CONVERTEC

Technology & Development

CRM & Automation

Salesforce, HubSpot, Klaviyo, or custom CRM — configured, integrated, and automated so your sales and marketing teams spend time selling, not entering data.

What we deliver

  • 01

    CRM selection, setup, and data migration

  • 02

    Sales pipeline configuration and lead scoring

  • 03

    Marketing automation workflows (Zapier, Make, n8n, custom)

  • 04

    Custom integrations with your existing tools

  • 05

    Team training and adoption support

  • 06

    Ongoing optimisation and workflow refinement

Frequently asked questions

We already have a CRM — can you fix it?
Absolutely. CRM rescue is one of our most common engagements. We audit what you have, clean the data, fix the workflows, and train the team — often delivering more value than a full migration.

Explore more

Web DevelopmentMobile App DevelopmentSaaS & Platform DevelopmentAPI & IntegrationData & AI

Ready to discuss crm & automation?

Book a free consultation and we'll show you what we can do.