Building from the ground up
You're choosing your first platform and want to get it right from day one, without months of trial and error or a system your team won't adopt.
CRM Services
CRM systems that scale and fit how you work.
Most businesses have a CRM. Far fewer have one that actually works. We implement, migrate, connect, and manage CRM platforms across Salesforce, Zoho, Pipedrive, Microsoft Dynamics, and more, so your data is clean, your pipeline is clear, and your team uses the system properly.
What we do.
The right CRM, built the right way.
A CRM is only as powerful as the thinking behind it. Most systems are configured quickly, adapted piecemeal over time, and end up as a digital filing cabinet nobody trusts. The result is duplicate records, missed follow-ups, and a sales team that works around the system rather than through it.
At Hatchi, we offer CRM implementation services across all major platforms. We start with in depth discovery into your business, your sales process, your customer journey, your team structure, and configure the right CRM to match.
Some of the CRMS we work with
These are some the CRM platforms we implement, migrate to, and integrate with most often. Don't see your CRM? Talk to us.
Start a conversation ↗The CRM build, end to end
From first-time setup to ongoing optimisation our CRM services cover every layer of a working CRM.
Implementation & Onboarding
Full CRM setup configured around your pipeline, data model, team structure, and business processes and not a generic template. This is what separates a CRM that gets used from one that gets ignored.
Migrations
Clean, complete migrations from spreadsheets, legacy systems, Salesforce, Zoho, Pipedrive, or any other CRM. Full deduplication, validation, and structured mapping before a single record moves.
Integrations
We connect your CRM to ERP, billing, marketing automation, customer support, e-commerce, and finance tools — using native connectors, Make, Zapier, n8n, or custom API development.
Automation & Workflows
Automated lead routing, deal stage updates, follow-up sequences, lifecycle triggers, and task creation. Less manual admin. More time selling.
Reporting and Dashbaords
Role-specific dashboards built around the metrics that matter. For leadership, sales managers, and marketing teams. Not the default views. YoursTraining
Hands-on, role-specific training delivered to every team using the platform. We don't hand over a system and disappear. We make sure your team can run it properly before we step back.
Ongoing Support & Admin
A senior CRM specialist embedded in your team on a retainer basis available for day-to-day troubleshooting, new builds, reporting changes, integrations, and strategic advice. No ticket queues. Direct access to the people doing the work.
Done Wrong
A misconfigured CRM doesn't just slow you down, it actively poisons the data you depend on, until every report needs a footnote.
30-60 Minutes per dayspent on manual data entry, chasing contact details or merging duplicates.Hours each weekspent manually piecing reports together that still don't reflect reality. Weeks and weeksto onboard new hires and train them on clunky systemsGuessworkis what calculates marketing attribution and in turn your precious budget is dedicated to the wrong areas.
Your CRM, done right
When your CRM works the way it should, every team moves faster. Marketing knows what's converting, sales sees a clean pipeline, ops trusts the data, and leadership gets reports that tell the truth.
Time is recovered immediately through eliminating manual data entryReports your CEO actually trusts take just minutes to pullNew team members onboarded faster because systems are intuitive and reflect your actual processes. Revenue unlocked due to no more deals lost to pool follow-up or leads left un-nurtured by poor organisation.
Our clients typically recover 5–10 hours per week in manual admin within the first four weeks of go-live.
For a 10-person sales team, even a conservative 30-minute daily saving per rep adds up to over 100 hours of recovered productivity every month.
Life is too short for a misconfigured CRM
Why choose Hatchi
Platform-Agnostic. Strategy-First. No Shortcuts.
Most CRM agencies are specialists on one platform which means their recommendation starts with the answer and works backwards to the question. We don't work that way.
We're not tied to any single CRM vendor. We assess your business, your team, your existing stack, and your growth plan — and recommend the platform that genuinely fits. Our team includes former HubSpot employees and multi-platform CRM specialists who have implemented and managed systems across Salesforce, Zoho, Pipedrive, Microsoft Dynamics, and more.
What sets us apart?
Platform-agnostic advice — We recommend what's right for your business, not what earns us a higher referral margin.
