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CRM fixes · Buffalo, NY

A deal closes. Then someone types it all in again.

Pay for the CRM work you need, not a full-time hire to run it.

Start with a $149 Setup Review and get a written list of what to fix first. Nothing changes in your CRM without your OK.

Start the Setup Review

One-time payment of $149. Full refund if you cancel before we start your review or call. After that, it isn't refundable.

See how it works

How it works

From first call to leads landing in your CRM.

  1. Setup Review

    $149

    A call and a read-only review.

  2. Lead Capture Setup

    $349

    Your form wired into your CRM, with the $149 credited within 30 days.

  3. Later, if you want it: CRM Care

    $99/mo

    Monthly checks and small changes.

Where to start

Two places to start.

Setup Review

$149*

*Terms apply. See Terms and Conditions, section 18.

A call of up to 30 minutes and up to 1 hour of read-only review of your CRM, or your inbox and spreadsheets. You get a written next-steps list.

Start the Setup Review

One-time payment of $149. Full refund if you cancel before we start your review or call. After that, it isn't refundable.

What's included

Lead Capture Setup

$349* on HubSpot

$449 on another CRM you already have, case by case.

*Terms apply. See Terms and Conditions, section 19.

1 website form connected to your CRM, an auto-reply, a follow-up task for each new inquiry, 1 pipeline, 1 contact import, and a walkthrough.

Bought a Setup Review in the last 30 days? The amount you paid comes off this price. One credit per client, cash paid only.

Get Lead Capture Setup

One-time payment. Full refund if you cancel before work starts. No refund after that, but if something we deliver doesn't match this page, we'll fix it, and if we can't, we'll refund you in full.

Ask first (other CRM, $449)

We'll confirm we can work in your CRM before you pay.

What's included
Want us to keep it running? CRM Care, $99/moSee all services
Buffalo, NY

Based in Buffalo. Happy to come to you.

We can meet on site anywhere in Buffalo, Erie County and Niagara County, and work remotely the rest of the time. Teams outside the area get the same fixed-price work over video.

Get in touch

Questions

Fair questions.

$149 just to talk?
You keep the written next-steps list, and the $149 comes off Lead Capture Setup within 30 days.
Do you change anything in my CRM?
Not during the Setup Review. It's read-only. In Lead Capture Setup we only build what's on the page, and anything more is quoted first and only happens with your OK.
Which CRMs do you work with?
Mostly HubSpot. We also take on projects in other CRMs case by case. If you don't have a CRM yet, we can help you think through options. Either way, we look at where it hands off to your billing and ops tools.
Do I have to hire you for the fixes?
No. You keep the next-steps list either way. Hand it to someone internal if you'd rather.
Who are you? We can't find much about you.
Datum Operations was founded by David Deutsch in Buffalo, New York. David does hands-on CRM work, mostly in HubSpot. That's why the first thing we sell is a $149 Setup Review. If it isn't useful, don't hire us for more.
From the blog

Notes from the work

CRM FIXESHubSpot Lifecycle Stages Stuck or Wrong? Find What's Setting Them.
CRM FIXESWhy HubSpot Creates Duplicate Contacts (and How to Stop It)
CRM FIXESHubSpot Workflow Re-enrollment: Why Contacts Don't Come Back (or Come Back Too Often)
CRM FIXESInherited a Messy HubSpot Portal? Where to Start
Read the blog
Not sure where to start?

Tell us about your setup.

A few questions, and we'll reply by email with the offer that fits, or tell you if none does.

Or email hello@datumoperations.com

Independent consultant. Not affiliated with, endorsed by or a partner of HubSpot, Inc. HubSpot is a trademark of HubSpot, Inc.