Managed CRM Operations

You bought a CRM to get organized. Instead, you're running it like a second job.

Configuring workflows. Chasing your team to use it. Manually entering the updates it was supposed to eliminate. Sound familiar?

Let's talk
1

Your team avoids the CRM because it's unreliable. They track deals in spreadsheets and send updates over Slack.

2

You have a backlog of automations that would save hours every week. No one has the time or expertise to build them.

3

Workflows break. No one notices until reports go stale and forecasts stop making sense.

4

Integrations are duct-taped together or nonexistent. Customer data lives in three different tools and none of them agree.

5

You spend more time configuring the system than using it to run the business.

You don't need better software.
You need someone to run it.

The CRM was never the problem. The problem is that no one on your team was hired to build automations, design integrations, or maintain workflows. That's a full-time operations job, and it's been sitting on someone's desk as a side project.

DIY didn't stick.

Someone spent a weekend watching tutorials, built a few workflows, then got pulled back into their real job. The system slowly fell apart.

Consultants disappeared.

They delivered a setup document, walked you through it on a call, and left. Two months later, half the automations were broken.

Platform support couldn't help.

A chatbot that doesn't know your business, followed by a help article that doesn't match your use case.

These all failed for the same reason: CRM operations is ongoing work, not a one-time project.

Convert Clicks is your CRM ops team.

A dedicated team that builds, maintains, and improves your CRM operations. We automate demand gen, deal lifecycle, onboarding, and customer success so your team can focus on the work that grows the business.

Zero setup fees. We build it, migrate your data, and launch.
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Works with your stack.

Already on HubSpot or Monday?

We bring the same ops accountability to your existing stack. We'll audit what you have, fix what's broken, build the automations you've been putting off, and keep everything running.

Starting fresh?

Every plan includes Convert Clicks CRM, a platform built for operations. No per-seat pricing. No features gated behind enterprise tiers. Fully managed from day one.

You pick what makes sense. We make it run.

What changes when the ops are handled.

Demand Gen → Sales

Leads are enriched, scored, and routed automatically. Meetings book themselves. Follow-ups start before anyone checks a dashboard.

Deals → Onboarding

Proposals auto-generate with client data. Stalled deals trigger reactivation. Closed deals kick off onboarding automatically.

Customer Success

Feedback surveys at 60 days. Referral prompts at 90. Milestones trigger upsells and queue clients for case studies.

Integrations

Contracts sync to PandaDoc. Invoices push to accounting. Project boards update. No one copies data between tabs.

Built once, maintained continuously, runs while your team focuses on growth.

Who we've built for.

Cornerstone Educational Solutions

Educational assessments · 65+ districts · 13 states

They were running everything on spreadsheets: assessment assignments, practitioner scheduling, billing, the works. We built their entire delivery pipeline on Convert Clicks CRM from scratch. Four user types, two client portals, a real-time notification system, and companion apps. Everything from assignment intake to invoicing, fully automated.

XeroADPPandaDocConvert Clicks CRM

AmzAtlas

Amazon brand management · 1P to 3P transitions

We automated their project boards on Monday Enterprise and built a dedicated Brand Protection program on Convert Clicks CRM, giving their team a centralized system to track reseller violations, manage client accounts, and coordinate enforcement.

Monday EnterprisePandaDocBox.comPipedriveConvert Clicks CRM

Eave Solar

Solar & roofing · B2B partnerships · Utah

We built a custom referral marketplace, a companion app integrated directly with HubSpot Enterprise, so their referral partners could submit and track leads in real time. Synced lead tracking across partner accounts and custom proposal objects inside HubSpot gave Eave full visibility from referral to close.

HubSpot EnterpriseCustom Companion App

Lucent Energy

Solar installer · NJ, NY, CT, PA, DE

We integrated HubSpot with Aurora Solar Designer so their sales team could generate a custom solar design for any lead with one click, just the homeowner's address. The proposal auto-generated and attached itself inside HubSpot, eliminating the back-and-forth that was slowing their pipeline.

HubSpotAurora Solar Designer

SunSpear Energy

Solar · Hawaii · Top Contractors 2025

We fully automated and configured Pipedrive: built their leads inbox, created a custom round-robin system for their setting team, and developed a companion app for generating solar proposals. Integrated with Coperniq for project management, PandaDoc for contracts, and QuickBooks Enterprise Desktop running on a virtual machine.

PipedriveCoperniqPandaDocQuickBooks DesktopCustom Companion App

Ready to talk?

Book a 20-minute call. Walk us through your current setup: what's working, what isn't, and what you wish it did. We'll tell you exactly what we'd build.

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