CRM Solutions

We design and implement CRM systems that align people, processes, and data across your business.
From Salesforce and HubSpot to custom extensions, our work focuses on building CRM platforms that support real workflows, clean data, and long-term scale—so teams can operate with clarity and confidence as the business grows.

CRM Strategy & Architecture

Designing CRM systems around how your business actually operates.

We define the right CRM structure before configuration begins—aligning data models, objects, pipelines, and permissions to your sales, service, and operational workflows. The result is a CRM foundation that supports growth without constant rework.

Sales, Service & Marketing Alignment

Connecting every customer touchpoint into one system.

We design CRM experiences that unify lead management, pipeline tracking, customer service, and lifecycle engagement—so teams work from the same data, with shared visibility and accountability.

Automation & Lifecycle Enablement

Reducing manual work across the entire customer lifecycle.

From lead scoring and routing to renewals, retention, and support workflows, we design automation that eliminates friction while preserving flexibility as your business evolves.

Integrations, Data & Reporting

Making CRM the source of truth—not just another tool.

We integrate CRM platforms with commerce, ERP, marketing, and internal systems, ensuring clean data flow and reliable reporting. Dashboards are built for real decision-making, not vanity metrics.

Customer Management  that Works.

We design the backbone that brings it all together: integrating your platforms, unifying your data, and building dashboards that make insights actionable. Then we layer in AI where it creates real impact — powering predictions, personalization, automation, and customer experiences that scale. We design the backbone that brings it all together: integrating your platforms, unifying your data,
And building dashboards that make insights actionable. Then we layer in AI where it creates real impact, powering predictions, personalization, — automation, and customer experiences that scale. We design the backbone that brings it all together: integrating your platforms, unifying your data.

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Core Services.

CRM Strategy & System Design

Defining the right CRM before implementation begins.

What this includes:

CRM requirements and use-case definition
Data model, object, and pipeline design
User roles, permissions, and governance planning
Lifecycle and process alignment (marketing → sales → service)
Implementation roadmap and phased rollout strategy

We start with strategy because CRM failures almost always come from poor upfront design. Our approach ensures the system reflects real workflows, not generic templates.

Integrations, Data & Reporting

Connecting CRM to the rest of your business.

What this includes:

CRM integrations with commerce, ERP, marketing, and finance
Data synchronization and governance
Executive and operational dashboards
Funnel, pipeline, and lifecycle reporting
Ongoing optimization as systems evolve

CRM only works when it’s connected. We ensure your data flows cleanly and your reporting reflects reality—not partial views or outdated exports.

CRM Implementation & Configuration

Building CRM platforms that teams actually adopt.

What this includes:

Salesforce, HubSpot, Zoho, and mid-market CRM implementations
Custom objects, workflows, and automation
Sales and service process configuration
UI/UX optimization for usability and adoption
Testing, training, and rollout support

We configure CRMs to be intuitive, efficient, and scalable—so teams use the system because it helps them do their jobs better.

Automation, Optimization & Ongoing Evolution

Ensuring your CRM continues to deliver value over time.

What this includes:

Lifecycle automation and optimization
Lead scoring, routing, and prioritization
Retention, renewal, and support workflows
Change management and iteration planning
Fractional CRM leadership and advisory support

CRM is never “done.” We stay involved to help systems adapt as teams grow, processes change, and new tools are introduced.

Core Services

CRM Strategy & System Design

Defining the right CRM before implementation begins.

What this includes:

CRM requirements and use-case definition
Data model, object, and pipeline design
User roles, permissions, and governance planning
Lifecycle and process alignment (marketing → sales → service)
Implementation roadmap and phased rollout strategy

We start with strategy because CRM failures almost always come from poor upfront design. Our approach ensures the system reflects real workflows, not generic templates.

CRM Implementation & Configuration

Building CRM platforms that teams actually adopt.

What this includes:

Salesforce, HubSpot, Zoho, and mid-market CRM implementations
Custom objects, workflows, and automation
Sales and service process configuration
UI/UX optimization for usability and adoption
Testing, training, and rollout support

We configure CRMs to be intuitive, efficient, and scalable—so teams use the system because it helps them do their jobs better.

Integrations, Data & Reporting

Connecting CRM to the rest of your business.

What this includes:

CRM integrations with commerce, ERP, marketing, and finance
Data synchronization and governance
Executive and operational dashboards
Funnel, pipeline, and lifecycle reporting
Ongoing optimization as systems evolve

CRM only works when it’s connected. We ensure your data flows cleanly and your reporting reflects reality—not partial views or outdated exports.

Automation, Optimization & Ongoing Evolution

Ensuring your CRM continues to deliver value over time.

What this includes:

Lifecycle automation and optimization
Lead scoring, routing, and prioritization
Retention, renewal, and support workflows
Change management and iteration planning
Fractional CRM leadership and advisory support

CRM is never “done.” We stay involved to help systems adapt as teams grow, processes change, and new tools are introduced.

Why for CRM?

Built for Scale, Not Shelfware

We design CRM systems that scale from early growth to enterprise complexity—without becoming bloated, rigid, or ignored.

Senior-Led, Hands-On Delivery

Every CRM engagement is led by experienced specialists. We don’t hand off critical system design to juniors or disappear after go-live.

Cross-Platform Expertise

We work across Salesforce, HubSpot, Zoho, and custom CRM extensions—allowing us to recommend the right platform, not force a single solution.

Lifecycle-First Thinking

Marketing, sales, and service are designed as one connected lifecycle—not siloed tools competing for attention.

Long-Term Partnership Mindset

We don’t just implement CRMs—we help them evolve alongside your business through optimization, automation, and advisory support.

Case Studies View all

Conair Corporation

Website development and support in close collaboration with the client to align design, content, and functionality with business goals.

Build a Bear Workshop

Website development and support in close collaboration with the client to align design, content, and functionality with business goals.

Waring Commercial

Website development and support in close collaboration with the client to align design, content, and functionality with business goals.

Babyliss Pro

Website development and support in close collaboration with the client to align design, content, and functionality with business goals.

AnnSandra

Website development, design and support for AnnSandra, a preeminent destination for bridal registry, high-end giftware, luxury tabletop and distinctive home décor for over 40 years.