What Axis Consulting does

Axis Consulting is a privately held US boutique consulting firm founded in 2017 by CEO Boris Tsibelman, headquartered in Aventura, Florida (Miami metro), specializing in workflow automation and CRM implementation services for growth-stage and mid-market organizations. The firm operates as a professional services provider rather than a software product company, delivering engagements around platforms including Salesforce, Pipedrive, HubSpot, Zapier, Make, Workato, PandaDoc, Aircall, and a broader set of project management, BI, e-commerce, and document tools (over 500 integrations referenced). Its delivery is anchored by three named proprietary frameworks — RISE (a discovery-to-optimization consulting methodology), RevSync (an automation framework connecting Pipedrive, PandaDoc, Calendly, Aircall, and Zapier), and a Revenue Operations (RevOps) Automation Framework — which together constitute the firm's primary brand differentiation in a fragmented services market.

The business model is project-based consulting supplemented by retainers, including a fractional chief automation officer offering, with multi-year contracts available but no publicly disclosed pricing. Customer concentration is diversified across roughly a dozen named SMB and mid-market logos spanning technology, sales, operations, and consulting verticals, with over half of work sourced from repeat or expanded mandates. Go-to-market combines direct website-driven inbound, content marketing and SEO, and channel referrals from official partner marketplace listings on Salesforce AppExchange, Pipedrive Marketplace, Zapier Partner Directory, Aircall Partner Services Network, and Jotform.

The firm is bootstrapped with no disclosed venture or private equity funding and maintains a 1-10 employee footprint. Recent strategic activity (2025-2026) has emphasized methodology productization — notably the RevSync launch (October 2025), the RevOps framework (March 2026), an Aircall partnership (December 2025), and the CxO-Pass Database co-launch with StartPass (June 2026) — suggesting an intent to scale beyond founder-led consulting into recurring and productized offerings.

Name

Axis Consulting

Legal name

AXIS Consulting

Website

https://axisconsulting.io

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Axis Consulting is a US boutique consultancy, founded in 2017 and led by Boris Tsibelman, that delivers CRM implementation and workflow automation services to growth-stage and mid-market organizations via proprietary frameworks (RISE, RevSync) and official partnerships with Salesforce, Pipedrive, Zapier, and Aircall.

Ownership category

akta.pro rank

Product category

CRM & Workflow Automation Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Operations & Process Improvement Consulting (BPAHACAB)

akta.pro secondary industries

Data, Analytics & AI Consulting (BPAHAEAF), Learning, Training & Corporate Education Consulting (BPAHAGAE)

Keywords

• CRM consulting services
• Workflow automation consulting
• Salesforce implementation services
• Business process automation
• Revenue operations consulting

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Consulting Services: Axis Consulting generates revenue through consulting engagements for workflow automation, CRM implementation, and software integration services. engagements are project-based or retainer arrangements, typically targeting specific implementation or optimization outcomes. The firm also offers fractional chief automation officer services.
2. Ongoing Support & Optimization: Ongoing support, optimization, and staff enablement services provided post-implementation. These include CRM usage audits, integration testing protocols, automation runbooks, and SOP-linked toolkits for team training.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Axis Consulting is a business automation consulting firm that helps organizations streamline operations through workflow automation, CRM implementation, and software integrations. The firm delivers consulting engagements, proprietary automation frameworks (RevSync, RISE methodology, RevOps Automation Framework), and fractional chief automation officer services, leveraging partnerships with Salesforce, Pipedrive, HubSpot, Zapier, Workato, and PandaDoc to integrate disparate tools into unified revenue operations for growth-stage and mid-market clients.

Product overview

Axis Consulting is a business automation consulting firm offering a portfolio of professional services centered on workflow automation, CRM implementation, and process optimization. The core offering consists of Workflow Automation Consulting and CRM Implementation Services (Salesforce, Pipedrive, HubSpot), supplemented by proprietary frameworks including RevSync (which connects Pipedrive, PandaDoc, Calendly, Aircall, and Zapier) and the Revenue Operations Automation Framework. Additional services include Automation Stack Design using Zapier/Make/Workato, Fractional Chief Automation Officer Services, Data-Driven Dashboard Development, and specialized platform consulting for Pipedrive, Salesforce, PandaDoc, and Zapier. The company operates as a services firm rather than a software product company, with offerings structured around consulting engagements, implementation projects, and proprietary automation methodologies.

