CRM & ERP Customization
We set up Salesforce, HubSpot and NetSuite, clean up the ones already running, and move you between them with no downtime. You get clean records, permissions that match each role, and dashboards built around the numbers you check every week.
When you need this
- Our systems don't talk: customers, jobs and invoices live in different places.
- Our CRM is full of duplicates and old records.
- We're moving to a new system and can't afford downtime.
How we build it
- We look at how you sell and bill, then set up records, permissions and automations to match.
- Old data cleaned up and moved across with no downtime.
- Dashboards for the numbers you check every week.
- Documentation and training at handover.
What you get
- New setups and clean-ups
- Data models and permissions by role
- Automations inside the CRM
- Dashboards for the numbers you check every week
- Migrations with no downtime
Works in: Salesforce, HubSpot, NetSuite, Microsoft Dynamics.
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Questions
- Which systems do you work in?
- Salesforce, HubSpot, NetSuite and Microsoft Dynamics.
- Can you fix the CRM we already have?
- Yes. We clean up systems that are already running as well as set up new ones.
- Can you move us from one system to another?
- Yes. Migrations are planned to run with no downtime.
Two ways to work together
Project Engagements
A defined build with a clear finish line. Two to twelve weeks, at a fixed price we quote before work starts.
- Documentation and training included
Retainer Support
The best fit when your list is long. One agreement covers every service. Bring us the next task instead of scoping a new deal.
- Foundation, Growth or Enterprise
- Three-month minimum
Start with a scoping call.
Tell us what you need built. You get a fixed quote before we start.
Get a fixed quote