What is a CRM system
CRM Integration Services

(Customer Relations Management)

Streamline Your Customer Relationships

Connect, automate, and optimize your business with powerful CRM integration solutions that drive growth and efficiency.

24/7

Support

Our CRM Services

Complete CRM Integration Solutions

From setup to optimization, we provide end-to-end CRM integration services tailored to your business needs.

CRM Setup & Configuration

Complete setup and configuration of your CRM system tailored to your business processes and workflows.

  • Platform selection & setup
  • Custom field configuration
  • User access management
  • Workflow automation

Third-Party Integrations

Connect your CRM with all your essential business tools for seamless data flow and efficiency.

  • Email marketing platforms
  • E-commerce systems
  • Accounting software
  • Social media channels

Data Migration

Safe and secure migration of your customer data from legacy systems to your new CRM platform.

  • Data cleansing & validation
  • Duplicate removal
  • Field mapping
  • Testing & verification

Automation Setup

Implement intelligent automation to save time and eliminate repetitive tasks in your sales process.

  • Lead scoring & routing
  • Email campaigns
  • Task assignments
  • Follow-up reminders

Training & Support

Comprehensive training for your team and ongoing support to ensure maximum CRM adoption and ROI.

  • Live training sessions
  • Documentation & guides
  • Video tutorials
  • 24/7 technical support

Analytics & Reporting

Custom dashboards and reports that provide actionable insights into your sales and customer data.

  • Custom dashboard creation
  • Sales forecasting
  • Performance metrics
  • Automated reports
Supported Platforms

We Integrate With Leading CRMs

Expert integration services for all major CRM platforms and custom solutions.

Salesforce

Complete Salesforce integration and customization

HubSpot

HubSpot CRM setup and marketing automation

Zoho CRM

Zoho ecosystem integration and workflow

Microsoft Dynamics

Dynamics 365 implementation and support

Pipedrive

Sales pipeline optimization and setup

Monday CRM

Work OS and CRM customization

Freshsales

Freshworks suite integration

Custom CRMs

Bespoke and proprietary CRM systems

Why Choose Our CRM Integration?

Experience the difference with our proven integration methodology

Fast Deployment

Most integrations are completed in 2-3
​4weeks

Secure & Compliant

GDPR, HIPAA, and SOC 2 compliance

Scalable Solutions

Grows with your business needs

Dedicated Support

24/7 expert assistance when you need it

CRM Integration Pricing

Transparent Pricing for Your CRM

Choose the package that fits your business needs. No hidden fees, no surprises.

Free to Start

Free Consultation

Not sure which package is right? Start with a free consultation.

$0 no commitment
30-minute discovery call
  • Free 30-min consultation
  • In-person at your business or at our Roanoke office
  • CRM needs assessment
  • Custom recommendations
  • ROI projection estimate
  • No obligation or pressure
Book Free Consultation
Starter Package

Essential CRM Setup

Perfect for small businesses getting started with CRM integration.

$400 upfront
$65 /month
  • Basic CRM setup & configuration
  • Up to 3 third-party integrations
  • Data migration (up to 1,000 records)
  • Basic automation setup
  • 2 hours of training
  • 24/7 Support
Get Started
MOST POPULAR
Professional Package

Complete CRM Solution

For growing businesses that need advanced CRM capabilities and support.

$600 upfront
$125 /month
  • Advanced CRM setup & customization
  • Unlimited third-party integrations
  • Data migration (unlimited records)
  • Advanced automation & workflows
  • Custom dashboards & reports
  • 5 hours of comprehensive training
  • Priority 24/7 support
  • Dedicated account manager
Get Started

All packages include a 30-day money-back guarantee

Need a custom solution? Contact us for enterprise pricing.

Our Process

Simple 5-Step Integration Process

From discovery to launch, we ensure a smooth and successful CRM integration journey.

1

Discovery

We analyze your current systems, processes, and business requirements.

2

Planning

Create a detailed integration roadmap and technical specifications.

3

Integration

Connect systems, migrate data, and configure workflows.

4

Testing

Thoroughly test all integrations and ensure data accuracy.

5

Launch & Support

Go live with ongoing monitoring and dedicated support.

Quick Turnaround

Most CRM integrations completed within 2-4 weeks, depending on complexity and scope.

Clear Communication

Regular updates and transparent communication throughout the entire integration process.

Quality Guaranteed

We ensure everything works perfectly before launch with comprehensive testing.