Services / Salesforce, Pipedrive, Zoho and GoHighLevel
Objects and fields, pipelines, routing, automation and reports in Salesforce, Pipedrive, Zoho CRM or GoHighLevel, connected to your outbound tools so every reply and meeting is tracked. Clean-ups and migrations included.
Licences bought, nothing configured, and a team that needs it working this month.
Custom fields added over years, three ways to mark a deal stage, nobody trusts the forecast.
HubSpot to Salesforce, spreadsheets to Pipedrive, Zoho to GoHighLevel. History has to survive the move.
Apollo, Instantly and LinkedIn tools generate replies that never become records.
Users, roles and permissions, objects and fields, page layouts, pipelines and stages, lead statuses, email and calendar sync, templates and sequences.
Sales Cloud objects, record types, validation rules, Flows for routing and alerts, assignment rules, duplicate rules, reports and dashboards.
Pipeline design, custom fields, workflow automation, web forms, round-robin assignment, and for GoHighLevel, funnels, calendars and the messaging channels you use.
Deduplication, domain normalisation, retagging, backfills, archive queues batched for your approval, with a backup before every change.
Apollo, Instantly, HeyReach and website forms connected with clear field ownership. Migrations mapped field by field, tested on a sample before the full run.
Dashboards for leadership and reps, written definitions, a recorded walkthrough, and an optional monthly support retainer.
Live state checked, test batch first, backup of any field we might overwrite.
Nothing irreversible runs without your sign-off on the batch.
Stages and automations follow how your team actually sells.
Counts before and after every change.
Case study, Australia
The same discipline we bring to Salesforce and Pipedrive, applied to a HubSpot portal with years of debt: audited, deduplicated, consolidated and automated, then used to run outbound on a verified list.
Read the case studySalesforce Sales Cloud, Pipedrive, Zoho CRM, GoHighLevel and HubSpot. HubSpot has its own page.
Our certifications are HubSpot (RevOps, Inbound, Sales Hub Software). Salesforce, Pipedrive and Zoho work is delivered as configuration and administration, not Apex development. If your project needs custom code, we will say so up front.
Yes. Field mapping, deduplication, a sample migration you review, then the full run, with activity history where the platforms allow it.
A new Pipedrive or Zoho setup usually takes one to two weeks. Salesforce two to four. Clean-ups depend on record volume.
Yes, on a monthly retainer with a set number of hours, response within one business day, and a quarterly health check.
Give us read access and we will send a 15-minute video with the three fixes that matter most.