Overview
We design and implement CRM systems that align with the way your business operates. Every build is grounded in process logic, automation strategy, and clean data architecture—delivering systems that scale with precision.
For companies transitioning out of spreadsheets, struggling with CRM adoption, or preparing for rapid growth.
What’s included
→ CRM tool selection or optimization
→ Lifecycle and pipeline design
→ Custom properties and segmentation logic
→ Workflow and automation schema
→ Documentation and internal CRM guide
The Nelson Center for Entrepreneurship
“By tailoring systems and implementing automations, Mason streamlined workflows and significantly enhanced our organizational efficiency.”
Effective to Great Education
“Mason played a key role in developing our CRM system, enhancing our ability to capture customer data and refine our marketing strategy. His problem-solving skills and insightful approach made a significant impact within the team, and it was truly a privilege to work with him.”
FAQs
Do you implement the CRM directly?
We design and deliver the structure. You or your internal team can implement it, or we can collaborate with your existing ops/tech partner.
How long does a typical project take?
2–4 weeks, depending on scope and team responsiveness.
Do you work with HubSpot integrations?
Yes. We can advise on and configure native integrations (e.g., Gmail, LinkedIn, Stripe, Slack) depending on your operational needs.
Which CRM platforms do you work with?
Hubspot, integrated with other tools as necessary for your business.
What if our sales process is still evolving?
We’ll help define and document the process during our discovery phase. You don’t need a perfect system—you need one that can grow with you.
Can this be done if we already use HubSpot?
Yes. We either optimize your current instance or rebuild your CRM architecture from within your existing HubSpot account.