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CRM & Revenue Reporting

See exactly where your

pipeline is leaking.revenue is coming from.deals are stalling.growth is hiding.

We configure your CRM, build attribution infrastructure, and deliver revenue dashboards your leadership needs to make confident growth decisions.

Book a Free Discovery CallView Case Studies

Trusted by ambitious B2B brands across 9 markets.

Duff & Phelps UK
Danube Properties
Joules
Troon Golf
The Opportunity

You can't optimise
what you can't see.

Most businesses are flying blind on their revenue pipeline. They know headline numbers — but can't see the conversion rates, velocity, and attribution that would tell them exactly where to invest and where to stop.

94%CRM adoption rate after structured onboarding and team training programme
62%reduction in manual data entry from automation and enrichment workflows
3.1×more pipeline visibility for leadership after custom dashboard build
Book a Free Discovery Call →
Pipeline Funnel
Lead100%
MQL72%
SQL52%
Opportunity34%
Closed Won18%
94% adoption rate after training
HubSpotSalesforcePipedrive
◈
Pipeline

Pipeline Architecture

Custom deal stages mapped to your actual sales process — not a generic template. Stage definitions, probability settings, and exit criteria documented and configured.

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Attribution

Revenue Attribution

UTM tracking, first-touch and multi-touch attribution models, and campaign-to-revenue reporting — so every marketing dollar is tied to pipeline and closed revenue.

⬡
Enablement

Team Training & Enablement

Custom properties, lifecycle stages, and contact categories built around your specific buyer and business model — enabling the segmentation your reporting and automation require.

The Problem

Revenue problems you
can't solve without visibility.

A CRM that isn't properly configured doesn't give you visibility — it gives you noise. These are the three most common revenue problems we solve first.

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You can't see where deals are dying
Without proper pipeline stage definition, deal velocity tracking, and stage conversion analysis, you can't tell whether you have a prospecting problem, a qualification problem, or a closing problem. You're guessing.
Marketing can't prove its contribution
If marketing activity isn't attributed to pipeline stages, every budget conversation becomes a debate. Proper CRM configuration ties marketing spend to opportunities created and revenue closed.
Your team is working from memory
Without tasks, reminders, and automated follow-up built into the CRM, deals fall through the gap between conversations. Every missed follow-up is a pipeline leak you can't see.
Implementation Process

Eight steps to a
revenue operating system.

94%
CRM adoption rate
4–8w
typical HubSpot build
62%
less manual data entry
3.1×
more leadership visibility
01

Revenue Journey Audit

We map your current CRM setup, data architecture, and team workflows — identifying gaps, misconfigurations, and the specific reporting your leadership team needs but can't currently get.

02

Platform & Stack Recommendation

If you're selecting a new platform, we evaluate your requirements against each option and recommend based on fit — team size, budget, integration needs, and reporting complexity.

03

Pipeline & Process Design

Your sales stages, qualification criteria, and deal progression logic documented and translated into CRM configuration — with input from your sales team before anything is built.

04

CRM Build & Configuration

Properties, pipelines, automations, sequences, lead scoring, and integrations configured. Custom objects and advanced configurations built where your business requires them.

05

Attribution & Tracking Setup

UTM parameter architecture, form tracking, CRM-to-website integration, and multi-touch attribution configured — ensuring every lead source is captured and attributable.

06

Data Migration

Historical data migrated from your existing CRM or spreadsheets — cleaned, mapped, and enriched. Lifecycle stages assigned and deal history preserved.

07

Dashboard & Reporting Build

Custom dashboards built for each stakeholder level — leadership, sales management, marketing, and RevOps — each showing the metrics relevant to their decisions.

08

Training & Enablement

Role-specific training for every team member — salespeople, marketers, and managers — with documentation and video guides for ongoing reference.

What We Configure

Full CRM buildout.
Nothing left disconnected.

A properly configured CRM is a revenue operating system — every element below connected and aligned to your commercial goals.

