🤖 Full Automation
AUTOMATE YOUR SALES PIPELINE

Stop Losing Leads. Start Closing More Deals.

We set up and automate your CRM so every lead is tracked, nurtured, and converted—without you lifting a finger. Never miss a follow-up again.

3X
Lead Follow-Up
50%
Time Saved
100%
Lead Tracking
Female Business Leader Utilizing CRM Software To Enhance Customer Support.
$2,500+
Starting Price
⚠️

Is Your Business Bleeding Leads?

Leads falling through the cracks
No automated follow-up system
Spreadsheets instead of a CRM
Manual data entry wasting hours
No visibility into sales pipeline
Team using different systems

What's Included in Our CRM Setup

We build a complete, automated sales system tailored to your business

🎯

CRM Platform Setup

Complete configuration of HubSpot, Salesforce, or your preferred CRM platform

Lead Automation

Automated email sequences, task creation, and lead scoring to nurture prospects

🔗

Integration Setup

Connect your CRM with email, calendar, phone, forms, and other tools

📊

Pipeline Design

Custom sales pipeline stages that match your actual sales process

📈

Reports & Dashboards

Real-time visibility into leads, deals, and team performance

🎓

Team Training

Complete onboarding and training for your sales and marketing team

Our CRM Implementation Process

From discovery to launch in 4 strategic phases

1

Discovery & Strategy

We analyze your sales process, identify bottlenecks, and map out the perfect CRM workflow for your business

Process Mapping Requirements Gathering Platform Selection
2

CRM Configuration

We build your custom CRM setup, including pipelines, properties, automation workflows, and integrations

Pipeline Setup Custom Fields Automation Rules
3

Data Migration & Testing

We migrate your existing contacts and deals, then thoroughly test every workflow and automation

Data Import Quality Check Workflow Testing
4

Training & Launch

We train your team, provide documentation, and support you through the first 30 days of going live

Team Training Documentation 30-Day Support

Real Results from Our CRM Clients

See how businesses transformed their sales with the right CRM setup

Law Firm

Mitchell & Associates

85%
Faster lead response time
$120K
Additional revenue in 6 months

"ApexForge set up our HubSpot CRM and automated our entire intake process. We never lose a lead anymore."

Home Services

Elite HVAC Solutions

3X
More follow-up touches per lead
12hrs
Saved per week on admin tasks

"The automation workflows ApexForge built save us hours every week. Our conversion rate doubled."

B2B Services

ProConsult Group

95%
Team adoption rate
40%
Increase in closed deals

"Finally, our entire team is on the same page. The CRM tracks everything and keeps us accountable."

CRM Platforms We Support

We're experts in the leading CRM platforms

🔶

HubSpot

☁️

Salesforce

📊

Pipedrive

🔷

Zoho CRM

Perfect For These Industries

Professional Services
Law Firms
Home Services (HVAC, Plumbing)
Real Estate
Insurance Agencies
B2B Sales Teams
Healthcare Practices
Financial Services
Contractors & Builders

Frequently Asked Questions

Everything you need to know about our CRM services

🎁 Limited Time Offer

Ready to Stop Losing Leads?

Get a free CRM audit and custom automation strategy. We'll show you exactly what's costing you sales—and how to fix it.

Free Consultation
Custom Strategy
No Obligation

CRM Setup & Automation Packages

Transparent pricing with everything included. All packages come with full setup, training, and ongoing support to ensure your team's success.

Starter
Perfect for small teams
$2,500
one-time setup
  • CRM platform setup
  • Basic pipeline configuration
  • Contact & deal management
  • 3 automated workflows
  • Data migration (up to 1,000 contacts)
  • Team training (2 hours)
  • 30 days support
Get Started
Most Popular
Professional
For growing businesses
$5,000
one-time setup
  • Advanced CRM configuration
  • Custom pipeline & stages
  • 10 automated workflows
  • Email & calendar integration
  • Data migration (up to 10,000 contacts)
  • Reporting dashboards
  • Team training (4 hours)
  • 60 days support
Get Started
Enterprise
For large organizations
Custom
Contact for pricing
  • Enterprise CRM architecture
  • Unlimited workflows
  • Multi-team setup
  • Custom integrations & APIs
  • Unlimited data migration
  • Advanced reporting & analytics
  • Comprehensive training program
  • 90 days priority support
Contact Us

Monthly Support Plans Available: Starting at $500/month for ongoing optimization, training, and technical support

CRM platform licenses (HubSpot, GoHighLevel, Zoho, etc.) are billed separately based on your chosen platform

Why CRM Automation is Critical for Growth

Without a properly configured CRM, you're losing leads, wasting time on manual tasks, and missing revenue opportunities every single day.

Stop Losing Leads

65% of leads are lost due to slow follow-up or missed conversations. CRM automation ensures every lead is captured, tracked, and followed up instantly—no more forgetting to call back.

Save 20+ Hours Per Week

Manual data entry, follow-up emails, and task management consume hours daily. Automation handles repetitive work so your team focuses on closing deals, not busywork.

Increase Close Rates by 30%

With automated nurture sequences, smart follow-ups, and deal tracking, you'll convert more leads into customers. Every interaction is timely, personalized, and tracked.

Full Pipeline Visibility

Know exactly where every deal stands, which team member owns it, and what's needed to close. Real-time dashboards show your entire sales pipeline at a glance.

Female Business Leader Utilizing CRM Software To Enhance Customer Support.
48hrs
Average time saved per sales rep per week
35%
Increase in lead-to-customer conversion rates
5x
ROI within first year of CRM implementation
A person interacts with a digital sales dashboard displaying various performance metrics and analytics.
200+
CRMs Implemented
WHY CHOOSE APEXFORGE DIGITAL

Your CRM Implementation Experts

We don't just install software - we architect complete customer relationship systems that streamline sales, increase conversions, and drive predictable revenue growth.

Certified CRM Specialists

Certified in HubSpot, Salesforce, Zoho, Pipedrive & GoHighLevel - we know these platforms inside-out.

Custom Workflow Design

Tailored pipelines, automation, and workflows built specifically for your sales process - not generic templates.

Clean Data Migration

We expertly migrate your contacts, deals, and history without duplicates or data loss - guaranteed.

Comprehensive Training

Live training, video tutorials, and written guides so your team uses the CRM confidently from day one.

30-Day Support Included

Free post-launch support to answer questions, troubleshoot issues, and ensure smooth adoption.