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Automation

CRM Integration

Connected CRM systems that keep leads, customers and team activity organized.

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Problem & Solution

Problem: For businesses losing visibility when inquiries, notes and follow-ups sit in separate tools.

Solution: We connect forms, pipelines and notifications so your customer journey becomes easier to manage.

We connect forms, pipelines and notifications so your customer journey becomes easier to manage.

Benefits

  • Better lead tracking
  • Cleaner handoffs
  • Sales visibility

Deliverables

  • CRM mapping
  • Form routing
  • Pipeline setup
  • Notifications

Process

  • CRM mapping
  • Form routing
  • Pipeline setup
  • Notifications

Technologies

  • HubSpot
  • Zoho
  • Fluent Forms
  • Zapier

Outcomes

  • Better lead tracking
  • Cleaner handoffs
  • Sales visibility
TRANSPARENT PRICING

Flexible Investment Plans for Scalable Results

Deliverable-driven packages with zero hidden fees. Choose a plan tailored to your stage for CRM Integration, or request a custom quote.

Starter

Essential Sync

Connect core tools and eliminate manual data entry across systems.

$ 990 /project
  • CRM Setup & Data Mapping (HubSpot/Zoho/etc.)
  • 2 Core Workflow Automations (Make/Zapier)
  • Lead Capture & Automatic Routing
  • Instant Notifications (Slack, Email, SMS)
  • Error Logging & Data Verification
  • 14 Days Support & Documentation
Connect Systems →
Full Scale
Enterprise

Enterprise Integration

Enterprise-grade system orchestration for complex business environments.

$ 5,290 /custom
  • Bespoke Microservices & Custom Connectors
  • ERP, Database & Data Warehouse Pipelines
  • High-Volume Real-Time Transaction Sync
  • Custom Internal Operations Dashboard
  • Compliance, Encryption & Audit Trails
  • Dedicated Integration Solutions Lead
  • 90 Days Priority Support & SLA
Contact Architect →
CONSULTATION

Ready to discuss CRM Integration?

Vertexx Services will help you identify the right strategy, scope and next steps.

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