Hire CRM Consultants

Build a Smarter, Automated Business

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Personalized CRM
Solutions That Drive
Efficiency and Growth

Choosing the right CRM isn’t easy, implementing it effectively is even
harder. That’s where MarkeStac comes in. Our CRM experts don’t just
set up systems; they craft personalized solutions that boost your
efficiency and growth.

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Trusted by Fortune 5000 and Forbes listed Organizations

Personalized CRM
Solutions That Drive
Efficiency and Growth

Choosing the right CRM isn’t easy, implementing it effectively is even
harder. That’s where Markestac comes in. Our CRM experts don’t just
set up systems; they craft personalized solutions that boost your
efficiency and growth.

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Why You Need A
CRM Consultant

Many businesses invest in CRMs but still
struggle to get real results. A CRM
consultant is the missing link - they design
a system that works exactly according to
your business.
Here’s how our experts bring to the table:

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Understand Your Business First

We dig deep into your sales process, marketing funnel and customer touchpoints before suggesting any CRM.

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Choose the Right CRM

We help you evaluate the top CRM platforms - HubSpot, Salesforce, Zoho, or ActiveCampaign, based on your size, goals and workflows.

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Select the Right CRM Plan (Critical Step)

Many businesses overpay for features they never use. We guide you to the most cost-effective plan that fits your business.

Why You Need A
MarkeStac CRM
Consultant

Many businesses invest in CRMs but still
struggle to get real results. A CRM
consultant is the missing link - they design
a system that works exactly according to
your business.
Here’s how our experts bring to the table:

understand 1

Understand Your Business First

We dig deep into your sales process, marketing funnel and customer touchpoints before suggesting any CRM.

crm (2) 1

Choose the Right CRM

We help you evaluate the top CRM platforms - HubSpot, Salesforce, Zoho, or ActiveCampaign, based on your size, goals and workflows.

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Select the Right CRM Plan (Critical Step)

Many businesses overpay for features they never use. We guide you to the most cost-effective plan that fits your business.

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CRM Onboarding Guide

We make your CRM onboarding stress-free with data import, contact mapping and integration setup across departments.

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CRM Implementation Plan

A structured roadmap to set up automation, pipelines and reporting dashboards with milestone-based delivery.

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Cost & Time Estimation

You get a clear visibility on investment, setup duration and ROI expectations. No surprises, no hidden costs.

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Team Training & Adoption

We train your marketing, sales and service teams to use the CRM effectively, ensuring complete adoption across departments.

Partnered With The Best

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Best for marketing automation and sales alignment
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Perfect for enterprise-level teams with complex sales processes
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Ideal for SMBs looking for flexibility and cost efficiency
Active-Campaign
Powerful marketing automation and email workflows

We don’t sell CRMs we help you choose the best one for your business.

Send us your business details, and we’ll recommend the right CRM and
plan tailored to your operations.

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 Business Research
& Audit

We analyze your
existing system, pain
points and customer
journey to identify
where CRM can create impact.

CRM Evaluation & Selection

Based on your industry, team size, and goals, we recommend the most suitable CRM platform.

CRM Customization & Setup

We build your CRM structure which include pipelines, automation workflows, reports, dashboards and integrations.

Automation & Integration

We connect your CRM with marketing tools, WhatsApp, Slack, LinkedIn, or custom APIs to ensure smooth workflow automation.

Team Training & Adoption

We onboard your team with step-by-step training and video walkthroughs for effective daily use.

Continuous Optimization

After implementation, we monitor performance, refine automation, and optimize reports for better decision-making.

We’ve successfully implemented CRM systems across multiple industries:
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SaaS & Startups

Streamlined lead tracking and automated onboarding and built scalable workflows to support your growth.

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B2B & IT Services

Built multi-stage pipelines and automated client communication and improved visibility across channels.

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Manufacturing & Industrial

Automated sales follow-ups and quote management  and centralized tracking.

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Education & EdTech

Managed student journeys, applications, and end-to-end  marketing automation.

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Real Estate

Automated lead distribution and deal tracking so you don’t miss out on any lead.

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Healthcare & Services

Improved appointment scheduling and client follow-up automation for seamless service.

CRM Automation Capabilities

We bring deep automation expertise to your CRM setup:

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Lead Capture & Scoring

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Email & Campaign Automation

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Sales Pipeline Management

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Deal Forecasting & Reporting

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Customer Support Automation

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WhatsApp & Chat Integration

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Marketing-to-Sales Handoff Automation

We’ve automated 300+ businesses with advanced CRM workflows saving
hours every week and increasing productivity across departments.

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Hire CRM Expert According to Your Platform

At MarkeStac, you can hire certified CRM pros who specialize in your preferred platform.

