CRM Consulting & Management, Done for You

Our CRM consulting services cover everything it takes to get a CRM working and keep it working. We audit your current setup, recommend the right platform, migrate and clean your contacts, build your pipelines and automations, connect your scheduling software and lead sources, and train your team. Then CRM Management keeps it working: email support on every plan, and on Advanced and Pro, a named specialist who adjusts automations, keeps data clean, and reports on results every month. Sync Manager is included. We work in HubSpot, where we are a Solutions Partner, and in ActiveCampaign.

We manage HubSpot and ActiveCampaign. For most growing home service businesses, we recommend HubSpot, and WolfPack is a HubSpot Solutions Partner. ActiveCampaign is a strong choice for teams that want powerful automation on a leaner budget or already use it, and we are a certified ActiveCampaign Partner. We chose these two for their deliverability, data tracking, and room to scale. We do not use all-in-one tools like GoHighLevel.

Yours. Everything we build lives in your own HubSpot or ActiveCampaign account, so you always own your data, your automations, and your setup. Licensing works differently on each platform. You pay HubSpot directly for your HubSpot license. ActiveCampaign licensing is billed through WolfPack. If you ever bring management in-house or change providers, everything stays with you. Our team works in your account like a member of your staff, with the access you choose to give.

Yes. We migrate your contacts from your old system or spreadsheets and organize everyone into clear tags and pipelines. Ongoing cleanup of duplicates and outdated records is part of CRM Management. You start with a CRM that is ready to use, without losing the customer history you have built. If you are moving to HubSpot for the first time, our HubSpot onboarding covers the full setup before management begins.

Your CRM connects to the scheduling and industry software you already use through Sync Manager, WolfPack’s proprietary connector. It runs behind the scenes and is free and included with any CRM integration setup. That includes ISN and Spectora for home inspectors, FieldRoutes and GorillaDesk for pest control, Jobber for field service, and thousands of other apps through Zapier, on either HubSpot or ActiveCampaign. Depending on the system, bookings become contacts and deals, deal stages stay current as jobs move forward, and referring agents are tracked. See every CRM integration.

No. We set everything up and walk your team through the parts they use day to day. If something needs to change, like a new automation, a pipeline tweak, or a fix, your specialist handles it on Advanced and Pro. On Basic, builds are available by the hour. Most owners spend their time looking at results, not building workflows. That is the point of a done-for-you CRM management service.

Most CRM implementations take about 1 to 4 weeks. Onboarding is scoped per project, so the timeline depends on how much data we are moving and how many integrations are involved. Results start as soon as your automations go live. For home inspectors, inactive agent re-engagement and New Buyer’s Agent and New Listing Agent automations work to maximize agent referrals from day one. For pest control, upsell and cross-sell automations and campaigns that revive inactive accounts start working right away.

The three CRM Management plans differ in how much hands-on help you get, and they work the same on HubSpot and ActiveCampaign. Basic includes email support, quarterly group office hours, and our knowledge base. Advanced adds a named specialist, hands-on CRM updates each month, prioritized support, and quarterly strategy calls. Pro doubles the monthly hands-on time and adds monthly strategy calls and quarterly team training. Every plan includes Sync Manager, email replies within one business day, and a CRM audit every six months. On your strategy call, we recommend the plan that fits your team.

Hand in hand. Your CRM runs the automated follow-up and holds the data. Our Email Marketing service handles the newsletters and campaigns that go to your list, sent from the same CRM so every send shows up in your reporting. Newsletters build the relationship, and automated sequences close the sale. Together they cover your whole funnel.

CRM Management is a monthly plan priced by how many dedicated CRM specialist hours you want each month, across Basic, Advanced, and Pro. Your platform license is separate: HubSpot is paid directly to HubSpot, and ActiveCampaign is billed through WolfPack. If you are setting up a new CRM first, onboarding starts at $750 one-time and depends on complexity. If you only need your integrations kept running, a lighter monthly maintenance plan covers that. Book a strategy call for a custom quote.