more than a HubSpot and Salesforce Agency—we’re your embedded revOps partner.

Don't let HubSpot and Salesforce headaches keep you up at night.
Let Covert bring alignment and peace of mind to your RevOps function.

discover our services

Learn More

trusted by 45+ High growth startups

Scaling from $1M - $20M ARR is exciting—until bottlenecks, siloed teams, and CRM chaos start to slow you down.

You know you need RevOps expertise, but hiring a full-time RevOps role at this stage? That’s like buying a private jet when you really just need a first-class ticket.

At Covert, we’re your fractional RevOps partner, combining the strategic vision of a Head of RevOps with the technical firepower of a HubSpot and Salesforce Developer SWAT team.

We don’t just fix your CRM—we transform it into a revenue-driving machine.

Here’s the kicker: we cost 60% less than a full-time hire but bring 10x the experience.

With 45+ fast-growing startups under our belt, we’ve seen it all. And we use that hard-earned knowledge to help you scale faster, smarter, and with fewer headaches.
‍

our services

HubSpot Expertise

We specialize in optimizing HubSpot for startups and growth-stage companies. Our HubSpot Admin services are designed to streamline your CRM, improve data management, and empower your team to work more efficiently. Whether you're new to HubSpot or looking to optimize your existing setup, we provide the expertise you need to make the most of the platform.

Sales Hub

Marketing Hub

Service & Commerce Hub

Salesforce Expertise

We provide expert Salesforce Admin services tailored to the unique needs of startups and growth-stage companies. Our goal is to help you maximize Salesforce's potential by streamlining workflows, enhancing data accuracy, and ensuring your team gets the most out of this powerful CRM platform.

Custom Reporting

Process Automation

Data Management

RevOps Tech Integrations

We understand that a disjointed tech stack can slow down your growth and create inefficiencies across your sales, marketing, and customer success teams. Our RevOps Tech Integrations services ensure that your technology platforms work seamlessly together to streamline processes, enhance data flow, and maximize the impact of your RevOps efforts.

Sales stack

marketing stack

customer success stack

Go-to-Market Strategy

As startups scale, their go-to-market strategies must adapt to new market dynamics, customer segments, and product offerings. Our team collaborates closely with startups to refine and optimize their go-to-market approaches through benchmarking and market research, whether they're entering new markets, launching new products, or targeting different customer segments. By continually assessing and adjusting go-to-market strategies, startups can stay agile, capitalize on emerging opportunities, and maintain a competitive edge in dynamic market environments.

Product Marketing

ABM Strategy

Sales Strategy

Management Consulting

In the fast-paced world of startups, effective quota building, territory planning, and compensation strategies are crucial for driving sales performance and incentivizing teams as you scale the org chart. We specialize in working with leadership teams and offer expert guidance on quota setting, territory optimization, and compensation planning. Our comprehensive approach helps startups design and implement strategies that align sales objectives with business goals, optimize resource allocation, and drive sustainable revenue growth.

Territory Building

Quota & Comp Planning

Investor Reporting

About Us

The startup and venture market is evolving. Today, achieving product-market fit is just the beginning. To scale successfully, you need a predictable and reliable revenue engine—one that aligns your teams, optimizes your systems, and drives growth without the chaos.

At Covert, we’ve been in your shoes. Our team is made up of former sales and operations leaders who have scaled startups to and through acquisition. We know firsthand the challenges that come with rapid growth: siloed teams, CRM chaos, and the constant pressure to hit ambitious revenue targets.

That’s why we’re here. We specialize in helping startups like yours overcome these obstacles by providing tailored revenue operations services, CRM optimization, and strategic guidance. Whether it’s aligning your sales and marketing teams, cleaning up your CRM data, or building a scalable RevOps playbook, we’re your embedded partner in growth.

Our mission? To help you move from startup to scale-up with confidence, clarity, and a revenue engine that works as hard as you do.

Learn More

Client Testimonials

“We had exhausted our efforts with various HubSpot strategies and consultants, and almost stopped using the product entirely. Covert helped us build a strategy and use case that perfectly met our specific needs.”

Pierce Hourihane

VP of Sales, Memberane Labs

“The Covert team has been instrumental in helping to advance our CRM hygeine and data stewardship across sales, marketing, and CS resulting in greater revenue outcomes.”

Sherrod Davis

Co-Founder & CEO, Ecomap

“The Covert team helped us unlock the sales data we needed to optimize our go-to-market motion and significantly scale our sales team efforts.”

Zach Cohen

Senior sales manager, parker

“The team at Covert were true partners in operationalizing our sales process and developing a scalable top-of-funnel playbook.”

Dean Zimberg

Founder & CEO, Perry

“The Covert team provided a ton of thought leadership to take us from founder-led sales to a growing and successful in-house team.They also helped us implement HubSpot as our single source of sales truth.”

Mark Catalano

CEO, Takeshape

HubSpot & Salesforce Experts

Learn More about our services