Make Your CRM Work for You

Whether you're just getting started or fixing what's broken, we'll design systems that scale and support your GTM strategy.

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Hull Advisory Partners Working

Expert CRM Strategy + Execution

We build clean, scalable CRM systems in HubSpot & Salesforce.

From custom field mapping and automation workflows to cross-team alignment and reporting, we help you eliminate chaos and scale with clarity.

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What We Deliver

Explore CRM Solutions by Platform

We don’t just configure—we align every field, workflow, and integration with how your team actually works.

HubSpot Salesforce Multi-System Integrations
Hull Advisory Partners Sales (1)

HubSpot offers flexibility, but without thoughtful setup, it quickly becomes noisy. We implement lifecycle stages, lead scoring, pipeline configuration, and reporting frameworks that match your actual sales motion. Our builds are clean, scalable, and designed for end users, not just admins. Whether you're building from scratch or correcting a tangled setup, we create a system that aligns with your team and growth goals.

Let’s Clean Up Your HubSpot
Hull Advisory Partners Marketing (1)

Salesforce is powerful—but only when it’s tailored. We customize objects, page layouts, and automation logic to reflect how your GTM engine actually operates. That includes building validation rules, territory structures, permission sets, and forecasting dashboards that make sense to Sales, Marketing, and CS alike. If your team avoids Salesforce or says it's clunky, it's a setup problem we can solve.

Rebuild Salesforce the Right Way
Hull Advisory Partners Client Success (1)

You’ve got tools—Slack, Zapier, Pendo, Asana, Intercom. We help you stitch them into your CRM, not silo them. That means centralized visibility, process handoffs across teams, and automation that reduces manual work. We design integrations that drive adoption and automate reporting so no one has to chase status updates again.

Let’s Sync Your Stack

"Hull Advisory completely restructured our Salesforce instance. Within a month, our entire team had clarity, automation, and reports we actually trusted."

Engagement PackagesCRM Projects for Every Growth Stage

Choose the level of support that fits your CRM stage—whether you're starting fresh, scaling fast, or syncing systems.

Quick Start CRM Setup

Price Range: $6,000 to $8,000

Best for: Early-stage setup or small team cleanups

Includes:
Lifecycle design
Lead routing + scoring
Internal training docs

Growth Optimization Project

Price Range: $10,000 to $15,000

Best for: GTM teams scaling workflows + visibility

Includes:
Automation and workflows
Reports + dashboards
System architecture + audit

CRM & Integration Buildout

Price Range: $20,000 to $30,000+

Best for: Multi-tool integrations and cross-team delivery

Includes:
HubSpot/Salesforce + Slack/Zapier/etc.
Advanced permissions
Cross-functional rollout + support

Ready to Rebuild Your CRM With Confidence?

Let’s turn your platform into your performance engine.

Schedule a CRM Audit