Book a CRM Audit →
Pipeline Architecture
Custom deal stages mapped to your actual sales process — not a generic template. Stage definitions, probability settings, and exit criteria documented and configured.
Lead Scoring Models
Behavioural and demographic scoring models that surface your highest-intent prospects — so your sales team prioritises the right conversations automatically.
Contact & Company Properties
Custom properties, lifecycle stages, and contact categories built around your specific buyer and business model — enabling the segmentation your reporting and automation require.
Marketing Attribution
UTM tracking, first-touch and multi-touch attribution models, and campaign-to-revenue reporting — so every marketing dollar is tied to pipeline and closed revenue.
Sales Sequences & Tasks
Automated follow-up tasks, deal stage triggers, and sales sequences configured to eliminate manual work and ensure no deal goes cold from inattention.
Reporting & Dashboards
Custom revenue dashboards for leadership, pipeline health reports for sales managers, and activity reports for individual reps — each built around the decisions they need to make.
CRM & Tool Integrations
Native and API integrations connecting your CRM to your website, email platform, paid media, customer success tools, and data enrichment services.
Data Migration & Cleaning
Existing data migrated, cleaned, and mapped — contacts, companies, deals, and activities transferred with field mapping, deduplication, and lifecycle stage assignment.
Industry Experience

CRM for every
revenue model.

Different businesses have different pipeline architectures. We configure CRM around your specific sales motion and revenue model.

SaaS & Technology
SaaS & Technology
Product-led and sales-led pipeline configuration
Professional Services
Professional Services
Opportunity tracking and project attribution
Financial Services
Financial Services
Compliant pipeline and attribution architecture
Manufacturing
Manufacturing
Long-cycle deal tracking and distributor management
SaaS & Technology
Product-led, sales-led, and hybrid pipeline configuration
Professional Services
Opportunity, project, and retainer revenue tracking
Financial Services
Compliant attribution and segmented reporting
Recruitment & Staffing
Candidate and client pipeline across business lines
Revenue reporting dashboard
Revenue Clarity

Your leadership team deserves
dashboards they can trust.

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Implementation Impact

CRM done right
changes everything.

Numbers from post-implementation reviews across recent CRM and RevOps engagements — measuring impact against baseline before the project started.

View Case Studies →
94%
CRM adoption rate
after structured onboarding programme
62%
Reduction in manual data entry
from automation and enrichment workflows
3.1×
More pipeline visibility
for leadership after dashboard build
28%
Improvement in deal velocity
from stage gate and follow-up automation
Why LVRA Global

CRM that your team
actually uses.

Implementation is the easy part. Adoption is everything. We build CRM systems designed for the people who use them — not just the executives who read the reports.

Multi-platform certified team

HubSpot, Salesforce, Pipedrive, Zoho, and ActiveCampaign — active certifications across every major CRM platform. We configure in each weekly.

Revenue Operations framing

We approach CRM through a RevOps lens — aligning marketing, sales, and customer success around shared pipeline definitions, attribution models, and reporting frameworks.

Attribution-first architecture

CRM without attribution is a digital filing cabinet. We build the tracking infrastructure that connects every touchpoint to pipeline — so your marketing budget is finally justifiable with data.

Sales team adoption focus

The most sophisticated CRM is worthless if the sales team doesn't use it. We design for adoption — keeping the salesperson's experience simple while giving management the reporting they need.

Integration-native approach

CRM in isolation doesn't work. We connect your CRM to your website, email platform, paid media accounts, enrichment tools, and customer success software from day one.

Post-implementation optimisation

CRM configurations drift over time as businesses evolve. We offer ongoing RevOps retainers — auditing configurations, building new reports, and adapting to process changes quarterly.

Client Results

Real businesses.
Measurable growth.

Every number below is from a real client engagement — real execution, real attribution, no vanity metrics.

Real Estate & Property
148% organic traffic growth
New Zealand
Healthcare & Life Sciences
+52% qualified patient enquiries
Australia
Financial Services
–67% cost per lead
AU & UK
Recruitment & SaaS
312% organic audience growth
ANZ
Dr. Sarah Connelly
Medical Director, Allied Health Group

“After six months with LVRA, our organic traffic doubled and we started appearing in AI overviews for our core treatment keywords. The AHPRA compliance piece was seamless.”

