The CRM agencythat sets it up, migrates it, automates it, cleans your data, drives adoptiona CRM your team uses.
A CRM agency that sets up, untangles and automates your CRM end to end: a clean data model, pipelines that match how you sell, a migration that dedups instead of dragging the mess across, workflow automation and reporting you can trust. We're tool-agnostic (HubSpot, Salesforce, Pipedrive, Attio) and we drive the adoption that actually decides whether it pays off.
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GeminiA CRM agency makes it stick, not just installs it.
Anyone can buy the licence and import a spreadsheet. Designing a data model that holds up, migrating clean, automating the right workflows and getting your team to actually use it is a different job. Here are the four things we own.
- Data model & pipelines
A CRM built on a clean data model
Most CRM pain starts with the data model. We map your objects (contacts, companies, deals, custom objects), set the properties that actually drive decisions, and design pipelines and stages that match how your team really sells, not a vendor template. Fewer fields, clearer stages, and a structure your reporting can stand on. Get this right and the automations, the forecasting and the adoption all follow.
See a typical setup - Migration & data hygiene
Migration without dragging your mess along
A migration is the one chance to clean house. We move you off spreadsheets or a legacy CRM (Salesforce, Pipedrive, Zoho) into HubSpot, Salesforce, Pipedrive or Attio, mapping every field, deduping records, and fixing the data hygiene issues that quietly break reporting. We don't copy the chaos across. You land in the new CRM with data you can trust, not a fresh tool full of old duplicates.
See the method - Workflow automation
Workflows, lead scoring and reporting that hold up
The leverage is in what the CRM does on its own. We build workflow automation for lead routing, deal stage updates, follow-up tasks and handoffs, set up lead scoring that reflects your real buying signals, and wire the integrations to your other tools. Then we build the reporting and forecasting your team trusts: dashboards that match the pipeline, not vanity numbers nobody acts on.
See the integrations - Adoption & RevOps
A CRM your team actually uses every day
A CRM nobody updates is just an expensive address book. Adoption is what decides the ROI, so we right-size the setup to your team, train the people who live in it, and put the RevOps habits in place that keep the data clean after we leave. We're an automation and AI agency first, so the CRM plugs into how your team already works instead of adding another tool they ignore.
See AI enablement
We set up your CRM around your process, not a vendor template.
Most CRM projects die the same way: a tool bought, a spreadsheet dumped in, fifty fields nobody fills, and a team that quietly goes back to their inbox. So we work the other way round: map how you actually sell, design a clean data model and pipelines on top of it, migrate clean, automate the busywork, then drive the adoption that decides the ROI.
- Audit · map your sales process, your data, and where the current CRM leaks time
- Model · clean data model, pipelines and stages that match how you actually sell
- Migrate & automate · dedup, move the data, wire the workflows and integrations
- Adopt · train the team and set the RevOps habits so the data stays clean
We're tool-agnostic on purpose.
Most CRM agencies sell the platform they're certified on. We don't lead with a partner tier, so we can recommend the CRM that fits your team and budget, and tell you when a simpler one wins. We treat data hygiene and adoption as the job, because a clean migration and a team that actually uses the tool are what a badge never delivers.
- Tool-agnostic: we recommend the CRM that fits your team and budget, not the one we hold a badge for. Sometimes that's Pipedrive, not Salesforce.
- We treat data hygiene as the job, not an afterthought: dedup and clean mapping first, so reporting and forecasting work on day one.
- A CRM is a process tool, not a magic fix. We tell you straight when the problem is your sales process, not your software.
- You leave autonomous: the data model, automations and RevOps habits live with your team, so adoption survives after we hand it over.
A clean CRM core, your revenue stack around it.
We configure the parts that turn a CRM from a glorified contact list into a system your team runs on, then connect it to the tools you already use. Here's what a real CRM build covers.
- Setup
Data model & properties
We design the objects, properties and associations your CRM needs to answer real questions, cutting the dead fields that nobody fills so the data stays clean and your reporting actually adds up.
- Setup
Pipelines & stages
We build pipelines and deal stages that match how your team really sells, with exit criteria per stage, so forecasting reflects reality instead of optimistic guesses dragged across the board.
- Setup
Migration & dedup
We migrate from spreadsheets or a legacy CRM into HubSpot, Salesforce, Pipedrive or Attio, mapping every field, deduping records and fixing the data hygiene that breaks reporting before it starts.
- Setup
Workflow automation
We automate lead routing, deal updates, follow-up tasks, handoffs and notifications, so the busywork runs itself and your reps spend their time selling instead of updating fields.
- Setup
Lead scoring & reporting
We set up lead scoring on your real buying signals and build the dashboards, reporting and forecasting your team trusts, tied to the pipeline so the numbers drive decisions.
- Setup
Integrations & RevOps
We connect the CRM to your other tools (marketing, support, billing, data warehouse) and put the RevOps process in place that keeps the data clean and the team aligned long after we leave.
We map your sales process, you leave with a plan.
Before quoting anything, we take 60 minutes to look at how you sell, the CRM or spreadsheets you run on today, and where the data leaks time. You leave with an honest read on whether you need a new CRM, a rebuild, or just a cleaner process, plus what to fix first. Zero pitch, just a straight take on your setup.
- An honest read on which CRM fits your team
- The data model and pipeline issues to fix first
- The workflows worth automating
- A frank take on what a CRM won't fix
How we run a CRM setup or migration.
Five steps, in order. We don't import data before the model is clean, we don't migrate the chaos along with it, and your team owns it at the end. Each step has a deliverable and you sign off before we move on.
