Salesforce & HubSpot CRM specialists

Salesforce & HubSpot Consulting, Implementation & Integration

Make your CRM work harder. CRM Syntax helps small businesses, growing teams and enterprises implement, customise and connect Salesforce or HubSpot to sales, service and marketing processes.

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Remote CRM services for the UK, USA, Ireland and UAE.

CRM ConsultingStrategy, audits & platform selection

ImplementationSetup, configuration & adoption

Development & IntegrationCustom code, APIs & connected tools

AutomationWorkflows, lead routing & reporting

A CRM built around your business

CRM Syntax helps you choose, implement and improve Salesforce and HubSpot around your real sales process, customer journey and growth goals. We bring consulting and hands-on technical delivery together, from initial setup to complex enterprise systems.

Get a better-organised pipeline, cleaner data, useful reporting and automation that reduces manual work—without adding unnecessary complexity.

Salesforce and HubSpot services

Practical advice and technical delivery, matched to your business needs.

Salesforce consulting & development

Configure and extend Salesforce for your sales, service and operational requirements—from focused CRM setups to complex enterprise environments.

Sales Cloud and Service Cloud implementation
Salesforce custom development with Apex and Lightning Web Components
Flows, approvals and business process automation
API integrations with ERP, finance, websites and other platforms
CRM migration, data cleansing and deduplication
Dashboards, security, training and ongoing administration

Explore Salesforce services

HubSpot consulting & implementation

Connect marketing, sales and service in HubSpot with clear pipelines, automated follow-up and reliable customer data.

HubSpot CRM setup, onboarding and optimisation
Sales Hub, Marketing Hub and Service Hub configuration
Workflows, lead scoring, routing and nurturing
Custom properties, objects and API integrations
Migration from Salesforce and other CRM platforms
Marketing automation, reporting, training and admin support

Explore HubSpot services

CRM solutions for SMBs and enterprises

Right-sized CRM delivery for your team, processes and budget.

Small business

Get the essentials right

Set up a clear pipeline, lead capture, follow-up automation and straightforward dashboards that your team can use from day one.

Growing business

Connect your operations

Improve data quality, coordinate teams, migrate from spreadsheets or legacy CRMs, and connect marketing, finance and support tools.

Enterprise

Scale with control

Support complex workflows, custom development, system integrations, data governance, security and structured testing.

What we help you improve

CRM enhancements focused on better visibility, faster follow-up and less manual work.

CRM implementation & setup

Configure pipelines, records, permissions and processes around how your team works.

Marketing automation

Automate lead nurturing, segmentation, scoring, campaign follow-up and sales handovers.

Website & CRM integration

Connect forms, landing pages and website enquiries to your CRM with accurate lead attribution.

CRM development

Extend Salesforce or HubSpot with custom logic, objects, components and API-based functionality.

Data migration & cleanup

Map, clean, deduplicate and validate records when moving between CRMs or spreadsheets.

Dashboards & reporting

Build useful reports for pipeline health, conversion, campaign performance and team activity.

A clear CRM delivery process

Defined scope, practical milestones and a smooth handover.

Discover
Understand your goals, workflows, systems and data.
Plan
Agree the solution, priorities, integrations and scope.
Build
Configure the CRM and develop required automation.
Connect
Map data and integrate your key business tools.
Test
Validate workflows, access, data and integrations.
Launch
Train users and support the transition to live use.
Improve
Refine reporting, automation and data quality over time.

Why CRM Syntax?

Business-focused consulting backed by practical technical expertise.

Business-first advice

We focus on your processes and outcomes, not adding features for the sake of it.

Strategy and technical delivery

Consulting, administration, development, migration and integrations aligned in one project.

Support as you grow

From a focused first implementation to ongoing enhancements for changing business needs.

Industries we support

CRM processes tailored to your customer lifecycle, sales model and service needs.

Technology & SaaS

Lead qualification, renewals, account management and product or billing integrations.

Professional services

Enquiries, proposals, client onboarding, account growth and delivery handovers.

Real estate & property

Lead routing, viewing follow-up, client records and property-system integrations.

Financial services

Client pipelines, onboarding processes, reporting and compliance-aware workflows.

Healthcare & education

Enquiry management, referral or enrolment pipelines and communications.

Retail, agencies & nonprofits

Customer journeys, campaign automation, supporter records and service workflows.

Salesforce and HubSpot consultants in the UK, USA, Ireland and UAE

Remote consulting, implementation and CRM support for businesses across key markets.

We work remotely with small businesses, growing teams and enterprise organisations, using online workshops, shared documentation and regular project reviews.

United Kingdom

Salesforce and HubSpot setup, development, integration and optimisation.

United States

CRM consulting, automation and connected business systems for US teams.

Ireland

CRM implementation, migration and ongoing improvements for Irish businesses.

United Arab Emirates

Salesforce and HubSpot services for UAE businesses, including Dubai.

CRM consulting FAQs

Answers to common Salesforce and HubSpot project questions.

Should we choose Salesforce or HubSpot?

Salesforce is often a strong fit for complex processes, extensive customisation and enterprise requirements. HubSpot is often suited to teams seeking connected marketing, sales and service tools with straightforward adoption. We assess your goals, team, systems and budget before recommending a platform.

Do you work with small businesses and enterprise companies?

Yes. We tailor the scope to your size and needs, from essential CRM setup to multi-team workflows, custom development and enterprise integrations.

Can you integrate our CRM with our website and other systems?

Yes. We can connect website forms and other business platforms, such as finance, ERP, marketing and support systems, using APIs or suitable integration tools.

Can you migrate data to Salesforce or HubSpot?

Yes. Migration can include data assessment, field mapping, cleansing, deduplication, test imports and validation before launch.

Can you automate marketing and sales follow-up?

Yes. Depending on your platform and subscriptions, we can configure lead routing, nurturing, scoring, reminders, lifecycle workflows and sales handovers.

How much does CRM implementation cost?

Cost depends on scope, user numbers, data quality, integrations, custom development and training. After an initial discussion, we can define the work and provide a tailored proposal.

Do you provide support after launch?

Yes. Ongoing support can cover administration, troubleshooting, reporting, data quality, workflow improvements and new requirements.

Let’s improve your CRM

Tell us what you want to achieve. We’ll help identify the right next step for your Salesforce or HubSpot project.

No-obligation initial discussion
Practical platform and implementation advice
A proposal based on your requirements

Discuss your CRM project

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