CRM & Automation
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.
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.
CRM Setup & Optimization
We clean and structure your CRM data, configure fields and properties, and build workflows that match your sales cycle.
Actionable Dashboards
Clear, visual reporting that helps your team prioritize and plan.
Lead Routing & Sales Enablement
We automate qualification, assignment, and notifications so your team spends less time managing tools and more time closing deals.
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.
Frequently Asked Questions
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.
Absolutely. We manage data exports, field mapping, pipeline reconfiguration, and training to make transitions smooth.
Yes. We can design and implement email workflows, lead nurturing campaigns, scoring models, and personalized automation.
That’s very common. We’ll audit your instance, identify gaps, and restructure it for better data hygiene, automation, and reporting.
Hear From Our Happy Partners
We've been with Marcel Digital for over 14 years and they have helped us grow our organic traffic by leaps and bounds. This year our organic traffic was up by over 19% and continues to grow. I would highly recommend them as SEO strategists and Google Analytics consultants.
Michael Vedders
Director of Marketing, Bethel University
Marcel Digital is simply the best Digital Marketing agency. We hired them years ago, and I can't say enough amazing things about their dedication to the field, to my team, and their phenomenal leadership team. Top-notch professionals all around.
Kim Rafalowitz
Dir. of Global Marketing, Worldpoint
I went with Marcel Digital over a larger - and much higher priced - competitor and it's one of the best decisions I've made. Marcel Digital are lovely people to deal with, extremely knowledgeable and approachable and willing to take the time to examine possible solutions that differ from how they would normally proceed. I value the partnership with their company and am planning on having our company be a client of theirs for years to come. Can't recommend them enough.
Michael Duquet
Director, Web Strategy, Absolute Software
Having a partnership with Marcel Digital has been a lifesaver for our business. We could not be happier with their work ethic, attention to detail, and superior expertise. I highly recommend them if you are looking for a talented, and trustworthy partner!
Diane Locher
Director of Sales and Marketing, Precision Medical
We have been using Marcel Digital for the past few years. We attribute our growth to the staff at Marcel and have embraced them as part of our company. Their insight and attention to detail have been indispensable. They take a personal approach to our products and processes and see our success as their own. We highly recommend Marcel!
Rob Dunbar
Marketing Manager, Lightmart