We Want You To
BE: Connected
CRM Solutions that Make an Impact
At Build Epic Consulting, we offer custom CRM solutions that are tailored to meet the unique needs of your business. We understand the crucial role that a well-designed CRM plays in maintaining a strong online presence and engaging your target audience.
Build Epic CRM Services
Transform your customer relationships. Unlock automation. Scale your business.
We help you choose, implement, and optimize a CRM platform customized to your needs. Our solutions target your audience, connect with your channels and support the way you sell and serve.
OUR APPROACH
Strategy-first. Platform-agnostic.
We align your CRM with your sales, marketing, and operations so your team spends less time wrangling data and more time closing deals and serving customers.
Example of CRM platforms we support
HubSpot · Salesforce · ActiveCampaign · Monday · Klaviyo · Marketo · ActiveDemand · Pipedrive · AND MORE!
Modern CRM, Done the Build Epic Way
Your CRM should be the command center for your revenue operations—not another complex tool your team avoids.
We combine business process consulting with deep CRM platform expertise to design systems that are clean, automated, and actually adopted by your team. No one-size-fits-all templates. No vendor bias. Just a clear roadmap and a CRM that matches how your business really works.
Implementation & Setup
From initial configuration to pipelines, properties, and automations, we launch your CRM the right way so it’s clean, usable, and ready to scale.
CRM Strategy & Selection
We map your processes, define your requirements, and help you choose the best-fit platform without vendor pressure or guesswork.
Data Migration & Cleanup
We migrate, de-duplicate, and restructure your data so your CRM becomes a single source of truth—not a graveyard of duplicates.
Customization & Automation
We build tailored workflows, segments, and dashboards that match your sales and marketing motions and automate the repetitive work.
Integrations & Tech Stack
We connect your CRM with email, ads, ecommerce, ERP, help desk, and more so data flows across your ecosystem with less friction.
Training & Ongoing Support
We create documentation, train your team, and offer ongoing optimization so your CRM keeps up as your business evolves.
Ready to fix your CRM and unlock automation?
Whether you’re implementing from scratch or rescuing a messy system, Build Epic will help you align platforms, processes, and people.
How Build Epic Approaches CRM
Before we touch settings or automations, we start with strategy. We map your customer journey, define how leads should move through your funnel, and clarify what your team actually needs from the system day-to-day.
From there, we architect your CRM—pipelines, data structure, lifecycle stages, and automation logic—so it supports your sales, marketing, and service teams instead of getting in their way.
Implementation & Optimization Across Leading Platforms
We work across today’s leading CRM and automation tools, including HubSpot, Salesforce, ActiveCampaign, Monday.com, Klaviyo, Marketo, ActiveDemand, and Pipedrive. Because we’re platform-agnostic, our recommendations are based on fit, not commissions.
Clean Data, Clear Reporting
We migrate and clean your data so you’re not fighting duplicates and broken fields. Then we build dashboards that show you what matters: pipeline health, campaign performance, and revenue insights.
Adoption, Training & Support
The best CRM is the one your team actually uses. We create simple playbooks, role-based views, and training so adoption sticks—and we’re available for ongoing support and iterative improvements as your business grows.
Next Step: Book a Conversation
If you’re ready to get more value from your CRM—or you’re choosing one for the first time—let’s talk. We’ll review where you are today, where you want to go, and outline a practical roadmap to get there.