CRM and business platforms we implement

Sage Kite implements GoHighLevel, Keap, HubSpot and ActiveCampaign across industries, Follow Up Boss and Lofty for real estate, ServiceTitan, Housecall Pro and Jobber for home services, Kajabi for coaches and course businesses, Clio Grow for law firms, Dubsado and HoneyBook for service businesses, Mindbody for fitness and wellness, and Bloomerang for nonprofits. We also build custom CRMs when no platform fits.

CRM implementation is the work of setting up a CRM around how a business actually sells: mapping the process, structuring the data, building pipelines and automation, connecting other tools, migrating records, testing and training the team. It is the difference between a CRM that is switched on and one the team relies on.

It depends on how your business runs. Industry platforms such as ServiceTitan, Clio Grow or Mindbody come with workflows built for that industry, which saves setup time. General CRMs such as HubSpot or Keap are more flexible, which suits businesses whose sales process does not fit an industry template. Some businesses use both, with a general CRM for sales and an industry platform for delivery.

Usually fix first. Most problems come from how a platform was set up, not from the platform itself, and switching brings migration cost and retraining. We recommend switching only when the platform cannot support how you sell, or costs far more than it returns.

Yes. We start with how your business wins and keeps customers, then recommend the platform and plan that fit, including the option of staying on the system you already have. We are independent and do not resell licences, so the recommendation is based on fit, not commission.

It depends on the platform, the amount of data, the number of automations and integrations, and how many people need training. A focused cleanup is a much smaller project than a new setup with a migration. Your proposal sets out the milestones and dates before work starts.

Usually. We move contacts, history and records between platforms, cleaning and de-duplicating them on the way. Some platforms run their own data conversion during onboarding; where they do, we prepare the data beforehand and check it afterwards. Feasibility depends on what your current system can export, which we confirm in discovery.

Yes, where the platforms support it. We connect website forms, phone and call tracking, scheduling, payments and accounting, using native integrations first and tools such as Zapier or webhooks where needed, so the CRM stays the single record of each customer.

Yes. Many projects start with an existing account that has drifted: messy data, automations nobody maintains, pipelines that do not match the sales process and reports nobody trusts. We audit what is there, fix what matters and document how the team should use it.

Every project starts with a discovery call. The proposal then sets out deliverables, exclusions, milestones and a fixed project price. Platform subscriptions are paid directly to the platform and are separate from our fee.

Yes. Every project ends with training for the people who use the platform day to day, and written documentation of how it is set up and how to change it.

Yes. Maintenance with a defined support scope is available after handover. Sage Kite can also provide a CRM and automation VA to keep data clean and automations running.

Talk to us anyway. If your platform is outside the list, we will tell you honestly whether we can help. Where no existing platform fits how you sell, we can build a custom CRM around your sales process and reporting needs.