🧰 CRM & Automation

Your CRM should be a growth tool—not a mess you avoid.

If leads are slipping through the cracks or your team’s buried in manual follow-ups, the system is broken. We help small and mid-sized businesses set up CRM and automation that supports sales, not slows it down.

What We Do

We build CRM systems that make life easier for your team and cleaner for your pipeline. Whether you're starting fresh or untangling years of clutter, we create automation and logic that moves leads from contact to closed.

Core Services:

  • CRM Setup & Configuration: Whether it's HubSpot, Salesforce, or another platform, we’ll set it up right—from lead fields to lifecycle stages to reporting.

  • CRM Cleanup: We fix broken pipelines, duplicate records, orphaned leads, and anything else that’s gumming up the works.

  • Lead Routing & Lifecycle Mapping: We build logic to make sure leads go to the right person, with the right info, at the right time.

  • Automation & Follow-Up Sequences: Email sequences, task creation, deal triggers—smart automations that reduce manual work and boost follow-through.

  • Form & Website Integration: Capture leads directly from your site and route them properly—no more disconnected systems.

  • Sales Pipeline Design: We create deal stages that actually match your sales process, so reporting and forecasting are useful again.

  • CRM Training & Adoption Support: We train your team to use the tools confidently—and we stick around if they need help.

Deliverables

Here’s what you walk away with when we’re done:

  • A clean, usable CRM system mapped to your actual sales process

  • Lead routing and automation that keeps deals moving without manual oversight

  • Forms and lead capture integrated with your CRM

  • Email sequences and triggers that follow up without dropping the ball

  • Lifecycle stages, properties, and workflows that make sense

  • A sales team that doesn’t hate their CRM

Let’s Clean Up Your CRM

Your CRM should help you grow—not create more work. We’ll fix the mess, automate the follow-up, and build something your team actually wants to use.