CRM Integration & Setup Services | Blacktie Collaborative

Your CRM Should Work For You

Most businesses have a CRM. Few actually use it properly. Even fewer have it integrated with their other systems. We set up CRMs that actually work—capturing leads automatically, triggering follow-ups, and giving you visibility into your pipeline.

Common CRM Problems We Fix

• Manual data entry (wasting hours every week)
• Leads falling through the cracks
• Data scattered across multiple systems
• No follow-up automation (missed opportunities)
• Can't see pipeline or forecast accurately
• Team not actually using the CRM

Our CRM Services

CRM Selection & Setup

We help you choose the right CRM (HubSpot, Salesforce, Pipedrive, etc.) based on your business needs, then set it up properly from day one.

Website → CRM Integration

Contact forms automatically create leads in your CRM. No manual entry. No lost leads. Everything captured.

Email Automation Sequences

Automated follow-ups based on lead behavior. Nurture sequences. Re-engagement campaigns. All triggered automatically.

Pipeline & Sales Process

Custom pipelines that match your sales process. Automated task creation. Deal tracking. Forecasting.

Data Migration

Moving from spreadsheets or another CRM? We'll migrate your data cleanly so nothing is lost.

Team Training & Adoption

A CRM only works if your team uses it. We train everyone and make it simple enough that they actually will.

Systems We Integrate With

HubSpot

Salesforce

Pipedrive

ActiveCampaign

Mailchimp

Zapier/Make

The ROI

Proper CRM integration saves time and prevents lost revenue:

• Save 5-10 hours/week on manual data entry
• Recover 10-20% more leads through automated follow-up
• Increase sales team productivity by 20-30%
• Better visibility into what's working

Most clients see ROI within 3 months.

CRM Integration & Setup