---
title: "Marketing Automation & CRM Setup services | Optimize All"
description: "HubSpot, Salesforce and Pipedrive setup, lead scoring, nurture workflows and integrations."
url: https://optimizeall.com/services/marketing-automation-crm-setup
updated: 2026-10-05
---

Growth

# A CRM your sales and marketing teams actually use.

HubSpot, Salesforce and Pipedrive setup, lead scoring, nurture workflows and integrations.

- [Book a consultation](https://optimizeall.com/book-a-consultation)
- [Get a quote](https://optimizeall.com/get-a-quote?service=marketing-automation-crm-setup)

## Results we move

- Lead-to-customer rate
- Speed to lead
- Pipeline velocity
- Data completeness

Starting from $3,000 one-time

Growth stalls when leads fall through the cracks. We design your lifecycle stages, implement or clean up your CRM, build lead scoring and nurture workflows, and connect your website, ads and email platforms so every lead is tracked from first touch to closed deal.

We document everything and train your team.

## Problems we solve

1. Leads live in spreadsheets and inboxes
2. Marketing and sales disagree on what a qualified lead is
3. No visibility of the full funnel
4. Your CRM is cluttered and nobody trusts it

## What's included

- Lifecycle and pipeline design
- CRM implementation or clean-up
- Lead scoring and routing
- Nurture workflows
- Integrations with forms, ads and email
- Documentation and training

### Tools and platforms

- HubSpot
- Salesforce
- Pipedrive
- Zapier
- Make

## How it works

### Diagnose

We map your funnel end to end and find the biggest constraints on growth.

### Design

A growth plan with experiments, systems and the metrics that prove success.

### Implement

We build the programmes, automations and integrations — and document them.

### Iterate

Weekly experiments and monthly reviews focused on pipeline and revenue.

## Packages and pricing

Prices exclude taxes and third-party costs such as ad spend, which are billed at cost.

### Starter: $3,000 one-time

For businesses laying the foundations.

- CRM setup
- Pipeline and properties
- Form integration
- Training

### Growth: $8,000 one-time

Our most chosen plan for steady, compounding growth.

- Everything in Starter
- Lead scoring
- 5 nurture workflows
- Ad and email integrations

### Scale: Custom quote

For ambitious teams that need senior strategy and more output.

- Complex migrations
- Custom objects
- Revenue attribution
- Ongoing admin

## Frequently asked questions

**Can you migrate us from another CRM?**

Yes. We plan data mapping, clean-up and migration to minimise disruption.

## Related services

- [Email Marketing & Automation](https://optimizeall.com/services/email-marketing-automation): Emails people open — and automations that sell while you sleep.
- [Lead Generation](https://optimizeall.com/services/lead-generation): A predictable pipeline of qualified leads.

Start a conversation

## Let's talk about Marketing Automation & CRM Setup

Tell us where you are today and where you want to be. A senior strategist will give you an honest view of what is possible, and what it would take.

- [Book a consultation](https://optimizeall.com/book-a-consultation)
- [Get a quote](https://optimizeall.com/get-a-quote?service=marketing-automation-crm-setup)

- A senior strategist, not a sales script
- An honest read on what is and is not working
- A clear next step, whether or not you hire us