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Service 06 · CRM Development & Integrations

CRMdevelopmentthatkeepseverydealmoving.

Custom CRMs and integrations with HubSpot, Salesforce, GoHighLevel and your existing tools — pipelines, automations and reporting shaped around how your team actually sells.

Get a free project planSee how we work
  • Custom CRM
  • HubSpot
  • Salesforce
  • GoHighLevel

02The problem

If your leads live in spreadsheets, your pipeline is leaking.

Deals rarely die in one moment — they slip through small cracks. Here’s where most sales processes lose them.

Live site audit
0of 4 issues found
  • Lead tracking
  • Follow-up
  • Integrations
  • Reporting
  1. 01Pending scanCriticalDetected

    Leads scattered across inboxes and spreadsheets

    When every rep tracks deals their own way, leads get lost, duplicated or simply forgotten.

  2. 02Pending scanCriticalDetected

    Follow-ups that rely on memory

    No reminders, no sequences and no clear owner — so warm leads quietly go cold.

  3. 03Pending scanWarningDetected

    A CRM that doesn’t connect to anything

    Forms, calendar, email and billing live outside the CRM — so data is re-typed by hand and always out of date.

  4. 04Pending scanWarningDetected

    No clear view of your pipeline

    Without reliable dashboards, forecasting is guesswork and you can’t see which channels actually close deals.

Illustrations

We build CRMs that close the gaps.

Custom CRMs and HubSpot, Salesforce and GoHighLevel setups with automated follow-ups, clean data and dashboards you can trust.

See what we build

03What we build

The CRM that fits how you sell.

HubSpot, Salesforce, GoHighLevel, Zoho or fully custom — we set up, migrate and integrate the CRM that matches your sales process, team size and budget:

HubSpot

Marketing, sales and service in one place.

An all-in-one CRM that’s easy for teams to adopt, with strong marketing tools and a huge integration ecosystem.

Best for

  • Inbound-led companies
  • Teams new to CRM
  • Marketing & sales alignment

What we deliver

  • Pipeline & property setup
  • Workflows & sequences
  • Data migration & cleanup
  • Reporting dashboards

Fit profile

Our take
Ease of use
5/5
Customization
3/5
Automation
4/5
Integrations
5/5
Budget-friendly
3/5

Ideal for

  • B2B services
  • SaaS
  • Agencies
Discuss your HubSpot project
Compare all CRM options at a glance
Compare all CRM options at a glance (our take, 1–5)
CriteriaHubSpotSalesforceGoHighLevelZoho CRMCustom CRM
Ease of use
Customization
Automation
Integrations
Budget-friendly

04Built in by default

A CRM your team actually uses — built in from the start.

Most CRM projects fail on adoption, dirty data and broken integrations — not on features. Every setup we deliver is built around those three things.

  • IntegrationsIncluded

    Every tool, in sync

    Your website, ads, email, phone, calendar and accounting connected to one source of truth — no more copy-paste.

  • Clean dataIncluded

    Migrated without the mess

    We clean, de-duplicate and map your existing data before it moves — with your history preserved.

  • Instant follow-upIncluded

    No lead waits

    New leads get an instant, personal text and email — and your rep gets the task.

  • PermissionsIncluded

    The right access for everyone

    Roles, teams and field-level permissions keep sensitive data visible only to the right people.

  • AdoptionIncluded

    Built for adoption

    Training, cheat sheets and go-live support — because a CRM nobody uses is just an expensive spreadsheet.

  • DashboardsIncluded

    Answers at a glance

    Dashboards for pipeline, win rate, lead sources and rep activity — built around the questions you actually ask.

  • OwnershipIncluded

    100% yours — no lock-in

    Your CRM, data and automations stay in your account. Full admin rights, documentation and recorded training included.

Also in every project

  • Lead scoring
  • Email & calendar sync
  • Mobile access
  • Custom reports
  • API & webhooks
  • Post-launch support

05How we work

From scattered spreadsheets to a CRM your team relies on.

A CRM rollout touches every salesperson and every customer record, so we plan it carefully. Here’s how we get you live with clean data and a team that actually uses it.

  1. Phase 01 / 06Week 1

    Audit & requirements

    We map your sales process, lead sources, tools and reports, and interview the people who’ll use the CRM every day.

    You’ll receive

    • Process map
    • Requirements doc
    • CRM recommendation
    Your part
    Interviews with sales and ops team members.
    Milestone
    Requirements approved
  2. Phase 02 / 06Week 2

    Pipeline & data design

    We design your pipelines, stages, fields and permissions so the CRM matches how you actually sell.

    You’ll receive

    • Pipeline design
    • Data model
    • Permission plan
    Your part
    Review the design with your sales lead.
    Milestone
    Design approved
  3. Phase 03 / 06Weeks 3–5

    Configuration & automations

    Pipelines, fields, automations, templates and integrations with your website, email, phone and other tools are built and tested.

