Solutions / CRM consulting
CRM that salesactually uses.
HubSpot and Salesforce, set up the way marketing and sales really work: clean data, smart scoring, automated follow-up, and reporting leadership trusts. Build-outs from $5,000 a month; consulting at $500 an hour.
What we do.
CRM audit & roadmap
We review your data, pipeline stages, automations, and adoption, then hand you a prioritized fix list.
Implementation
New HubSpot or Salesforce builds: objects, properties, pipelines, permissions, and the playbooks that go with them.
Migration
Moving between platforms or cleaning up after years of drift, without losing history.
Marketing automation
HubSpot Marketing Hub and Salesforce Account Engagement (Pardot): nurture, lifecycle stages, and email programs.
Lead scoring & routing
Scoring models and routing rules so sales talks to the right people while they are still warm.
Integrations
Website forms, ad platforms, enrichment, and data connections that keep the CRM the single source of truth.
Reporting & attribution
Dashboards that tie campaigns to pipeline and revenue, not just clicks.
Training & managed admin
Team training, documentation, and ongoing admin support so the system stays clean.
Platforms.
HubSpot
Marketing Hub, Sales Hub, and Service Hub. Workflows, lead scoring, lifecycle stages, custom objects, and reporting.
Salesforce
Sales Cloud and Marketing Cloud Account Engagement (Pardot). Campaign influence, scoring and grading, routing, and dashboards.
Speed-to-Lead System.
A fixed-price starting point: $4,500 plus $350 a month.
Intake automation
Every form, call and chat lands in the CRM with the source attached, routed to the right person the moment it arrives.
First response in minutes
Templated first replies and task reminders so no lead waits a day for a human. Response-time SLA tracked.
Reporting leadership reads
One dashboard: leads by source, time to first response, and what converted. The reference build is a Chicago law and tax firm.
How we work.
- 01
Audit
Interviews with marketing and sales, plus a full review of your data and automations.
- 02
Design
Stages, fields, scoring, routing, and reporting, agreed with both teams before we build.
- 03
Build
Configuration, automation, and integrations, tested in a sandbox first where the platform allows.
- 04
Train
Role-based training and documentation so the team actually uses it.
- 05
Optimize
Monthly reviews of adoption, data quality, and pipeline reporting.
CRM, answered.
HubSpot or Salesforce?
It depends on your sales motion, team size, budget, and existing stack. We work in both and will give you an honest recommendation.
What does a CRM build-out cost?
CRM build-outs start at $5,000 a month and scale with scope. Consulting is $500 an hour. The Speed-to-Lead System is a fixed $4,500 plus $350 a month. Every CRM project starts with paid discovery so the quote is fixed before we build.
Can you fix a CRM nobody uses?
Yes. Most adoption problems come from messy data and a setup that does not match how the team sells. We fix both, then train the team.
Do you connect the CRM to our website and ads?
Yes. Forms, tracking, ad platforms, and enrichment tools feed the CRM so marketing can prove pipeline.
Can you use AI inside the CRM?
Yes, where it helps: lead scoring, summaries, and follow-up drafts, with humans in the loop.
Make your CRMyour best seller.
Let's get marketing and sales on the same system, looking at the same numbers.
Explore more solutions.
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Identity systems that stick
Fractional CMO
Executive marketing leadership
Strategy
Roadmaps that drive results
Consulting
Expert guidance on demand
Web Design
Sites that convert visitors
Graphic Design
Visuals that tell stories
Print Materials
Tactile pieces that impress
Development
Code that performs
Traditional Marketing
Proven offline channels
Search Engine Marketing
Dominate search results
AI Consulting
Practical AI for marketing teams
Social Media Management
Build engaged communities
A great fit if
- Leads land in inboxes and spreadsheets
- Reports by source come back empty
- You are choosing between HubSpot and Salesforce, or migrating
Probably not if
- You will not ask the team to use it
What you get.
The deliverables in a typical crm consulting engagement.
Definitions, data, routing and reporting reviewed
HubSpot or Salesforce built around your process
Data cleaned and moved in stages
Routing, alerts and follow-up in minutes
Dashboards leadership actually reads
Training and six months of support
How it works.
Typical timing. We confirm yours in the scope.
- PaidDiscovery
Process, sources, integrations and reports mapped at $500/hr.
- Weeks 2–8Build
Configuration, integrations and data.
- CutoverLaunch
Training and go-live.
- Months 1–6Adopt
Fixes, coaching and reporting.
Related work.
Try it yourself.
Free tools and playbooks from our team.
More questions.
HubSpot or Salesforce?
For most companies under about 50 people with a marketing-led motion, HubSpot is faster to value. Salesforce fits complex processes with an admin on staff. Our comparison article goes deeper.
Guides from our team.
How we think about crm consulting, written by the people who do it.
HubSpot vs Salesforce for a 20-Person Company: A Build-Out Lead's Honest Comparison
HubSpot vs Salesforce for a 20-person company: 2026 license costs, build-out effort, who should pick which, and what to decide before you sign.
Marketing Attribution for Small Businesses: What to Use and What to Ignore
First touch, last touch, data-driven: a plain-English guide to attribution for businesses that need to know which marketing pays, without an enterprise budget.
Speed to Lead: Why the First Five Minutes Decide Who Wins the Job
Most leads call more than one company. The one that answers first usually wins. How to measure your response time and build a system that never lets a lead wait.
What clients say.
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Just teamed up with Clicking Awesome, and they truly are AWESOME! Seriously loving the cool ideas they brought to the table for our marketing. Super easy to work with, and they know their stuff. Big thumbs up!