CRM & Integration

Your CRM should talk to the rest of your stack too.

HubSpot, Salesforce, custom pipelines - connected to your marketing, ads and AI tools instead of sitting on an island. We set it up, wire it in, and train your team to actually use it.

Book a Call See Pricing

crm-integration.example.com

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What it is

Not a database.
A connected system.

A CRM that only stores contacts isn't doing much. We connect it to your marketing, ads and AI tools so leads flow in, get scored, and get followed up on without anyone copying and pasting between systems.

Connected, not siloed

Your CRM talks to your marketing, ads and AI tools instead of sitting on an island. The same team that builds your automation builds the integration, so nothing gets lost in a handoff.

No lock-in

Your data, your pipelines, exportable whenever you want. No black boxes, no proprietary formats designed to make leaving expensive.

Built around how you actually sell

Pipeline stages and lead scoring modelled on your real sales process, not a generic template that forces you to change how you work.

Tools we use

Connected to what
you already run.

HubSpot

Salesforce

Custom API

Where we work

Five disciplines.
One system.

01 / HubSpot

HubSpot Setup & Migration

Pipeline configuration, migrating from spreadsheets or another CRM into HubSpot, and custom properties and workflows built around your sales process.

Scoped after reviewComing soon

02 / Salesforce

Salesforce Setup & Migration

Object and pipeline configuration, migration from legacy CRMs, and validation rules and automation built for how your team actually sells.

Scoped after reviewComing soon

03 / Integrations

Custom API Integrations

Connecting your CRM to the tools you already use - marketing platforms, ad accounts, booking systems, AI tools - through direct integrations, not fragile workarounds.

Scoped after reviewComing soon

04 / Automation

Marketing Automation Workflows

Follow-up sequences, lead nurture emails, and internal alerts triggered automatically when a lead moves stage or hits a scoring threshold.

Scoped after reviewComing soon

05 / Routing

Lead Scoring & Routing

Leads scored on the criteria that actually predict a sale, then routed to the right rep or team automatically instead of sitting in a shared inbox.

Scoped after reviewComing soon

Each of these will get its own deep-dive page as we build them out.

How it works

Three steps.
No black box.

01

Map

We document your current sales process and every tool that needs to talk to the CRM - marketing platforms, ad accounts, booking systems, spreadsheets you're using as a stopgap.

02

Build

We configure or migrate the CRM, wire up the integrations, and build the automation workflows - lead scoring, routing, follow-up sequences.

03

Train & handover

Team training so the CRM actually gets used, not just set up and abandoned. We don't disappear the day it goes live.

What you get

Deliverables, not decks.

CRM setup or migration

A new CRM built from scratch, or a clean migration from whatever you're using today - spreadsheets, another CRM, or nothing at all.

Pipeline and stage design matched to your sales process

Stages, fields and scoring modelled on how you actually sell, not a default template you have to bend to fit.

Integrations with your existing marketing, ads and AI tools

Direct connections, not manual exports and re-uploads between systems that should already be talking to each other.

Automation workflows

Lead routing, follow-up sequences and internal alerts, built around your pipeline stages, not a generic template.

Data migration and cleanup

Duplicate contacts, dead fields and inconsistent formatting sorted before anything moves, not carried over as-is.

Team training

Hands-on sessions with the people who'll use it every day, so it gets adopted rather than quietly ignored after week one.

Proof

No dedicated CRM case
study yet. Coming soon.

Related pattern from our Playbook

AI Intake & Lead Qualification

CRM integration is usually part of a bigger build rather than a standalone project, so it hasn't had its own dedicated case study yet. But CRM write-back is one of five pieces in our AI Intake & Lead Qualification pattern - qualified leads land straight in the CRM with the answers already attached, instead of sitting in an inbox waiting to be typed up. It's an honest example of the plumbing this service builds, not a standalone CRM project.

See the pattern

Pricing

One number to start.
Scoped after we see your stack.

Service

What's included

Price

Timeline

CRM & Integration

HubSpot · Salesforce · Custom

Setup or migration, pipeline design, integrations with your existing tools, automation workflows and team training. Exact scope confirmed after we understand your current stack.

From £4,000

Project

Placeholder pricing pending confirmation - a simple HubSpot setup and a multi-system Salesforce integration cost very differently, so we always confirm exact pricing after understanding your current stack.

FAQ

Questions you're
probably asking.

How much does a CRM setup or integration cost?

Projects start from £4,000, but the real number depends on which CRM, how many systems it needs to talk to, and whether we're migrating existing data. We confirm exact pricing after understanding your current stack, not before.

We already have a CRM - do we need a new one, or can you just fix the integrations?

Most of the time, fix the integrations. Ripping out a CRM your team already knows is usually more disruptive than it's worth. We'll tell you honestly if a switch is genuinely the better call, but that's the exception, not our default recommendation.

Do you work with HubSpot and Salesforce, or just one?

Both. We scope the platform based on what fits your business and budget, not which one we'd rather sell you. If you're already on one and it's working, we build around it rather than push a switch.

Will our sales team actually need to change how they work?

Some, but we design pipeline stages and workflows around how you already sell, not a generic template you have to bend to fit. The training step exists specifically so the system fits your team, not the other way round.

How does this connect to the AI automation work you do?

CRM integration is often the plumbing underneath an AI intake or lead-routing workflow - see our AI Automation page for how that fits together. A qualified lead has to land somewhere, and usually that's your CRM.

How long does a CRM project take?

A straightforward setup or a handful of integrations can be live in a few weeks. A full migration with custom workflows across multiple systems usually runs 4-8 weeks. We give you a real timeline once we've scoped the work, not before.

What happens to our existing data during migration?

We map and clean it before it moves - duplicate contacts, dead fields and inconsistent formatting get sorted rather than carried over as-is. Nothing goes live until you've had a chance to check it against the old system.

Let's talk

Tools that don't talk
to each other? Let's connect them.

30-minute call, free. We'll look at what you're using today and tell you honestly what's worth connecting first - and whether a new CRM is even the right move.

Book a 30-minute call

30 min · Zoom or phone · Your timezone

Jinnat Ul Hasan

You'll be talking to Jinnat.

Founder & CEO. No account manager in between - if you book or fill in the form, it comes to me directly.