CRM consultant · Cincinnati & NKY
CRM consultant for Cincinnati & NKY
Or call directly: (513) 401-5233
Symptoms
You probably have one of these problems
Most teams call us when their CRM is technically running but practically broken.
Leads die in inboxes
Form fills, calls, and referrals never make it into the CRM, or they sit there with no owner.
Pipeline stages are pretend
Every sales rep tracks deals their own way, so your pipeline is unreliable for forecasting.
Tools are siloed
Website, payments, accounting, and CRM are not connected, so every report is a manual export.
Setup feels disposable
A previous agency installed HubSpot or Salesforce, then disappeared without documentation.
Deliverables
What you get
Each engagement is scoped and priced before we start. No hourly mystery work.
- CRM platform recommendation (HubSpot, Salesforce, or alternative)
- Pipeline, properties, and lifecycle stages designed for your sales motion
- Lead capture from website, phone, chat, and offline sources
- Lead routing rules and assignment automation
- Integrations with payments, accounting, calendar, and email
- Data migration with deduplication and cleanup
- Reporting dashboards for the metrics you actually use
- Team training and written runbook
Why Atlas
Why Atlas
A senior CRM consultant who codes the integrations, not a salesperson reselling a partner agency.
- Founder-executed — no agency handoffs
- Fixed scope, fixed price, written before we start
- Senior architecture from healthcare, fintech, and enterprise data
- Based in Union, KY — same time zone, same commute
FAQ
Common questions
Do you only work with HubSpot?
No. HubSpot is a strong default for SMBs because of its all-in-one model, but we set up Salesforce, Pipedrive, Zoho, and others when they fit better. We help you pick the right platform before we sell you on one.
How is this different from hiring a HubSpot partner agency?
You work directly with the founder who is the architect and the engineer. Most partner agencies hand setup to junior consultants and bill back through retainers. We scope the work in writing, ship it, and document it.
Can you fix a botched HubSpot setup?
Yes — that is one of the most common engagements. We audit your portal, document what is salvageable, clean up properties and lifecycle stages, fix automations, and migrate data where needed.
Do you serve clients outside Cincinnati and Northern Kentucky?
Most of our clients are in Greater Cincinnati or NKY because we are based in Union, KY. We do work remotely with clients elsewhere when it fits the engagement.
How long does CRM setup take?
A clean greenfield setup with one or two integrations usually ships in 2–3 weeks. Migrations and multi-system setups are 3–6 weeks depending on data quality.
Next step
Ready to talk specifics?
15-minute fit call. Free. No commitment. We'll figure out together if there's a real problem we can solve and what it would take.