Marketing automation consulting and CRM consulting from Zurich: we set up your CRM so it connects marketing and sales, instead of slowing both down.
Most SMEs already run a CRM, but rarely one that actually automates work. Leads land in the pipeline without scoring, marketing and sales keep separate lists, and reporting happens manually in spreadsheets. The tool is there, but the automation, and the revenue lever that comes with it, is missing.
Onboarding or migration to HubSpot, including data transfer from your existing system, a clean object structure and user permissions that fit your team.
Lead scoring and routing rules that qualify contacts automatically and route them to the right salesperson, instead of letting them sit in a shared list.
Automated email flows, nurturing tracks and trigger campaigns that respond to actual contact behaviour, instead of a rigid newsletter schedule.
Dashboards and integrations (e.g. with your website, accounting or existing tools), so both teams work from the same numbers instead of arguing about reports.
Our marketing automation consulting is built for SMEs and scaleups across the DACH region that don't want to build an in-house RevOps team, but still need a CRM that grows with them. Whether it's a new setup or rescuing an existing, underused HubSpot portal: we handle the technical execution and the strategic side together.
A look at real projects: at Algra we turned an existing, barely used HubSpot portal into an agentic RevOps engine with automated sales processes. At LEVA, CRM automation sat at the centre of building marketing from scratch.
It depends on scope, number of users and the complexity of a migration, so there is no flat price tag. The concrete quote comes out of a free intro call. See the pricing page for the collaboration models.
Both: we handle onboarding to HubSpot as well as migration from an existing CRM, including data transfer and a clean object structure.
It depends heavily on your starting point: a fresh setup is usually faster than a migration with a large legacy data set. In the intro call we estimate the effort for your specific case.
CRM automation is the one-time setup of the system. Ongoing RevOps support is what happens afterwards: continuous optimisation of campaigns and reporting.
Free intro call, no strings attached.
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