About Us


Your Go-To Partner for Smarter Decisions



Who We Are

We empower SMBs to streamline reporting, optimize workflows, and unlock actionable insights—helping to save time, make confident decisions, and drive growth.




Our Mission​

To empower small & medium-sized businesses (SMBs) by streamlining reporting to deliver actionable insights and by helping build or optimize tools and workflows across internal systems—like Salesforce & HubSpot—saving time and making data-driven decision-making effortless.

What We Do

Custom Reporting & Dashboards
Analytics Strategy
Tools & Automation
Workflow Optimization
Ongoing Support




The Pivet Formula

01.

Discover​

We begin by understanding your business objectives, systems, and pain points. This phase is about listening, learning, and identifying where data and workflows can create the biggest impact.

02.

Design​

Next, we craft tailored reporting and workflow solutions. Whether it’s dashboards, process improvements, or automation, we design with usability and long-term value in mind.

03.

Deploy​​

We implement solutions with minimal disruption to your team, ensuring everything integrates seamlessly into your existing systems—so you see value faster.

04.

Drive​

Implementation is just the start. We continue to support, refine, and optimize, helping your business adapt, scale, and unlock new opportunities as you grow.

Would you like to start a project with us?​

What are your goals? Let’s turn them into actionable solutions.

Scroll to Top