CRM Integration
Stop losing leads in spreadsheets and inboxes. We set up and connect your CRM so every enquiry is captured, every follow-up is automated, and your pipeline is always visible - for small businesses across the USA and Canada.
Starting at $2,499
2-week setup · HubSpot, Salesforce, or Pipedrive · Team training included · 30-day support
A CRM doesn't just organise contacts - it makes every lead worth more by ensuring nothing falls through the cracks.
of marketing leads never convert because of a lack of follow-up - a CRM fixes this automatically
higher close rate for businesses that follow up within 5 minutes of a new enquiry
average revenue increase reported by small businesses after implementing a CRM with automation
From initial configuration to automation workflows - your CRM will be ready to use from day one.
HubSpot, Salesforce, Pipedrive, or Zoho - fully configured for your sales process, team, and pipeline stages.
Every lead from your website flows automatically into your CRM. No copy-paste. No lost contacts.
Automated follow-up sequences, task assignments, and deal stage transitions triggered by prospect behaviour.
Two-way sync with Gmail or Outlook. Every email logged, every meeting booked directly inside the CRM.
Custom dashboards showing pipeline health, conversion rates, lead sources, and revenue forecasts.
Live training session for your team so everyone is confident using the CRM from day one.
Every deliverable listed below is included in the fixed project price - no hourly billing, no surprise extras.
We map your sales process, lead sources, team structure, and current tools. This defines the CRM configuration.
Day 1
CRM configured, pipeline stages built, custom fields created, and all integrations connected and tested.
Days 2–6
Follow-up sequences, lead assignment rules, and pipeline triggers built and tested with real scenarios.
Days 7–12
Live training session with your team. Full admin access transferred. 30 days of support included.
Day 14
CRM integration is for businesses that are generating leads but losing them before they close because there is no system tracking follow-up.
Businesses whose sales process lives in email with no pipeline visibility or follow-up reminders.
Teams tracking deals and contacts in a spreadsheet that is always out of date and never actioned.
Contractors, agencies, consultants, and tradespeople who need to track proposals and follow up on estimates.
Businesses using 5 different tools that do not talk to each other, leading to duplicate data and missed steps.
Companies adding their first or second sales rep and needing a shared system that keeps everyone aligned.
Businesses running paid ads or social media but not converting leads because follow-up is slow or inconsistent.
We work with HubSpot, Salesforce, Pipedrive, Zoho CRM, and Monday CRM. HubSpot is our default recommendation for small businesses due to its free tier and ease of use. We'll advise on the best fit for your team size and budget.
Yes. Our fee covers setup, integration, and training. The CRM platform itself is billed directly by the vendor - many have free or low-cost plans that work well for small businesses. We'll recommend the right tier for your needs.
Yes. We handle data migration from spreadsheets, legacy CRMs, or email lists into your new system. We clean, deduplicate, and map your data so you start with accurate, organised records.
Common automations include: auto-assigning leads to sales reps, sending follow-up email sequences when a lead fills a form, moving deals through stages based on activity, and alerting reps when a deal goes cold.
Most integrations are complete within 2 weeks. Complex setups with multiple integrations or large data migrations may take 3–4 weeks. We'll scope the exact timeline before starting.
That's the most important question. We design the CRM around how your team actually works - not how a CRM vendor thinks you should work. The training session ensures everyone knows the daily workflow from day one.
A high-converting website that feeds qualified leads directly into your CRM pipeline.
from $1,499Drive more leads into your CRM with managed social media, paid ads, and SEO content.
from $799/moNeed a custom internal tool connected to your CRM? We build the app and wire the integration.
from $8,999Starting at $2,499. Live in 2 weeks. Every lead captured and followed up automatically.