Operations Platform — Replacing HubSpot, Mailchimp, Zomentum & WordPress

We built this platform for ourselves. As a growing firm we were paying over $1,200/mo across HubSpot, Mailchimp, Zomentum, and WordPress — four disconnected tools that never talked to each other the way we needed.

Every client interaction lived in a different system. Leads came through WordPress forms, got manually entered into HubSpot, received drip emails from Mailchimp, and proposals went out through Zomentum. Data fell through the cracks constantly, and we spent more time copying information between platforms than actually closing deals.

We replaced all four tools with a single internal platform purpose-built for how we actually work. The system unifies contact management, email campaigns, proposal generation, and our public-facing website into one seamless workflow. When a lead fills out a form it flows directly into the pipeline — no manual entry, no sync errors, no context switching.

• Unified CRM — contacts, companies, deals, and full interaction history in one place
• Email campaigns — segmented lists, templates, and automation replacing Mailchimp entirely
• Proposal & invoicing — branded proposals with e-sign, replacing Zomentum
• Integrated website — form submissions, analytics, and content management built in
• Operations dashboard — real-time visibility into pipeline, revenue, and team activity

Monthly software spend dropped from $1,200 to $200 — a saving of $12,000 per year. More importantly, every team member works from a single source of truth. No more broken integrations, no more Zapier band-aids, and no more paying four vendors for features we only half-use.