Custom pipeline
Stages, loss reasons and opportunity values based on your sales process.
Spain’s first B2B marketing agency in the Claude Partner NetworkCRM implementation for companies that want to sell in an orderly way
We set up a CRM your team actually uses: every lead with its source, a clear pipeline, automatic tasks and alerts, and information connected to your website, your ads and your invoicing.
CRM implementation
A CRM is not a contact list
SelectClaude PartnerSpain’s first B2B marketing agency in the Claude Partner Network
Many companies have a CRM nobody updates: salespeople stick to their spreadsheets, website leads arrive by email and management does not know how many opportunities are open or where sales come from.
A useful CRM is designed around how the company sells: what stages an opportunity goes through, who handles each lead, what data is needed to make decisions and which tasks can be automated. From there, the tool works for the team, not the other way round.
We implement GoHighLevel, HubSpot and Holded CRM, and connect it to forms, Google Ads, Meta Ads, WhatsApp, the calendar and invoicing. That way every sale can be attributed to the campaign that generated it.
What the implementation includes
Source of every lead
UTM and source fields on every contact, so you know which campaign, ad or page brought it in.
Automatic routing
Assignment by territory, product or workload, with an alert to the salesperson and a follow-up task.
Integrations
Website forms, Meta and Google Lead Forms, calendar, WhatsApp, Holded and email.
Automations
Instant replies, reminders, quote follow-up and re-engagement of cold leads.
Training and adoption
Sessions with the sales team and an internal guide so the CRM is used every day.
What changes day to day
- Salespeople get every lead from their territory on their phone, with its details and source, without forwarding.
- Management sees an up-to-date pipeline and sales forecast without asking for reports.
- No quote goes without follow-up: the CRM creates the task and sends the reminder.
- Marketing knows which campaigns bring in customers, not just form fills.
Technology and tools
- GoHighLevel
- HubSpot
- Holded CRM
- Google Sheets
- Meta Lead Ads
- Google Ads
Implementation phases
- 1
Sales assessment
Interviews with management and sales to understand the process and the data you need.
- 2
Design and migration
We configure the CRM and import contacts and opportunities from spreadsheets or other tools.
- 3
Connections and flows
We connect the website, ads and other systems, and switch on the first automations.
- 4
Supported launch
Training, weekly reviews during the first weeks and adjustments based on real use.
Partners
Official partners, not just users
Four partner programmes, each with its own validation process. Few agencies in Spain hold all four, and it shows in the access to training, support and product news on every platform.
- Select
Claude Partner Network
Spain’s first B2B marketing agency in the Claude Partner Network, Anthropic’s official partner programme.
GoldHolded Solution Partner Gold
Gold-tier Solution Partner in Holded’s official directory: implementation, integration, training and support.
PremierGoogle Premier Partner
Certified Google Ads specialists with access to official Google support and training.
Member
Marc Bolet
Web, automation and AI at ARTIC
Who builds your website and automations
Marc Bolet has been a web designer and developer since 2009. At ARTIC he leads web, automation and AI: he designs, builds and maintains websites and online stores on WordPress, WooCommerce and PrestaShop, implements GoHighLevel as a CRM and automation platform, and connects forms, payment gateways, CRMs and Holded through automation and artificial intelligence.
With the rest of the team
Frequently asked questions
Which CRM is best for an SME?
The one that fits how you sell and that your team will actually use. GoHighLevel is very complete for lead generation, appointments and WhatsApp at a contained cost; HubSpot stands out for large sales teams; Holded CRM is practical if you already invoice with Holded. We recommend one after the assessment.
How long does it take to implement a CRM?
A standard implementation with pipeline, website and ad integrations and the first automations is usually ready in three to six weeks, depending on the data migration and the number of integrations.
Can you migrate data from our current CRM or from Excel?
Yes. We clean and standardise contacts, companies and opportunities before importing them, so you start with reliable data.
How do you know where each sale comes from?
By storing the UTM parameters and source of each contact in the CRM, and sending sales back to Google Ads and Meta as conversions. That lets you measure the cost per customer of each campaign.
Does it integrate with Holded?
Yes. We are a Holded Solution Partner Gold and connect the CRM to Holded to sync customers, quotes and invoices.
Other AI solutions
AI & automation with ClaudeGoHighLevel
CRM, funnels, calendars, WhatsApp and automations in a single platform.
Marketing automation and CRM
CRM, email, WhatsApp and AI calls connected to answer, qualify and follow up every lead.
Email marketing and nurturing
Automated sequences, newsletters and quote follow-up that convert.
Let’s talk about your project
We set up a CRM your team actually uses: every lead with its source, a clear pipeline, automatic tasks and alerts, and information connected to your website, your ads and your invoicing.
- Spain’s first B2B marketing agency in the Claude Partner Network
- Holded Solution Partner Gold · Google Partner · Meta Business Partner
- +25 companies with AI built into their processes