- Step 1 · CRM audit
Map your sales process before touching the tool
We sit with your sales, marketing and ops people and map how deals actually move: where leads come from, where they stall, what gets tracked and what falls through the cracks. We look at your current CRM or spreadsheets and the data inside them. Half the value is telling you whether you need a new CRM, a rebuild of the one you have, or just a cleaner process, before you spend a euro on migration.
- Step 2 · Data model & pipelines
Design the model and pipelines around how you sell
We design the objects, properties and associations your CRM needs, and build pipelines and stages that match your real sales motion with clear exit criteria. We cut the fields nobody fills and keep the ones that drive decisions. A clean data model is what makes everything downstream (automation, lead scoring, forecasting) actually work, so we get it right before importing a single record.
- Step 3 · Migration & data hygiene
Migrate clean, not the chaos you came with
We migrate from your spreadsheets or legacy CRM into HubSpot, Salesforce, Pipedrive or Attio, mapping every field and deduping records as we go. The migration is the one moment to fix data hygiene cheaply, so we don't copy duplicates and dead data across. You sign off on the mapping and a test import before we move the full dataset, so nothing breaks silently.
- Step 4 · Automation & integrations
Automate the busywork and wire your stack
We build the workflow automation that runs the busywork: lead routing, deal stage updates, follow-up tasks, handoffs and notifications. We set up lead scoring on your real buying signals, build the reporting and forecasting dashboards your team trusts, and connect the CRM to your other tools so data flows instead of being re-keyed. Everything ships documented so your team can extend it.
- Step 5 · Adoption & handover
Drive adoption, then get out of the way
Adoption decides the ROI, so this is where the work lands. We train the people who live in the CRM, write the playbook for how your team uses it, and set the RevOps habits that keep data clean. If you want to go deeper on AI and automation around the CRM, we cover that. If you want us on call for what scales next, we talk about that separately. Either way, your team owns it.
We're judged on the CRM your team keeps using.
No partner badge to display, so we lead with what matters: feedback from the teams whose CRM we set up or migrated, and whether they kept the data clean and the team using it after we left. Our Trustpilot reviews come from those teams, not from a marketing deck.
- The data model, automations and process live with your team
- Clean migration: deduped, mapped, reporting working from day one
- Right-sized to the team so adoption survives the handover
- Trustpilot reviews come from the teams we built the CRM for
The questions we get asked on repeat.
What does a CRM agency actually do?
A CRM agency sets up, untangles and automates your CRM so it earns its place instead of becoming an expensive address book. We design a clean data model, build pipelines and stages that match how you sell, migrate and dedup your data, automate the workflows (lead routing, follow-ups, handoffs), set up lead scoring and reporting, wire the integrations, and drive adoption. The point is a CRM your team actually uses every day, not a tool a few people log into once a quarter.How much does a CRM setup or migration cost?
It depends on scope: a clean setup on a fresh CRM is nothing like migrating years of messy data, rebuilding automations and wiring integrations. We don't throw out a flat package. We start with a free 60-minute audit to see what you actually need, then quote a fixed scope. The CRM licence itself (HubSpot, Salesforce, Pipedrive, Attio) you pay the vendor directly; we right-size the plan so you don't pay for tiers your team won't use.Which CRM should we use: HubSpot, Salesforce, Pipedrive or Attio?
It depends on your team, not on which badge we hold. Pipedrive is fast to deploy and great for a lean sales team. HubSpot fits companies unifying marketing and sales with strong workflow automation. Salesforce suits larger orgs that need deep customization. Attio is built for modern, data-first teams. We're tool-agnostic, so in the audit we recommend the one that fits your process and budget, and we'll tell you honestly when a simpler CRM beats the powerful one.Can you migrate us off Salesforce or a spreadsheet without losing data?
Yes, and the migration is the best moment to clean house. We map every field from your source (Salesforce, Pipedrive, Zoho or spreadsheets) to the new CRM, dedup records, and fix the data hygiene issues that quietly break reporting. You sign off on the mapping and a test import before we move the full dataset. We rebuild your automations as native workflows in the new tool, so you don't land with a clean tool full of old duplicates and broken logic.What can you automate in our CRM?
The high-value automation is the busywork your reps shouldn't be doing by hand: lead routing to the right owner, deal stage updates, follow-up task creation, handoffs between sales and onboarding, and internal notifications. We also set up lead scoring on your real buying signals and reporting that ties to the pipeline. The goal is workflow automation that frees your team to sell, not a maze of rules nobody understands or maintains six months later.Will a CRM fix our sales problems?
No, and we won't pretend it will. A CRM is a process tool, not a magic fix. If your sales process is unclear, a CRM just digitizes the confusion. We map your process first and tell you straight when the real problem is qualification, follow-up discipline or handoffs, not your software. We also right-size the CRM to your team: an overkill setup with fifty fields kills adoption, and adoption is what actually decides the ROI.How long does a CRM setup or migration take?
For a clean setup (data model, pipelines, core automations, training), count a few weeks: audit and model first, then build, then adoption. A full migration with messy data, custom objects and many integrations runs longer. We split it into batches so your team gets a working CRM fast, rather than waiting months for a big-bang go-live. You sign off at each step, so nothing moves to the next stage until it's right.Do you train our team or just configure the CRM?
Both, and the training is where the ROI is won or lost. A CRM nobody updates is dead data within a quarter. We train the people who live in it, write the playbook for how your team uses the pipelines and properties, and set the RevOps habits that keep data clean. Adoption decides whether the CRM pays off, so we don't just hand over a configured tool and leave. Your team owns the model, the automations and the process when we're done.
Stop fighting your CRM. Set it up right.
A 60-minute audit, your sales process and data mapped, a plan to set up, migrate or automate with adoption baked in. If your team can run it in-house after setup, we'll hand you the playbook. If we're the right fit, we handle it.