A CRM stores your customer information like name, email address, phone number, address, purchase history, website visits, and email activity. Storing this information makes it easier to stay in touch with your customers and keep them engaged even when not actively purchasing from you.

The right CRM depends on your client list, budget, staff size, and needs. We have worked with HubSpot, SalesForce, DonorPerfect, Raiser’s Edge, GoHighLevel, and Neon. Each has its pros and cons that we can discuss with you on a discovery call.

Keeping track of your clients in your phone or on a spreadsheet is an excellent way to lose them. Data isn’t backed up or synchronized. There is no way to track their engagement with your website. Scaling is slow or impossible with constant sharing of contacts and data among your team. A CRM allows you to maintain good records of client engagement, scale your team, and maintain relationships with your clients even when they’re not actively buying.

• CRM Strategy Development

  • Tailored CRM roadmap aligned with business goals

  • Client journey mapping and touchpoint analysis

• CRM Platform Selection & Setup

  • Evaluation and recommendation of CRM tools

  • Initial setup, configuration, and integration with existing systems

• Custom CRM Integration

  • Website, email, social media, and lead capture form integration

  • API-based connection to other marketing tools (e.g., Mailchimp, Google Ads, Facebook Ads)

• Data Migration & Cleanup

  • Importing and organizing existing client data

  • De-duplication, segmentation, and formatting

• Lead Management & Automation

  • Lead capture, scoring, and nurturing workflows

  • Automated follow-up emails and drip campaigns

• Email & Campaign Tracking

  • Centralized tracking of all email communications

  • Performance analytics for client campaigns

• Customer Segmentation & Personalization

  • Dynamic segmentation based on behavior and demographics

  • Personalized content and offers based on CRM data

• Sales Pipeline Management

  • Custom pipeline stages for client onboarding and upselling

  • Deal tracking and reporting

• Reporting & Analytics

  • Dashboard setup for KPIs like lead conversion, client retention, and ROI

  • Regular performance reports and insights

• Training & Support

  • CRM user training for your internal team

  • Ongoing technical support and optimization