Get your systems talking
CRM setup and automation that saves hours every week. HubSpot, Salesforce, payments, accounting, inventory—all connected and automated.
15-minute fit call. No commitment. Fixed scope.
packages
Integration packages
Fixed pricing. Clear scope. Systems automated in 2–4 weeks.
2 weeks · CRM foundation
Get your CRM set up and automated in 2 weeks. Perfect for businesses ready to move beyond spreadsheets.
Includes
- CRM platform setup (HubSpot or Salesforce)
- Website-to-CRM integration (leads flow automatically)
- Basic automation (lead routing, follow-up sequences)
- Team training (2 sessions)
- Documentation and handoff
- 30-day support
Deliverables
What you'll get
Automation that saves time and eliminates manual work
Automated workflows
Leads flow automatically from website to CRM. No manual data entry.
Time savings
Save 5–10 hours per week by eliminating manual work and duplicate entry.
CRM platform setup
HubSpot or Salesforce configured for your business processes.
System integrations
Website, payments, accounting, inventory—all connected and automated.
Data migration
Move data from spreadsheets or existing systems with cleanup and deduplication.
Error handling
Monitoring and alerts so you know if something breaks.
Team training
Your team learns how to use the system effectively.
Documentation
Complete handoff documentation for your reference.
FAQ
Frequently asked questions
What types of integrations do you set up?
We set up integrations across many systems: CRM (HubSpot, Salesforce, and others), payments (Stripe/Square to QuickBooks/Xero), inventory (to e-commerce, accounting, or CRM), email (Mailchimp/ConvertKit to CRM), calendar (Calendly/Acuity to CRM), and custom systems. CRM setup and integration is a primary offering, but we work with many other systems.
Which CRM platform do you work with?
We work primarily with HubSpot and Salesforce, and can work with other platforms depending on your needs. HubSpot works well for all-in-one marketing and sales. Salesforce excels for complex workflows and enterprise needs. We'll help you choose the right platform based on your requirements.
Do you only work with CRM integrations?
No. While CRM setup and integration is a primary offering, we work with many systems: payments (Stripe, Square), accounting (QuickBooks, Xero), inventory systems, e-commerce platforms, email marketing tools, calendar systems, and custom APIs. We'll help connect whatever systems you need.
Can you migrate data from our current system?
Yes. We can migrate data from spreadsheets, existing CRMs, accounting systems, inventory systems, or other platforms. Data cleanup and deduplication are included in the migration package.
How long does setup take?
Single integration takes 1–2 weeks. Two integrations take 2–3 weeks. CRM setup with basic integration takes 2–3 weeks. CRM setup with data migration and multiple integrations takes 3–4 weeks. Custom integrations take 3–4 weeks or longer depending on scope. Timeline depends on data complexity, number of integrations, system types, and automation requirements.
What if an integration breaks?
We include error handling and monitoring in every integration. We also provide 30-day follow-up support. Ongoing support can be discussed as a separate engagement or as part of a Website Care Plan.
Do you provide training?
Yes. Team training and documentation are included in every setup. We ensure your team knows how to use the CRM and integrations effectively.
Can you integrate with custom systems?
Yes. We can integrate with custom systems if they have APIs or webhook capabilities. Complex custom integrations may require custom quotes.
Get started
Ready to automate your work
CRM, payments, accounting, and more—connected and automated. Clear scope. Fixed price.
Want 24/7 phone or chat intake? See Intelligent Intake.Want AI in your workflows or site? See AI Integration & Automation.