CRM Setup & Integration
HubSpot, GoHighLevel, Attio, and Zoho — fully configured with pipelines, automation workflows, form integrations, and third-party connections to streamline your sales process.
What We Configure.
Pipeline Setup
Custom deal stages, lead scoring, win probability tracking, and revenue forecasting configured to match your exact sales process.
Automation Workflows
Lead assignment rules, follow-up sequences, stage-based triggers, task creation, and notification systems that eliminate manual work.
Form Integrations
Website forms, landing pages, and chatbots connected directly to your CRM with proper field mapping and lead source tracking.
Third-Party Connections
Stripe payments, Calendly bookings, email platforms, Slack notifications, and custom API integrations that keep your tools in sync.
Data Migration
Clean migration from your existing CRM or spreadsheets — contacts, deals, notes, and activity history with deduplication.
Training & Documentation
Hands-on team training, process documentation, and video walkthroughs so your team can use the CRM independently.
CRM Platforms We Work With
We have deep expertise across the leading CRM platforms.
CRM Platforms
Automation
Integration
Need a CRM that actually works?
Let us configure a CRM system that streamlines your sales process and closes more deals.