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For SaaS teams running on HubSpot

You shouldn't still be your company's HubSpot admin.

We built Alfie after watching a fast-growing SaaS team's HubSpot setup fall behind the business: duplicate accounts, ownership fights, a forecast nobody trusted.

Alfie starts on the basics: clean data and required fields first, then routing and account ownership. You approve a set of standard rules, and from day one Alfie checks your HubSpot against them and proposes fixes. Every change is checked against your rules, and you sign off on what matters.

WORK QUEUE Example data
  1. Clean new contactsNames, fields and lifecycle stage checkedDONE
  2. Assign Acme to SarahTerritory passes. Over owner cap.NEEDS APPROVAL
  3. Link Acme EU to its parentDomain and hierarchy rules runningCHECKING
  4. Merge duplicate companies3 pairs found, kept values chosen by ruleDONE
Nothing is written to HubSpot until it passes your rules. Names and numbers are illustrative.

Who it's for

Who runs your HubSpot today?

The founder

You've run HubSpot since the first deal, and it's still on your desk. Alfie takes it off your plate without a full-time hire, and you keep sign-off on what matters.

The person who inherited it

A sales, marketing or ops lead who picked up HubSpot along the way. Alfie gives you written rules and does the upkeep, without a full-time hire.

An early RevOps hire

Alfie is your second pair of hands. You set the rules and Alfie runs them, instead of you making a second hire.

More complicated processes?

Some processes are custom or were never written down. We'll work out how they really run, design and document the fix with you, then Alfie runs it.

Tell us what's breaking in your HubSpot setup.

A few lines is plenty. We'll reply within a day.

We're new, so we're working with a small first group of teams.

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