CRM setup
You are starting fresh, replacing spreadsheets or paying for a CRM nobody uses.
A working CRM, with clear owners and a trained team.
CRM & Marketing Operations
Make your CRM work for your team.
We set up your CRM, clean your customer data and connect your marketing tools. Leads reach the right people and your team knows what happens next.
Trusted by
Hotels and hospitality brands we work with.
For agenciesCRM work for your clients, under your brand.
For marketing & sales teamsLess admin between an enquiry and its next step.
For multi-location businessesShared systems with clear local ownership.
What needs fixing?
Start with the problem in front of your team. We can take on one project or support the work over time.
Data cleanup & migration
Your lists disagree, reports look wrong or a move to a new CRM is approaching.
Usable records and a migration you can check.
Integrations & automation
Your team copies records, exports spreadsheets or checks several systems to finish one task.
Connected workflows with checks and a clear handover.
Marketing operations
Campaigns slow down because nobody has time to fix the lists, tracking or workflows.
An organised backlog and someone to work through it.
Sales operations
Leads go unanswered, deal stages mean different things and follow-up lives in someone’s memory.
A pipeline the team can act on.
GoHighLevel setup
You have the platform, but the pipelines, forms, calendars and automations are not working together.
A tested setup with a practical operating guide.
Our AI experience, in daily use
We built an AI operating system.
Then put our agency on it.
LOKI is our Company OS.
It connects our client knowledge, CRM, projects and marketing data so our team can research, build, report and manage accounts from the same working context.
Meet LOKI ↗Knows the account
Brings together client documents, meeting notes, past decisions and project context. The team can pick up the work without starting from scratch.
Works across the tools
Connects CRM records, Google Workspace, Basecamp and marketing analytics. A question can become a report, a task or an update in the system.
Puts AI to work
Connects models including Claude, OpenAI and Grok to useful business tools. We choose the model and workflow around the task, with access and review built in.
One example: a new website enquiry
- CaptureThe form records the enquiry and its source.
- ConnectLOKI passes the validated information into the CRM workflow.
- UpdateThe lead is created or updated, matching by email.
Founder credential
Claude Certified Architect
Foundations
That experience goes into your build.
We can bring the same approach to your customer data, account workflows and internal tools—with n8n, Zapier, custom integrations and AI where it helps.
Explore custom AI builds ↗From the first enquiry to the next action.
A useful CRM connects the whole journey. These are examples of the workflows we can build around your business.
A lead from your website
Form → CRM → Owner → Follow-up
Match the contact, keep the campaign source and assign the lead. Give unanswered enquiries a clear next step.
A campaign ready to run
Clean list → Segment → Campaign → Report
Resolve duplicate records, agree contact preferences and prepare the audience. Keep reporting tied to the same campaign definitions.
A new branch or client
Shared setup → Local rules → Training
Reuse the agreed structure, adapt permissions and routing, then test with the people who will use it.
Work with us at the stage you need.
You can book these separately. A cleanup project does not have to become a long-term retainer.
Audit & discovery
Find what is broken, what is missing and what to fix first.
System review, priorities and a scoped plan.
Setup & custom builds
Get the agreed CRM, migration or automation into use.
Configuration, testing and a working handover.
Training & handover
Help your team use and look after the system.
Practical sessions, documentation and named owners.
Ongoing support
Keep improving the systems as your team grows.
A prioritised backlog and an agreed support cadence.
n8n. Zapier.
Less work between your tools.
We build with n8n and Zapier to connect your CRM, forms, email and the apps your team already uses.
Add AI where the work needs interpretation, research or a draft.
n8n
Multi-step workflows, custom API connections and AI-powered processes. We build the logic, test the exceptions and make the workflow maintainable.
Zapier
Connect everyday business apps for lead capture, notifications, task creation and follow-up. We keep the setup understandable for the people who will run it.
Keep the right tools. Connect the rest.
We start with your current setup, budget and process. Sometimes a better configuration is all you need.
HubSpot
Configure your CRM, marketing and sales setup. Connect forms, agree lifecycle stages and help people use it.
Explore our HubSpot services ↗GoHighLevel
Set up pipelines, forms, calendars and follow-up for your business or an agency client.
Explore GoHighLevel setup ↗Custom CRM & integrations
We have built our own CRM. We can scope custom tools and connections when your workflow needs more than standard settings.
Explore custom connections ↗The rest of the work is already here.
Connect your CRM project to the LOKAL services that support your campaigns, client accounts and sales team.
HubSpot services ↗
Implementation, configuration and support for teams using HubSpot.
Email marketing ↗
Campaigns, lifecycle emails and retention programmes for your business.
Email for agencies ↗
Email production and automation under your agency’s brand.
Reporting for agencies ↗
Client reporting packs, source checks and account-review preparation.
Sales training ↗
Help your people qualify, negotiate and handle customer conversations.
Applied AI & automation ↗
Broader workflow builds when the requirement extends beyond the CRM.
Want your marketing team to do more with AI?
Our AI for Marketing hub covers training, discovery, custom tools and ongoing consulting.
Explore AI for Marketing ↗Questions before we start.
What does a CRM and marketing operations agency do?
LOKAL sets up and improves the systems behind your marketing and sales work: customer records, forms, lead assignment, follow-up, integrations and reporting. You can hire us for a specific project or ongoing support for the people running those systems.
How much does CRM setup or cleanup cost?
LOKAL scopes the work after reviewing your current system, data and priorities. The proposal separates implementation fees, software subscriptions, migration work and ongoing support. A single pipeline setup and a migration across several systems need different budgets.
Can you work with the CRM we already have?
Yes. We start by reviewing your existing CRM and how people use it. HubSpot and GoHighLevel are part of our offering, alongside custom CRM work. We recommend keeping, improving or replacing the system based on your requirements and the available integrations.
Will you train our team and support us after launch?
Yes. Training, documentation and a named system owner are part of the handover scope. You can also book ongoing support for administration, data checks, workflow fixes and improvements. Your agreement sets the working cadence and what is included.
Can you clean our customer data and move it to another CRM?
Yes. We review duplicates, field formats, record relationships and consent or suppression information before migration. We agree the mapping, test a sample, reconcile the results and plan the switch with your team. Historical records and attachments depend on what each platform can export and import.
Can you do this for our agency’s clients or several locations?
Yes. For agencies, we can deliver the agreed CRM work under your brand while you own the client relationship. For multi-location businesses, we define shared fields, local access, assignment rules and reporting with your central team. Each account or location has an agreed scope.
Ready when you are
Tell us where the work gets stuck.
Bring your current CRM, the tools around it and the task you want to improve. We’ll help you choose a useful starting point.
Or email [email protected] · +61 2 9145 8605 · +63 917 529 5464