It depends on your team size, sales complexity, and budget. For most businesses doing $1–10M, we recommend HubSpot — it's powerful, scalable, and the free CRM tier is genuinely useful. Salesforce makes sense for larger teams with complex sales processes or enterprise requirements. If you're on something else, we can evaluate whether it's the right fit or help you migrate. We'll give you an honest recommendation during the audit.

Absolutely — that's actually most of what we do. Most businesses have a CRM that was set up with default settings and never properly configured. We audit your current setup, identify what's broken or missing, clean up your data, build the automations and integrations you need, and train your team to actually use it. You don't always need a new CRM — you need the one you have to work properly.

The Quick Start package takes 2–3 weeks from kickoff to go-live. The Full CRM Build takes 4–6 weeks depending on the number of integrations and complexity of your sales process. Data migration can add 1–2 weeks if you're moving from another platform. We build in testing time and don't rush the launch — a CRM that's 90% done causes more problems than no CRM at all.

Yes — team training is included in every package. We don't just set it up and walk away. We run hands-on training sessions tailored to each role (sales reps, managers, admins) so everyone knows how to use the system day-to-day. The Quick Start includes training for up to 5 users. The Full Build includes unlimited users. Ongoing Support includes new hire onboarding as your team grows.

That's exactly what we do. Website form submissions, ad platform leads (Google, Meta, LinkedIn), email marketing, Slack notifications, calendar bookings, and accounting software — we connect everything so data flows automatically. For web design clients, we integrate forms directly into the CRM during the site build. The Full CRM Build includes the complete integration suite.

We handle full platform migrations — contacts, deals, notes, activities, custom fields, and historical data. We clean and deduplicate everything during the migration so you start fresh on the new platform with clean data. Common migrations we've done: Salesforce → HubSpot, Pipedrive → HubSpot, spreadsheets → HubSpot, and legacy systems → modern CRM. Migration is included in the Full CRM Build.

Not required, but recommended. CRMs need ongoing attention — new hires need training, processes evolve, new automations become necessary, and data quality degrades over time. The monthly support plan keeps your CRM healthy and evolving with your business. Most clients start with the setup package and add ongoing support after they see the value of having a dedicated CRM partner.

This is where we really shine. As a full-service agency, we don't just set up your CRM in isolation — we connect it to the website we built, the ads we're running, the SEO traffic we're driving, and the social content we're publishing. That means full-funnel attribution: you can see exactly which marketing channel generated which lead, and whether it turned into revenue. That's the whole point of CRM — and most agencies can't do it because they don't control the other channels.