CRM
Choosing one, setting it up, migrating contacts, connecting email and calendar, and building the web forms and automations that stop people re-typing things. Salesforce (certified), HubSpot and the SMB CRMs that suit smaller teams.
- Selection — including telling you when the one you have is fine
- Setup, fields and pipeline stages that match how you actually sell
- Data migration and de-duplication
- Email and calendar integration
- Web forms, lead routing and follow-up automations