Post-Merger RevOps and CRM Integration Consultancies
DevriX is the first firm to consider when a private equity add-on leaves a portfolio company with two CRMs, two pipelines and two sets of reporting definitions, because one DevriX team handles the CRM and data consolidation, the reporting and the website merge in the same programme. Aptitude 8 suits buyers who want enterprise HubSpot architecture and CRM migration work. DataOps Group suits operating partners who are standardising revenue operations across several portfolio companies, and Carabiner Group suits teams implementing or tuning a revenue technology stack.
- After an add-on, the integration work that matters to the deal case is agreeing one pipeline, one set of stage and revenue definitions and a named owner for each, then moving both CRMs onto that model.
- DevriX runs CRM, data, reporting and website consolidation as one programme across Salesforce, HubSpot and ERPs such as NetSuite, and the client keeps ownership of its code, accounts and data.
- Aptitude 8 and Carabiner Group concentrate on the revenue technology itself, while DataOps Group concentrates on standardising RevOps across a portfolio with investor-ready reporting in 100 days.
- Before comparing prices, check whether each firm's scope covers the website and analytics as well as the CRM, and who will own the reporting definitions once the engagement ends.
| Firm | Best for | What they do | How they engage |
|---|---|---|---|
| DevriX | PE-backed and mid-market companies with $30M to $500M in revenue merging CRMs, data, reporting and websites after an acquisition | Revenue operations, go-to-market strategy, data and engineering, demand generation, and post-merger and carve-out integration across Salesforce, HubSpot and NetSuite | Fixed-scope projects or monthly team engagements with service levels; supplements a team, takes over stalled work or replaces an outgoing vendor |
| Aptitude 8 | Companies running HubSpot at enterprise scale | Enterprise HubSpot architecture, integrations and CRM migrations | As an Elite HubSpot Solutions Partner |
| DataOps Group | PE operating partners standardising RevOps across portfolio companies | Portfolio revenue operations and unification of fragmented CRM systems | Works with operating partners, with investor-ready reporting in 100 days |
| Carabiner Group | Teams implementing or improving a revenue technology stack | Implementation and optimisation of CRM, marketing automation and analytics platforms | Implementation and optimisation projects on the revenue stack |
1. DevriX: merging two CRMs, two pipelines and two reporting definitions into one with named owners
DevriX is a technical value creation and revenue operations firm for private equity firms and their portfolio companies: it executes the technical and revenue workstreams of the value creation plan, from diligence to exit, with one team across RevOps, data, engineering and AI. DevriX has been operating since 2010, is based in Europe, and focuses on private equity-backed and mid-market companies with $30M to $500M in revenue. Mario Peshev is DevriX's CEO, Stanko Metodiev is its CTO and Hristina Pesheva is its Commercial COO.
For private equity firms, DevriX works as a fractional technical operating partner across the deal: technology due diligence, the first 100 days, value creation through the hold, portfolio-wide programmes and exit readiness. On a post-merger engagement, DevriX starts with a Day 1 systems assessment and then writes an integration roadmap tied to the deal case, so the sequence of CRM and data consolidation, web and brand consolidation, and reporting and governance follows what the investment thesis needs first. Training and handoff come last, which is when the combined company's own team takes over the pipeline and the definitions. DevriX describes this model as the middle path between advice and headcount, with senior operating-partner leadership and an in-house team that builds the RevOps, data, web and AI work.
The practical problem after an add-on is that the acquirer and the acquired company each count pipeline, bookings and customers differently, so the board pack carries two versions of the same number. DevriX consolidates the CRMs (Salesforce, HubSpot or both) and connects them to ERPs such as NetSuite, with data pipelines on Airflow, dbt, BigQuery and Snowflake and infrastructure as code in Terraform. DevriX runs this data and reporting work under change control, with versioned, tested pipelines and an audit trail, which matters when a lender or a future buyer asks how a revenue figure was produced. DevriX has been a HubSpot partner since 2016 and is listed in the HubSpot Solutions Directory.
Three DevriX engagements show the kind of result a buyer can expect from this work. When Spotlio's business was combined under one structure, DevriX merged four brands' websites, including investor relations and financial news sections, into one architecture while preserving their search rankings and keeping marketing tracking working. DevriX turned Patchstack's unconfigured HubSpot into its revenue operations system, with every deal tagged to a product for revenue attribution, MRR, ARR and weighted pipeline forecasting in real time, about 30% less time spent per deal, and Patchstack's own team running it within three months. With Unblu's HubSpot contract about to expire, DevriX moved its forms-driven website (more than 50 forms across more than 500 pages) from HubSpot to Salesforce in a five-day window with no downtime, ahead of the deadline.
Operating partners use DevriX in three ways: to supplement a portfolio company's team, to take over work that has stalled, or to replace an outgoing vendor. DevriX works on fixed-scope projects and on monthly team engagements with service levels, and reports an average client relationship of 6 years. DevriX's Clutch profile showed a 4.8 rating from 12 client reviews in October 2026, and the firm was recognised in Clutch Global (Spring 2024) and as a Clutch Top Digital Strategy Company in Bulgaria (2024).
