CRM
We set up and build CRM systems that your sales and support teams keep using: clean pipelines, automations that save real hours, and data that connects to the rest of your tools.
What changes
Leads live in inboxes, spreadsheets and people's heads.
Every lead and deal is in one pipeline, with an owner and a next step.
Follow-ups depend on someone remembering.
Reminders, assignments and emails go out automatically.
Nobody trusts the sales numbers.
Live reports on pipeline, conversion and revenue that match reality.
What we do
CRM setup
HubSpot or Zoho configured around your pipeline stages, fields, roles and reports, not the vendor's defaults.
Custom CRM
When off-the-shelf doesn't fit, a CRM built for your process, owned by you, with no per-seat fees.
Automation
Lead routing, follow-up reminders, quotes and handoffs automated with workflows, Zapier, Make or n8n.
Migration and integrations
Contacts and deal history moved from spreadsheets or an old CRM, and connected to email, billing and your website.
Tools we use
- HubSpot
- Zoho CRM
- Airtable
- Zapier
- Make
- n8n
- Stripe
- PostgreSQL
Common questions
Should we use HubSpot, Zoho or a custom CRM?
Most teams are best served by HubSpot or Zoho. We recommend custom only when your process or costs make a standard CRM a poor fit, and we tell you why in writing.
Can you move our existing data?
Yes. We clean and de-duplicate contacts, companies and deals, migrate them with their history, and check the counts with you before switching over.
Next service
Marketing
SEO, paid ads, email and analytics, run by the same team that builds your site.
Tell us what you are building. We reply within two working days with questions or a first estimate.
Have a project in mind?Start a projectOr email admin@bitsky.us