PMD Solutions

Industries · Business services

Systems for firms that sell expertise.

When delivery and sales live in different tools, margins leak. We connect CRM, project ops, and billing so your team runs from one story of the client.

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Platinum Solutions Partner · 5.0/5 on Clutch

Where it usually hurts

Service firms hit the same wall as they grow.

  • Pipeline that doesn’t match delivery

    Sales stages are generic. Delivery starts from a Slack dump. Scope and margin get lost in the handoff.

  • Utilization buried in spreadsheets

    Who’s free, what’s sold, and what’s billed live in three places — none of them trustworthy on Monday.

  • CRM abandoned after the license

    HubSpot (or similar) is paid for — but notes, tasks, and follow-ups still live in inboxes.

  • Reporting is a weekend project

    Leadership asks for pipeline and capacity; ops rebuilds the answer from exports.

What good looks like

What “good” looks like for a growing services firm.

  1. 01

    One client thread

    From lead → proposal → delivery → invoice, context travels with the work.

  2. 02

    Adoption that sticks

    Pipelines and properties match how you actually sell and staff — so the CRM gets used.

  3. 03

    Ops time back

    Less copy-paste between tools; more time on exceptions and clients.

What we do

How we typically help business services teams.

  • CRM & process design

    Pipelines, properties, and handoffs sized to your services motion — not a generic template.

  • Automation between tools

    Connect CRM, project tools, and finance where manual updates burn hours.

  • Reporting leadership trusts

    Live views connected to real systems — not weekly spreadsheet archaeology.

Built for messy-middle ops — not enterprise theater

We’re a Platinum Solutions Partner. Engagements for services firms typically start from $5,000+. A free call maps the highest-leverage fixes for your stack.

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Proof, not promises

“They combine strong technical expertise with excellent communication, ownership, and reliability.”

Tigran Sargsyan · Senior Product Operations Manager, PicsartCRM scaling & automation

5.0/5 on Clutch · 7 verified reviews

Success stories

Related work — real projects, not slideware.

HubSpot setup with AI-driven targeting for Pogos

We managed full HubSpot setup, customization, and integration, then connected AI-driven enrichment and prioritization so the team can focus outreach on high-potential companies.

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HubSpot CRM, pipelines, and outreach automation for Prelaunch

We set up HubSpot end to end: structured pipelines, categorized leads and accounts, automated outreach and research flows, and integrations between Prelaunch’s products so data moves without extra offline communication. Updates ship with step-by-step walkthroughs for the team.

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Custom rights management system for ARI Literary Agency

We built a custom rights management system aligned to how the agency works: contracts, sales reporting, and royalty calculations in one place, with close collaboration as we learned the domain.

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Questions we hear first

Straight answers before you book a call.

HubSpot is a core strength, but we also implement other CRMs and connect project, finance, and ops tools when that’s the better fit.

Yes — cleanup and process redesign is often the first engagement. We rematch stages and properties to how you sell, then train for daily habits.

Most CRM and process builds for services firms land in weeks, not quarters — with training focused on daily use, not a one-day workshop that fades.

Related guides

Practical walkthroughs that pair with this work.

All guides

Still exploring?

Useful if you want numbers or options before a call.

Map your services stack

Book a free call. We’ll find the bottlenecks between sales, delivery, and billing.

Book a free callSee case studies