CRM IMPLEMENTATION & OPTIMIZATION

Why You Need a CRM Strategy That Works

Most businesses either:

• Aren’t using a CRM at all

• Or they’re barely using the one they have

That’s where we come in. We align your CRM platform with your sales, marketing, and service processes so you can:

• Track leads and sales more efficiently

• Automate customer follow-up

• Eliminate dropped leads and pipeline confusion

• Gain visibility across your entire customer journey

What’s Included in Our CRM Services

✅ CRM Selection & Setup

We help you choose the right CRM for your business (like HubSpot, Zoho, Pipedrive, or Salesforce) and configure it properly from day one.

✅ Data Migration

Moving from spreadsheets or another CRM? We’ll migrate your existing contacts, deals, and activity logs with accuracy and care.

✅ Sales Pipeline Design

We map and customize your sales funnel stages, automations, and workflows to match how your team actually sells.

✅ Marketing & Email Integration

Connect your CRM with email marketing platforms, forms, and website so you can capture and nurture leads effortlessly.

✅ Optimization & Clean-up

Already have a CRM but it’s a mess? We audit, organize, and streamline your system so it runs smoothly and supports your goals.

Designed for Small Business Growth

We specialize in CRM implementation for small businesses, startups, and growing teams that need better visibility, automation, and client management — without the enterprise-level bloat.

Whether you’re in construction, consulting, professional services, or local retail — we tailor your CRM setup for your industry, workflows, and growth stage.

Platforms We Work With

• HubSpot

• Zoho CRM

• Pipedrive

• Salesforce (Essentials/Professional)

• ClickUp (CRM builds)

Not sure what to choose? We’ll help you compare.

Streamline Your Sales, Marketing & Customer Experience

At Collaborative Concepts Marketing, we help growing businesses implement and optimize powerful CRM systems that simplify workflows, strengthen client relationships, and drive revenue. Whether you're starting from scratch or trying to make sense of your current setup, we ensure your CRM actually works for you — not against you.