CRM & Database

Organizing Data

The ability to record, segment, and automate customer data is absolutely essential for every business. CRM systems help organize your data to make these workflows efficient.

We build custom CRM systems and relational databases, as well as help our clients utilize one of the many SAAS platforms available in the marketplace. This ensures we're capturing essential marketing data and converting leads into customers!

  • Centralized Data
  • Streamlined Sales 
  • Customer Segmenting
  • Lead Nurturing
  • Actionable Analytics

  • Team Collaboration
  • Automations
  • Increased Sales
  • Higher Retention

We support every CRM on the market today and can help you source the best choice for your data needs.

CRM Services

  • Database / Schema Setup
  • Users Setup
  • Custom Field Creation
  • Custom Table Creation
  • Table Relationships
  • Custom Data Views, Reports
  • Data Exports
  • Importing / Migrating Existing Customer Data
  • Integrations with Email Services like Mail Chimp, Constant Contact, MyEmma, SendInBlue, Mailster, Active Campaign, and more
  • Data Enhancement / Data Appending
  • List Procurement 
  • List Cleansing (Cleaning Existing Data For Import)

Integrations & Automation

We help clients integrate their websites and CRM where available, or through connection API's like Zapier, to ensure we are capturing all important information that helps our clients streamline their marketing effort, and increase sales.

  • Email marketing platforms (e.g., Mailchimp, Constant Contact, Mailster)
  • Social media tools (e.g., Hootsuite, Buffer)
  • Customer support (e.g., Zendesk, Freshdesk)
  • Project management tools (e.g., Trello, Asana)
  • Calendar and scheduling software (e.g., Google Calendar, Calendly)
  • Accounting and invoicing systems (e.g., QuickBooks, Xero)
  • Document storage and collaboration tools (e.g., Google Drive, Dropbox)
  • Web analytics platforms (e.g., Google Analytics, HubSpot)
  • Event management tools (e.g., Eventbrite, Meetup)
  • Lead generation tools (e.g., Leadpages, Unbounce)
  • Payment gateways and processors (e.g., Stripe, PayPal)

FREE CRM Assessment

Nurture your buyers with better tools. Speak to one of our  experts about how you manage your prospect pipeline during a complimentary CRM assessment.

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