Strategy before configuration — We align your CRM to your actual sales process, not the other way around
Full Stack Thinking — We connect your CRM to your wider digital ecosystem: marketing, AI, integrations, and websites
No unnecessary complexity — We build clean, adoptable systems your team will actually use
We don't leave you in the dark — Once your project is finished, we don't disappear as soon as your budget does. We provide flexible options to maintain ongoing, on-demand support for as long as you need it.
Training included — We don't just hand over a configured system; we make sure your team can run it
Also need a website upgrade?
Check out our Website Services.We design and build websites across all major CMS platforms.
Who it's for
When to work with Hatchi?
Whatever your role, your stage, or the shape of your techstack we plug in where you need us most.
Processes that can't keep up
You have a CRM but your processes haven't kept up. Pipelines are unreliable, reporting is broken, and your team has more workarounds than workflows
Migrating from another platform
Moving from Salesforce, Zoho, Pipedrive, spreadsheets, or a legacy system and need a clean, structured CRM data migration with no data loss.
Scaling support without the chaos
Tickets, knowledge base, automation, integrations — we connect your service tools so customers get faster answers and your team gets back time.
Running a Lean Team
You don't have an in-house CRM admin or Salesforce consultant on staff. You need an experienced partner who can manage the platform so your team can focus on the business.
Connecting a fragmented tech stack
Your CRM, marketing tools, billing system, and support platform don't talk to each other. You need reliable, well-built integrations, not quick workarounds.
Trying to demonstrate ROI from your tools
You're spending on a CRM subscription but can't justify it internally. You need clean data, real reporting, and a system leadership can trust.
Why now
The sooner you start, the sooner it compounds.
When a CRM isn't configured correctly, the damage compounds quietly. Your team loses trust in the data and stops updating it. Automations misfire. Reporting gives you numbers that don't match reality. Sales and marketing drift further apart because the system doesn't support how either team works.
- Faster time to ROI on your CRM subscription
- Better data quality from day one — always easier to maintain than to repair
- Team adoption before bad habits form — clean processes are much harder to undo
- A competitive edge due to a cleaner pipeline, faster follow-up and more honest reporting
- Direct access to a senior HubSpot specialist.
FAQ
Common questions, clear answers.
FAQs are tagged CRM or AI to help you navigate to what's relevant.
CRM implementation is the process of configuring your CRM platform — Salesforce, Zoho, or another — to fit your specific business processes, sales pipeline, and team structure. Rather than using a default setup, we map your data model, import and clean your existing data, build automations and workflows, configure reporting dashboards, and train your team on a system that's built for how they actually work. Done properly, implementation dramatically improves adoption, data quality, and time-to-value from your CRM investment.
The best CRM for small businesses depends on budget, sales complexity, and existing tools. Zoho CRM and Pipedrive are the most popular choices for SMBs due to their low cost, fast setup, and ease of use. HubSpot is ideal when sales and marketing alignment is a priority.
Yes. Many clients move to an ongoing support retainer after their initial implementation. This gives you direct access to a senior CRM specialist for day-to-day troubleshooting, new automation builds, reporting changes, integrations, user training, and strategic advice as your business evolves. There are no ticket queues or account manager layers — you work directly with the people doing the work.
Yes. We've migrated data from Salesforce, Zoho, Pipedrive, spreadsheets, and a range of legacy systems. Migration involves auditing and cleaning your existing data before moving it, mapping your data model to the new platform's structure, and thoroughly validating everything post-migration before going live. We treat migrations as high-stakes work — bad data is far more expensive to fix after the fact than to prevent during the migration.
A standard CRM implementation takes between two and twelve weeks, depending on the platform and scope. A focused Zoho or Pipedrive setup for a small team can be live in two to four weeks. A full Salesforce implementation typically takes eight to sixteen weeks.
Platforms like Zoho CRM and Pipedrive are designed to be self-configurable, and technically capable teams with time to invest can set them up without outside help. However, the most common outcome of self-implementation is a system that works superficially but fails to reflect the actual sales process — leading to low adoption and unreliable data. A CRM consultant or CRM agency brings process design expertise, migration experience, and the depth of knowledge needed to configure a system that your team trusts and uses. For businesses where the CRM is central to sales or marketing operations, working with an experienced CRM implementation partner almost always delivers faster ROI and avoids the costly process of rebuilding a messy system later.
