Most CRM problems are not software problems
The license is paid for. The seats are assigned. And nobody logs in. Leads still live in one person's inbox, follow-up depends on memory, and no one can answer "how many deals are actually in play?" without an afternoon of digging. That is what we fix: the CRM gets configured around how your team really sells, the busywork gets automated, and adoption is treated as part of the job rather than an afterthought.
How we work
Four steps from first conversation to a CRM your team logs into every morning.
01
Define goals
We map how leads actually reach you and where they stall today, then agree what the CRM has to fix first.
02
Create a plan
A build specification, timeline, and fixed budget — so you know what you are getting before anyone touches a setting.
03
Build it out
We roll out the highest-value features first, so the pipeline and lead capture work long before the last nice-to-have.
04
Deploy and train
Launching is easy; adoption is hard. We train every role, sit with the sceptics, and check usage after go-live.
What we build into your CRM
Take the whole thing or start with the one piece costing you deals. Scope follows your goals, timeline, and budget.
CRM consulting
Which platform, which plan, what it will actually cost to run — straight answers before you commit.
Account setup
Pipelines, properties, permissions, and settings configured properly the first time, so reporting is trustworthy later.
Automations
Instant lead routing, follow-up sequences, task creation, and internal alerts — the admin work your team stops doing by hand.
Lead management
Every form, call, and referral lands in one place with an owner and a next step attached to it.
Deal management
Stages that match how you really close, so you can see what is stuck and act on it this week.
Reporting and insights
Dashboards that answer the questions you ask in your Monday meeting — sources, conversion, cycle time, revenue.
Pick the engagement that fits
Four ways to work with us, depending on where you are.
01
Strategy and plan
You need clarity before spending. We produce the blueprint, platform recommendation, and costed roadmap.
02
Full build
From scratch or a full rebuild — architecture, configuration, integrations, migration, and training end to end.
03
Implementation
You already have an approved plan. We execute it, migrate the data, test it, and get your team using it.
04
Improvement
The CRM exists but underperforms. We fix the specific gaps in automation, pipeline, and reporting.
We Have a Bit of a Reputation
“The team at 215 Marketing is capable, energetic, and a pleasure to work with. We highly recommend them for digital marketing needs.”
Adam RosenLSR Wellness
Common questions
Which CRM platform should we use?
Usually HubSpot — we are a Platinum Partner and it fits most of the businesses we work with. But we work across every major platform and will recommend against HubSpot when something else suits your team and budget better.
How much does a CRM build cost?
Builds start at $1,499. Scope drives the rest: number of pipelines, integrations, data migration complexity, and how much automation you want. You get a fixed price before work starts.
How long does it take?
Straightforward buildouts run a few weeks. Multi-team setups with migrations and integrations take longer, and we give you a dated schedule up front rather than a vague range.
Can you migrate our existing data?
Yes — from another CRM, spreadsheets, or both. We clean and de-duplicate on the way in so you are not importing years of mess into a fresh system.
What if our team refuses to use it?
That is the failure mode we design against. We involve the people who will use it during the build, train by role, and follow up on real usage after launch instead of assuming a handoff worked.
Do you support the CRM after launch?
Yes. Post-launch support is part of every build, and ongoing CRM support covers changes, new automations, and reporting as your process evolves.
Let's look at your pipeline
Tell us how leads reach you today and where they get stuck. We will tell you what a CRM should fix first — and what it will cost.