CRM & Sales Automation

Streamline Your Pipeline

CRM, analytics, and marketing tools integrated seamlessly.

Optimize Your Pipeline

The real problem

A CRM is only as good as the system around it.

Most teams don't have a CRM problem — they have a disconnected systems problem. Leads land in one tool, ads report in another, the phone system talks to neither, and reps work from gut feel because no one trusts the data. The result is leads that slip, follow-up that never fires, and a pipeline you can't forecast.

We don't just "set up a CRM." We engineer the connected system underneath it — so every lead is captured, scored, routed, and attributed back to the dollar that created it.

Proof · JAN-PRO International

40+
Locations unified
7,000+
Qualified leads
$5M+
Revenue growth

We deployed one enterprise CRM across 40+ franchise locations and built the lead engine that fed it — turning scattered, location-by-location effort into a single pipeline leadership could finally see and act on.

Read the case study →

What We Deliver

A CRM ecosystem that captures every lead, automates your follow-up, and gives your sales team superpowers.

CRM Platform Selection & Setup

We evaluate your needs and configure the right CRM platform, whether HubSpot, Salesforce, or a custom solution.

Pipeline Automation

Automated deal stage progression, task assignment, and notifications that keep your pipeline moving without manual effort.

Lead Scoring

Behavioral and demographic scoring models that prioritize your hottest leads so sales focuses on deals most likely to close.

Drip Campaign Design

Personalized email and SMS sequences triggered by behavior, lifecycle stage, and engagement patterns.

Sales Process Optimization

Map, refine, and systematize your sales process to reduce cycle times and increase close rates.

Integration Architecture

Seamless connections between your CRM, marketing platforms, billing, and business tools for a single source of truth.

Our Approach

A structured CRM implementation that your team will actually adopt.

  1. 01

    Process Mapping

  2. 02

    Build & Configure

  3. 03

    Train & Launch

  4. 04

    Refine & Scale

Step 01 / 04

Process Mapping

Document your current sales process and identify bottlenecks and automation opportunities.

Platforms We Specialize In

Enterprise-grade CRM deployment across major platforms.

GoHighLevel

Ideal for all-in-one lead generation, automation, and appointment workflows.

HubSpot CRM

The best in B2B scaling, reporting, and lifecycle segmentation.

Zoho CRM

Powerful, customizable, and perfect for complex ops with flexible logic.

Salesforce

Enterprise-scale architecture, pipeline mapping, and 3rd-party integrations.

How It Connects

Full Funnel CRM Design

We align lead source → nurture flow → deal pipeline → reporting, so every contact and campaign is tracked from first click to closed deal.

Real-Time Integrations

Use Zapier, native APIs, n8n, or Make to connect your CRM with:

Calendars Slack Email platforms Google Ads Meta Ads Landing pages Phone/SMS systems

Data Sync + Deduplication

Clean, merge, and maintain records across tools with nightly syncs and automated checks.

Client Results

Real CRM workflows and automations we've built for clients.

CRM workflow automation diagram
CRM integration flow diagram
Application received workflow
Category assignment workflow
Booking internal notification
CBO nurture sequence
Lead assignment rules

What you usually get vs. what we ship

Most 'CRM projects' end at setup. Ours start there.

A typical agency or freelancer

  • A platform license and a default pipeline copied from a template
  • Your data imported — and some of it silently dropped
  • A one-time training video, then you're on your own
  • No connection to your ad accounts, billing, or phone system
  • Reporting that looks busy but never ties back to revenue
  • You chasing them for access to your own account

Concinnity

  • A pipeline modeled on how your team actually sells
  • A clean, de-duplicated migration with a rollback plan and zero data loss
  • Hands-on training and documentation until adoption sticks
  • Integrations to Google & Meta Ads, billing, calendars, and phone/SMS
  • Attribution down to the lead — which dollar created which deal
  • You own the account and the data. Always.

CRM questions, answered

Which CRM should we use — HubSpot, Salesforce, GoHighLevel, or Zoho?
We're platform-agnostic and choose based on your sales motion, team size, and budget — never on what we resell. GoHighLevel for all-in-one lead-gen and appointment businesses, HubSpot for B2B scaling and lifecycle reporting, Salesforce for enterprise complexity, Zoho for highly custom, cost-sensitive operations. We recommend the fit and show you the reasoning.
Will it connect to our existing tools, ad accounts, and phone system?
Yes. We integrate your CRM with Google and Meta Ads, your calendar, billing, landing pages, and phone/SMS through native APIs, Zapier, Make, or n8n — so every lead source and touchpoint lives on one record.
How long does a migration take, and will we lose data?
Most migrations run two to four weeks depending on data volume and integrations. We clean, de-duplicate, and map your records first, migrate in stages with validation at each step, and keep a rollback plan — so you go live with zero downtime and nothing lost.
How do you make sure our team actually uses it?
Adoption is the project, not an afterthought. We design the pipeline around how your reps already sell, automate the busywork that makes people avoid a CRM, and run hands-on training with documentation. After launch we track adoption and keep refining until it sticks.
Do we own the CRM and our data?
Always. You own the account, the data, and every integration, then grant us access — not the other way around. No lock-in and no hostage data. If we ever part ways, everything stays with you.
How do you tie CRM activity back to revenue?
We build attribution down to the lead: which channel and which dollar produced each opportunity, with call tracking and closed-loop reporting. You see cost-per-lead and cost-per-acquisition by source — outcomes, not vanity metrics.
Can you connect the CRM to our paid media?
Yes, and it's where the biggest gains usually are. We feed conversion and revenue data back to Google and Meta so the algorithms optimize toward closed deals instead of raw form fills, and we surface which campaigns actually drive pipeline.
What does ongoing support look like? Are we locked into a contract?
Month-to-month. After launch we monitor performance, refine automations, and expand the system as you grow — all through transparent task tracking you can check at any time.

Ready to Streamline Your Sales Pipeline?

Let's build a CRM system that captures every lead and automates your way to more closed deals.

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