CRM Integration Services

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Welcome! Thank you for considering Hispanic Market Advisors® as your agency partner to help you with your CRM set up & integration processes. Whether you need to set up your new CRM and build automations so that the system works for you, even when you are sleeping, this service is right for you? Let us help you be more productive and cost-effective by automating your marketing channels & drip campaigns, including sending automatic emails and texts to your leads in response to certain triggers set up within the system.

Automate your business or law firm and work smarter, not harder. Select your desired package:

  • CRM GOOD – fit for most initial basic integration needs between your CRM and your website.
  • CRM BETTER – for more complex integrations, between your CRM and your website and up to 3 third-party applications. We currently support integration work with Lawmatics (our preferred CRM for lawyers) and Hubspot. Includes vendor management. For Keap, please go to this page.
  • CRM BEST – for guidance throughout the entire integration process, including the work required to get your CRM fully integrated with your website and marketing channels (up to 5 third-party applications). Includes vendor management and dedicated strategic advisor.

CRM GOOD

CRM BETTER

CRM BEST

$675 x month
(x3 payments)

$975 x month
(x3 payments)

$1,775 x month
(x3 payments)

Up to 10 hrs x month

Up to 15 hrs x month

Up to 30 hrs x month

Basic Integration Evaluation
CRM to Website integration

Premium Integration Evaluation
CRM to website integration &
Up to 3 third-party apps

Needs Analysis
+
Premium Integration Evaluation
CRM to website integration &
Up to 5 third-party apps

Zoom Calls
Initial Call (20 min)
Follow up Call (15 min)
+
Configurations / Set Ups
Campaigns Set Up
Tags Configurations
Email Templates
Automation Rules
    Zoom Calls
    Initial Call (20 min)
    2 Follow-up Calls (15 min each)
    +
    Configurations / Set Ups
    Campaigns Set Up
    Tags Configurations
    Email Templates
    Automation Rules
    +
    Vendor Management
      Zoom Calls
      Initial Call (30 min)
      2 Follow-up Calls (20 min each)
      +
      Configurations / Set Ups
      Campaigns Set Up
      Tags Configurations
      Email Templates
      Automation Strategy
      Automation Rules
      +
      Vendor Management
      List of Recommendations
      Dedicated Strategic Advisor
      Premium Zaps Integration**

         Most clients subscribe to our CRM Better plan - Our service fees do not include CRM monthly plan, paid directly to the third-party and typically per user license.

        ** Configurating CRM integrations may require a Zapier integration Pro service plan as well.