New CRM Builds
- Platform selection that fits your budget
- Data model, fields and properties
- Deal stages and lifecycle stages
- Dashboards your team will use
CRM SOLUTIONS
CRM Setup, Built For How You Work
No CRM yet? Paying for one nobody opens? Using a CRM that's way too much for your team? We pick the right one, build it and run it for you. CRMs start around $30 a month and go all the way up to $$$$$. We'll find the one that fits your team and your budget.
- Lead Scoring & Nurture
- Workflow Automation
- Dashboards & Reporting
- AI Inside Your CRM
- Data Cleanup & Backups
- Security & Permissions
538CRMs audited & built
15+Years in CRM
$0Damage Report
Let's Talk About Your CRM
Fill out the form and we'll get back to you within one business day.
“Practical solutions that fit our exact size and budget.”
WHAT WE DO
CRM Services That Get Your Team Using It
From your first CRM to a full rebuild, every service is built around one goal. A CRM your team actually opens every day.
CRM Implementation
- End-to-end setup and go-live
- Configured to your sales process
- User roles and permissions
- Reporting from day one
CRM Consulting
- Review of what you have today
- Plan tied to your goals
- Tool and tier recommendations
- Support through rollout
CRM Integration
- Email, ecommerce and checkout
- Accounting and payments
- Two-way syncs that hold up
- Documented so it survives turnover
CRM Customization
- Custom objects and properties
- Advanced reporting
- Customer journey mapping
- Automation built around your team
Migrations & Upgrades
- Move from any CRM to any CRM
- Spreadsheets into a real CRM
- Salesforce Professional to Enterprise
- Data cleanup before anything moves
Reporting & Insights
- Sales and marketing dashboards
- Attribution from first touch to paid
- Forecasts leadership can trust
- Customer retention reporting
Support & Admin
- Monthly admin retainers
- Fixes and new fields on request
- Sync monitoring
- Team training
Security & Access Audits
- Who can see what
- Data access and permissions review
- Backup and recovery plan
- Leadership summary
YOUR SITUATION
Wherever You Are, We Start There
Starting fresh
Build a New CRM
- Right platform for your size and budget
- Built around how you sell
- Clean data from day one
- Email and forms connected
- Automation for the busywork
- Training for your whole team
Already have one
Fix the CRM You Have
- Free Damage Report to start
- Duplicates and junk cleaned up
- Automations rebuilt or retired
- Reports that match reality
- Integrations repaired
- Your team actually using it
Ready for more
Advanced CRM
- AI agents inside your CRM
- Predictive scoring and forecasting
- Custom objects and APIs
- Marketing Cloud and Pardot
- Multi-brand setups
- Edition and tier upgrades
PLATFORMS
The CRMs We Build In Most
Platinum Partner
HubSpot
- New portal builds (our specialty)
- Contact and company management
- Marketing automation
- Sales sequences and deal stages
- Service Hub ticketing
Summit Partner
Salesforce
- Sales Cloud setup and cleanup
- Lead routing and assignment
- Marketing Cloud and Pardot
- Professional to Enterprise upgrades
- Custom dashboards
Premium Partner
Zoho CRM
- Affordable setups for small teams
- Real-time reporting
- Integrations with Zoho Books
- Automation for repetitive tasks
- Better sales forecasting
Plus Mailchimp, Klaviyo and 30+ other platforms. See every platform we work in
HOW IT WORKS
Our CRM Setup Process
Discovery
We learn how your team sells, markets and serves. Then we look at your data and what you already pay for.
Design
Fields, stages, automations and dashboards mapped out and approved before we build a thing.
Build
We configure the CRM, set up automations and connect your email, forms and other tools.
Testing
We run real scenarios end to end with your team so nothing surprises you after launch.
Launch & Training
Data moves in clean. Your team gets trained on the parts they actually use.
Ongoing Support
We stay on to fix, tweak and improve as your business grows.
FAQ
Questions About CRM Setup
How long does a CRM setup take?
Most small team builds take two to six weeks. Bigger migrations or multi-brand setups can take a few months. You get a clear timeline before we start.
How much does a CRM cost?
The software itself ranges from about $30 a month to thousands. Our setup is scoped to your needs, and the Damage Report is free.
Which CRM should we use?
It depends on your team size, budget and how you sell. We work across HubSpot, Salesforce, Zoho and more, so we recommend what actually fits.
Can you fix a CRM someone else set up?
Yes. That is a big part of what we do. We start with the free Damage Report, then clean it up and rebuild what needs it.
How do you keep our data secure?
We set up permissions, limit access to what each role needs and document where your data lives and who can reach it.