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CRM Automation & Support
Lead capture to close, automated end-to-end.
HubSpot, Salesforce, custom Firestore CRM — wired to your forms, your ad platforms, and your fulfillment, so leads never fall through.
What you walk away with
- No leads lost
- Pipeline visibility
- Less admin
What's included
- CRM instance configured (HubSpot, Salesforce, or custom)
- Lead-source attribution wired across all forms + ad platforms
- Automated lead routing, assignment, and SLA tracking
- Pipeline stages + reporting dashboards
- Email + SMS lifecycle automation tied to CRM events
- Sales-team handoff automation (notifications, deal creation)
- Monthly performance review + system tuning
$10-40K setup · $2-6K/month maintenance retainer
How the engagement runs
Step 1 — Map current state
Audit existing tools, lead-source attribution, manual handoffs, leak points.
Step 2 — Foundation
Lead capture standardization, CRM source-of-truth, automated routing live in two weeks.
Step 3 — Automate handoffs
Eliminate manual notifications, manual deal creation, manual data re-entry across systems.
Step 4 — Scale + tune
Add lifecycle automation, lead scoring, and integration depth as the foundation proves out.
CRM questions, answered straight
HubSpot vs Salesforce vs custom — which is right?
HubSpot for SMB sales + marketing under one roof, low operational overhead. Salesforce for enterprise complexity. Custom Firestore-backed CRM for very specific workflows where neither fits. We make the call after the audit.
What's the most common CRM problem you see?
Lead-source attribution that breaks at the form. Marketing reports "100 MQLs" but sales gets 12 because tracking lost the rest. We fix attribution first — without it, every other CRM optimization is built on bad data.
How long until automation pays back?
For a $1-5M ARR business with 10+ leads/week, the typical CRM automation engagement pays back in 4-6 months through recovered leads + saved sales-ops time.
Will my sales team actually adopt the new system?
Adoption is a configuration problem, not a tool problem. We design the CRM around how your team actually works, not how we wish they worked. Adoption rate at 90 days is what we report against.
Trusted by Phoenix businesses since 2016
BBB Accredited·A+ Rating
Veteran-Owned·Since 2016
Google Partner·5-Star Reviewed
Expertise.com·Top Phoenix Agency
Ready to stop guessing? Let's talk.
30-minute discovery call, no pitch deck. We'll tell you what we'd do, what it costs, and how we'd measure it. No commitment.