The Road to CONVRG

Mind the Gap

We kept seeing the same thing, over and over again.

Sales weren’t logging activity.

Marketing teams were doing their own thing in isolation.

Leadership had no idea what HubSpot could actually do - or worse, assumed it was “just a marketing tool.”

And the worst bit?

Everyone blamed the tech

- But it wasn’t HubSpot’s fault.

The problem was how it was being adopted.

So we stepped back and asked ourselves: what if this wasn’t a tooling issue at all?

What if this was a business systems problem?

The Lightbulb Moment

That question changed everything.

We realised that the traditional bottom-up approach (train the teams, roll out features, cross fingers) was never going to scale in complex B2B environments.

What was missing was a top-down strategy to go with it—a way for leadership to define what success looked like, map their goals to actual HubSpot functionality, and create internal alignment from day one.

So that’s what we built.

And that’s how CONVRG was born.

Not just a rebrand—but a re-think of what a CRM agency could be.

What We Do Now

...And Why It Works

Today, at CONVRG, we help B2B businesses stop blaming HubSpot—and start designing it around their actual operations.

We call this the SIMPLIFI Framework.

It’s a step-by-step method that helps leadership teams define their:

Vision
Processes
Roles
Reporting needs
Data structure

...before ever opening up a HubSpot portal.

Once that’s clear, we help teams map that thinking directly into HubSpot—from pipelines to properties, workflows to dashboards—so what you get is a CRM that actually mirrors your business.

No more clunky workarounds. No more guesswork.

And more importantly, no more ghost tools that cost a fortune but never get used.

From MCS to mOS: Your Business Operating System

At first, we called it “MCS” (Management Control System), but that felt a bit cold.

What we really meant was this:

Your CRM shouldn’t be a silo.

It should be your mOS—your management Operating System—a central space where strategy meets execution, and where your whole team operates with clarity and confidence.

That’s the heart of CONVRG.

We’re not just onboarding HubSpot users.

We’re helping leaders design smarter businesses—and then building the systems to power them.

Who are we..?

We’re not your typical HubSpot agency.

CONVRG was born from the realisation that most CRM rollouts fail—not because of the platform, but because of the gap between business strategy and system setup.

We’re Tony, Mark, and Rich—founders who’ve lived through that gap time and time again. We started as Real Inbound, helping B2B teams implement HubSpot. But we kept seeing the same pattern: adoption stalled, teams reverted to old habits, and leadership lost faith in the process.

So we stepped back and built something better.

Today, CONVRG helps B2B businesses design CRM systems that actually work—by aligning leadership vision, team processes, and platform setup from day one.

Our SIMPLIFI Framework closes the adoption gap by combining top-down strategy with bottom-up execution—transforming HubSpot into your mOS (management Operating System), not just a marketing tool.

We don’t believe in cookie-cutter onboarding or training checklists.

We believe in convergence—of people, process, and platform.