Your CRM Should Work
For You, Not Against You.
Salesforce & HubSpot implementation, integration, and support for growing businesses — Fort Lauderdale, FL.
Most businesses pay for Salesforce or HubSpot but use less than 20% of its capabilities. We configure, automate, and train your team so your CRM actually drives revenue — not admin headaches.
Everything We Handle For You
From setup to ongoing optimization, we turn your CRM into the engine of your sales operation.
CRM Setup & Configuration
We build your pipeline stages, custom fields, lead scoring, and deal workflows to match exactly how your team sells.
Data Migration
Moving from a spreadsheet or another CRM? We migrate contacts, deals, and history with zero data loss and zero downtime.
Workflow Automation
Automate follow-up sequences, task creation, internal alerts, lead routing, and proposal workflows so your team never drops the ball.
Custom Reporting Dashboards
Know exactly where every deal stands and which reps are performing — with dashboards built around your specific business metrics.
Integrations
Connect your CRM to email, calendar, invoicing, your phone system, and marketing platforms so all your data lives in one place.
Team Training & Adoption
We train your sales, marketing, and ops teams so the system gets used daily — not just by one person who remembers the login.
How We Work
A proven 4-step process to get your CRM running right — the first time.
CRM Audit
We review your current setup, data quality, and team usage to identify exactly what needs fixing or building.
Blueprint & Approval
We present a clear architecture plan — pipelines, automations, integrations — and you approve every step before we build.
Build & Test
We implement everything, test every workflow, and verify data accuracy before going live.
Train, Launch & Support
We train your team, provide reference materials, and stay available during launch to handle anything that comes up.
Common Questions
Should my business use Salesforce or HubSpot?
HubSpot is typically the better fit for small to mid-size businesses — it’s easier to use with strong built-in marketing tools. Salesforce is more powerful for large sales organizations with complex deal structures. We help you evaluate both and make the right call for your team, budget, and process.
How long does a CRM implementation take?
A basic setup takes 2–4 weeks. Implementations with data migration, custom integrations, and multi-team rollouts typically take 6–10 weeks. We provide a timeline before starting.
Can you fix a CRM that was set up incorrectly?
Yes — CRM rescue projects are very common. We audit the existing setup, clean the data, remove conflicting workflows, and rebuild the system properly. Most audits take about 5 business days.
Do you offer ongoing support after launch?
Yes. We offer monthly retainers for ongoing CRM maintenance, new automation builds, reporting updates, and user onboarding as your team grows.
Ready to Get More Out of Your CRM?
Book a free 30-minute strategy session. We’ll review your current setup and show you exactly what’s possible.