A CRM without automation is just a contact list. We build the full lifecycle system, so every lead is tracked, nurtured, and handed off at exactly the right moment.
Concrete CRM and automation work, from initial setup to ongoing optimization.
We adapt to your existing stack or recommend the right platform based on your stage and complexity.
Audit first. Build second. Optimize always. No assumptions, no shortcuts.
Review your current setup, data quality, pipeline stages, and automation gaps.
Map the ideal CRM structure, lifecycle stages, and automation logic for your business model.
Set up the CRM, build automation flows, and configure all integrations and data syncs.
QA every workflow, test edge cases, and train your team on how to use the system.
Monthly reviews of automation performance, data hygiene, and pipeline health.
What clients typically ask before we start building their CRM and automation system.
Both. If your current CRM is the right tool for your stage and budget, we optimize and build on top of it. If it is not the right fit, wrong tier, wrong tool, or too complex, we help you migrate to a better option without losing data. We work with HubSpot, ActiveCampaign, Pipedrive, Salesforce, and more.
A typical engagement includes: contact lifecycle mapping, trigger-based email sequences, lead scoring setup, MQL handoff automation, pipeline stage management, and a reporting dashboard. The scope depends on your team size and sales cycle, we scope it based on your specific workflow after the initial audit.
Yes. We build integrations between your CRM and your marketing tools, ad platforms, forms, chat tools, and data sources using native connectors, Make (Integromat), and Zapier. We have directly resolved complex integration issues, including webhook mismatches and stale bundle data, across platforms like MailerLite, Fillout, and HubSpot.
Data cleanup is always the first step, before we build any automation on top of it. This includes deduplication, field normalization, contact segmentation, and removing test or irrelevant records. We have done this for CSV imports, legacy CRM migrations, and historical lead list cleanups.
Tell us about your current setup and we will design the system that replaces it.
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