Yes. We have hands-on experience with platforms like HubSpot, Salesforce, Zoho, and custom-built CRMs. We’re platform-agnostic and help you choose the right tool if you're starting from scratch.
Streamline Workflows. Personalize Journeys. Accelerate Growth.
Your CRM and automation tools should do more than just store contacts and send emails, they should power meaningful customer experiences and help your team move faster.
At Marcel Digital, we help businesses design CRM and marketing automation strategies that align technology with real goals. Whether you’re nurturing leads, routing qualified opportunities, or automating follow-up across channels, we build systems that connect your people, platforms, and processes.
Why CRM & Automation Matter
Your team can’t scale if they’re stuck with manual processes, inconsistent data, or disconnected systems. CRM and automation done right help answer questions like:
- Are we capturing and qualifying leads effectively?
- How are we nurturing prospects and retaining customers?
- Where are the bottlenecks in our handoff between marketing and sales?
We help you build a CRM and automation ecosystem that supports every stage of the customer journey without adding more complexity.
The Problems We Solve
Many teams struggle with CRM and automation tools that are either underused or overcomplicated. We help fix that by building systems that are clean, connected, and easy to use.
- Messy data? We audit, clean, and structure your CRM so your team can trust what they see, and act on it without hesitation.
- Leads slipping through the cracks? We build smart automation workflows that ensure every prospect gets timely, personalized follow-up, without adding manual work.
- Marketing and sales disconnected? We integrate your platforms to create a seamless flow of data, status updates, and shared reporting that keeps everyone aligned.
- No automation in place? We help you start simple, with proven workflows that deliver immediate impact and lay the foundation for long-term growth.
Our Approach
We take a strategy-first approach to CRM and automation, prioritizing long-term growth, cross-team alignment, and ease of use.
1
Platform Assessment & Strategy
We evaluate your current systems, data flow, and process gaps then recommend a path forward using tools like HubSpot, Salesforce, or others.
2
CRM Setup & Optimization
We clean and structure your CRM data, configure fields and properties, and build workflows that match your sales cycle.
3
Marketing Automation
We design personalized email workflows, lead scoring models, and lifecycle campaigns that engage users and drive conversion.
4
Lead Routing & Sales Enablement
We automate qualification, assignment, and notifications so your team spends less time managing tools and more time closing deals.
5
Reporting & Visibility
We build dashboards and reports that give marketing and sales a shared, real-time view of pipeline, performance, and engagement.
Ready to Get More Out of Your CRM?
Whether you’re trying to fix a broken process, connect your platforms, or launch your first automated nurture campaign, Marcel Digital helps you build CRM and automation systems that work efficiently, clearly, and strategically.
FAQs
Do you work with specific CRM platforms?
Can you migrate us from one CRM to another?
Absolutely. We manage data exports, field mapping, pipeline reconfiguration, and training to make transitions smooth.
Do you build workflows and campaigns?
Yes. We can design and implement email workflows, lead nurturing campaigns, scoring models, and personalized automation.
What if we’ve already set up a CRM but it’s messy?
That’s very common. We’ll audit your instance, identify gaps, and restructure it for better data hygiene, automation, and reporting.
Ready to get started?
Let’s find the right solution for your business today.