James Whitfield
Head of Growth, Nexus SaaS

“They rebuilt our entire SEO architecture and within three months we were ranking page one for every major service keyword. Pipeline from organic jumped 60%.”

Priya Nair
Marketing Manager, Apex Industrial

“We'd tried two other agencies before LVRA. The difference is they actually understand B2B buyers and build content that converts, not just ranks.”

Tom Hartley
Managing Partner, Hartley Financial

“The GEO work was something we hadn't even considered before. Now our firm is cited in ChatGPT answers for financial planning queries. Genuinely game-changing.”

Renee Liu
Digital Director, Premier Property Group

“LVRA turned our 14-location real estate site into a ranking machine. Every suburb page now pulls qualified buyer traffic without us touching a thing.”

Marcus Bell
CEO, Talentbridge Recruitment

“Our cost per lead dropped by half in under a year. LVRA doesn't just optimise — they engineer growth systems that compound over time.”

Charlotte Evans
CMO, Clearwater Capital

“They handled our FCA-regulated content with care and expertise. We're now visible in searches we never thought possible in a compliant way.”

Daniel Osei
Head of Marketing, Meridian Education

“Enrollments from organic search increased 38% year-on-year. The keyword strategy they built covers every stage of the student decision journey.”

Client Results

Brands that chose to
grow differently.

Every number below is from a real client engagement — real execution, real attribution, no vanity metrics.

Case Study↗

SEO architecture rebuilt across 60+ office locations — delivering 148% organic growth and 3× more qualified buyer enquiries.

148%
organic traffic growth
National Premium Real Estate Agency
Real Estate · New Zealand
New Zealand
Case Study
52%
increase in qualified patient enquiries

AHPRA-compliant unification cut cost-per-enquiry by 38% while growing qualified patient enquiries by 52%.

National Oncology & Cardiology Provider
Healthcare · Australia
→
Case Study
$14.8M
outbound distributor pipeline

Built a targeted outbound engine reaching aerospace procurement decision-makers across 11 countries.

High-Performance Alloy Manufacturer
Manufacturing · US & Global
→
Case Study
312%
LinkedIn & organic audience growth

Content and SEO authority strategy grew organic presence 312% and generated 61 employer meetings in 6 months.

Specialist IT Recruiter
Recruitment · ANZ
→
VIEW ALL CASE STUDIES →
FAQ

Questions we get asked a lot.

Something specific in mind? Book a call — no pitch, no obligation.

Book a Free Call →

It depends on your team size, sales complexity, budget, and integration requirements. HubSpot suits most SME to mid-market businesses for its all-in-one approach. Salesforce is appropriate for enterprise with complex pipeline architecture. Pipedrive works well for lean sales teams focused on deal management. We assess your specific situation and recommend based on fit — not platform partnerships.

Often yes. We audit your existing configuration, identify what can be salvaged and what needs rebuilding, and execute a remediation plan that preserves your historical data. A full migration is sometimes necessary — but it's rarely the first option we recommend.

A focused HubSpot implementation for a 5–20 person team: 4–8 weeks. A full enterprise Salesforce implementation: 12–24 weeks. Timelines depend on data migration complexity, integration requirements, and team availability during discovery and review.

Revenue attribution connects every marketing touchpoint — ad click, email open, content piece, social engagement — to the deals they influenced and the revenue they contributed to closing. Without attribution, marketing budgets are opinions. With it, they're investments backed by data.

Yes. We configure native integrations and API connections between your CRM and website forms, email platform, Google Ads, Meta Ads, LinkedIn Ads, data enrichment services, and customer success tools — creating a unified view of every contact's journey.

Yes. Our RevOps retainer covers ongoing CRM maintenance, new report and dashboard builds, process changes, data cleaning, integration management, and quarterly configuration audits. CRM is not a set-and-forget project.

Ready to Start?

Let's build the system
your business actually needs.

Book a free 30-minute strategy call. No pitch, no obligation — just a direct conversation about what's right for your market.

Book a Free Strategy CallSee Our Results