Client type: B2B SaaS – Growth-stage (25–50 employees)
Role interviewed: Anne Rye, CEO
Project scope: CRM audit, Salesforce → HubSpot migration, automation setup, lead enrichment

What challenge were you facing before working with Cashmyrr?

“Our CRM was a mess. We were using Salesforce, but no one really owned it — data was fragmented, automations weren’t running, and our sales team was losing time and visibility.”

What did Cashmyrr do for you?

“They came in fast, did a deep audit, and helped us switch to HubSpot without losing a single deal. More importantly, they didn’t just migrate — they restructured our whole funnel and connected our tools into one coherent system.”

What changed after the project?

“We now have full visibility on our pipeline, enriched lead data coming in weekly, and automations that actually support our sales process. It feels like we finally have a system that’s working with us, not against us.”

Final thoughts?

“Cashmyrr is the first agency I’ve worked with that actually implements what they suggest — and does it well. It was like upgrading from chaos to a high-performance machine.”