Differentiator

Problem solved

Functional benefit

Products and services

• Workflow Automation Consulting Core consulting service that helps organizations streamline operations through workflow automation, software integrations, and strategic process design. Targeted at growth-stage and mid-market companies seeking to reduce friction and increase productivity through connected tooling and process redesign.
• CRM Implementation Services Implementation and customization services for CRM platforms including Salesforce, Pipedrive, and HubSpot, aligning technology with business goals. Targeted at organizations adopting or upgrading CRM systems to support sales, marketing, and customer success operations.
• Automation Stack Design Design and implementation of automation workflows using platforms like Zapier, Make, and Workato for scalable operational processes. Targeted at organizations seeking to build scalable, no-code/low-code automation across disparate business systems.
• RevSync Automation Framework Proprietary automation framework that connects Pipedrive, PandaDoc, Calendly, Aircall, and Zapier to streamline revenue operations. Automates lead capture, meeting scheduling, and CRM data management to improve data accuracy, operational efficiency, and reporting reliability without requiring additional platforms or custom coding. Targeted at sales-led SMB and mid-market organizations using Pipedrive as their primary CRM.
• Revenue Operations (RevOps) Automation Framework Modern revenue operations automation framework combining process mapping, automation design, and operational governance into a single delivery model to standardize pipeline workflows and improve forecasting consistency across sales, marketing, and customer success teams. Targeted at growth-stage and mid-market organizations seeking to align revenue operations end-to-end.
• Fractional Chief Automation Officer Services Fractional executive leadership service providing automation expertise and strategic guidance on workflow optimization and technology adoption. Available under retainer arrangements. Targeted at growth-stage and mid-market organizations that need executive-level automation leadership without the cost of a full-time hire.
• Pipedrive Consulting & Implementation Specialized consulting and implementation services for Pipedrive CRM, including customization, workflow design, and integration with other platforms. Axis is a Featured Pipedrive Marketplace Partner. Targeted at sales-led SMBs and mid-market organizations using or adopting Pipedrive.
• Salesforce Consulting & Implementation Specialized consulting and implementation services for the Salesforce cloud platform, including customization and integration. Axis is a Registered Salesforce Consulting Partner listed on the Salesforce AppExchange. Targeted at organizations adopting or optimizing Salesforce for sales, service, and marketing operations.
• PandaDoc Consulting & Implementation Specialized consulting for the PandaDoc document automation platform, including template design, workflow setup, and CRM integrations. Targeted at organizations seeking to automate proposal, contract, and document workflows connected to their CRM.
• Zapier Consulting Specialized consulting for the Zapier automation platform. Axis is a Verified Zapier Expert and Gold Solution Partner. Targeted at organizations seeking to build workflow automations across Zapier's ecosystem of more than 5,000 applications.

Quantifiable outcome

• More than half of the firm's work comes from repeat or expanded mandates, indicating high client satisfaction and measurable outcomes
• +1 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration28 records

Feature4 records

Partnerships

Five partnerships are on record, tiered minor and core.

• StartPassminorStrategic or Co-development Partner · 24 June 2026Axis Consulting collaborated with StartPass to launch the CxO-Pass Database, a platform designed to connect startups with executive candidates. The partnership supports executive talent acquisition through AI-powered matching and automated outreach functionality.
• AircallcoreTechnology or Integration · 1 December 2025Axis Consulting and Aircall announced a partnership to deliver implementation and integration services that integrate telephony with CRM and workflow automation. The collaboration aims to improve call logging, data stability, and reporting for sales and support teams. Axis Consulting is listed in the Aircall Partner Services Network as a Silver Partner.
• ZapiercoreTechnology or IntegrationAxis Consulting is a Verified Zapier Expert and Gold Solution Partner listed in the Zapier Partner Directory. The partnership enables delivery of workflow automation integrations across the Zapier ecosystem of 5,000+ applications.
• PipedrivecoreTechnology or IntegrationAxis Consulting is a Featured Partner in the Pipedrive Marketplace, offering CRM implementation and customization services. The partnership provides visibility among Pipedrive's customer base seeking implementation expertise.
• SalesforcecoreTechnology or IntegrationAxis Consulting is a Registered Salesforce Consulting Partner listed on the Salesforce AppExchange. The partnership enables delivery of Salesforce implementation, customization, and optimization services to Salesforce customers.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Slalom: Large consultancy with a strong Salesforce, automation, and digital transformation practice. Overlaps with Axis on CRM implementation and workflow automation but operates at significantly larger scale with broader service lines.
• Accenture Salesforce Business Group: Global Salesforce partner providing CRM, AI, and automation services at enterprise scale. Competes for the same wallet share on larger transformation deals where Axis's boutique size is a constraint.
• Simplus (Infosys): Salesforce-focused consulting firm (now part of Infosys) providing CRM implementation, analytics, and quote-to-cash services. Comparable on core Salesforce and revenue operations delivery but with enterprise-scale resources.
• Deloitte Digital: Big 4 digital practice delivering enterprise CRM, Salesforce, and workflow transformation engagements. Represents the upper end of Axis's competitive set, particularly on enterprise deals.

Emerging players

• 360 Degree Cloud: Salesforce, HubSpot, and Zoho consulting partner with implementation and managed services focus. Comparable on CRM platform breadth and SMB/mid-market automation consulting.

Others

• Zapier Solutions Partners (collective): Other Verified Zapier Experts listed in the Zapier Partner Directory who deliver comparable workflow automation services. Represents the direct competitive cohort Axis faces for inbound Zapier-driven leads.

Direct peers

• Plative: Mid-market Salesforce and ERP consulting firm with revenue operations practice. Comparable in size and customer segment, with similar workflow automation and CRM integration offerings.
• Coastal Cloud: A Salesforce-focused consulting and implementation firm serving SMB and mid-market clients. Highly comparable as a boutique CRM implementation partner competing in the same Salesforce/Pipedrive ecosystem with similar go-to-market motion.
• Silverline: Boutique Salesforce consulting and managed services firm serving financial services and healthcare. Direct peer in CRM implementation with similar mid-market positioning and partner-led go-to-market approach.
• Demandblue: Salesforce and process automation consulting firm offering implementation and managed services. Comparable peer delivering CRM customization, integration, and RevOps-adjacent services to mid-market clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/axisconsult
• LinkedInlinkedin.com/company/axis-consulting-io
• Instagraminstagram.com/axis_consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Axis Consulting