aibrevo

About

Engineers who implement CRM full-time.

aibrevo was founded in 2021 by Alpit Patel. We are a 16-engineer firm that does one thing — design, build and hand over CRM systems — across eight platforms, for teams across the United States and United Kingdom.

The team

Founded and led by Alpit Patel (Founder), withShivam as CTO. Behind them, a 16-person team of certified architects and engineers:

  • Salesforce architects & Platform Developers
  • HubSpot & RevOps specialists
  • Dynamics 365 / Power Platform engineers
  • Data migration & integration engineers
  • Zoho, Pipedrive, monday & Airtable builders
  • GoHighLevel & automation specialists

Alpit Patel on LinkedIn·aibrevo on LinkedIn·More about Alpit·More about Shivam

How we work

Architecture before configuration

We design the data model, permissions and automation before we touch a setting. It's the difference between a CRM that lasts and one your team works around.

In practice, this means the first deliverable on most projects isn't a configured pipeline — it's a data model diagram and a permissions plan the client signs off on before any building starts. Skipping that step is the single most common reason a CRM ends up with duplicate objects, inconsistent field usage, and automation that breaks the moment someone changes a dropdown.

No white-label, no offshore

Every project is delivered in-house. The person who scopes your work is on the build.

The engineer who understands why a pipeline stage exists is the one configuring it — which matters when a client asks a question three weeks into a build and needs an answer from someone who was actually there for the scoping call.

Built to be handed over

We document what we build and train your admin. You should not need us forever.

Every project ends with documentation of what was built and why, plus recorded training sessions for whoever will own the system day to day. A CRM implementation that only the original vendor can maintain isn't a finished project — it's a dependency.

Honest about proof and price

We publish GoHighLevel pricing and the industry ranges, and we label illustrative examples as illustrative. No fake logo walls.

See the pricing page for exactly how that works — published GoHighLevel bands, cited third-party research for the other seven platforms, and no invented client logos or unverifiable case studies. If a claim on this site can't be sourced or verified, it doesn't get made.

Experience

350+ implementations since 2021, from 20-person sales teams to Fortune 500 business units. Our engineers hold certifications across all eight platforms we deliver — Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Pipedrive, monday.com, Airtable and GoHighLevel.

That range matters for how a project gets scoped: a 20-person team's Pipedrive setup and a Fortune 500 business unit's Salesforce rollout share almost nothing in complexity, but both get the same architecture-first process — just at very different depth. What doesn't change is who does the work: certified engineers on the specific platform being implemented, not a generalist assigned to whatever's next in the queue.

How a project actually runs

  1. 01

    Discovery call

    A free 30-minute call to understand the current setup, the specific problems driving the project, and whether aibrevo is actually the right fit — including saying so honestly when it isn't.

  2. 02

    Scoped proposal

    A written scope, timeline, and price based on the actual complexity uncovered in discovery — not a generic package. Platform choice and phasing get decided here, before any building starts.

  3. 03

    Architecture and build

    Data model and permissions design first, then configuration, integration, and automation — with regular working sessions so nothing is a surprise at the end.

  4. 04

    Testing and handoff

    Structured QA before go-live, recorded training sessions, and documentation of what was built and why — so the system is actually usable by the client's own team, not just by aibrevo.

  5. 05

    Post-launch support

    A defined support window for questions and fixes after go-live, with ongoing retainer support available for clients who want a maintained relationship rather than a one-time handoff.

Platforms we implement

Eight platforms, each with its own dedicated implementation page rather than a generic one-size-fits-all pitch:

What does "architecture first" actually produce?

Architecture first produces five concrete documents before any configuration begins: a data model diagram, a permissions plan, an integration map, an automation inventory and a phased plan. The point of naming them is that "architecture" should be something you can hold and review, not a word on a slide.

  • A data model diagram

    Objects, key fields and relationships on a single page, in language a non-engineer can read. The client reviews and signs it off before configuration starts, so disagreements surface while they are cheap to resolve.

  • A permissions plan

    Which roles exist, what each can see, edit, export and delete, and why. Permissions are designed alongside the data, not bolted on afterwards.

  • An integration map

    Every connected system, the direction data flows, which system is the record of truth for each shared field, and what happens when a connection fails.

  • An automation inventory

    A list of every workflow: what triggers it, what it changes, who is notified and what happens on failure. Automations that are listed can be reviewed; automations that are not become folklore.

  • A phased plan

    What is in the first release, what is deliberately deferred, and the order in which the rest will follow. This is the document that protects the project from scope creep.

How do testing and handover work?

Testing and handover run as one sequence: structured QA, user trial, recorded training, documentation and a 30-day support window. A project is finished when your team can run the system without us, not when the last configuration change is saved.

  • Structured QA before go-live

    The build is checked against the signed-off design. Automations are tested with normal and awkward records, and migrated data is reconciled against the source.

  • The client's team tries it first

    The people who will use the system run their daily workflow before launch. Their friction is the most valuable feedback a project gets.

