CRM & Systems - The systems that power your business
We set up, customize, and manage the systems that power your business by connecting every workflow, automation, and integration into one seamless ecosystem.
Platforms We Work With
SalesforceHubSpotMonday.comClickUpZapierMake
What's Included:
- Custom fields and object creation for your unique data needs
- Page layout design optimized for your team's workflow
- Role-based permissions and approval hierarchies
- Custom dashboards with real-time metrics
- Record types and picklist values tailored to your processes
What's Included:
- Workflow rules and process automation for repetitive tasks
- Email notifications and task assignment automation
- Approval processes for deals, expenses, and requests
- Scheduled actions and time-based triggers
- Integration with Zapier, Make, and custom APIs
What's Included:
- Zapier & Make (Integromat) automation setup
- Native integrations: Salesforce ↔ HubSpot ↔ ClickUp
- Google Workspace, Microsoft 365, Slack connections
- QuickBooks, Stripe, and payment platform syncs
- Custom API integrations and middleware development
What's Included:
- Proactive system monitoring and health checks
- User support and troubleshooting
- Regular updates and feature rollouts
- Performance optimization and bug fixes
- System backup and disaster recovery planning
What's Included:
- System audits and gap analysis
- Tech stack recommendations and roadmap planning
- Process mapping and optimization strategies
- Quarterly business reviews and planning sessions
- Scalability planning for business growth
What's Included:
- Custom Salesforce Apex code and Lightning components
- HubSpot custom modules and workflows
- API middleware for complex integrations
- Chrome extensions and browser automation
- Custom reporting tools and data visualizations
What's Included:
- Data cleanup and deduplication
- CSV imports and bulk data migrations
- Data validation rules and quality checks
- Record merging and relationship mapping
- Export formatting for reports and analysis
What's Included:
- Customized training sessions for your team
- Video tutorials and documentation
- Admin training and system management
- New user onboarding flows
- Ongoing support and knowledge base
What's Included:
- Comprehensive system audits
- Performance and speed optimization
- Workflow efficiency analysis
- Security and permissions review
- Best practices implementation
Ready to transform your systems?
Book a free consult and we'll audit your current setup, identify quick wins, and map out a plan to get your tech stack running like a well-oiled machine.