Your Team Should Be Selling, Not Drowning In Admin. Our CRM Consulting Services Fix That.
Stop burning time on tasks your CRM should handle. We optimize your CRM, automate lead management and handoffs, and integrate with your email campaigns to create a seamless revenue system that lets your team focus on closing deals.
Are You Struggling With CRM Consulting & Sales Automation?
Scattered data everywhere:
Without CRM consulting, customer info ends up across spreadsheets, inboxes, and tools - making it impossible to keep records clean, up-to-date, or useful.
Manual processes slowing everything down:
Reps waste time on admin tasks like data entry and lead follow-ups instead of selling. It's inefficient, error-prone, and kills productivity.
Customer experiences falling apart:
When customer data lives in silos, teams can’t personalize outreach, stay in sync, or respond fast - leading to weaker relationships and missed expectations.
Leads falling through the cracks:
No automation means poor lead tracking and no smart follow-ups. Hot prospects go cold, and your pipeline suffers.
Messy forecasts and reports:
Manual reporting makes it tough to spot trends or measure performance. That means no clarity, no confidence, and no real strategy.
Higher costs and lower team morale:
Time wasted = money burned. And when your team is buried in repetitive tasks, frustration grows and output drops.
CRMs Are The Backbone Of Any Good Sales Operation
CRM keeps you organized
CRM (customer relationship management) software, like Salesforce and Hubspot, helps you keep tabs on leads, manage tasks, and keeps customer interactions in a centralized hub. They are a great way to stay organized in a sea of data.
The catch
But there's a catch: having a CRM doesn’t mean your team is working efficiently. Without the right setup and automation, it just becomes another tool to manage.
A revenue engine
That’s where a CRM consulting and sales automation specialist steps in (pssst….that’s us!). Our CRM consulting services turn your CRM into a revenue-driving machine, not a digital filing cabinet.
We’ve Helped 100+ Clients Upgrade Their Sales Process
“Working with the team has been a real pleasure, they are creative and professional with great execution. We had deals with multiple Fortune 500s.”
Yosef Peterseil
COO & Cofounder, Bllings.io
"Everybody's super friendly. They know what they're talking about, but have also been willing to change certain things that will appeal to how we want to handle certain aspects of our emails. It was really like a good partnership and a collaboration."
Arica Rosenthal
Co-founder and COO
“Hypergen now accounts for over half of our generated revenue & has played a huge role in our 300% growth this last year”
Jordon Rowse
CEO & Cofounder, Set 2 Close
“Alex and his team helped us refine our ICP and test messaging. We’ve grown from 3–4 to 14 leads per week with a ~60% win rate. They’re fully committed and constantly testing new strategies with us!"
Peter Durham
Vice President of Sales, Prezzee
“We got like 60 leads in the first month and that was only 3-4k contacts. We have upgraded to their 20k contacts per month package. Can’t wait.”
Jonathan Sturgeon
Founder, Dingus & Zazzy
“Hypergen’s email expertise is unmatched. 95% of the agents we engaged came from their email nudges. They’ve been a key part of a system that works.”
Eric Bramlett
Owner of Bramlett Residential
Here’s What Sets Our CRM Consulting Services Apart (And Why Teams Love It)
We take care of:
Customized CRM architecture
We design your CRM to mirror your actual sales process, with intuitive fields, stages, and workflows that make sense for your business and encourage adoption across your team.
Data centralization and cleanup
We consolidate scattered customer data, eliminate duplicates, and establish clean, consistent records that provide a single source of truth for your entire organization, improving efficiency and data accuracy across all teams.
Sales automation integration
We integrate automation into your CRM, streamlining tasks like lead follow-ups, task assignments, and reporting to boost productivity.
Workflow and task automation
We identify repetitive manual processes and transform them into automated workflows that handle follow-ups, data updates, task assignments, and notifications without human intervention.
Training and support
We provide tailored training and ongoing support, helping your team fully adopt and maximize CRM and automation tools.
Continuous optimization and reporting
Through regular performance reviews and A/B testing, we continuously optimize your CRM and automation processes to keep your sales engine running smoothly.
