeline, all in one place, for the first time.
James Jardella
CEO, LYQD.io
Rumlo designed and built a custom policy management system from scratch. The engagement was structured, thorough, and delivered exactly what was scoped. We now have one system that runs both sides of our business and gives us real reporting across the board.
Kathryn Marshall
COO, Equity Risk Solutions
See how we work
A short walkthrough of how we audit, architect, and implement CRM and operations systems for growing SMEs.
Client Results
Three platforms. Six industries. One approach.
Our platforms
We've gone all in on Salesforce, HubSpot, and ClickUp, so you're getting implementation that actually works.
What we do
We audit your current setup, design the right system architecture, and map a clear path from where you are to where your business needs to be.
Most requestedSalesforce, HubSpot, and ClickUp have powerful AI capabilities built in. Most businesses aren't using them. We change that.
How we help
We pair deep CRM know-how with no-code automation that is tailored to elevate your business operations & efficiency.
Architecture and roadmap before we build.
Find and fix where revenue leaks.
We build it all. Smooth handoff to the team.
Our process
Every engagement starts with understanding exactly where the system is failing today, then systematically closing those gaps for good.
1
We map your current CRM state, sales process, and automation stack. We find where leads are dropping, where deals are stalling, and what's actually working, before we touch anything.
Deliverable: CRM Health Report
2
We design the CRM and automation system your business needs to scale. Pipeline structure, lifecycle stages, integration map, and automation logic, documented before a single click.
Deliverable: System Design Blueprint + Approval Sign-off
3
We build and configure everything in your platform following the architecture phase. Full system implementations, optimizations, automations, reports, and dashboards, all tested end to end before handover.
Deliverable: Fully Configured CRM, Automations, Deal Flow, Reports and Dashboards and On Platform AI Enablement
4
We deploy the system with structured rollout and practical training, driving confident adoption and consistent usage across your organisation.
Deliverable: Trained Team + Live System
5
We don't disappear after launch. Monthly reviews, performance tracking, and ongoing refinement ensure the system compounds in value as your business grows.
Deliverable: Monthly Reporting + Continuous Improvement
1
We map your current CRM state, sales process, and automation stack. We find where leads are dropping, where deals are stalling, and what's actually working, before we touch anything.
Deliverable: CRM Health Report
2
We design the CRM and automation system your business needs to scale. Pipeline structure, lifecycle stages, integration map, and automation logic, documented before a single click.
Deliverable: System Design Blueprint + Approval Sign-off
3
We build and configure everything in your platform following the architecture phase. Full system implementations, optimizations, automations, reports, and dashboards, all tested end to end before handover.
Deliverable: Fully Configured CRM, Automations, Deal Flow, Reports and Dashboards and On Platform AI Enablement
4
We deploy the system with structured rollout and practical training, driving confident adoption and consistent usage across your organisation.
Deliverable: Trained Team + Live System
5
We don't disappear after launch. Monthly reviews, performance tracking, and ongoing refinement ensure the system compounds in value as your business grows.
Deliverable: Monthly Reporting + Continuous Improvement
Who we work with
Close more, chase less. Full pipeline visibility and automated follow-ups.
Avg. 54% pipeline uplift
Eliminate manual work. Connect your tools and run your business on one system.
Manual work eliminated
Sequences that convert. Nurture leads automatically from first touch to closed deal.
Sequences that convert from day one
Retain more, churn less. Lifecycle automation that flags risk before it becomes loss.
Churn flagged before it becomes loss
Reporting that tells the truth. Know your pipeline, forecast revenue, spot gaps early.
Full pipeline visibility, always
Scale without hiring. Automations that let your team punch above their weight.
Scale without adding headcount
Why Rumlo
We work exclusively with SMEs on Salesforce, HubSpot, and ClickUp, combining deep platform expertise with practical AI implementation. We've run sales at businesses like yours, so we speak in deals closed and revenue retained. Not API calls and web triggers.
Let's talk
Send us a message to book a free, no-pressure practice audit. We'll show you exactly where the gaps are and what a fixed system looks like for your business.