Enterprise CRM Suite

What’s Included:

Onboarding Services

Sales Hub Overview
& Optimization

CRM Administration

Pipeline Management

  • Overview of the sales process
  • Customize CRM to your sales funnel


Sales Automation

  • Standard sales automation setup
  • Unlimited Sales Workflow Nurture Stream
  • Sequences
  • unlimited Sequence Set Up
  • Lead Scoring
  • Identify leads with scoring for conversion tracking


3rd Party Integrations Quoting

  • Unlimited Quote Templates Payment Integrations
  • Set up and integrate preferred payment system



  • Integrate preferred meeting platform
  • Build out HubSpot Calendar for an unlimited amount of users


Sales Quota & Goals

  • Establish KPIs and goals within HubSpot to track



  • Unlimited Sales Report Build Out on the Dashboard


Marketing Hub Overview
& Optimization

Ideal Customer Profile

Buyer Persona creation

Email Marketing

  • 5 Email Nurture workflows/monthly
  • 12 nurture emails written & implemented


Data Management

  • List segmentation – ongoing
  • Contact Property Management


Lead Conversion

  • Unlimited Landing Pages
  • Unlimited Form Build


PPC Management

  • Paid Media integration and tracking using HubSpot


Content Strategy

  • Blogs, Case Studies, eBooks, etc



  • Feedback & review workflow
  • Emails written & implemented



  • 5 Built-Out Reports/ monthly
  • Organized Dashboard

Service Hub Overview
& Optimization


  • Setting Up Intake Channels
  • Schedule Meetings

Ticket Pipeline

  • Create a customized ticket pipeline
  • Unlimited Standardized email & chat responses

Knowledge Base

  • Set up a general outline of the knowledge base
  • Build out articles
  • Helping customers self-serve
  • Live chat functionality

Ticket Automation

  • Create ticketing automation
  • Unlimited Customer survey nurture flow

Support Playbook

  • Develop Support Playbooks

Dashboard & Reporting

  • Create custom dashboard and reporting for service pipeline


  • Create Service Level Agreement for the support team

Customer Portal

  • Create unlimited customer portal tools

Operations Hub Overview & Optimization

Two-Way Data Sync

  • Setting Up Data Channels
  • Manage data flows


Default Field Mapping

  • Create customized field mapping


Custom Field Mapping

  • Create customized fields for data mapping


Historical Sync

  • Upload all data to unite and clean 3rd Party Integrations
  • Connect all integrations to manage tech stack


Programmable Automation & Bots

  • Create automation
  • Create bots
  • Integration with chat feature Webhooks
  • Link the automation and bot features through unique webhooks

Data Quality Automation

  • Create a function to provide data quality measures


Reporting Calculations

  • Set up calculations in reports


Snowflake Data Share

  • Ability to search and locate databases


Workflow & List Custom Coding

  • Unique coded workflow and list actions

Interested in Our Services?