Blazing fast implementation, backed by 74+ martech, data and growth stacks*
CRM and lifecycle messaging implementation, built on real customer data
We implement HubSpot or Salesforce around your sales process, and Braze, Customer.io, Intercom or CleverTap for messages triggered by what customers actually do, one tool or the whole stack.
- Fixed price, no hourly billing
- Live in weeks, not quarters
- Startups get 50% off
- Free martech AI agent
Tools we implement
HubSpot
Salesforce
Braze
Customer.io
Intercom
CleverTap
* 74+ martech, data and growth stack implementations, delivered through martechdevs and Growth and Analytics Partners LLC.
Trusted by fast-growing teams
CRM and marketing automation services
CRM and lifecycle specialists who do the setup themselves, on the tools you pick. Your CRM matches how you sell, and every message is triggered by real customer data.
HubSpot CRM implementation
Objects, properties, pipelines and deal stages that match how you sell, with clean data migrated in from your old CRM or spreadsheets.
Salesforce integration
HubSpot and Salesforce synced both ways with clear rules for each field, or Salesforce connected to your product and warehouse.
Lead scoring and routing
Scores built on web activity, form fills and product signals, with leads routed to the right rep and handed from marketing to sales automatically.
Braze or Customer.io journeys
Onboarding, cart recovery, trial conversion and win-back journeys across email, push, in-app and SMS, triggered by real events.
Intercom setup
Intercom connected to your product data, with proactive messages, product tours, help articles and Fin.
Sending setup
Authenticated sending domains, preference centers and unsubscribe handling, so messages reach the inbox and stay compliant.
Ask your CRM in plain English, and let agents act on it
We set up MCP access to HubSpot or Salesforce, so your team asks the CRM in Claude or Codex, and AI agents act on it: segments into Braze or Customer.io, win-back journeys, and Intercom kept in step.
- Which open deals have had no activity in two weeks?. Reads HubSpot over MCP.
- Build a segment of trial users who never invited a teammate, and send it to Braze.. Builds the segment from HubSpot and product data, then syncs it to Braze.
- Start a win-back journey for customers who stopped opening our emails.. Finds them in HubSpot, then starts the Braze journey.
HubSpot or Salesforce MCP setup
Your CRM connected to Claude, Codex or your own agents, so anyone can ask about contacts, deals and pipeline in plain English.
AI segments into Braze or Customer.io
Describe an audience in a sentence. An AI agent builds the segment from your CRM and product data and sends it to Braze or Customer.io.
Intercom and Customer.io with AI
Fin answering with your product data, and AI agents that keep Intercom and Customer.io segments in step with the CRM.
Custom AI-native CRM
If an off-the-shelf CRM doesn't fit, we build a custom AI-native CRM around how your business works. We already run our own.
With every implementation
Yours after handover
The MCP access, the agents and the docs live in your own accounts. Your team runs it all with AI, without depending on us.
No retainer needed
A one-time setup at a fixed price. There is no monthly retainer to keep it running, so your costs go down over time.
Right from day one
Anyone can set up a tool with AI, but it's only as good as what the AI guesses. We know what works from 74+ implementations.
Free martech AI agent
Every implementation includes it: slash commands and skills that run your whole stack in Claude Code.
See the agent
Not sure your data is ready for AI? Use the AI readiness checklist
Sound familiar?
Hot leads sit unassigned while reps chase cold ones.
Routing ignores product usage and buying intent.
Your CRM is a graveyard of half-filled records.
Duplicates, stale owners and fields nobody trusts.
Every user gets the same drip, whatever they did.
Journeys run on timers instead of product events.
Sales and marketing argue over what an MQL is.
No shared lifecycle stages, so the handoff leaks.
We set up the CRM around your real sales motion, lifecycle messaging on live product and billing data, or both, so every lead reaches the right owner and every message lands at the right moment.
CRM and lifecycle setup, step by step
01
Free CRM audit
We look at your CRM, your messaging tools and the journeys you run today.
02
Fixed quote
Price, scope and timeline by email, usually within one business day.
03
Map
Sales process, lifecycle stages and the events each journey needs, agreed before we build.
04
Build
CRM setup, integrations and journeys built in your accounts, with your data flowing in.
05
Test
Every trigger, sync and message tested on real records before launch.
06
Hand over
Docs and a training session, so your team can edit journeys without us.
Don't take our word for it. Hear it from the founders who handed us their stack.
