CRM Implementation

CRM implementation,
done by engineers.

Setup, migration, and integration that connects your website, your leads, and your ad platforms into one system you can actually trust. Built by the team that runs the infrastructure, not handed to a junior.

  • Closed-loop attribution from first click to closed deal
  • Clean migration with no lost data or duplicate records
  • Senior engineers on your build, not account managers
  • A system your team can run after handoff
$2.5K Typical build start
4-5 mo Commercial engagement
10+ Platforms integrated
request_plan.ts
// Get a CRM implementation plan SESSION: --------

No pitch deck. A real engineer replies within 12 hours.

We build on the platforms you already run

What we handle

Everything your CRM setup needs.

01

CRM setup and onboarding

Pipelines, stages, custom fields, user roles, and permissions configured around your sales process from day one.

02

Data migration

Contacts, deals, and history moved from spreadsheets or a legacy CRM with deduplication and validation. Nothing left behind.

03

Systems integration

Your website, forms, calendar, calls, and ad platforms wired into the CRM so every lead lands in one place automatically.

04

Closed-loop attribution

Click IDs captured on every lead and sent back to Google Ads when a deal qualifies or closes, so you know which spend produces revenue.

05

Lead routing and automation

Inbound leads assigned, tagged, and followed up automatically. No lead waits in an inbox while your team is busy.

06

Reporting and dashboards

A clear view of pipeline, source, and conversion so leadership sees what is working without exporting to a spreadsheet.

How it works

A clear path from messy to dialed in.

  1. Map the current state

    We audit your stack, data, lead flow, and tracking. We find where leads leak, where data is duplicated, and where attribution breaks down.

  2. Design the system

    We define the pipeline, fields, automations, and routing rules around how your team actually sells, not a generic template.

  3. Build and integrate

    We connect the site, forms, calls, and ad platforms to the CRM. Click IDs are captured on every lead so conversions can be sent back to Google.

  4. Launch and verify

    We test end to end, confirm every event fires, and hand over a system your team can run. No black box, no guesswork.

FAQs

Questions, answered.

Ready to fix your CRM?

Tell us where things stand. We will respond within 12 hours
with an honest assessment and a clear next step.

or call (619) 626-2909