Services / CRM Infrastructure & Build

CRM implementation and integration, for any CRM

CRM implementation, migration and integration for Zoho, HubSpot, Salesforce, GoHighLevel and monday CRM. The pillar most media shops won't touch. Without it, the ad platforms are the only thing telling you how you're doing, and they are not impartial.

CRMs we work with

Setup, migration, audits and automation on any of these, and others on request. We are not tied to one CRM vendor, so the recommendation fits your business. Pages for Zoho, HubSpot, Salesforce and GoHighLevel.

What it covers

Setting up the system of record, and wiring it to everything else, as we do across every client of Swayze Media. Leads only keep their source if the links that bring them in are tagged; the free UTM builder checks yours.

CRM setup & migration

Standing up Zoho, HubSpot, Salesforce, GoHighLevel or monday CRM from scratch, or moving you off whatever you have without losing history.

Pipeline & workflow automation

Stages that match how your sales team actually works, with the handoffs automated rather than remembered.

Lead scoring & routing

Leads qualified and routed on defined rules, so the sales team stops triaging and the data stops being guesswork.

Sales/marketing platform integrations

The CRM connected to the ad platforms and the warehouse, so closed revenue can be traced back to the campaigns that influenced it.

Where the leads actually go

The ad platforms report the top bar and stop. Everything underneath it is the part that decides whether the spend was worth it.

451 Leads the ad platforms claim 388 Unique, after de-duplication 311 Qualified in the CRM 118 Became opportunities 47 Closed won the ad platforms stop here Everything below the first bar only exists in the CRM. Leads the ad platforms claim 451 The ad platforms stop here Unique, after de-duplication 388 Qualified in the CRM 311 Became opportunities 118 Closed won 47 Everything below the first bar only exists in the CRM.
Illustrative, using the same figures as the sample dashboard.

Why a data shop cares about your CRM

Ad platforms report leads. Only the CRM knows which of them turned into money.

Ad platforms say This channel produced the most leads at the lowest cost per lead. Spend more here.
The CRM says Half of those leads never qualified, and the ones that closed came from somewhere else entirely.
drop-b Both, in one place, reconciled. The CRM is a data source, not a separate department.

A lead is not revenue.

Find out what your CRM is hiding.

The audit covers your CRM as well as your ad accounts. Or start with a free CRM audit or a pipeline and automation audit.

Book a consult