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Unify data, teams and tools with Smart CRM

A CRM should do more than store records—it should help teams understand what to do next. We structure data, automation and AI so every department works from the same intelligence and context.

The result is a connected CRM that turns customer data into insight, coordination and smarter decisions across the business, all powered by a HubSpot Smart CRM agency.

Talk to a Smart CRM expert

HubSpot Setup + Admin Services

Onboarding
Practical training that gets your team comfortable with HubSpot
Implementation
End-to-end setup that turns strategy into a fully working HubSpot environment
Data Migration
Clean, accurate transfer of your data so nothing gets lost or duplicated
Integrations
Custom connections that sync HubSpot with the rest of your tech stack
HubSpot Action Plan
A prioritized roadmap showing exactly what to fix, build and optimize next
HubSpot Admin-in-a-Box
Behind-the-scenes CRM support to keep your portal running smoothly
HubSpot Punch Card of Calls
One-on-one sessions with our HubSpot experts for questions and troubleshooting
AI Agents + Assistants
AI-powered tech to automate work and scale output in HubSpot
Managed Services
Ongoing, strategic support from a full-service HubSpot agency

Our favorite Smart CRM features

Custom data model

Store complex business data with custom objects, events and calculated properties.

Data enrichment

Automatically fill gaps using AI insights from conversations, activity and the web.

Data Agent

Ask business questions in plain language and get answers from CRM data and external sources.

AI overviews

Surface risks, missing data and important insights directly inside CRM records.

Workflows

Trigger tasks, notifications and customer actions automatically based on behavior.

Duplicate detection

Use AI to identify and merge duplicate records to keep data clean and reliable.

Custom reporting

Build flexible dashboards that track pipeline, attribution and revenue.

Data integrations

Sync data across hundreds of apps without manual imports or exports.

Custom data model

Store complex business data with custom objects, events and calculated properties.

Data enrichment

Automatically fill gaps using AI insights from conversations, activity and the web.

Data Agent

Ask business questions in plain language and get answers from CRM data and external sources.

AI overviews

Surface risks, missing data and important insights directly inside CRM records.

Workflows

Trigger tasks, notifications and customer actions automatically based on behavior.

Duplicate detection

Use AI to identify and merge duplicate records to keep data clean and reliable.

Custom reporting

Build flexible dashboards that track pipeline, attribution and revenue.

Data integrations

Sync data across hundreds of apps without manual imports or exports.

Real results for real Smart CRM users

Two brands in a single HubSpot portal

30k
records consolidated into a single source of truth
Read More

Migrating from Pardot to HubSpot

$12K
in subscription cost savings
Read More

Pipeline automation to close more deals, faster

40%
increase in deal velocity through improved pipeline structure
Read More

Has your HubSpot portal turned into a hot mess?

Our HubSpot Action Plan will give you a step-by-step plan to clean up your out-of-control HubSpot portal. The result? Better data, accurate reporting, improved engagement and more value from your subscription.

Two weeks. $2,500. A roadmap forward.

HubSpot Action Plan
Booklet of a HubSpot Action Plan with details on how to optimize HubSpot for your business

Disconnected systems hide the full customer picture

Before Smart CRM, customer data lives across spreadsheets, inboxes and separate tools that never fully agree. Moving bad data into a new CRM alone doesn’t fix that disconnect.

Without structure and governance, duplicates grow, context gets lost and teams make decisions on incomplete information.

Get Smart CRM help

Unify business operations with Smart CRM

Smart CRM connects data, teams and automation into one intelligent foundation. Records stay clean, context stays visible and work flows between departments without friction.

The platform becomes a single system that supports alignment, accountability and smarter decisions at scale.

Scale with Smart CRM

Choose how we work together

Need ongoing, strategic support?

If you need a long-term partner who will act as an extension of your team, we suggest a retainer relationship.

We’ll help you define goals, create a customized game plan and report on results every month.

Explore Retainer Pricing

Have a one-time project?

If you need help with just a couple items on your to-do list, we suggest working with us on a project basis.

We’ll help you define a clear scope of work, set payment terms and wrap up work by the specified deadline.

Explore Project Pricing
Retainer Partnership Project Engagement
Best For Ongoing strategy, execution and optimization One-time initiatives or defined deliverables
Relationship style Extension of your team Traditional client/vendor relationship
Scope Flexible priorities that evolve month to month Clearly defined scope of work
Strategy Continuous planning and performance optimization Focused on project outcomes
Flexibility Increase or decrease support anytime Fixed timeline and deliverables
Pricing model Point-based pricing that maximizes value Flat-rate pricing
Budget Starting at $4,500/month Quoted individually

Retainer Partnership

  • Best For: Ongoing strategy, execution and optimization
  • Relationship style: Extension of your team
  • Scope: Flexible priorities that evolve month to month
  • Strategy: Continuous planning and performance optimization
  • Flexibility: Increase or decrease support anytime
  • Pricing model: Point-based pricing that maximizes value
  • Budget: Starting at $4,500/month

Project Engagement

  • Best For: One-time initiatives or defined deliverables
  • Relationship style: Traditional client/vendor relationship
  • Scope: Clearly defined scope of work
  • Strategy: Focused on project outcomes
  • Flexibility: Fixed timeline and deliverables
  • Pricing model: Flat-rate pricing
  • Budget: Quoted individually

Hear from our HubSpot clients

As a new employee not only learning the company but also building out a full CRM for Marketing, Sales, and Customer Service, I couldn’t have done it without the assistance or Kiwi. The training and knowledge provided was invaluable to our staff and myself. They were fast to respond to questions, flexible, and very considerate of our needs and schedules. I can’t recommend Kiwi enough!
Brandon, Special Projects Manager
TheCRM

Run your business from Smart CRM

Growth gets easier when every team works from the same system. We design and optimize Smart CRM so data stays connected, processes stay aligned and decisions are backed by real insight.

Get started