A new CRM, or one that never got set up right. We build Salesforce, Zoho CRM or Pipedrive around your process, bring your data over clean, connect the calls, forms and texts, and train your team to run it.
900+ integrations completed
How a setup runs
How leads come in, who works them, and what counts as a sale
Fields, layouts, automation and reports built, then checked before your team sees them
Data moved in, users added, and your team trained with written steps
Free CRM scorecard
Eleven quick taps. You get a CRM Optimization Score out of 100 and the gaps to fix first, whether you use Salesforce, Zoho CRM, Pipedrive or a spreadsheet.
Which CRM does your team use today?
Free KPI generator
Pick your kind of team and what you want to improve. You get a KPI set with how to measure each one, a starting target, and where the number comes from.
What kind of team is it?
Pick all that apply.
Setup is more than turning the CRM on. It is the fields your team fills in, the stages a lead moves through, who can see what, and the reports that come out the other end.
Your reps should be able to call, text and email from the record, with every conversation on one file. The data they collect there is what your reporting is built on, so we set it up to stay accurate.
Which CRM fits depends on the team. Salesforce gives the most room to customize and connect, down to custom code. Zoho CRM is customizable too, with its own functions and widgets. Pipedrive keeps it simple: a visual pipeline that a small sales team picks up quickly. On a free call we help you pick, or make the one you have work.
What's included
Your sales process written down first, then turned into fields, stages and layouts.
A fresh setup, or a cleanup of the CRM you already have.
Data moved over from your old CRM or spreadsheets, cleaned up on the way in.
Calling, email and SMS tools connected, so every conversation lands on the right record.
Follow-up, assignment and status updates that run on their own.
Call tracking, forms, chat, the EMR, billing, payments and ad platforms connected, through apps or custom API work.
When settings are not enough: custom code and components in Salesforce, and functions and widgets in Zoho CRM.
Users added with the access each role needs, and sign-in security turned on.
Custom reports and dashboards your team and managers use.
The KPIs your team should hit picked with you, given targets, and tracked on a CRM dashboard.
Staff trained, with written steps so new hires can learn it too.
Leads, opportunities and accounts, set up by a Salesforce partner
Modules, fields, automation and dashboards
A simple pipeline, custom fields, lead-to-deal mapping and reports
Every system we connect to Salesforce
Every system we connect to Zoho CRM
Every system we connect to Pipedrive
Moving from another CRM or spreadsheets, with history kept
CRM data next to calls and ad spend
Free tool: draw your systems and see where the gaps are
On a free call we walk through your sales process and the CRM you have or are choosing, and show you what the setup would take.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your sales process, your current CRM or spreadsheets, and what your team needs from it.
Want one part fixed first? 3 hours of work and a clear deliverable.
Priced by project, not by the hour. You approve before we start.
Built and tested before go-live, then handed over with training and written steps.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Salesforce, Zoho CRM and Pipedrive. Each has its own page with what the setup covers.
It depends on how much you need to customize and connect, and how your team works. Tell us about your process on a free call and we will give you an honest recommendation, even if it is the CRM you already have.
Yes. Calls, forms, chat, texting, the EMR, billing, payments and ad platforms. See the integration pages for each CRM.
Yes. We can clean up fields, layouts, reports and data in the CRM you use today, instead of starting over.
Yes. We bring data over from your old CRM or spreadsheets and clean it up on the way in, so your history still reports correctly.
Yes. We train your staff and leave written steps, so new hires can learn the same way.
By project, not by the hour. The first call is free, and you get a project quote after it.
