CRM Agency:
Implement, Automate, and Grow Your Business with AI

CRM stands for customer relationship management. It’s a platform that centralizes all the information about your leads, customers, and sales opportunities. It helps organize, automate, and improve communication with your audience throughout the entire funnel—from the first contact to customer loyalty. When properly implemented, a CRM solution helps you sell more, reduce manual tasks, and deliver a personalized customer experience.

A CRM audit takes a deep dive into how your current system is set up—from segmentations, properties, and automated workflows to data quality and alignment with your actual marketing and sales processes. We also assess active integrations, and how teams are using the system. We identify roadblocks, improvement opportunities, and if switching tools might be beneficial. All of this is done using a strategic perspective, not just a technical one.

A CRM audit takes a deep dive into how your current system is set up—from segmentations, properties, and automated workflows to data quality and alignment with your actual marketing and sales processes. We also assess active integrations and how teams are using the system. We identify roadblocks, improvement opportunities, and whether switching tools might be beneficial. All of this is done using a strategic perspective, not just a technical one.

We apply AI to your CRM platform to optimize sales and marketing processes. For example, you can automate repetitive tasks, generate personalized content for your customers, implement smart lead scoring (predictive lead scoring), or detect behavioral patterns that help you make faster, more accurate decisions. Additionally, we use AI to enrich incomplete data, prioritize sales opportunities, and boost the efficiency of your automated campaigns.

We help you connect your CRM solution with the key platforms for your business: ecommerce, ERP, automation tools, advertising, lead generation, email marketing, and more. Whenever possible, we use native integrations, but we also develop custom connections through our Cyberclick Connector. This connector allows us to link systems like Business Central, financial platforms, or operational tools with your CRM platform, centralizing information and processes. It is especially useful in HubSpot environments.

With the first meeting, we aim to fully understand your situation. We want to know which CRM platform you’re currently using or if you’re evaluating one, what technology you already have integrated, how many sales reps are using it, what problems you want to solve, and how you’d like your teams (marketing, sales, customer service) to work with it. It’s also crucial to know where your data currently resides and whether it’s centralized. With this information, we design a CRM solution tailored to your exact needs.

A CRM agency like Cyberclick helps you implement, optimize, and scale the use of your CRM tool. It’s not just about setting up software. It’s about understanding your processes, aligning teams, automating tasks, connecting tools, and uncovering insights to improve your results. With a specialized agency, you can transform the way you sell and communicate with your customers in a more efficient, scalable, and data-driven way.

HubSpot's CRM tool stands out for its all-in-one approach that brings together marketing, sales, customer service, and operations tools on a single platform. It’s especially powerful for B2B companies thanks to its automation capabilities, opportunity tracking, detailed reporting, and user-friendly interface. HubSpot also allows for progressive scaling, with customizable modules and an intuitive experience that encourages team adoption. At Cyberclick, we recommend it for businesses looking for a solid, flexible, and long-term CRM solution.

Klaviyo is one of the most powerful solutions for ecommerce. It integrates natively with platforms like Shopify, WooCommerce, and PrestaShop, and allows you to create hyper-personalized email and SMS marketing campaigns based on each user’s behavior. Its strong analytics, advanced segmentation capabilities, and ability to automate the entire customer journey make it an ideal CRM platform for online stores looking to scale without losing relevance in their communication. We recommend using Klaviyo if your focus is on B2C channels and growth through data and automation.

The 4 main types of CRMs are: 

1. Operational CRMs: Focus on automating marketing, sales, and customer service processes.
2. Analytical CRMs: Center on data analysis to gain insights into customer behavior.
3. Collaborative CRMs: Facilitate communication and information sharing across departments.
4. Strategic CRMs: Integrate all of the above with a long-term, customer-centric approach.

At Cyberclick, we work with solutions that combine these approaches to give you a complete and actionable view of your business.

A CRM agent is the person responsible for managing customer relationships through the CRM platform. They may work in sales, marketing, or customer service. Their main role is to make sure that every customer interaction is properly recorded, managed, and contributes to conversion or loyalty. In many companies, these agents also coordinate campaigns, segment databases, and generate reports to improve processes.

Working with a CRM platform means managing relationships with customers and leads using centralized data and automated processes. It involves using a platform to plan campaigns, track opportunities, nurture leads, close sales, and maintain a consistent customer experience over time. It also means making informed decisions based on metrics and customer behavior. From this perspective, a CRM platform is much more than software—it’s a customer-focused, commercially efficient way of working.