  • Recorded training

    Sessions for whoever will own the system are recorded, so new staff can learn from them long after the project ends.

  • Documentation of what and why

    What was built and the reasoning behind it, so an admin facing a question a year later can find the answer without calling us.

  • A defined post-launch window

    30 days of support after launch for questions and fixes, with retained support available separately if you want it.

The engineering detail behind this is on CTO Shivam's page.

Why does aibrevo only do CRM implementation?

aibrevo does only CRM implementation because focus produces better data models, repeatable practice and independent advice. It is a deliberate trade-off, and we would rather be excellent at one discipline than adequate at several.

  • A firm that does CRM as its only line of work has every incentive to be good at it. Generalist agencies treat CRM as one service among many, and the depth shows in how data models get designed.

  • Focus lets us build repeatable practice: the same design deliverables, the same QA checks, the same handover, applied across eight platforms with the platform-specific detail changing and the discipline staying the same.

  • Focus also protects independence. We are not tied to one vendor's partner programme as a business model, so the recommendation can follow your situation rather than our commercial convenience.

  • The trade-off is that we will not build your website, run your ads or manage your social media. If you need that, we will say so, and we are comfortable being one part of a larger set of suppliers.

What kinds of projects does aibrevo take on?

aibrevo takes on new CRM implementations, platform migrations, rescue and rebuild projects, integrations, automation and AI-agent builds, and GoHighLevel setups. What they share is that each begins with design and ends with a handover.

  • New CRM implementation

    A company with no CRM, or a spreadsheet standing in for one, needs a system designed from scratch: data model, pipelines, permissions, automation and reporting. This is where architecture-first matters most, because nothing constrains the design except the business.

  • Platform migration

    Moving from one CRM to another, such as HubSpot to GoHighLevel or a legacy system to Salesforce. The work is as much about data quality and mapping as about the new platform, and it is scoped around what needs to come across and what should be left behind.

  • Rescue and rebuild

    A previous implementation that did not stick: duplicated objects, abandoned fields, broken automation, a team that has gone back to spreadsheets. We audit first, then recommend repair, partial rebuild or full rebuild, and we are honest when the answer is to start again.

  • Integration projects

    Connecting the CRM to email, calendars, billing, marketing tools, an ERP or an internal system, using documented APIs and webhooks, with failure handling and logging designed in.

  • Automation and AI agents

    Lead routing, follow-up sequences, appointment reminders, reporting automation and AI agents layered on a sound data model. Automation sits on top of the CRM, so it follows the design work, not the other way round.

  • GoHighLevel setup

    Complete builds for a single business, white-label SaaS configurations, and multi-location structures, with published price ranges on the pricing page.

Our platform pages describe each implementation service, and thecase studies show how specific projects were approached.

How do we decide which platform to recommend?

We recommend a platform by weighing the complexity of your sales process, the tools you already run, who will administer the system, total cost, growth and the shape of your data. Because aibrevo implements eight platforms, none of them is the default answer, and the recommendation can be a lighter tool than you expected.

  • Complexity of the sales process

    A short, repeatable sales motion fits a lighter tool. Long cycles, multiple stakeholders, quoting, contracts and custom entities point toward Salesforce or Dynamics 365.

  • The tools you already run

    A Microsoft 365 organisation gets natural leverage from Dynamics 365. A team already living in monday.com may want the CRM there. A company that has adopted several Zoho apps should look hard at Zoho before adding another vendor.

  • Who will administer it

    A powerful platform with no administrator becomes a liability. Be honest about whether you have someone technical in-house, will hire one, or will rely on a partner.

  • Total cost, not just the licence

    Subscription cost, implementation, integrations, admin time and training all count. The cheapest licence is rarely the cheapest system once the surrounding work is included. See the pricing page for how these fit together.

  • Growth over the next two to three years

    Choosing for today's ten users is easy. Choosing a platform you will not need to leave in two years takes more thought about data volume, teams and reporting needs.

  • Data model needs

    If your business revolves around entities that are not simply contacts and deals, such as properties, policies, projects or subscriptions, the flexibility of the data model matters more than the polish of the pipeline view.

  • Marketing and sales alignment

    If marketing automation is central, HubSpot or GoHighLevel may fit best. If the priority is a disciplined sales pipeline, Pipedrive is often enough.

For side-by-side detail, see the platform comparisons and theresource guides. For the founder's view of platform fit, seeAlpit Patel's page.

What do we need from you for a project to go well?

A CRM project goes well when the client provides a named decision-maker, access to systems and data, time from real users, and an owner for the system afterwards. Engineering quality matters, but these are the inputs it cannot substitute for.

  • A named decision-maker

    Someone who can approve the data model, settle disagreements between teams and say yes or no to change orders quickly. Projects stall when nobody owns decisions.

  • Access and information

    Admin access to current systems, sample data and the people who know how things really work. The undocumented steps are usually in someone's head.

