Your CRM should run your revenue operation, not slow it down.
We implement, migrate, and optimize CRMs that map to how your team actually sells. One team owns the strategy, the configuration, and the integrations, so your pipeline works the day you go live.
CRM Implementation is the umbrella engagement inside Rule27's Development Lab: platform selection, configuration, data migration, integration, and adoption, delivered by one team instead of a strategist, an admin, and a consultant who never talk to each other. Four studios under one roof means the people mapping your sales process are the same people wiring the system and connecting it to your marketing and billing stack. Nothing gets lost in a hand-off between vendors.
We start from your revenue operation, not from a feature checklist. We map your real pipeline stages, lead sources, handoff points, and reporting needs, then configure the platform to match, whether that is Salesforce, HubSpot, Microsoft Dynamics, Zoho, or Pipedrive. We recommend the platform that fits your team size, budget, and workflow, not the one that is easiest for us to stand up. Every integration and automation is documented and tested before go-live, and your existing data is audited and cleaned before it ever touches the new system.
This is for RevOps and operations leaders who are done losing deals to a CRM nobody trusts. Our team holds 56+ certifications across 9 platforms and carries partner status with Adobe, Google Premier, Shopify Plus, and HubSpot, so the configuration reflects platform best practice, not guesswork. Technical and ops build work runs on a $175/hr engagement model, and every implementation includes a 30-day post-launch support period. If the system is not working the way we agreed, we fix it at no charge.
Built to deliver.
Platform selection matched to team size, workflow, and budget across Salesforce, HubSpot, Dynamics, Zoho, and Pipedrive
Pipeline and process mapping that configures stages, fields, and record types to how your team actually sells
Data migration from spreadsheets or legacy systems with a pre-migration audit, cleaning, and validation before go-live
Workflow automation for lead routing, follow-up reminders, status updates, and approval steps
Integration with your existing stack including email, marketing automation, billing, and reporting tools, documented and tested
Role-based training for reps, managers, and admins covering daily workflows and reporting
30-day post-launch support included, plus optional ongoing admin and optimization on retainer
See how CRM Implementation would work for your business.
Book a consultationThe engagement.
Discovery and platform fit
We map your pipeline, lead sources, reporting needs, and integration points, then recommend the platform and scope that fit your team. You get a clear timeline before any build starts.
Configuration and integration
We build the pipeline, fields, automations, and permissions to match your process, then connect email, marketing, and billing tools. Every connection is documented and tested.
Data migration and validation
We audit and clean your existing data, migrate it into the new system, and validate accuracy before go-live so nothing is lost or duplicated.
Training and launch support
We train reps, managers, and admins on their real workflows and stay on for 30 days after launch to fix anything that is not working the way we agreed.
Priced like a product.
Not sure which tier fits? We will scope it with you.
Start with CRM ImplementationWe don't hand off a system and disappear. Every implementation includes a 30-day post-launch support period at no additional cost. If something isn't working the way we agreed, we fix it.
Asked often.
Which CRM platforms do you implement?
Salesforce, HubSpot, Microsoft Dynamics, Zoho, and Pipedrive. We hold 56+ certifications across 9 platforms and carry partner status with HubSpot, Adobe, Google Premier, and Shopify Plus. We recommend the platform that fits your team size, budget, and workflow, not the one that is most popular or easiest for us to configure.
Do you migrate our existing data?
Yes. Data migration is included in every implementation. We audit your existing data, clean it before migration, and validate accuracy before go-live. Whether it lives in spreadsheets or a legacy CRM, the goal is zero data loss and a system your team can trust on day one.
How long does implementation take?
Typically 4 to 6 weeks for a standard implementation. Complex setups with multiple integrations can run 8 to 10 weeks. We set a clear timeline during discovery so you know the scope before any build starts.
What if our team does not adopt the new system?
Adoption is the hardest part of any CRM implementation, and it is usually a design problem, not a training problem. That is why we configure the system around your team's real workflow, involve your people in the process mapping, run role-based training, and stay on for 30 days after launch. A CRM that matches how your team already works gets used.
Can you integrate the CRM with our other tools?
Yes. Integrations with email, marketing automation, billing, and other business systems are handled as part of the implementation. Because our creative, growth, engineering, and strategy teams work under one roof, the CRM connects cleanly to the marketing and web stack instead of sitting in a silo. We document every connection and test it before go-live.
How is this priced, and what happens after launch?
Standard implementations run in fixed tiers by scope, and additional technical and ops build work runs on a $175/hr engagement model. After launch you can keep us on a monthly retainer for admin support, workflow optimization, and expansion, or manage it yourself. Either way we document everything so your team is self-sufficient.