Services

Transform Your CRM from Dusty Software to Revenue Engine

Let us fix your CRM headaches!

Enterprise CRM strategies for growing businesses—15+ years of experience, now accessible without the enterprise price tag.

AI-Powered HubSpot Implementation Packages

Effortlessly connect your existing platforms to create a unified, automated workflow that saves time and reduces errors.

Affordable Monthly Maintenance & CRM Data Processing

Harness AI-powered analytics and data-cleaning tools to transform raw data into actionable insights that drive smarter business decisions.

CRM Services

CRM QUICK START: Perfect for businesses that just bought a CRM and need expert guidance to set it up right the first time.

Investment Range: $1997


What’s Included In Your Setup

Foundation

  • HubSpot portal setup and configuration
  • Custom properties for contacts, companies, and deals
  • Sales pipeline design matching your actual process
  • User roles and permissions setup
  • Email integration (Gmail/Outlook)

Integration and Automation

  • Data migration from your current system (up to 10,000 contacts)
  • Data cleansing and deduplication
  • Integration with key tools (up to 3 systems)
  • Basic workflow automation (5-8 workflows)
  • Email templates and sequences
  • Contact lifecycle stage setup

Launch and Training

  • Team training sessions (4-6 hours total)
  • Reporting dashboard configuration
  • Documentation and user guides
  • 30-day post-launch optimization
  • 30-day post-launch audit for top workflows and opportunities


Best For:

  • Whether you’re a fast-growing business or a startup just getting off the ground
  • If you don’t have a CRM in place
  • Ready to attract and bring in additional customers and lead sources

Core Implementation by Trusted HubSpot Partners

  • Complete HubSpot CRM setup with AI-optimized configurations
  • 5 intelligent automation workflows designed for your business
  • 10 AI-enhanced email templates with dynamic personalization
  • Smart pipeline configuration with automated stage progression
  • Data migration and AI-powered data cleansing (up to 29,000 contacts)
  • Gmail/Outlook integration with smart calendar scheduling
  • 4 hours of live training focused on AI features and automation
  • 30-day optimization period with AI performance monitoring

Additional Service Packages

Growth Package : Great for larger SMBs, and enterprise-level businesses. Have a CRM with more than 60K contacts? This package is a WIN for you.

Investment Range: $2900 – 3900 depending on database size.

Timeline: 30 Days

Machine Learning Lead Scoring

Advanced algorithms using 20+ behavioral and demographic signals

AI-Powered Content Optimization

Dynamic content personalization based on visitor behavior

Intelligent Campaign Management

Automated A/B testing and optimization across all channels

Smart Chatbot Implementation

AI conversational flows for lead qualification and support

Automated Lifecycle Progression

Intelligent contact lifecycle management with trigger-based automation

Enhanced Implementation

  • 15 sophisticated automation workflows with conditional logic
  • Marketing Hub optimization with AI-driven campaign strategies
  • 5 conversion-optimized landing pages with smart form logic
  • 20 dynamic email templates with AI content suggestions
  • Advanced reporting dashboards with predictive insights
  • Sales Hub enhancement, AI-powered deal insights, & automated follow-ups
  • 10 intelligent sales sequences with behavioral triggers
  • Integration with 5 third-party tools using intelligent data sync
  • Custom API connections (2) for seamless data flow
  • Zapier automation workflows for complex business processes
  • 8 hours of advanced training including AI strategy and optimization

HubSpot Management Services

Foundation Monthly Management: $2,400 – $3,200/month

Basic HubSpot optimization and troubleshooting

Advanced algorithms using 20+ behavioral and demographic signals

HubSpot portal maintenance and updates

Dynamic content personalization based on visitor behavior

Monthly HubSpot performance reporting

Automated A/B testing and optimization and help integrating services across all channels

What We Actually Do During an Enterprise HubSpot Deployment

Week 1-2: HubSpot Architecture (AKA “Making Sense of Your Data Chaos”)

  • Map your existing CRM mess to HubSpot’s actual structure (yes, we’ll find those lost leads)
  • Configure HubSpot properties, pipelines, and deal stages that make sense to humans
  • Set up user roles so Karen from accounting can’t accidentally delete your entire pipeline
  • Design reporting dashboards you’ll actually want to look at (no more spreadsheet nightmares)

    Week 3-4: HubSpot Integration (The “Make Everything Talk to Each Other” Phase)
  • Connect HubSpot to your existing systems without breaking anything (we promise)
  • Configure Operations Hub for data sync that doesn’t require a computer science degree
  • Set up workflows that automate the boring stuff so you can do the fun stuff
  • Test everything twice because nobody likes surprises on go-live day

Week 5-6: HubSpot Optimization (The “Now You’re Cooking with Gas” Stage)

  • Go live with full support (we’ll hold your hand, don’t worry)
  • Train your team on HubSpot without putting anyone to sleep
  • Configure advanced features that’ll make you look like a tech genius
  • Set up monitoring so we know if something breaks before you do