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CRM Configurations & Integrations

CRMs that work the way your team does

We configure Salesforce, HubSpot, and custom CRMs with AI-enriched lead flows, automated scoring, and deep integrations with your product, so your sales and operations teams stop working around their CRM.

Overview

What we deliver

Most CRMs ship with more features than teams use and fewer of the ones they actually need. We configure, customize, and integrate CRMs to match how your team actually works, then layer AI on top for lead scoring, enrichment, and automation.

Why choose this service

Key benefits

01

Configuration, not customization

We use what the CRM gives you first. Custom code only when out-of-box can't deliver.

02

AI-enriched workflows

Lead scoring, enrichment, and next-best-action automation powered by your data and the broader web.

03

Deep integrations

CRM connected to your product, Slack, email, Gmail, LinkedIn, and data warehouse without manual sync.

04

Team adoption focus

We train your team, document workflows, and design for the reps who actually use the system day to day.

How we work

Our process

01

Workflow Mapping

How your team actually moves leads, deals, and accounts. What's broken and what's manual.

02

Configuration & Automation

Objects, pipelines, fields, automations, and permissions. Built to match the mapped workflow.

03

AI & Integrations

Lead enrichment, scoring, and integrations with product data and external tools.

04

Rollout & Training

Team training, documentation, and a handover that actually sticks.

Applications

Common use cases

Salesforce configuration for sales and service teams
HubSpot setup for marketing, sales, and service hubs
AI-powered lead scoring and enrichment pipelines
Integrations between product events and CRM records
Custom CRM builds for niche workflows

Technologies

Tools we use

Salesforce
HubSpot
Zoho CRM
Apex / Flows
Zapier / n8n
Segment
OpenAI / Gemini
Custom APIs

FAQ

Common questions

Do you migrate from one CRM to another?

Yes. We handle data mapping, cleanup, and staged migrations with testing before cutover.

Can AI actually help our sales team?

For lead enrichment, scoring, and draft outreach, yes, when grounded in real data. For judgment calls, no. We build it where it helps and leave it out where it doesn't.

How can we help you?

Tell us about your product. We'll tell you how we'd build it, and how fast.

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