CRM & Sales Pipelines

Put CRM and the heart of your business.

This is your central database of prospects and customers – the single source of truth – where the richness of the data grows with every interaction you have with them. This, in turn, allows you to be more targeted, timely and relevant in your communications.

A Sales Pipeline will help engage with your leads 10x more effectively that your inbox or a spreadsheet — you’ll win more business because of it (and save a ton of time in the process).

CRM platforms

There are literally hundreds of CRM platforms out there and in many ways are all very similar. We like to work with ActiveCampaign because it offers a simple but powerful CRM / pipeline tool that is fully integrated with its marketing automation capability. We also work with HubSpot, Pipedrive and a bunch of other systems.

How we can help

  • Workshop your CRM and pipeline requirments
  • Find the right CRM for your business
  • Set up the database, pipelines and integrations
  • Document processes and guides
  • Training

Keep prospects and customers all in one place