The right CRM, set up so your team will actually use it
A CRM that nobody uses is a CRM you’re paying for twice — once to buy it, once to maintain it.
HubSpot, Klaviyo, and open-source Mautic — we install, configure, and connect your CRM to the systems you already run. That means data migration from whatever you’re using today, workflow and pipeline setup, email campaign configuration, and integrations with your website, donation tools, or e-commerce platform. We document everything and train your team so the system keeps working after we’re gone.
Platform selection and setup
We help you choose between HubSpot, Klaviyo, Mautic, or your existing platform based on your budget, team size, and use case — then handle the full installation and initial configuration.
Data migration and cleanup
Import your existing contacts, deals, and history from spreadsheets, legacy CRMs, or disconnected tools. We normalize and deduplicate before migration so you start clean.
Pipeline and workflow configuration
Build the pipelines, stages, automation rules, and triggers your team needs — not a default template, but a setup that matches how your organization actually works.
Email campaign setup
Configure lists, segments, templates, and sending infrastructure. For nonprofits, this includes donor journeys, grant deadline reminders, and event-driven sequences.
Integrations
Connect your CRM to your website, Shopify store, donation platform, Microsoft 365, or other tools via native connectors, Zapier, or n8n — whichever is most maintainable for your team.
Staff training and documentation
Your team gets a configured system and the documentation to run it. We train the people who will own it day-to-day so you’re not dependent on us to keep the lights on.
Capabilities
Scope a CRM project
Our free evaluation takes about 15 minutes and shows you exactly what to prioritize.