Closed Loop Co.

Services

Three ways to fix your CRM system.

Whether your data is messy, your pipeline is unreliable, or your automation is unclear, we help you diagnose, fix, and scale your revenue systems.

Every engagement is delivered using AI-assisted workflows for faster execution and cleaner outcomes.

CRM services flow illustration

Start Here

Not sure where to start?

Most teams don't know which part of their CRM is actually broken. This section helps route the buyer based on the problem they already feel.

01

If your data feels unreliable, start with CRM Audit & Cleanup.

02

If your CRM is slowing your team down, go to CRM Implementation.

03

If your funnel is unclear, look at Marketing Automation & Attribution.

If you are unsure, start with the audit. We'll show you exactly what needs fixing.

What We Do

Choose the servicebased on what is broken.

Each service is designed around a specific revenue systems problem: unreliable data, poor CRM adoption, or unclear marketing attribution.

Service 01

CRM Audit & Cleanup

Understand what is actually happening inside your CRM.

Typical timeline: 1 week

When you need this

  • Reports don't match revenue
  • Data feels unreliable
  • Teams don't trust the CRM

What we do

  • Find duplicate and missing data
  • Review broken workflows
  • Map pipeline gaps

What you get

  • CRM health scorecard
  • Deduplication and cleanup report
  • Workflow and lifecycle audit
  • 30/60/90 day fix roadmap

Best for

  • Messy HubSpot portals
  • Unclear sales pipelines
  • Teams preparing for implementation

Service 02

CRM Implementation

Build a CRM your team actually uses.

Typical timeline: 2-6 weeks

When you need this

  • CRM exists but adoption is low
  • Pipeline stages don't reflect reality
  • Sales works outside the CRM

What we do

  • Design pipeline architecture
  • Set lifecycle stages and lead flow
  • Build routing and follow-up automations
  • Create dashboards for real business questions

What you get

  • Fully configured CRM
  • Clean data structure
  • Automated workflows
  • Training and SOPs

Platforms

  • HubSpot
  • Salesforce
  • Zoho
  • Similar CRM systems

Service 03

Marketing Automation & Attribution

Connect marketing activity to pipeline and revenue.

Typical timeline: 2-4 weeks

When you need this

  • You run campaigns but don't know what converts
  • Leads are not properly nurtured
  • Sales says leads are low quality

What we do

  • Build lead scoring models
  • Create nurture sequences
  • Set campaign attribution tracking
  • Connect reporting to revenue outcomes

What you get

  • Clear visibility into what drives pipeline
  • Structured automation flows
  • Lifecycle-based segmentation
  • Campaign performance dashboards

Best for

  • Marketing teams running campaigns
  • Teams with unclear attribution
  • Sales and marketing teams with handoff issues

How It Fits Together

Most engagements follow a simple progression.

You don't need all three services at once. You need the right starting point.

Service progression illustration
01

Audit

Understand what is broken.

02

Implementation

Fix the system.

03

Automation

Scale and optimize.

Execution

Built with AI. Delivered for real teams.

We use AI-assisted workflows across every stage of delivery. This helps us move faster while keeping the system clean, documented, and practical for your team.

AI-assisted execution workflow
01

Audit systems faster and more thoroughly

02

Reduce manual errors in implementation

03

Build cleaner automations with fewer iterations

04

Generate documentation alongside the build

This is why most teams move from messy systems to usable setups in weeks, not months.

Thousands of records cleaned

Duplicate and outdated CRM data identified in a single audit.

Systems rebuilt within weeks

CRM setups redesigned around real sales workflows.

Funnels connected to revenue

Marketing activity mapped to pipeline and closed deals.

FAQs

Common questions before starting.

FAQ illustration

Get Started

Start with the audit. Fix what is actually broken.

One focused engagement. We go into your system, map what's wrong, and give you a clear plan to fix it. No retainer required.