Marketing services
Lead tracking and follow-up that never drops the ball.
CRM setup, pipeline design, and automation that connect marketing to sales — so every inquiry is captured, scored, and nurtured.
40+ CRM implementations
60% Faster lead response
6 Featured reviews
2–6 Week typical setup
The challenge
Sound familiar?
- Leads sit in spreadsheets or inboxes with no follow-up accountability
- Marketing and sales use different tools with no shared view of pipeline
- No lead scoring — sales wastes time on unqualified inquiries
- Manual data entry duplicates effort and introduces errors
- HubSpot or CRM purchased but never properly configured or adopted
Overview
Marketing and sales on one system
Leads don't fail in marketing — they fail in handoff. We implement CRM systems that capture, score, route, and nurture every inquiry from first touch to closed deal.
A CRM is only as good as the process behind it. We design pipelines that mirror how your team actually sells — then automate capture, assignment, reminders, and nurture so nothing slips through.
Krivon implements HubSpot and other CRMs with marketing integration: forms, chat, ads, and email all feed one record with source attribution. Sales gets notified instantly; marketing sees which channels drive revenue.
Training and documentation ensure your team adopts the system — because the best CRM setup fails if nobody uses it daily.
Capabilities
How we deliver crm solutions
CRM audit & architecture
Review current tools, data flows, and pain points — then design pipelines, properties, and stages that fit your sales motion.
Right structure from start
Marketing integration
Connect forms, chat, ads, and email so every touchpoint creates or updates contact records automatically.
Single source of truth
Lead scoring & routing
Rules that qualify leads and assign to the right rep based on territory, product, or score thresholds.
Sales focuses on best fits
Workflow automation
Follow-up reminders, nurture sequences, task creation, and Slack/email alerts on high-intent actions.
Faster response times
Reporting dashboards
Pipeline, velocity, source attribution, and marketing-influenced revenue views for leadership.
Revenue visibility
Team training & docs
Onboarding sessions, playbooks, and SOPs so marketing and sales use CRM consistently.
High adoption
Engagements
Ways we can work together
CRM setup & launch
Full implementation from blank slate or messy existing account — ready for daily use.
Ideal for: Teams adopting HubSpot or replatforming CRM
Marketing automation add-on
Nurture sequences, scoring, and attribution for existing CRM users.
Ideal for: CRM in place but marketing not integrated
CRM optimization audit
Fix broken workflows, clean data, and improve adoption without full rebuild.
Ideal for: Underused CRM needing a reset
Deliverables
What's included
- CRM requirements & pipeline design workshop
- HubSpot (or CRM) account configuration
- Contact, company, and deal property setup
- Form, chat, and ad integration
- Lead scoring model and routing rules
- Automation workflows (nurture, alerts, tasks)
- Sales and marketing dashboards
- Team training and admin documentation
Tools & platforms
Technology we work with
CRM
HubSpot CRM & Marketing Hub
Enterprise CRM
Salesforce
Integrations
Zapier / Make
Lead capture
Google Ads & Meta lead forms
Scheduling
Calendly / Chili Piper
Reporting
Looker Studio
Results
Related work & outcomes
B2B SaaS HubSpot rollout
Pipeline, scoring, and demo booking automation for growing sales team.
−45% lead response time
Property services CRM integration
Multi-source lead capture with territory-based assignment.
Zero manual lead entry
Manufacturing sales enablement
HubSpot connected to website forms, chat, and trade show lead imports.
Full source attribution
Our process
From first call to ongoing growth
01
Discover
Audit performance, audience, and competitors — recommendations start from data, not assumptions.
02
Plan
Roadmap, KPIs, and milestones agreed before production so everyone knows what success looks like.
03
Build
Design, development, or campaign setup in focused sprints with reviews at every gate.
04
Grow
Launch, measure, optimize, and scale — reporting in plain language your leadership team understands.
Choosing the right service
CRM vs. lead generation
Lead generation fills the top of funnel with campaigns and landing pages. CRM ensures those leads are captured, qualified, and followed up. They're complementary — gen without CRM wastes spend; CRM without traffic has nothing to process.
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FAQs
Common questions about crm solutions
Do you only implement HubSpot?
HubSpot is our primary platform, but we also work with Salesforce, Pipedrive, and Zoho based on client needs.
How long does CRM setup take?
Basic setup: 2–4 weeks. Full marketing + sales integration with automation: 4–8 weeks depending on complexity.
Can you migrate data from our old CRM?
Yes. We map fields, clean duplicates, and import contacts, companies, and deal history with validation.
Will sales actually use it?
Adoption is built into our process — simple pipelines, automated tasks, and training. We design for daily use, not shelfware.
Do you set up email nurture sequences?
Yes. Automated sequences for new leads, re-engagement, and post-demo follow-up are common scope items.
Can you connect our website forms?
Absolutely. Native HubSpot forms, embedded forms, chat, and third-party integrations are all supported.
What about reporting for leadership?
We build dashboards for pipeline, forecast, marketing ROI, and team activity — tailored to your KPIs.
How do we get started?
Share your current tools, team size, and sales process. We'll recommend setup scope on a discovery call.