Managed CRM Operations
The consultant delivers and disappears. Adoption stalls. An ops leader ends up managing the platform while running everything else. No More. Convert Clicks is your dedicated CRM Ops Team: we build the automations, wire the integrations, and run the operations continuously. Your team shows up because it actually works.
Built for operations leaders at growing companies
You've already purchased a CRM, and watched adoption fall flat within a quarter.
You know you need someone dedicated to CRM ops, not just a one-time setup consultant.
You're tired of hitting feature gates every time you need real automation, and paying enterprise rates just to unlock the logic your pipeline depends on.
The software gets bought. The consultant disappears after launch. Your sales team finds workarounds. And by quarter two, someone, probably you, is manually handling what should have been automated from day one.
You don't need a cluttered view filled with fields and features nobody uses. You need a CRM with real automation built into it: one that calculates, triggers, and updates on its own, without someone managing it full-time.
When you engage Convert Clicks, we become your dedicated CRM Ops Team. We don't just configure the platform. We build the automation layer your pipeline depends on: triggers, calculated fields, sequence logic, and integrations that keep every tool in sync, continuously.
We prefer to build on Template OS, a zero-clutter platform built for adoption, not feature sprawl. We shape it to your exact process from day one.
We optimize what you have. Same dedicated ops accountability, different platform.
Your CRM is actively managed and continuously improved: automations refined, logic updated, and workflows adjusted as your business changes. Not set-and-forgotten.
We build the trigger logic, calculated fields, and cross-platform workflows that run without anyone touching them. One update propagates everywhere: sequences fire, tasks assign, boards update automatically.
Add five people to your team. Your bill doesn't change. We price for the service we provide, not the number of users who benefit from it.
No onboarding invoice. No consultant billing. We build it, migrate your data, and launch it. Included in your plan, full stop.
To unlock custom objects and advanced automations on most platforms, you need the enterprise tier. HubSpot Sales Hub Enterprise runs $1,500–$2,000/month for a handful of seats, before setup, before consulting, and before anyone to keep it running day to day.
Our plans include the platform, the automations, and your dedicated Ops Team, starting from $1,250/month.
We'll match you to the right plan on your first call.