JB Jaquenzel
Founder and CEO, Evaboot
“Faizur helped us transfer Google Analytics conversion events to Google Ads via Segment. We set that up within two or three weeks. Now we have a clear vision of our conversions and we could optimize our campaigns like this. Because if your tracking is not on point, you can't really improve your Google Ads performance.”
GA4
Segment
Google AdsElie
CMO, Submagic
“We have worked with Faizur and his agency for the past six months to set up all the growth stack that we needed. All the marketing analytics tools like Mixpanel, Google Analytics, data tracking tool, customer analysis tool like Customer.io, and every kind of tool that we needed. He's always ready to help and super reactive. I highly recommend to work with him.”
MixpanelCustomer.ioGA4Arman Assadi
CEO, Steno.ai
“We worked with Faizur when we wanted to set up Mixpanel. What I loved was how detail-oriented he was, and that he wasn't just there to accomplish that one task. He was able to advise us. He suggested setting up Segment and he thought about everything at a macro level, all the way down to the micro. It gave me confidence to outsource this.”
MixpanelSegmentGabriel
Operations, MKTV
“We recently had the pleasure of working with Faiz on our integration of Segment. Not only did he help us seamlessly set up the integration, but he also went above and beyond to help us establish dashboards in Mixpanel. What was super valuable was having somebody who understood both the business/marketing requirements but also had the technical expertise to execute them.”
SegmentMixpanelJB Jaquenzel
Founder and CEO, Evaboot
“Faizur helped us transfer Google Analytics conversion events to Google Ads via Segment. We set that up within two or three weeks. Now we have a clear vision of our conversions and we could optimize our campaigns like this. Because if your tracking is not on point, you can't really improve your Google Ads performance.”
GA4SegmentGoogle AdsElie
CMO, Submagic
“We have worked with Faizur and his agency for the past six months to set up all the growth stack that we needed. All the marketing analytics tools like Mixpanel, Google Analytics, data tracking tool, customer analysis tool like Customer.io, and every kind of tool that we needed. He's always ready to help and super reactive. I highly recommend to work with him.”
MixpanelCustomer.ioGA4Arman Assadi
CEO, Steno.ai
“We worked with Faizur when we wanted to set up Mixpanel. What I loved was how detail-oriented he was, and that he wasn't just there to accomplish that one task. He was able to advise us. He suggested setting up Segment and he thought about everything at a macro level, all the way down to the micro. It gave me confidence to outsource this.”
MixpanelSegmentGabriel
Operations, MKTV
“We recently had the pleasure of working with Faiz on our integration of Segment. Not only did he help us seamlessly set up the integration, but he also went above and beyond to help us establish dashboards in Mixpanel. What was super valuable was having somebody who understood both the business/marketing requirements but also had the technical expertise to execute them.”
SegmentMixpanelJB Jaquenzel
Founder and CEO, Evaboot
“Faizur helped us transfer Google Analytics conversion events to Google Ads via Segment. We set that up within two or three weeks. Now we have a clear vision of our conversions and we could optimize our campaigns like this. Because if your tracking is not on point, you can't really improve your Google Ads performance.”
GA4SegmentGoogle AdsElie
CMO, Submagic
“We have worked with Faizur and his agency for the past six months to set up all the growth stack that we needed. All the marketing analytics tools like Mixpanel, Google Analytics, data tracking tool, customer analysis tool like Customer.io, and every kind of tool that we needed. He's always ready to help and super reactive. I highly recommend to work with him.”
MixpanelCustomer.ioGA4Arman Assadi
CEO, Steno.ai
“We worked with Faizur when we wanted to set up Mixpanel. What I loved was how detail-oriented he was, and that he wasn't just there to accomplish that one task. He was able to advise us. He suggested setting up Segment and he thought about everything at a macro level, all the way down to the micro. It gave me confidence to outsource this.”
MixpanelSegmentGabriel
Operations, MKTV
“We recently had the pleasure of working with Faiz on our integration of Segment. Not only did he help us seamlessly set up the integration, but he also went above and beyond to help us establish dashboards in Mixpanel. What was super valuable was having somebody who understood both the business/marketing requirements but also had the technical expertise to execute them.”
SegmentMixpanel
CRM and lifecycle setup at a fixed price
You know the price, the scope and the timeline before we start.
Fixed price, no hourly billing
One price for the whole project, agreed before we start. No timesheets and no surprise invoices.
