Technology Services
CRM Engineering
Salesforce, HubSpot, and CRM implementations. Custom objects, automations, integrations, and data migrations.
What's included
Salesforce Implementation & Configuration
HubSpot Implementation
Custom Reports & Dashboards
Automations & Workflows
Overview
What we deliver
CRM is the operational backbone of professional services firms. BerTech builds Salesforce and HubSpot implementations tailored to the specific workflows and data structures of each client — from initial configuration through full team adoption.
Salesforce Implementation & Configuration
Custom objects, page layouts, validation rules, and process automation designed around your actual workflows.
HubSpot Implementation
Pipeline configuration, contact management, email sequences, and reporting dashboards.
Custom Reports & Dashboards
Data-driven decision making built into your CRM. Executive dashboards, team performance reports, and custom metrics.
Automations & Workflows
Eliminate manual data entry and repetitive tasks. Trigger-based automations that keep your CRM clean and your team efficient.
Third-Party Integrations
Connect your CRM to marketing tools, accounting software, property management systems, and custom applications.
Data Migration
Clean, validated migration from legacy CRM systems. No data loss, no downtime, no surprises.
Start your project.
Tell us about your needs and we'll get back to you within one business day.