Synergy North
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CRM & SYSTEMS

CRM & Systems Implementation. Built to actually work.

HubSpot, Notion, or custom CRM -- configured for your US business from scratch. No overbuilding. The minimum effective setup that makes the maximum difference.

Your ops stack. Configured right.

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Full CRM Lifecycle

From lead capture to closed-won, we map your entire customer journey into a clean, automated pipeline.

  • check_circle Automated Lead Scoring
  • check_circle Custom Sales Pipelines
  • check_circle Data Cleanliness Audit
  • check_circle 1-Click Reporting
monitoring

Real-Time Dashboards

No more manual spreadsheets. See your revenue, churn, and conversion rates in a single live view.

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Internal Wikis

Notion workspaces that store every SOP, contact, and process for your team to thrive.

Legacy Integration

We connect your current stack (Slack, Email, Quickbooks) without breaking your existing workflows.

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From audit to launch in one sprint.

Efficiency is our primary metric. We don't believe in six-month implementation cycles.

Pricing
Starting at $2,500
per project fee
payments
01

The Deep Audit

We dismantle your current process to find where leads are falling through the cracks.

02

Blueprint Phase

A visual map of your new system architecture is proposed for approval.

03

Rapid Construction

We build the fields, pipelines, and automations in your chosen platform.

04

Data Migration

Clean, sanitized data is imported from your legacy spreadsheets or older CRMs.

05

Team Training

Live walkthroughs and custom video tutorials for your specific use cases.

06

The Launch

Go live with 30 days of active support to ensure the system is being used.

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Ready for a system that scales?

Join 40+ US-based firms that have automated their entire back-office through Synergy North.

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