Your quote in one business day
Tell us your stack and what you need. You get the price, scope and timeline by email, usually within one business day.
Live in weeks, not quarters
Most projects are live within a few weeks, and the timeline is written into your quote.
Free CRM audit
A 30-minute call on your stack: where it hurts, the quick wins, and what to fix first. No obligation.
Book a free CRM audit
Startups get 50% off
Same specialists and the same fixed-price quote, at half the price. Tell us your stack and the 50% discount is applied to your quote.
- Fixed price, no hourly billing
- Live in weeks, not quarters
- Specialists, not generalists
CRM and lifecycle questions, answered
Something else on your mind? Email hello@martechdevs.com or book a free CRM audit.
Can you migrate us into HubSpot?
Yes. We map your objects, properties and pipelines from the old CRM or spreadsheets, clean and dedupe the data, move contacts, companies, deals and their history, and check the counts before you switch over.
How does the HubSpot and Salesforce sync work?
HubSpot's Salesforce integration syncs contacts, leads, companies and deals both ways. The work is in the setup: which records sync, which system wins on each field, and how lead status and ownership move, so sales and marketing don't overwrite each other. We configure the field mappings and sync rules and test them on real records.
Can we ask our CRM questions in Claude?
Yes. We set up MCP access to HubSpot or Salesforce, so your team can ask about contacts, deals and pipeline in plain English, in Claude, Codex or your own workflows. Segments you build that way can go straight to Braze or Customer.io.
Can you build a custom AI CRM for startups?
Yes. If HubSpot or Salesforce doesn't fit how you sell, we build a custom AI-native CRM around how your business already works. For startups, that's a custom CRM that fits from day one. We already run our own.
Braze or Customer.io?
Braze is built for large consumer apps, with mobile push, in-app messages and real-time segments, and is priced for bigger teams. Customer.io is quicker to start, flexible with data, and fits SaaS and smaller teams well. We recommend one based on your channels, volume and budget, and we set up either.
Which lifecycle journeys do you set up?
Usually onboarding, abandoned cart or checkout recovery, trial conversion, win-back for inactive users and renewal reminders. Each one is triggered by real product or purchase events.
Can you set up lead scoring and routing in HubSpot?
Yes. We score leads on form fills, web activity and product signals, route them to the right owner by territory, segment or round robin, and alert reps with the context they need. The MQL to SQL handoff is written down and automated.
Do you set up Intercom?
Yes. We connect Intercom to your product data, so each conversation shows who the customer is and what they use, and set up proactive messages, product tours, help articles and Fin.
Will our emails reach the inbox?
We set up the sending side properly: authenticated domains with SPF, DKIM and DMARC, a dedicated sending subdomain where it helps, preference and unsubscribe handling, and IP warmup where you need it. That covers the technical side of inbox placement. Content and list quality do the rest.
What does the free CRM audit cover?
It's a 30-minute call on your CRM, your messaging tools and your current journeys: where it hurts, the quick wins, and what to fix first, with a timeline and next steps. There's no obligation.
Get a fixed-price quote for your CRM and lifecycle setup
Three quick steps, under a minute. Price, scope and timeline by email, usually within one business day.
Startup?
CRM & lifecycle guides from our blog
Read all guides- CRM & Lifecycle
How to Build a Customer Preference Centre That Works
Build a preference centre that controls real messages. Define topics and channels, prevent stale resubscriptions, record changes and test every sender.
Jafrin Akter Alo9 min read
- CRM & Lifecycle
Speed to lead: measure the real delay and build a response process that works
Measure real lead response time, fix routing delays and set useful response targets. Includes research limits, HubSpot pitfalls and a transparent value example.
Jafrin Akter Alo11 min read
- CRM & Lifecycle
Customer context in support: billing and product data inside Intercom or Zendesk
Connect billing and product data to Intercom or Zendesk with correct account identity, fresh context, useful fields and safe AI support workflows.
Jafrin Akter Alo12 min read
Book a Free Audit
A free audit of your stack and what it needs. No pitch.
Thirty minutes, and you leave with a plan
We look at what you have, what it is costing you and what to do about it first.
- 30 minutes
- Video call, link on booking
- No obligation
What we'll cover
- Your current stack and where it hurts
- Quick wins we can ship first
- An integration roadmap
- Timeline, scope and next steps
Calendar not loading? Open it in a new tab or email hello@martechdevs.com.