CRM integration connects your CRM to the other tools your business depends on, so data flows between systems without manual copying or duplication. Common integrations we build include: e-commerce platforms (Shopify), accounting tools (Xero, QuickBooks, Sage), marketing platforms (Mailchimp, ActiveCampaign, HubSpot Marketing), customer support tools (Zendesk, Intercom), communication platforms (Slack, Teams), and ERP systems. We select the best integration approach native connector, Make, Zapier, n8n, or custom API based on complexity and reliability requirements. Every integration we build includes error handling and ongoing monitoring so it doesn't silently fa
CRM is highly adaptable across industries, and the implementation approach varies significantly based on sales cycle length, deal complexity, customer journey, and reporting needs. We've delivered CRM implementation and managed services for clients in B2B SaaS, professional services, technology, e-commerce, financial services, and media. Our clients range from 10-person startups to established businesses with global operations. We work remotely across time zones and have active clients across Ireland, the UK, the United States, and Canada.
Pricing depends on scope and complexity. A focused CRM implementation for a small team starts from a few thousand euros; larger Salesforce implementations or multi-system builds are scoped and priced based on requirements. AI systems are similarly priced based on what we're building — prospecting pipelines, support automation, and enrichment workflows all have different scopes. We always provide a clear, itemised proposal before any work begins. Book a free discovery call and we'll give you an honest estimate within the first conversation.
We help businesses get the absolute most from HubSpot. That means setting up your CRM properly, building custom integrations, designing websites on HubSpot CMS, running inbound campaigns, and coaching your team so they can thrive long after we've finished.
Ready to transform
your CRM?
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What our clients say
Real results, real feedback. See why teams trust Hatchi to bring their HubSpot, strategy, and technology together.
"We’ve been working with the team for just under two years, and they’ve provided excellent support throughout. The team is always helpful, responsive, and highly knowledgeable about HubSpot, which really helps bridge the gap for us.With our small team, having Hatchi as an extension of our own has been invaluable. Their technical expertise and commercial insight have helped us fine-tune campaigns and achieve better results.Highly recommend them to anyone looking to get the most out of HubSpot and improve their results."
"We recently partnered with Baskey Digital to implement HubSpot as a replacement for our legacy CRM system, and the experience was exceptional from start to finish. The team provided expert guidance on selecting the right HubSpot package for our needs and worked closely with us to map out every stage of the customer journey. Their approach ensured a smooth and seamless transition, minimizing disruption and maximizing value. Special thanks to Olivia, Brian, and Pauric, who were absolutely brilliant throughout the project. Their dedication, responsiveness, and ability to keep us on track were key to getting the project over the line successfully. We couldn’t have asked for a better team to support us through this transformation. Highly recommend Baskey Digital to any business looking to do integration projects especially with HubSpot."
"QUEEN OLIVIA AND HATCHI TEAM ARE THE BEST IN THE BUSINESS!"
"The Hatchi team are not only experts in their field, but genuinely form an extended, supportive, and empathetic portion of our own team."
"Have utilized the serviced of Hatchi for a few years, some pretty lofty projects. One complete website revamp, followed up by ANOTHER just a few months later after a merger. They are so knowledgeable, extremely talented, and are true partners in the projects we have worked on. Would highly recommend them for anything, but their mastery of Hubspot is where they shine. Five stars are not enough."
"We have enjoyed a very good working relationship with the Baskey team over many years, working together to build our CRM system according to our needs. I particularly appreciated their personal touch, high level of flexibility and professionalism."
"We’ve been working with the team for just under two years, and they’ve provided excellent support throughout. The team is always helpful, responsive, and highly knowledgeable about HubSpot, which really helps bridge the gap for us.With our small team, having Hatchi as an extension of our own has been invaluable. Their technical expertise and commercial insight have helped us fine-tune campaigns and achieve better results.Highly recommend them to anyone looking to get the most out of HubSpot and improve their results."