CRM Setup, Marketing Automation, & Business Systems Consulting
We help small and medium-sized businesses grow and become more efficient. We set up lead management flows through CRM systems, connect accounting systems with e-commerce platforms, and work with our clients to automate as many systems as possible to take out the busy work.
Nurture Your Leads
Most small businesses don’t have a lead problem — they have a follow-up problem. A potential customer fills out your contact form, sends an email, or calls your office. Then life gets busy, the note gets buried, and three weeks later that lead has hired your competitor.
BosonHub builds the systems that close that gap. We set up CRM platforms that track every contact and every conversation, configure automated email sequences that follow up on your behalf, and document the processes your team needs to stay consistent — whether you have one employee or twenty.
We are not a software company. We are consultants who understand both the technology and the business reality behind it. We help you choose the right tools, set them up correctly, and make sure your team actually uses them.
What We Help You Build
CRM Setup & Implementation
We configure and customize CRM platforms to match your actual sales process — not a generic template. We map your lead stages, build pipelines, configure contact fields, and train your team so the system gets used from day one.
Email Marketing & Automation
From setting up your first newsletter to building multi-step drip sequences that nurture leads over weeks or months, we handle the strategy and the technical setup — and connect your email marketing directly to your CRM.
Business Email Infrastructure
A professional email setup is the foundation of every other system. We configure business email accounts including DNS records, MX configuration, spam filtering, shared inboxes, and team aliases. We also handle full platform migrations with minimal downtime.
Beyond the CRM
Accounting Integration & Payment Processing
Your CRM and your accounting system should talk to each other. We integrate CRM platforms with Zoho Books and QuickBooks so that closed deals automatically create invoices, and your sales and finance teams are always working from the same data.
For payment processing, we work closely with Independent Merchant Brokers out of Corvallis, Oregon — a local processor we trust and recommend for businesses that want competitive rates and personal service. We integrate their processing solutions with your existing platforms wherever possible, and can work with other processors as well.
Preferred platforms: Zoho Books · Independent Merchant BrokersSOP Writing & Business Process Documentation
Automation only works when your team knows the process behind it. We write Standard Operating Procedures (SOPs) that document how your business handles leads, follow-ups, onboarding, and day-to-day operations.
Clear SOPs reduce training time, eliminate "how do we do this again?" moments, and make your business less dependent on any single person. This service pairs naturally with any CRM or automation project — we document the process as we build the system, so nothing gets lost in translation.
SOPs are also available as a standalone service for businesses that already have their tools in place but need their processes written down.Not sure where to start?
Schedule a free 30-minute consultation and we’ll help identify the tools your business needs.
Our Process
Audit & Recommend
We start with a free 30-minute consultation to understand your current tools, your team's workflow, and where leads or tasks are falling through the cracks. We then recommend the right combination of platforms and automations for your specific situation — not the most expensive option, the right one.
Build & Configure
We set up and customize your chosen platforms, connect them to each other, and test every workflow before handing anything over. If email infrastructure is part of the project, we handle DNS and server configuration so your team doesn't have to.
Train, Document & Hand Off
We train your team on the new systems and deliver written SOPs so the knowledge doesn't live only in our heads. We stay available for questions and adjustments during a post-launch support window.
Platforms We Work With
- Zoho CRM
- HubSpot
- Salesforce (consulting)
- Mailchimp
- Constant Contact
- HubSpot Email
- Zoho Campaigns
- Microsoft 365
- Exchange
- Zoho Mail
- Zoho Books
- QuickBooks
- Independent Merchant Brokers
Don't see your platform? We work with many tools not listed here — get in touch and we'll let you know if we can help.
Ready to Stop Doing Everything Manually?
Let’s talk about what’s slipping through the cracks. A free 30-minute consultation costs you nothing.
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Marketing Automation FAQs:
Q: Do I need a CRM if I'm a small business?
A: If you are actively generating leads — through your website, referrals, social media, or advertising — and you don’t have a documented system for following up with every single one of them, then yes. A CRM doesn’t have to be complex. Even a simple pipeline with automated reminders will recover more revenue than it costs.
Q: Which CRM do you recommend?
A: For most small and medium-sized businesses, we recommend Zoho CRM — it offers the best combination of features, flexibility, and price, and integrates cleanly with Zoho Books, Zoho Mail, and most other platforms we use. For businesses already using Google Workspace or that need strong marketing automation out of the box, HubSpot is an excellent choice. We’ll always recommend based on your situation, not our preference.
Q: Can you migrate our business email to Microsoft 365 or Zoho Mail?
A: Yes. We handle the full migration — exporting existing email, configuring DNS records, setting up new accounts, and testing delivery — with minimal disruption to your team’s day-to-day work.
Q: What is an SOP and do I really need one?
A: An SOP (Standard Operating Procedure) is a written document that describes exactly how a specific task or process should be done in your business. If you’ve ever had a team member leave and taken their knowledge with them, or found yourself answering the same question repeatedly, SOPs solve that problem. They’re especially valuable when paired with a new CRM or automation system.
Q: Do you offer ongoing support after setup?
A: Yes. We offer a post-launch support window with every project, and ongoing consulting retainers for businesses that want a regular touchpoint to review performance, adjust automations, and plan next steps.
Q: Can you integrate our payment processor?
A: In most cases, yes. We work closely with Independent Merchant Brokers in Corvallis, Oregon and can integrate their processing solutions with Zoho Books, other platforms. We can also work with varierty of companies in the value chain — get in touch and we’ll assess compatibility.
