CRMSetup & Intelligence Systems
Transform your sales pipeline with a fully optimized CRM. We configure and automate top platforms like HubSpot, Salesforce, and industry-specific CRMs to streamline your revenue operations.
Real case studies
Named work, not vanity counts
Choosing and configuring the ideal CRM (HubSpot, Salesforce, Acturis, etc.) mapped perfectly to your operational needs.
End-to-End CRM Setup & Automation
Transform your sales pipeline with a fully optimized CRM. We configure and automate top platforms like HubSpot, Salesforce, and industry-specific CRMs to streamline your revenue operations.
Our CRM Setup & Automation Services
CRM Selection & Configuration
End-to-end setup of HubSpot, Salesforce, or specialized platforms like PowerBroker and Acturis tailored entirely to your workflow.
Custom Pipeline Design
We engineer intuitive deal pipelines mapped directly to your unique sales cycle to maximize closing efficiency.
Automated Lead Scoring
Implement data-driven triggers that score behavior and prioritize the most lucrative prospects for your sales team.
Follow-Up Workflows
Eliminate manual tasks with powerful automations driving seamless communication, data syncing, and internal notifications.
CRM Setup & Automation Technology Stack
Tools we actually use on client systems — n8n, Next.js, HubSpot, and the rest of the stack.
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Our CRM Setup & Automation Process
We follow a meticulous, transparent process that ensures your crm setup & automation project is delivered flawlessly, securely, and completely tailored to your business goals.
Process Audit
- We reverse-engineer your sales process to identify bottlenecks and structural requirements.
Architecture & Setup
- We build out your custom CRM environment, creating properties, pipelines, and security roles.
Automation & Integration
- We connect your CRM to existing tools and build the workflows that eliminate manual data entry.
Onboarding
- We train your team on best practices, ensuring immediate adoption and ROI.
Industries we actually know how to run
Insurance & Insurtech
Built for brokers and insurtech operators — renewals, lead routing, and public sites that keep working after hours.
Broker websites, custom web apps, HubSpot and BMS-connected automation, technical SEO, and lead distribution that doesn’t rely on walk-ins alone.
4+
Years working inside insurance and insurtech operations.
NA + EU
Brokers and carriers across Canada, the U.S., and Europe.
Local service businesses
Websites and intake systems for operators who win on referrals — and lose hours to manual quoting.
Conversion-built sites (Webflow / Next.js), quote and enquiry forms, CRM notifications, and task pipelines so every lead gets a clean handoff.
Since 2020
Helping service operators automate the day-to-day.
6-mo+
Minimum retainers — systems that compound, not one-off launches.
E-commerce & fulfillment
Storefronts and organic growth for brands that need performance infrastructure — not just a pretty shop.
Shopify and headless storefronts, technical SEO, landing-page optimization, schema, and content systems built for long-term organic demand.
DTC + B2B
Direct brands and fulfillment operators in the stack.
SEO-led
Multi-year organic programs, not 90-day campaigns.
Custom web platforms
Product-grade apps for operators who outgrew templates — office finders, quote engines, and admin tools.
Next.js applications, admin dashboards, third-party insurance API integrations, and search-ready public surfaces wired into the rest of the stack.
100+
Offices searchable in InsureBC’s custom office-finder app.
Full-stack
Public site + admin + integrations in one engagement.