We don’t take a one-size-fits-all approach, we connect you with the right consultant for your specific CRM environment.

Hire HubSpot Expert
Hire Salesforce Expert
Hire Zoho CRM Expert
Hire ActiveCampaign Expert

Our HubSpot-certified consultants help with setup, marketing/sales automation, onboarding, integrations, and reporting, ensuring your CRM delivers measurable ROI.
Best for SaaS, Startups, and B2B companies.

Key Services:

  • HubSpot Implementation & Onboarding
  • Workflow and Lead Automation
  • HubSpot Marketing & Sales Hub Setup
  • Reporting Dashboards and Training

Work with Salesforce-certified consultants who customize CRM solutions for enterprise sales, service, and marketing teams.
Best for large organizations with multiple sales teams and advanced reporting needs.

Key Services:

  • Salesforce Setup and Configuration
  • Custom Objects, Fields & Workflows
  • Integration with ERP & Marketing Tools
  • Data Migration and Dashboard Setup

Our Zoho CRM specialists design affordable, scalable CRM solutions that improve your pipeline visibility and sales efficiency.
Best for SMBs and service-based companies.

Key Services:

  • Zoho CRM Setup and Module Customization
  • Lead & Deal Automation
  • Blueprint & Workflow Setup
  • Integration with Zoho Campaigns, Books and more

Hire experts who leverage ActiveCampaign’s automation engine for smarter marketing and customer engagement.
Best for marketing-driven businesses focused on lead nurturing and email automation.

Key Services:

  • ActiveCampaign Setup & Automation
  • Email Campaign Sequences
  • CRM Integration with Website Forms
  • Customer Journey Tracking
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We don’t just set up CRMs, we help you get ROI from them.

Let’s Build Your CRM the Right Way

Ready to automate your sales and marketing with expert CRM guidance?

Whether you’re implementing a new CRM or untangling an existing one, our consultants make sure every feature works for you, not against you.. Get a personalized CRM recommendation and implementation plan today.

10+ Years of proven experience
300+ Satisfied Businesses
Certified In House CRM Experts
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Here's why Clients and Agencies Beating heart Markestac

Peter Staxxer
quote

Knowledgeable HubSpot Specialist

MarkeStac (Sanjay) assisted us in migrating to HubSpot for our CRM, enabling us to manage our marketing and sales activities, as well as client work management, more efficiently. He is not only a very nice person but also demonstrates excellent communication skills and a profound knowledge of HubSpot. Thanks again!

Peter van de Rijdt

Banking/Financial Services

implementation 1

CRM Implementation

CRM-migration 

CRM Migration

sales-enablement-green

Sales Enablement

star star star star star
billy-quaranto
quote

Outstanding experience, easy to work with & expert-level help

My experience with Sanjay was outstanding and I would not hesitate to use Sanjay again in the future. He assisted me in creating a custom single-user CRM solution that met 100% of my needs, and was patient and helpful at every step of the process.

Billy Quaranto

Real Estate

implementation 1

CRM Implementation

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Sales Enablement

Onboarding

HubSpot Onboarding

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quote

HubSpot onboarding and email marketing setup

The Markestac team were very pleasant to deal with. They helped us with our initial onboarding from another email marketing platform as well as initial workflow setup. They have extensive knowledge of the platform.

Nathan Bender

Nonprofit

email-marketing

Email Marketing

Onboarding

HubSpot Onboarding

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Valentin Kozyrev
quote

Markestac team is great for all HubSpot needs.

They helped us with custom quote templates, advanced reporting and complex workflow setup. The team is highly skilled and professional with their work and communication. I highly recommend them for all HubSpot needs!

Valentin Kozyrev

Technology - Software

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Website Development

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Programmable Automation

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Avi Nathan Home Bio
quote

Did a great job!

Sanjay and team have been very helpful with implementing our systems and configuring the sales CRM to HS Very please with the communication and happy to recommend them further

Avi Nathan

Energy

implementation 1

CRM Implementation

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Email Marketing

Onboarding

HubSpot Onboarding

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Custom API Integrations

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Baber_Hassan
quote

Great Team for HubSpot Need!

Very accommodating and knowledgeable, great to work with MarkeStac Team, thanks!

Baber Hassan

Energy

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Zapier Based Integration

implementation 1

CRM Implementation

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Email Marketing

Onboarding

HubSpot Onboarding

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Talk to Our Expert?

Markestac helps you automate, optimize, and scale your marketing effortlessly.
Join businesses leveraging Markestac to create personalized, data-driven campaigns that deliver real results.

Customized Solutions for your industry.

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Real Stories. Real Results.

Explore how leading brands turned strategy into success with our tailored solutions.

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