CRM Setup & Integration
HubSpot, Salesforce, and custom CRM setups configured to actually drive sales — not just store data.
Most CRMs are massively underused. Companies pay for them, plug in some contacts, and never automate the workflows that actually drive growth. We set up CRMs so they earn their keep — with proper deal pipelines, task automation, integrations, and reporting that show what's working.
What You Get
Configured around your sales process
We map your actual sales process and configure pipelines, stages, and required fields that match how you work.
Automated lead routing
New leads automatically tagged, scored, assigned, and notified to the right person — within seconds.
Connected to your stack
Email, calendar, marketing tools, accounting, support — your CRM connects to everything so data flows automatically.
Reports you'll actually use
Dashboards built around the metrics that matter — pipeline health, conversion rates, forecast — not vanity numbers.
How We Approach It
A reliable process from kickoff to ongoing optimization.
Discovery
Map your sales process, current tools, and what success looks like with the CRM.
Configure
Set up pipelines, properties, automation, and integrations with your existing tools.
Migrate Data
Bring in existing contacts, companies, and deals from spreadsheets or your old CRM.
Train & Support
Team training, documented playbooks, and ongoing support as your team adopts the system.
Frequently Asked Questions
Related to Software & App Development
Other services under Software & App Development.
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Get started with CRM Setup & Integration
Free discovery call. We'll talk about what you need and how we'd approach it.