crm integration & support

We connect your CRM (Salesforce, HubSpot, Streak, Zoho, or others) with marketing platforms, web forms, email tools, ad systems, and donation or e-commerce platforms—ensuring seamless, two-way data flow.

We clean, tag, and organize your contact data so every record follows a standardized format—making it easier to segment, personalize, and analyze across campaigns.

We build automations for lead scoring, routing, lifecycle stages, notifications, and sales follow-ups—saving time and reducing manual errors.

We tailor your CRM structure to match your unique sales or engagement process—including custom properties, pipelines, and reporting dashboards.

We implement user roles and access controls so your team only sees what they need—improving usability and reducing risk.

We handle updates, audits, error resolution, and platform improvements—so your CRM stays clean, current, and fully functional over time.