Services / Data & Automation / CRM & Lifecycle
CRM as a growth tool — not a data graveyard.
Most CRMs turn into a data dump after 6 months. I build setups that trigger lifecycle flows, give sales hours back and play cleanly with your tracking.
Task-centric
The CRM data model follows sales and customer-success tasks — not the tool defaults. Custom properties that make sense.
Lifecycle-driven
Welcome flows, re-engagement, win-back, churn prevention. Automatically triggered, with clear logic.
Privacy-first
GDPR-compliant data flow, EU hosting where possible, documented deletion processes.
What you can book
Six building blocks, individually or as a package
We start with the audit and tool choice. Migration and flows only come once the model is in place.
CRM audit
Data quality, custom properties, adoption by sales/CS, reporting usefulness. Output: score + map.
Tool choice
HubSpot, Pipedrive, Attio, Salesforce — a decision matrix by team size, B2B/B2C, complexity.
Data architecture
Contact/company/deal/custom-object model, required properties, validations, lifecycle stages.
Lifecycle flows
Onboarding, activation, cross-sell, re-engagement, win-back. Triggers, splits, touch sequences.
Integration
Shopify/WooCommerce, GA4, Meta Lead Ads, Calendly, Zapier/Make, webhooks. A clean data flow.
Team onboarding
Sales/CS training, data-hygiene SOPs, reporting-reading workshops. Making adoption measurable.
How do we differ?
Three ways to buy CRM
A tool solution partner, a Salesforce system integrator, or a senior operator — the difference lies in depth and tool lock-in.
| HubSpot Solution Partner Factory42, RYZE, Effiprozess | Salesforce SI Classic system integrator | Truong Suarez Tool-agnostic + marketing bridge | |
|---|---|---|---|
| Tool lock-in | HubSpot-centric | Salesforce-centric | Tool by task — HubSpot, Pipedrive, Attio, Salesforce |
| Task focus | Inbound marketing + sales | Enterprise sales operations | Coupling marketing performance + lifecycle |
| Setup effort | 3–6 weeks standard setup | 3–12 months (custom-heavy) | 2–4 weeks for the 80% solution |
| Pricing model | Retainer + tool commission | Day rates €1,000–2,000 | Fixed-price audit + setup project |
| Best phase | HubSpot-first setup for SMBs | Enterprise sales complexity | Mid-market coupling marketing and sales data |
Comparison based on publicly available information, as of 2026. If your situation would be better served elsewhere, I'll tell you so in the intro call.
How we work
Five phases, one point of contact
Audit first, then setup. Adoption by your team is the success metric.
Audit
Data quality, adoption status, property hygiene, reporting usefulness. Output: map.
Model + tool
Task mapping, tool decision, architecture concept.
Setup
Tool configuration, custom properties, pipelines, validations, permissions.
Integration + flows
Shop/marketing/calendar integrations, first lifecycle workflows live.
Onboarding
Sales/CS training, SOPs, Loom tutorials, adoption check at 30/60/90 days.
Stack
What we work with
No black-box tools. Everything we use, you can run yourself — if you want to.
CRM platforms
- HubSpot (B2B Marketing+Sales)
- Pipedrive (Sales-First)
- Attio (startup, modern)
- Salesforce (Enterprise)
Integration
- Zapier / Make
- n8n (self-hosted)
- Webhooks + Custom APIs
- Segment (CDP)
Lifecycle tools
- HubSpot Workflows
- Klaviyo (e-com)
- Customer.io
- ActiveCampaign
Reporting
- CRM-native dashboards
- Looker Studio (via API)
- BigQuery + dbt
- Notion (SOPs)
Recommended entry point
Two paths, depending on where you stand
For existing CRMs, the tracking audit shows data quality and adoption. For a fresh tool choice, the basic audit is the fit.
For you if
A CRM exists but is barely used
You're running HubSpot/Pipedrive/Salesforce. The data is messy, adoption fluctuates, and reports make little sense.
5–7 days · report + 30-min call
Starter Audit / Tracking
- – Data-quality & adoption score
- – Lifecycle-flow usefulness check
- – Integration gaps
- – Top 3 improvement recommendations
For you if
Choosing a new CRM or migrating
You're starting with a CRM or migrating from Excel/spreadsheets. You need a tool recommendation + data model + migration plan.
7–10 days · report + 60-min call
Basic Audit / Build new
- – Tool-choice matrix
- – Task-to-data mapping
- – Migration plan + effort
- – Lifecycle-flow concept
Not sure? The symptom triage on the audits page helps you choose. The audit fee is credited toward a follow-up project.
When this becomes relevant
Typical starting points
Three recurring situations where CRM & lifecycle is the right tool.
Sales data
Multi-channel sales data
When marketing sources, the sales CRM and the shop don't line up — how the CRM becomes the source of truth.
GDPR
GDPR consent compliance
Keeping CRM data GDPR-compliant — consent status, deletion processes, documentation.
Tracking
Tracking despite consent loss
Server-side setup with hashed conversions that feeds CRM events cleanly back to Meta, Google and TikTok.
FAQ
What clients often ask before the first collaboration
HubSpot or Salesforce — which fits?
HubSpot for SMBs coupling marketing and sales, fast time-to-value, < 50 users. Salesforce for enterprises with complex sales operations, multiple BUs, regulated industries. Pipedrive/Attio for sales-first teams with 5–30 salespeople — lighter, more focused.
Is a lighter CRM like Pipedrive or Attio worth it?
Very often yes. Pipedrive: sales-pipeline focus, simple, top adoption rates. Attio: modern, fast, good API, ideal for startups and software companies. Both save 60–80% of HubSpot's cost at comparable sales output, but without integrated marketing automation.
How painful is a CRM migration?
For 5–20k contacts with standard properties: 2–4 weeks. For 50k+ with custom objects, pipeline history and integrations: 6–10 weeks. The most important success factor is the data cleanup before the migration — migrate junk and you have junk on the other side.
How GDPR-compliant are US CRMs?
HubSpot and Salesforce offer EU hosting (at a surcharge with Salesforce). DPA/SCC clauses are standard. The risk lies in the Cloud Act — hence European alternatives (CentralStationCRM, weclapp, Pipedrive with an EU server) when that's a criterion. With the right contractual basis and consent documentation, US tools are usable but require documentation.
In-house or agency for the CRM setup?
A hybrid works best: we set up the architecture, integrations and lifecycle flows, your team takes over daily ops, sales-adoption coaching and data hygiene. Building a pure tool-admin role in-house is expensive — buying in consulting when needed works better.
Let's talk
Three paths — depending on where you are.