  • Time from the people who will use it

    A few hours of real user feedback during testing is worth more than any amount of engineering polish. Systems built without user input get abandoned.

  • An owner for the system afterwards

    Someone who will keep the data model tidy and answer questions. We train them, and the project works best when they are involved from early on.

  • Willingness to say what is not working

    The most useful thing a client can do is tell us early when something feels wrong. Small corrections in week two are far cheaper than large ones after launch.

What do people often get wrong about CRM implementation?

The most common misconception is that software will fix an undefined process. It will not. These are the ideas we most often gently correct on discovery calls, and the reasons we hold the opposite view.

  • "The software will fix our process."

    A CRM records and amplifies a process. If the process is undefined, the CRM will faithfully store the confusion. Fixing the process, or at least agreeing it, comes first.

  • "More features means a better CRM."

    Every feature you turn on is something to configure, train and maintain. The systems that get used are usually the ones that do less, more clearly.

  • "We can migrate everything as it is."

    You can, but you probably should not. Migration is the one chance to leave behind duplicates, dead records and fields nobody uses.

  • "Automation means nobody has to look at it."

    Automation needs monitoring. Someone should know when it fails and be alerted, or leads will quietly stop being followed up.

  • "Go-live is the end of the project."

    It is the start of real use. That is why a support window follows launch and why documentation and training are part of the scope.

  • "A cheaper implementation saves money."

    Sometimes. But a rushed build that has to be redone costs more than a careful one, and the cost of a CRM nobody trusts is paid daily in lost follow-up.

What should you expect in the first conversation?

Expect questions rather than a pitch. The first call is a free 30-minute conversation in which we ask about your current setup, what is going wrong, who will use the system, what data and integrations are involved and what you can spend. You should leave with a written read on your setup, whether or not you hire us.

Expect honesty about fit, too. Sometimes the right answer is a lighter platform, a smaller first phase, a data cleanup before anything else, or a do-it-yourself setup with a little guidance. We would rather tell you that than sell you a project you do not need, because a CRM that fits is the only kind that gets used. For a fuller account of what we cover on that call, see the founder's page.

Where does aibrevo work, and how do you reach us?

aibrevo is based in San Francisco, California, and delivers remotely to teams in the United States and United Kingdom. Coverage, currency and compliance familiarity are built around those two markets.

The fastest way to start is the free 30-minute call, which you canbook here. If you would rather write first, use the contact page or emailinfo@aibrevo.com. For a sense of budget before you talk to anyone, the pricing page publishes GoHighLevel prices and sourced industry ranges for the other platforms.

aibrevo is backed by autoesta, the GoHighLevel and AI automation team Alpit Patel also founded. autoesta's team delivers that GoHighLevel and AI automation work. aibrevo's CRM team, led by CTO Shivam, is separate and handles enterprise CRM implementation.

About aibrevo — FAQs

Is aibrevo an agency, a freelancer network, or something else?

A firm — a 16-engineer team delivering CRM implementation as its only line of work, not a marketplace connecting clients to independent freelancers and not a generalist agency where CRM is one service among many.

Do you work with companies outside the US and UK?

The team is set up to serve the United States and United Kingdom specifically — time zone coverage, currency, and compliance familiarity are built around those two markets. Outside that, it's worth a conversation on the discovery call rather than assuming either way.

How big does our company need to be to work with aibrevo?

Project scope varies more with complexity than headcount — the team has built for 20-person sales teams and Fortune 500 business units. The discovery call is where that gets assessed honestly, including telling a prospect if their setup doesn't need a firm like this yet.

Do you only build CRM systems, or do you handle broader business automation too?

CRM implementation — the platform itself, its data model, its automation, and its integrations — is the core discipline. Automation and integration work that's directly tied to the CRM (lead routing, marketing-to-sales handoff, reporting) is standard scope; broader business-process automation unrelated to the CRM generally isn't.

What happens if we're unhappy with the work?

Scope, timeline, and revision terms are set out in the written proposal before a project starts, so expectations are explicit rather than assumed. Specific contractual terms are discussed during scoping, not published generically here, since they vary by project size.

Can you fix a CRM another agency or freelancer built badly?

Yes — cleaning up and rebuilding a previous implementation is a regular project type, not an edge case. It's covered in more depth on the CRM migration guide.

Do you offer ongoing support after a project launches, or just the initial build?

Both are available. A defined support window is typically included at launch, and ongoing retainer-style support is a common follow-on for clients who want a maintained relationship rather than a one-time build.

Why should we hire a specialist firm instead of a platform's own in-house implementation team?

A platform vendor's own onboarding team is generally optimized for getting a customer live on that one platform, not for cross-platform architecture decisions or honest guidance on whether that platform is even the right fit. An independent implementation firm has less incentive to recommend the platform that's easiest for the vendor and more incentive to get the underlying business process right.

Talk to an engineer

A free 30-minute architecture review. A written read on your setup, and a clear recommendation.

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