    You’ll receive

    • Configured CRM
    • Automations
    • Integrations
    Your part
    Test the setup with real deal scenarios.
    Milestone
    Configuration complete
  4. Phase 04 / 06Weeks 5–6

    Data migration

    Your existing contacts, companies and deals are cleaned, de-duplicated and imported, with history preserved and verified.

    You’ll receive

    • Cleaned data
    • Imported records
    • Migration report
    Your part
    Export your data and spot-check the import.
    Milestone
    Data verified
  5. Phase 05 / 06Weeks 6–7

    Training & go-live

    Role-based training for reps and managers, quick-reference guides and a planned switchover so nothing falls through the cracks.

    You’ll receive

    • Team training
    • Cheat sheets
    • Go-live
    Your part
    Block time for training sessions.
    Milestone
    Team live on the CRM
  6. Phase 06 / 06Week 8 onward

    Adoption & optimization

    We track adoption, answer questions, fix friction and refine automations and dashboards based on how your team uses them.

    You’ll receive

    • Adoption check-ins
    • Dashboard tuning
    • Support
    Your part
    Share feedback from your team.
    Milestone
    Handover complete

Typical timeline for a sales team CRM setup with data migration. Custom CRMs and complex multi-team rollouts take longer — you’ll get an exact plan after the audit.

06Ways to work together

Get your CRM right — whatever state it’s in.

Starting fresh, fixing a messy setup or needing an expert on call — each calls for a different kind of help. Choose the one that fits.

Which sounds like you?

  • Best match

    CRM setup & migration

    A CRM built around how you sell.

    We design and configure your CRM, connect your tools, migrate and clean your data, and train your team — delivered at a fixed price.

    Pricing
    Fixed quote
    Payments
    By milestone
    Scope
    Agreed up front

    Best for

    • Teams moving off spreadsheets
    • Switching CRM platforms
    • New sales teams

    Includes

    • Pipeline & automation setup
    • Data migration & cleanup
    • Integrations & team training
    Get a setup quote
  • Best match

    CRM audit & cleanup

    Fix the data, the setup and the adoption.

    We audit your existing CRM, clean and de-duplicate data, simplify pipelines and rebuild broken automations — so your team actually wants to use it.

    Pricing
    Fixed fee
    Output
    Audit + fixes
    Platform
    Your current CRM

    Best for

    • Low CRM adoption
    • Duplicate or dirty data
    • Broken automations & reports

    Includes

    • CRM health audit
    • Data cleanup & de-duplication
    • Simplified pipelines & automations
    Request a CRM audit
  • Best match

    CRM admin on demand

    Your expert CRM admin, every month.

    New automations, reports, fields, user changes and integrations handled by a CRM expert — without hiring a full-time admin.

    Pricing
    Monthly plan
    Commitment
    Flexible
    Support
    Priority

    Best for

    • Growing sales teams
    • Frequent process changes
    • Teams without a CRM admin

    Includes

    • Monthly admin hours
    • New automations & reports
    • User support & training
    Discuss CRM support
  • Free discovery call
  • Your data stays yours
  • Training included
  • NDA on request
  • Documentation included

07FAQ

CRM FAQs.

Straight answers to what businesses ask most about CRM setup, migration, integrations, custom CRMs and getting their team to actually use it.

12 answers

  • It depends on your sales process, team size and budget. HubSpot is easy to adopt with strong marketing tools, Salesforce suits complex sales, GoHighLevel fits local and service businesses, and Zoho is great value. We recommend based on how you actually sell.

  • Only if off-the-shelf CRMs can’t model your process, or per-seat licensing becomes too expensive at your scale. A custom CRM gives you full control and no seat fees, but takes longer to build.

  • Yes. We can audit, clean up and improve your existing CRM instead of replacing it — often the faster, cheaper option.

  • A typical sales team setup with data migration takes around 8 weeks, including design, configuration, integrations and training. Custom CRMs and complex multi-team rollouts take longer.

  • Yes. We clean, de-duplicate and map your contacts, companies and deals before importing, preserve their history and verify everything after migration.

  • It depends on the platform, the number of pipelines and automations, integrations and how much data needs migrating. After a free discovery call we send a fixed, itemized quote.

  • Your website forms, ads, email, calendar, phone and SMS, Slack, accounting, e-commerce and support tools — anything with an API or native integration.

  • Lead assignment, instant follow-up emails and texts, task reminders, deal stage updates, appointment booking, review requests and reporting — so nothing slips through the cracks.

  • Yes. We build dashboards for pipeline value, win rates, lead sources and rep activity, designed around the questions you need answered.

  • We design the CRM around your real sales process, keep it simple, and provide role-based training, quick-reference guides and support after go-live.

  • Yes. A monthly CRM admin plan covers new automations, reports, user changes and support — without hiring a full-time admin.

  • You do. Your CRM and data stay in your account with full admin access, and you can export your data at any time.

Still have a question?

Email admin@cobraintech.com or book a free call.

Book a free call

09Let’s talk

Ready for a CRM your team actually uses?

Tell us how you sell today. On a free call we’ll recommend the right CRM approach and send you a clear, fixed quote.

Prefer email?

admin@cobraintech.com