CRM Integration & Automation

Turn leads into closed deals—without the chaos.

We build CRM systems that don't just store contacts—they power your entire sales engine, automate follow-ups, and surface the insights that drive revenue.

45 days

avg. go-live for new HubSpot orgs

Audit → Enablement

Full lifecycle approach

Revenue teams

Marketing, Sales, CS aligned

🚀

HubSpot RevOps Blueprint

Built for fast adoption and scale

  • Lifecycle tuned to your funnel

    Lead statuses, MQL/SQL rules, handoffs, and SLAs.

  • Automation that feels human

    Sequences, deal stage actions, and task queues that mirror your playbooks.

  • Reporting leaders actually read

    Attribution, pipeline health, velocity, and win-rate breakdowns.

HubSpot + ads + web + product data aligned

Before You Choose a CRM

The four pillars we evaluate before building your stack

Every build starts with your revenue process, not generic templates. We keep teams aligned with clean data, automation, and reporting that match your motion.

🧭

Business Goals

Identify your business goals and how a CRM system can help you achieve them—whether that's improved sales velocity, better customer retention, or more efficient marketing workflows.

⚡️

Data Management

Centralizing customer information from fragmented systems (spreadsheets, inboxes, notes) into a unified database that's clean, searchable, and actionable.

📊

Sales & Marketing Process

We evaluate your current workflows to identify pain points, bottlenecks, and optimization opportunities—then design automation that accelerates your team instead of slowing them down.

👥

User-Friendliness

A CRM is only valuable if your team actually uses it. We prioritize intuitive design, simple onboarding, and workflows that align with how your team already operates.

Platforms We Build With

Our preferred CRM and automation stack

Built to align ads, web, sales, and service.

Custom objects & playbooks where you need them.

HubSpot CRM
Zapier / Make
Custom Integrations

How We Implement CRM Systems

From audit to enablement, we run a proven sequence that de-risks your rollout and accelerates adoption.

1
Step 1

Discovery & Mapping

We audit your current processes, data sources, and team workflows to design a system that fits your business—not the other way around.

2
Step 2

Setup & Configuration

We configure your CRM, build custom fields, set up pipelines, and integrate your marketing, sales, and support tools.

3
Step 3

Automation Build

We design and deploy automated workflows: lead scoring, email sequences, deal stage triggers, task assignments, and reporting.

4
Step 4

Training & Handoff

We train your team on how to use the system, provide documentation, and ensure everyone is comfortable and confident before we hand it off.

5
Step 5

Ongoing Support

We offer ongoing support, optimization, and expansion as your business grows and your needs evolve.

Outcomes You Can Expect

Revenue visibility, faster handoffs, and automation your teams actually keep using.

HubSpot Solutions Partner mindset without the bloat

+32%

increase in SQL to close rates after routing & sequence overhaul.

-48%

drop in response time with SLA-driven tasks and shared inbox setup.

Full-funnel

attribution & revenue dashboards tailored for leadership, ops, and finance.

RevOps x HubSpot war room

Build a HubSpot that powers revenue, not admin

Bring us your funnel, tech stack, and goals. We'll architect, implement, and enable HubSpot so your team ships faster and sells smarter.

Routing, SLAs, and automations mapped to lifecycle
Sales playbooks embedded in sequences and tasks
Attribution and dashboards aligned to finance
Enablement your team actually adopts
Get your HubSpot game planIncludes system map + quick wins checklist
What's Included
Full-stack setup
Lifecycle

Lead → MQL → SQL → Opp → Won

Data

Multi-touch attribution + CRM hygiene

Enablement

Playbooks inside sequences

Pipeline automations tied to SLAs and ownership
Reporting pack for leadership, ops, and finance
QA + training to keep adoption above 90%
CRM Integration | CPL Marketing