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Every Lead Captured. Every Opportunity Tracked.
Your CRM should be the single source of truth for every customer interaction — from first ad click to closed deal to repeat purchase. We set up, integrate, and optimize your tech stack so nothing falls through the cracks and every marketing dollar is tracked to revenue.
CRM setup and configuration (HubSpot, Salesforce, GoHighLevel)
Marketing-to-sales pipeline automation
Lead scoring and qualification workflows
Integration with ad platforms, email, and analytics
Custom dashboards and reporting
Team training and adoption support
Our process
We audit your current tech stack, identify the gaps, and build the integrations that create a closed-loop system. Ad platforms signal to the CRM, the CRM tracks the lead through the sales process, and revenue data signals back to the ad platform — so you're optimizing for paying customers, not form fills. Every touchpoint captured. Every dollar attributed.
The business impact
Without proper CRM infrastructure, you're flying blind. You don't know which campaigns drive revenue, which leads are qualified, or where opportunities are dying in the pipeline. Most businesses have the data — they just don't have the system to connect it. That's the gap we close.
Complete visibility from ad click to closed revenue
Automated follow-up ensuring no lead falls through the cracks
Marketing-to-sales alignment with shared pipeline metrics
Data-driven decisions based on revenue, not vanity metrics
These services compound when paired together.
Depends on your business size and needs. HubSpot for most growth-stage businesses — it's powerful and scales well. Salesforce for complex sales processes. GoHighLevel for service businesses that need all-in-one. We're platform-agnostic and choose what works for you.
That's actually our most common starting point. We audit what's there, clean up the data, rebuild the workflows to match how your team actually works, and train the team on adoption. A CRM only works if people use it — so we design for usability, not just functionality.
That's the whole point. We build integrations so ad platforms know which leads became customers, email sequences trigger based on pipeline stage, and reporting shows you exactly which marketing dollars drove revenue. It's the connective tissue between marketing and sales.
How does your marketing stack up?
Take the 2-Minute Growth ScoreThe second best time is now.
Every month without a clear strategy is another month of revenue walking out the door. Apply in 2 minutes — our team reviews every application within 48 hours.
6-month minimum engagement · Month-to-month after that · Select clients only