CRM & integrations
CRM solutions and integrations
Salesforce, HubSpot, and custom CRM solutions. API integrations, workflow automation, and business process optimization.
What you receive
Deliverables for crm & integrations
- Configured CRM system
- Integration documentation
- Automated workflows
- Training and support
- Custom reports and dashboards
What's included
Everything in CRM & Integrations
Salesforce customization and implementation
HubSpot setup and automation
Custom CRM development
Third-party API integrations
Marketing automation
Sales pipeline optimization
Customer data platform (CDP)
Email campaign management
Analytics and reporting dashboards
Workflow automation (Zapier, Make)
Process
How we deliver
- 01
Discovery
We listen first: your goals, users, constraints and any systems already in place.
- 02
Design
We shape the structure, screens and architecture, and agree the approach with you.
- 03
Build
We build in reviewable steps, so you can see progress and give feedback along the way.
- 04
Launch
We test, release and hand over the documentation needed to run what we built.
- 05
Support
Maintenance and improvements can continue after launch, as agreed with you.
CRM & Integrations: common questions
Which CRM platforms do you work with?
Salesforce, HubSpot, Zoho and Microsoft Dynamics, as well as custom CRM development when an off-the-shelf product does not fit your process.
Can you connect our CRM to the tools we already use?
Yes. Third-party API integrations and workflow automation, including tools such as Zapier and Make, are part of the service. We start by mapping how your data should move between systems.
How long does a CRM project take?
It depends on the scope. We confirm a realistic timeline after discovery, once we understand what you need, and we do not promise dates before that.
How much does a CRM project cost?
We do not publish fixed prices because every project is different. Tell us what you need and we will reply with a clear next step and a quote based on the scope.
Do you provide training for our team?
Training and support are listed among the deliverables, and the format is agreed with you for each project.
Related reading
- CRM & IntegrationsWhat to Automate First: Zapier, Make or Custom CodeWhich business workflows to automate first, how to score them, and when Zapier or Make is enough versus custom integration. Includes a checklist.6 min read
- CRM & IntegrationsAPI Integration Best Practices: Retries and WebhooksHow to build API integrations that survive real conditions: idempotency keys, safe retries, webhook verification, rate limits, logging and monitoring.6 min read
- CRM & IntegrationsHow to Plan a CRM Implementation That SticksA step-by-step plan for a CRM implementation: clean your data, design pipeline stages, set up integrations, train staff and measure adoption after launch.6 min read
Our other services
Let’s build it
Ready to build with CloudWiss?
Tell us what you want to build, move to the cloud or keep running. We reply with a clear next step.