HubSpotSelection & Migration
Which CRM, what tier, migration plan from spreadsheets or a previous tool, data cleanup before import. The decision and the transition plan.
Service · CRMs
CRM setup that actually gets used
The data model, pipeline design, and automation that turn a CRM from a database into a tool your sales and marketing teams rely on every day.
CRM services
What we can help with
Bring us in for the data model, the pipeline and automation setup, the integrations, or the migration from a previous tool. We do the structural work that makes a CRM usable long-term.
Foundation
Get the foundation right
The data model and tool selection decisions everyone gets wrong at the start and then suffers with for years. Fixing them later is expensive and disruptive.
Data Model
Objects, properties, lifecycle stages, lead vs contact vs deal logic. The foundation everyone gets wrong and then suffers with for years.
Process
Build the pipeline and automate the process
A CRM without a defined process is just a database. Deal stages, routing logic, and automation are what turn it into a system sales and marketing actually follow.
Pipeline & Process Setup
Deal stages, required fields per stage, automation for stage transitions, lead scoring model.
Lead Routing & Assignment
Round-robin, territory rules, SLAs, fallback logic. The rules that determine who gets what lead and when.
Workflow Automation
Notifications, internal handoffs, task creation, deal hygiene workflows. The automation that keeps the process moving without manual work.
Connections
Connect the CRM to the rest of the stack
A CRM in isolation misses the data that makes it useful. Bidirectional sync with your warehouse, marketing tools, and billing is what creates the full picture.
Integration Layer
CRM connected to your CDP or warehouse, marketing tools, support tools, billing. Bidirectional sync where it matters.
Reporting & Dashboards
Pipeline health, conversion rates by stage, attribution, rep performance. Built around the questions leadership actually asks.
Quality and adoption
Keep data clean and the team using it
CRM data degrades fast without active maintenance. And a CRM nobody uses properly is worse than no CRM at all.
Data Hygiene
Dedupe rules, normalization, enrichment setup with Clearbit or Apollo, bounce and unsubscribe handling.
Enablement
Sales playbook for using the CRM, what to log where, why it matters for them personally. Adoption is part of the implementation.
CRMs we work with
HubSpot, Salesforce, and more
The right CRM depends on your team size, sales motion, and existing stack. We help you choose and then set it up properly.
HubSpot
Salesforce
PipedriveCRM pricing
Three ways to work on CRM
Start with a focused audit, scope a one-off implementation, migration, or overhaul, or keep a light ongoing collaboration around hygiene, reporting, and process iteration.
€90 / hour
No value-based markups, no pricing based on who is paying.
Time tracked
Every hour is measured. You always know what you are paying for.
Start small
Start small, pause easily, and scale the work when it makes sense.
Audit
A short diagnostic when you need to understand what is broken, missing, duplicated, or risky before committing to a larger CRM project.
Example package
CRM audit
Review the data model and objects, pipeline and lifecycle structure, automation and workflows, integration health, and the prioritized fix list.
Data model and pipeline reviewAutomation and integration checkPrioritized recommendations
Total
6-8 hours
Fixed price
€540-€720
One-off project
A defined implementation or cleanup project with a clear before-and-after state, QA pass, documentation, and handoff.
Example packages
Full CRM implementation
Data model, pipeline and routing, workflow automation, reporting, documentation, and team training.
Data model and lifecycle designPipeline, routing, and automationReporting, docs, and team training
Total
30+ hours
Fixed price
From €2,700
CRM migration
Data export and cleanup, field and object remapping, migration, validation, and team handoff.
Data export and cleanupField and object remappingMigration and validation
Total
20+ hours
Fixed price
From €1,800
Pipeline and automation overhaul
Pipeline restructure, routing rules, workflow automation, and lead scoring update on an existing CRM.
Pipeline and stage redesignRouting rules and SLAsWorkflow automation and scoring
Total
16+ hours
Fixed price
From €1,440
Ongoing collaboration
A monthly collaboration for teams that need their CRM to keep up with the business and want regular hygiene, reporting, and process work.
Example packages
CRM support
Hygiene, reporting updates, automation changes, and new integration support as the business and team grow.
Hygiene and deduplicationReporting and automation updatesNew integration support
Total
8 hours / month
Fixed price
From €720 / mo
Sales ops collaboration
Monthly hygiene pass with reporting refinement and process iteration to keep the CRM honest and useful.
Monthly hygiene and audit passReporting refinementProcess iteration
Total
12 hours / month
Fixed price
From €1,080 / mo
Get a CRM your sales team will actually use
Tell us where you are today, whether you are starting fresh, migrating off a messy setup, or fixing a CRM that nobody trusts. We will scope the right work.