For revenue teams past the founding stage
Buoy documents how a process is actually supposed to run — sales, onboarding, support, whatever governs a given object — then enforces it inside HubSpot as your team works. Any record drifting off that process gets flagged today, not discovered in a board deck next quarter.
Live inside the record — not a separate report someone has to remember to check.
Most CRMs aren't short on fields. They're short on anyone enforcing what those fields are supposed to mean — on Deals, on Contacts, on Companies, on every object your team touches.
The cost compounds quietly. Poor data quality is estimated to cost companies 15–25% of annual revenue, according to longtime data-quality researcher Thomas Redman. Only one in five B2B sales orgs hit their forecast within 5% of target, per Xactly's 2024 benchmark report — and Salesforce's own research found 46% of sales professionals say data quality is actively hurting their sales.
Here's what that gap actually looks like inside one real CRM:
| Object | Properties | Rarely used (<5% of records) | Reliably used (>80% of records) |
|---|---|---|---|
| Deal | 391 | 37% | 10% |
| Company | 330 | 50% | 14% |
| Contact | 346 | 49% | 15% |
From real HubSpot property exports across three objects, reviewed during a Buoy audit.
This isn't a tool you turn on. It's an engagement that starts with understanding your business, and keeps layering on top of that foundation.
Every property, every workflow, every process governing each object — reviewed against real GTM and CRM best practices, not just documented as-is. The result: a clear picture of how things run today, plus our recommendations for what should change. A partner in getting it right, not a scribe for what already exists. Yours to keep, with or without Buoy.
A record-level overlay flags drift the moment a field changes — blank fields instantly, freeform fields checked against what your documentation says they should actually contain. A rolled-up dashboard shows a manager where the whole team stands, across every object.
Here's what that looks like on a deal record — the same engine runs the same way on every other object.
Close date and economic buyer are empty. That's caught instantly, no interpretation needed — the moment the field changes.
"Next step: followed up, will call again" isn't blank — a simple rule would wave it through. Checked against this client's actual stage-exit criteria, it's flagged: no real commitment, no timeline, nothing to hold the deal to.
NPS Score — the exact number this company's own product measures — is filled in on 1.4% of contacts.
Customer Journey Stage is filled in on 2.6% of companies. Nobody removed it — nobody enforced it either.
Tickets, marketing emails, whatever object your team runs on next — same engine, same pattern.
A buoy doesn't stop the ship. It marks a hazard in real time, while there's still room to turn — which is exactly the job this does inside a CRM: not blocking someone from saving a bad record, just flagging it clearly while there's still time to fix it. It's directional, too — the same marker works whether you're looking at a deal, a contact, or a support ticket.
Real numbers, not a teaser rate. Sold on annual agreements — never month-to-month.
A full review of your CRM and GTM process, plus our best-practice recommendations for what should change — grounded in real GTM and CRM architecture expertise, not a template. Valuable on its own, whether or not you go further with the platform.
Real numbers, real conversation
Still no self-serve signup — every engagement gets scoped to your CRM and your process. But you already know what it costs before you spend an hour on a call.