Marketing & CRM
CRM work, including the parts nobody enjoys
A CRM is only as good as the records inside it. Most of the ones we’re handed have duplicate contacts, half-built automations from an employee who left in 2022, and a reporting dashboard nobody trusts enough to quote in a meeting. Fixing that is less exciting than choosing a new platform, and considerably more useful.
What this covers
The system, the data and the automations
We build and fix the machinery. We are not a creative agency and we won't write your campaigns, which we think is worth saying up front.
CRM migration
Between HubSpot, Keap (Infusionsoft), Salesforce, Zoho and Pipedrive. Field mapping, deduplication, history preserved, and both systems running in parallel until you're confident nothing was lost.
Implementation from scratch
Pipeline stages that match how you actually sell rather than the demo data, properties people will genuinely fill in, and permissions that stop everyone being able to export the whole database.
Marketing automation
Lifecycle emails, nurture sequences, internal notifications and the branching logic behind them. Written down somewhere, so the next person can see why a contact received what they received.
Lead capture and routing
Forms, landing pages and routing rules so an enquiry reaches a person while they still care. Most lost leads are lost in the twenty minutes after they arrive.
Data cleanup
Deduplication, normalisation, bounce handling and suppression lists. Unglamorous, and the difference between a database and a liability.
Deliverability
SPF, DKIM and DMARC set up correctly, sending domains warmed properly after a move, and bounce rates watched. Migrations are where deliverability usually breaks.
Reporting and attribution
GA4, Google Tag Manager and CRM reporting joined up enough to say which campaigns paid for themselves. Imperfect attribution you understand beats perfect attribution you don't.
Integrations
Connecting the CRM to your website, your invoicing, your support desk and your calendar, so people stop copying records between tabs.
Where we come in
The three calls we get most
"We're on Infusionsoft and we want out."
Keap migrations are common. Moving the contacts is the easy half. The work is in the campaign builder, where years of overlapping automations have to be understood before they can be rebuilt.
"We bought HubSpot and use about a tenth of it."
Licences bought on a demo, then nobody configured the pipelines or the automation. This is usually a configuration project, not a platform problem.
"Leads come in and nothing happens for two days."
No routing rules, no notification, and a shared inbox everybody assumes somebody else is watching. One of the cheapest things on this page to fix.
How it works
A migration is a data problem
We start with an export and an honest look at it. How many duplicates, how many dead addresses, how many automations are still firing that nobody remembers writing. That report routinely changes the plan, and occasionally changes which platform you should be moving to.
We rebuild automations rather than translating them. Most of them accumulated over years for reasons that no longer apply, and carrying that across intact just moves the mess to a more expensive address.
Both systems run in parallel through the cutover. Nothing gets switched off until you have watched the new one handle real enquiries for a while. The old data stays exported and archived regardless.
What we don't do
We don't write your campaign copy, design your ads or run your paid media. If you have a marketing agency, we're the people who make the systems behind them work, and we're happy to sit on a call with them.
Tools
What we work with
Platform choice depends on your team size, your sales motion and what your people will realistically keep up to date.
- HubSpot
- Keap (Infusionsoft)
- Salesforce
- Zoho CRM
- Pipedrive
- ActiveCampaign
- Mailchimp
- Klaviyo
- GA4
- Google Tag Manager
- SPF / DKIM / DMARC
- Zapier
- Make
- n8n
Answers
Questions about CRM work
Can you migrate from Infusionsoft to HubSpot without losing history?
Yes. Contacts, companies, deals, notes and activity history all map across. Some field types have no exact equivalent, and we'll show you that list and agree what happens to each one before we run anything.
Will our email deliverability suffer after moving?
It can, if the sending domain isn't authenticated and warmed properly. That's a planned part of the migration: SPF, DKIM and DMARC records first, then volume increased gradually rather than all at once.
Which CRM should we choose?
Genuinely depends on your team and how you sell. We'll ask about deal volume, sales stages, who updates records and what else it must connect to, then recommend one. Sometimes it's the one you already have.
Do you run our marketing campaigns?
No. We build and automate the systems, and we work alongside whoever writes and designs the campaigns. If you don't have anyone doing that yet, we'll say so rather than pretend to fill the gap.
Our data is a mess. Is it worth migrating at all?
Usually yes, but cleaned first rather than after. Moving a messy database into a new system produces a messy database in a new system, plus a larger bill.
Can you connect the CRM to our website?
Yes, through forms, APIs or tracking, depending on the platform. If we also built the site the integration is straightforward; if we didn't, it's usually still fine.
Related
Often needed alongside this
Get in touch
Tell us what your CRM is doing wrong.
Whether it's a migration, a cleanup or a system nobody on the team actually opens, a short description is enough to start.