You take care of:
Closing deals
With a tailored CRM system and automated workflows, your team can spend less time on admin and more time on closing high-value deals.
Want to go a step further?
We go beyond CRM consulting. Our RevOps services optimize your sales, marketing, and customer success teams, streamlining your revenue process from lead gen to deal closure. Meanwhile, our cold email and deliverability optimization ensure your outreach hits inboxes and converts leads into meetings.
Here’s What Happens When You Work With Hypergen
CRM Consulting Services That Deliver Better Data and Bigger Deals
CRM consulting can boost conversion rates
by up to 300%.
Tailored CRM systems can increase sales revenue
by up to 245%.
CRM consulting can shorten the sales cycle
by 8-14%.
Proper CRM strategies improve customer retention
by up to 47%.
CRM systems optimized by consultants increase sales forecasting accuracy
by up to 42%.
Better access to customer data with consulting is reported by
74% of CRM users.
What Sets Hypergen Apart
Fed up with expensive CRM consultants who deliver technical solutions but ignore your actual business needs? At Hypergen, we focus on the metrics that matter: more time selling, faster deal velocity, and higher close rates.
You get CRM that actually works
We don’t believe in one-size-fits-all solutions. Whether you’re starting from scratch or need to optimize an existing system, we customize everything to your business, making it as efficient, intuitive, and powerful as possible.
40+
Team Members
Automation that makes sense
We don't automate for automation's sake. Every workflow we build solves a specific business problem, eliminates a pain point, or creates measurable efficiency gains for your team.
Let us get you up and running fast
We work quickly. Most clients see their CRM and automation systems up and running in just a few weeks. The impact? Often seen within days.
Rapid implementation, lasting results
We deliver tangible improvements within weeks, not months. More importantly, we ensure your team has the knowledge and tools to maintain and evolve your CRM as your business grows.
Need More Firepower?
We offer a full suite of services designed to complement your lead generation engine and help you scale faster:
Hear From Happy Hypergen Clients
Don't just take our word for it. Check out the stories of some of our clients who have managed to scale their sales using our intent-based cold email.
"Everybody's super friendly. They know what they're talking about, but have also been willing to change certain things that will appeal to how we want to handle certain aspects of our emails. It was really like a good partnership and a collaboration."
Arica Rosenthal
Co-founder and COO
"They were very agile and responsive, able to pivot in and out of new campaign ideas quickly. They understood our business and needs very well."
Paris Childress
CEO & Founder
"It's a great team. Very responsive. We provided a whole new strategy around who to target, and you guys adopted that 100%, and that doubled our leads once we started doing that as well. So we've had a pretty collaborative effort."
Doug Dent
CRO at Gray Falkon
“Alex and his team helped us refine our ICP and test messaging. We’ve grown from 3–4 to 14 leads per week with a ~60% win rate. They’re fully committed and constantly testing new strategies with us!"
Peter Durham
Vice President of Sales, Prezzee
“Hypergen’s email expertise is unmatched. 95% of the agents we engaged came from their email nudges. They’ve been a key part of a system that works.”
Eric Bramlett
Owner of Bramlett Residential
“Hypergen generated hundreds of leads, and we converted around 40 into clients. They’re responsive, clear, and bring deep industry expertise.”
Anthony Smith
Head of Sales, RealScale
“The way they structured their process, makes it super easy for me to follow. We’re getting 25-30 qualified leads a month and are closing 2-3 deals per month (12 in total so far).”
Ina Gavazova
Founder, Kashu Video Marketing
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“Hypergen now accounts for over half of our generated revenue & has played a huge role in our 300% growth this last year”
Jordon Rowse
CEO & Cofounder, Set 2 Close
“Working with the team has been a real pleasure, they are creative and professional with great execution. We had deals with multiple Fortune 500s.”
Yosef Peterseil
COO & Cofounder, Bllings.io
“We got like 60 leads in the first month and that was only 3-4k contacts. We have upgraded to their 20k contacts per month package. Can’t wait.”
Jonathan Sturgeon
Founder, Dingus & Zazzy
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“Hypergen has done a fantastic job building strong lists, copy, and executing our marketing initiatives to build our brand and business.”
Alana Kahan
President, 1706 Advisors
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