OrbTech

HubSpot · Zapier · Clay · Apollo

Stop losing leads to a system nobody built properly.

Most CRMs are set up once and never touched again. Most automation sequences were built by someone who left. We rebuild the whole thing — cleanly, with your team trained to use it — and then we automate the parts that were draining your time.

What you get

What's included

HubSpot setup and migration

Pipeline stages, deal properties, contact segmentation, permissions matched to how you actually work. Data cleaned before migration.

Workflow and automation

Lead routing, follow-up sequences, task creation, deal-stage triggers, internal notifications, cross-tool syncs.

Zapier and Make integrations

Connecting CRM to website, email, billing, support, calendar — maintainable architecture, not fragile single-use zaps.

Clay and Apollo prospecting systems

Automated enrichment and sequencing for sales-led B2B without needing a full SDR team.

Lead scoring and routing

Real buyer-signal-based scoring. High-intent leads routed immediately; low-intent nurtured automatically.

Training and adoption

Structured team training, written SOP, and a one-month check-in to catch any gaps.

The process

How we do it

01

Process mapping

1–2 days

We map how leads actually move through your business before building anything.

02

CRM audit or fresh setup design

1–2 days

Determines what to keep, what to rebuild, and what the new architecture looks like.

03

Build and configure

1–3 weeks

Everything tested with dummy data first — no live pipeline disruption.

04

Data migration and clean

1–3 days

Contacts, companies, deals, and history migrated cleanly and de-duped.

05

Training and handoff

1 week + 30-day support

Structured team training, SOPs in writing, one-month check-in included.

Who it's for

The right fit

Results

Before & after

MENA professional services firm

Before

HubSpot used as an address book, deals tracked in Google Sheets, no visibility on close rates or lead sources.

After

Rebuilt pipeline with automated touchpoints at every stage, lead source tracking, and team reporting.

60 days: full team adoption, real-time pipeline visibility, best lead source identified for the first time.

SaaS startup

Before

Manual outbound taking 8 hours/week, resulting in 3–4 conversations per month.

After

Clay enrichment feeding into Apollo sequencing, fully automated with human handoff at reply.

8 hours became 45 minutes. Conversations jumped to 18–22/month with no additional headcount.

ROI Calculator

What is this costing you right now?

50
10%
$5k

Current monthly revenue

$25k

With 20% close rate improvement

$30k

A 20% improvement in close rate is conservative. Most businesses see 30–50% improvement within 90 days of a properly configured CRM.

Interactive tool

Pipeline leak finder

5 questions. We'll show you exactly where your pipeline is losing revenue.

Does your whole team log activity in the CRM?

Are new leads automatically assigned to a rep?

Does the CRM automatically follow up after 3 days of silence?

Can you see deal stage in real time without asking anyone?

Do you know your close rate by lead source?

50
$5k

4 min · Saddam

Most CRMs are graveyards of good intentions.

Investment

Pricing signal

Fixed-price projects, scoped before we start. No surprises.

HubSpot basic setup$2.5k–4.5k
HubSpot full setup$5k–12k
CRM migration$1.5k–4k
Zapier / Make integration build$800–3k
Clay + Apollo system$2.5k–5k
Monthly management$800–2k/mo

Exact price depends on scope. All projects are quoted after a free discovery call.

FAQ

Common questions

Custom package

Need a custom automation build?

Full-stack sales infrastructure, multi-tool integrations, market-specific prospecting systems — let's talk.