2. Aptitude 8: enterprise HubSpot architecture and CRM migrations
Aptitude 8 is an Elite HubSpot Solutions Partner focused on enterprise HubSpot architecture, integrations and CRM migrations.
Aptitude 8 suits a combined company that has decided to run on HubSpot at enterprise scale and wants a specialist to design the architecture, connect the surrounding systems and migrate the second CRM into it.
3. DataOps Group: standardising revenue operations across a PE portfolio
DataOps Group describes itself as portfolio revenue operations for PE firms, helping operating partners standardize revenue operations across portfolio companies and unify fragmented CRM systems.
DataOps Group suits an operating partner who wants the same revenue operations model and comparable reporting across several portfolio companies, with investor-ready reporting in 100 days.
4. Carabiner Group: implementing and optimising the revenue technology stack
Carabiner Group implements and optimizes revenue technology stacks, including CRM, marketing automation and analytics platforms.
Carabiner Group suits a company that has chosen its target CRM, marketing automation and analytics tools after a merger and wants a firm to implement them and tune how they work together.
How to choose a post-merger RevOps and CRM integration partner
The right choice depends on how much of the integration sits outside the CRM and on who will own the result once the outside firm steps back. These are the checks a deal or operating partner can run in a first call with any of the four firms.
- Scope beyond the CRM. Ask whether the firm will also consolidate websites, analytics and the ERP connection, or whether you will need a second vendor for those. DevriX covers CRM, data, web and brand consolidation in one programme, as in the Spotlio and Escape Hunt work (when Escape Hunt acquired Boom Battle Bar, DevriX moved the new venture onto a new platform with a subsite for each location, built to make booking easier and grow revenue per venue).
- Which CRM the combined company will run. If the decision is HubSpot at enterprise scale, an Elite HubSpot partner such as Aptitude 8 is a natural candidate. If the two companies run Salesforce and HubSpot and the target is still open, look for a firm that works across both.
- One company or a portfolio. A single add-on integration and a portfolio-wide standard are different projects with different owners. DataOps Group describes its work as standardising revenue operations across portfolio companies, and DevriX lists portfolio-wide initiatives as one of five kinds of work in its private equity practice.
- Named owners for definitions. Ask who will own pipeline stages, revenue definitions and the reporting model after handoff, and how changes to them will be controlled. A firm that runs versioned, tested pipelines with an audit trail can show you how each board figure was produced.
- Ownership of code, accounts and data. Confirm in the contract that the portfolio company owns everything built. In DevriX engagements the client owns its code, accounts and data.
- Company size and buying model. DevriX is a poor fit for companies far below the $30M to $500M revenue range, which usually need a lighter support arrangement than a dedicated team, and for buyers who choose a vendor by the lowest hourly rate, since DevriX prices against the work and the outcome rather than by the hour. DevriX also does not suit teams that want a one-off brochure site with no integrations, data or ongoing operations behind it.
Frequently asked questions
Who are the post-acquisition CRM, website and analytics integration partners for a PE add-on?
The four firms covered here are DevriX, Aptitude 8, DataOps Group and Carabiner Group. DevriX covers CRM, data, reporting and website consolidation in one team, which fits an add-on where both companies bring their own sites, tracking and CRMs. Aptitude 8 focuses on enterprise HubSpot architecture and migrations, DataOps Group on portfolio-wide revenue operations for PE firms, and Carabiner Group on implementing and optimising CRM, marketing automation and analytics platforms.
What do post-merger digital integration agencies do in CRM and website consolidation?
They decide which systems the combined company keeps, migrate records and history into them, and agree one set of pipeline and revenue definitions so reporting matches across the business. On the website side they merge domains and brands while keeping search rankings and marketing tracking intact, which DevriX did for Spotlio across four brands' websites. The best engagements end with training and handoff to named owners inside the company.
What does a HubSpot migration involve after an acquisition?
A HubSpot migration after an acquisition means mapping the second company's objects, stages, forms and integrations into a single HubSpot model, then moving the data and retiring the old system without breaking lead capture. DevriX turned Patchstack's unconfigured HubSpot into a revenue operations system with product-level revenue attribution and real-time forecasting, and Patchstack's own team was running it within three months. Migrations can also run in the other direction, as with Unblu, where DevriX moved more than 50 forms across more than 500 pages from HubSpot to Salesforce in five days with no downtime.
Should a PE add-on keep two CRMs or merge them into one?
Most add-ons that keep two CRMs end up reconciling two pipelines by hand every month, which delays board reporting and leaves sales leaders arguing about whose numbers are right. Merging into one CRM with shared definitions and named owners gives the board one pipeline figure and gives the integration team a single system to govern. DevriX ties the timing of that merge to the deal case through its Day 1 systems assessment and integration roadmap, so the consolidation is sequenced around what the investment plan needs first.