CRM and Funnel Optimization Services
Streamline Your Sales Process and Win More Deals
End-to-End CRM Implementation and Pipeline Automation to Boost Productivity and Revenue
From HubSpot integration to workflow automation, we transform your tech stack into a sales-enabling machine that improves visibility, reduces manual effort, and accelerates revenue growth.
If your CRM feels more like a burden than a tool, it’s time for a change.
Clean Up Your Data, Align Teams, and Build a Funnel That Converts
Konsyg turns cluttered databases and disconnected workflows into seamless systems that empower sales reps and create visibility across your pipeline.
Workflow Bottlenecks Are Slowing Your Sales Team
Sales reps spend too much time updating records and chasing tasks.
We automate repetitive actions like lead assignment, email tracking, and pipeline stage updates. One client saved 20+ hours weekly across their revenue team.
Your CRM Offers No Real Visibility
Poor data hygiene and a lack of structured reporting leave teams blind to conversion points.
We build dashboards and segment pipelines to show you exactly where revenue gets stuck — and how to fix it.
Your follow-up system is broken
If follow-ups aren’t timely or personalized, conversion drops.
We create automated sequences and task triggers that improve touch consistency. Clients report a 130 percent KPI increase per sales executive within 60 days of optimization.
You’re duplicating efforts and wasting budget
Lack of integration between sales and marketing systems leads to lost insights and confused targeting.
We unify campaign tracking, lead scoring, and contact behavior so both teams work from one source of truth.
Our Approach to CRM and Funnel Optimization
Discover how Konsyg’s CRM and Funnel Optimization service delivers real engagement, better leads, and consistent pipeline growth for scaling B2B teams.
Configure CRM to Match Your Sales Process
We set up tools like HubSpot to reflect your funnel, territories, and lead types accurately.
Clean and Migrate Data with Zero Downtime
Our team ensures your CRM holds only clean, segmented, and usable records with no interruptions.
Automate Workflows and Train Your Team
We streamline repetitive tasks, set up alerts, and provide hands-on training to make adoption seamless.
- List Item #1
- List Item #1
- List Item #1
- List Item #1
- List Item #1
Konsyg kept up to their word. PikoHana’s reach was maximized when we outsourced them. The group of the sales team in Konsyg was able to carry out tasks diligently and ensure accountability for every milestone made.
PikoHANA
- List Item #1
- List Item #1
- List Item #1
- List Item #1
- List Item #1
Imagine having a perfectionist working for you on the sales team and that’s the gist of outsourcing Konsyg. Konsyg was always there taking up new instructions and working on them almost instantly which made most of our tasks effortless.
Gympass
- List Item #1
- List Item #1
- List Item #1
- List Item #1
- List Item #1
Our branding and the product mix have taken a massive lift. We are a lot tighter these days on our branding and how we communicate with our customers regarding our product mix. Konsyg has exceeded our expectations with no doubt.
FEV3R
Media Coverages and Listings:
How We Optimize Your CRM and Funnel for Growth
We follow a step-by-step process to get you real sales meetings with the right people.
We Set Up the Right CRM Infrastructure
- We start by configuring your CRM with the correct lifecycle stages, custom fields, and pipeline rules.
- We connect your website, forms, calendars, and tools for a unified system.
- Our technical specialists ensure all key integrations are synced and ready.
We Migrate and Clean Your Data
- We back up and assess your current database for accuracy and value.
- We remove duplicates, enrich records, and organize lead data based on your ICP.
- We ensure a clean, usable CRM with historical data that actually drives strategy.
We Automate the Funnel and Train Your Team
- We build workflow automations for lead assignment, reminders, nurturing, and reporting.
- We customize dashboards by rep, team, and stage for better decision-making.
- We offer live training and documentation to ensure successful internal adoption.
FAQ
Konsyg’s CRM & Funnel Optimization Insights
Can you set up HubSpot or help us migrate from another CRM?
Yes. We handle full HubSpot setup or migration from platforms like Salesforce, Zoho, or Pipedrive. This includes database cleanup, field mapping, automation configuration, and integration with tools like Slack, Calendly, and marketing platforms. Most migrations take 5 to 10 business days, depending on CRM size and complexity.
What if my CRM has outdated, duplicate, or messy records?
We specialize in CRM hygiene. Our team audits every contact, lead, and company record — de-duplicates, enriches missing fields, and structures the database to improve segmentation and targeting. Clients have reported up to 42 percent higher campaign efficiency after cleanup.
How do you align CRM workflows with our sales funnel?
We begin with a discovery session to map your real sales journey — from prospecting to close. Then we design your CRM to mirror this logic using deal stages, task triggers, automation rules, and user roles. This creates a frictionless experience that improves pipeline speed and reporting accuracy.
Can you help us integrate CRM across our sales and marketing teams?
Absolutely. We connect HubSpot CRM with your email, calendar, CMS, ad accounts, and marketing automation. We also implement lead scoring, behavior-based workflows, and shared dashboards. This creates a 360-degree view of your prospects and unified go-to-market alignment.
Do you offer ongoing support or just implementation?
We provide both. After setup, you get a dedicated CRM consultant who can support monthly reporting, campaign performance analysis, new workflow builds, and user training. Many clients retain Konsyg as their fractional RevOps partner for long-term optimization.
Explore Real Growth Stories Here
See how businesses worldwide accelerated revenue and closed more deals through Konsyg’s expert appointment setting solutions.
Enhancing Mobile User Experiences Across Industries
This initiative focuses on developing a comprehensive mobile experience platform to streamline and enhance user interactions across various sectors, including healthcare, hospitality, and retail.
Qualified Appointments Booked (QAB)
38
Cost Per Sales Opportunity (CPSO)
$185
Advanced Enterprise Fraud Management Solutions
The project involves developing a comprehensive fraud prevention system that enhances security for online businesses by detecting and managing fraudulent activities in real-time.
Qualified Appointments Booked (QAB)
86
Cost Per Sales Opportunity (CPSO)
$132
Advancing Quantum-Resistant Cryptography
This project involves the development of advanced cryptographic solutions designed to secure digital communications against the potential threats posed by quantum computing.
Qualified Appointments Booked (QAB)
81
Cost Per Sales Opportunity (CPSO)
$149
Advanced Cyber Security and IT Management Services
This project focuses on delivering advanced IT management and cybersecurity solutions, helping businesses safeguard their digital environments and manage their IT infrastructure efficiently.
Qualified Appointments Booked (QAB)
77
Cost Per Sales Opportunity (CPSO)
$138
We are your perfect match
Konsyg’s CRM and Funnel Optimization Services are ideal if
- Your CRM is underutilized, messy, or overwhelming
- You want to improve sales team productivity
- Your funnel stages are unclear or underperforming
- You need better lead tracking and reporting
- You want alignment between sales and marketing
- You’re using HubSpot and want full automation
You’re using HubSpot and want full automation
Let Konsyg Turn Your CRM into a Revenue-Driving Engine
#1 Global Pipeline Builders
Here’s how to understand the basic needs of a successful pipeline generation strategy that will lead to 80% of closed leads.