04.07
DAX Labs / Catalog / Online Marketing / CRM setup
Tool-assisted

CRM setup

HubSpot/Close/Pipedrive — configured, wired, automated.

Flat
Project scope
Owned
Working files
Direct
Delivery
What you get

We configure HubSpot, Close, or Pipedrive so your pipeline runs itself, not your reps.

PriceQuoted
Usually done in · 4 days
  • Pipeline, stages, and fields configured
  • Contacts and deals imported clean
  • Automations, tasks, and reminders
  • Dashboards and team walkthrough
Get a price for this ↗See it working ↗
Delivery architecture

What the engagement protects.

The medium changes. These working guarantees do not.

01 / Directed

Directed

Professional tools do the heavy lifting; judgment directs the result.

02 / Editable

Editable

Final and working formats are supplied where the medium permits.

03 / Reviewed

Reviewed

Tool output is treated as a draft until it passes a critical check.

04 / Scoped

Scoped

Volume, format and revision boundaries are agreed before production.

Build sequence

Four visible moves.

Signal

Define the audience, input, output, deadline and real constraint.

Scope

Agree the smallest useful deliverable, exclusions and one flat number.

Produce

Build, show working progress and revise against the agreed outcome.

Transfer

Verify the final result, deliver the files and document the handover.

Linked work / live demo

Proof, not promises:
Growth Engine — full-funnel simulator

A working DAX-built demonstration for this service — open it, click it, judge the craft directly.

Open the live demo ↗All case studies
Related instruments

Often paired in
online marketing.

All Online Marketing services
+SEO servicesOn-page, technical, content SEO — the plan and the execution.↗+Email marketingMailchimp/Klaviyo setup, flows, campaigns — via API.↗+Social media managementContent calendars, scheduling, posting — X/LinkedIn/Meta APIs.↗+Lead generationB2B prospecting lists + outreach — Apollo/Clay/Hunter.↗+Marketing automationn8n/Zapier flows wiring your marketing stack together.↗+Conversion optimizationWhy visitors don't convert, and the fixes that make them.↗
Service intake / open

Need
crm setup?

Send the specifics and deadline. You’ll get a direct fit check and a flat scope.

Start this project ↗Back to Online Marketing