Service
CRM Implementation & Pipeline Setup
Wrong CRM or messy pipeline costs you deals. I implement and configure the CRM you have — or help you pick one — with lifecycle stages, deal pipelines, and automations sales and marketing both trust.
What you get
- CRM audit: current pipelines, data quality, broken workflows, and integration gaps
- Pipeline & lifecycle design — deal stages, lead statuses, and MQL/SQL definitions mapped to how you actually sell
- Implementation or cleanup: properties, dedupe rules, routing, scoring, and nurture automations
- Marketing-sales SLA workshop with documented handoff rules and acceptance criteria
- Integrations: forms, email, ads, Slack, and Make — source attribution from first touch to close
Top CRM platforms we implement
Pipeline setup, lifecycle stages, and automations — configured for how your team actually sells. Not checkbox onboarding from the vendor.
HubSpot
Growth-stage B2B — marketing + sales in one stack, strong inbound & nurture
Salesforce
Mid-market & enterprise — complex pipelines, large sales teams, custom objects
Pipedrive
Sales-first SMB — visual pipeline, fast setup, rep-friendly UX
Zoho CRM
Cost-conscious teams — affordable, customizable, global SMB
Monday CRM
Ops-driven teams — flexible boards, workflows, cross-functional handoffs
Also work with Pipedrive-adjacent stacks, Copper, Freshsales, and custom setups — scoped in your Growth Audit.
How we deliver
Growth Audit
Map your stack, data flows, and the single highest-leverage fix. KPIs defined before any build starts.
90-day build
Ship production systems — content, outbound, CRM, paid — integrated into tools you already use.
Optimize & run
Iterate on what moves pipeline. Monthly reporting tied to revenue and hours saved — not activity.
Platforms & tools we implement and operate
Pricing
From $4K/mo
Flat fee — no % of ad spend. Month-to-month after 90-day initial build.
Related pages
Leads don't convert
MQLs pile up while sales ignores them — no shared definition of qualified.
Learn more →Can't prove ROI
Marketing spend is a line item — nobody can tie it to revenue.
Learn more →CRM is a mess
CRM license paid — data dirty, pipelines broken, teams ignore it.
Learn more →B2B SaaS
PLG, outbound, or sales-led — one operator builds demand gen, lifecycle, and RevOps without a marketing department.…
Learn more →Local SMB
Google Maps, local paid, and simple CRM — leads that call and book, not vanity impressions.…
Learn more →Email & Outbound
Infrastructure, lists, copy, and follow-up — one operator runs outbound like a product, not a one-off blast.…
Learn more →Pricing
Flat fee from $4K/mo — no percentage of ad spend.
Learn more →Compare vs agency
Operator model vs traditional agency bench and retainers.
Learn more →Common questions
Ready to fix this — for real?
Book a free Growth Audit. No sales deck — a 30-minute conversation about your pipeline, stack, and what to ship first.