CRM Optimization

As a HubSpot Solutions Partner, we bring expertise to one of the most powerful CRM platforms on the market. While also guiding clients through ActiveCampaign, Mailchimp, Slate, Virtuous and others when needed.

Whether you’re nurturing leads, following up with donors, or aligning your sales and marketing teams, our CRM approach is built to drive clarity and impact.

What we do:

• CRM Strategy & Selection: Not every platform fits every organization. We help you choose and customize the right system based on your goals, team, and tech stack.

• System Setup & Optimization: From contact records to deal pipelines, we build clean, efficient systems that actually make your team’s job easier. That includes segmenting your audiences, tagging behaviors, and setting up automations that work behind the scenes to keep things moving.

• Email Marketing & Automation: The real power of CRM shows up in your inbox. We craft automated email journeys that feel personal and timely. Whether it’s onboarding a new customer or following up on a sales lead.

• Lifecycle and Lead Management: We map out your full customer journey, then align your CRM around it. Making sure every handoff is tracked, every conversion is measured, and no lead slips through the cracks.

• Reporting That Actually Means Something: No more dashboards that confuse more than they clarify. We create custom reporting that shows you what’s working, what’s not, and where the biggest opportunities lie.