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CRM Assist · AI-Driven CRM Consulting

We automate the CRM data entry so your team can sell.

HubSpot, Salesforce and Clarify.ai implementations, AI agents and integrations for B2B revenue teams.

Book a free strategy call
Illustration of AI filling the CRM so a salesperson can focus on the customer
What we do

A CRM your team actually uses.

Salespeople don't hate CRMs. They hate the unpaid admin work. CRM Assist designs HubSpot, Salesforce and Clarify.ai systems where AI captures the notes, fields and follow-ups from emails and calls, so reps spend their time selling and leaders get data they can trust.

Download the HubSpot–Salesforce integration guide

  • CRM implementation: HubSpot, Salesforce and Clarify.ai setup built around how you sell
  • AI agents and automation: HubSpot Breeze agents, workflows and conversation intelligence
  • Migrations and integrations: Salesforce to HubSpot moves and clean two-way syncs
AI agents in practice

AI that does the admin work, inside your CRM.

For a commercial lender, we built HubSpot agents that read every broker email, create the contact and lead, check the request against lending criteria and draft the reply, with cost controls so AI credits never surprise you.

See how the loan-intake agent works
Illustration of an AI agent sorting broker loan emails into a CRM

Real projects. Real revenue teams.

Illustration of loan pipeline and investor capital connected in one CRM
Case studies

Results our clients can point to.

  • BLC Lending: loan origination and investor relations on one HubSpot portal in about nine weeks.
  • Gig Talent: marketing and sales connected in HubSpot, with 47% more qualified leads.
  • Pomelo Biosciences: one scalable HubSpot system for three B2B markets at once.
See all case studies
Free playbook

The LinkedIn Social Selling Playbook.

The 47-page system we use to turn LinkedIn into pipeline: profile setup, Sales Navigator targeting, connection and message templates, and the daily comment-to-DM routine that starts conversations with revenue leaders.

Get the free playbook
Illustration of a professional profile turning into a sales engine
From the blog

Latest insights

Practical guides on HubSpot AI, CRM adoption, migrations and social selling.

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Frequently asked questions

Which CRMs does CRM Assist work with?

HubSpot, Salesforce and Clarify.ai. CRM Assist is a HubSpot Solutions Partner and also handles Salesforce to HubSpot migrations and HubSpot and Salesforce integrations.

What does AI in the CRM actually do for my team?

It removes manual data entry. AI agents and conversation intelligence capture notes, fill fields and draft follow-ups from emails and calls, so reps spend time selling and managers get data they can trust. We roll it out in stages so the team trusts it before behavior changes.

How do you keep HubSpot AI credit costs under control?

We match each AI feature to one specific problem, model the credit cost before turning it on, and set limits so agents stop when included credits are used. Read our guide to HubSpot credits.

Where is CRM Assist based?

Orange County, California. John Hulina, founder of CRM Assist, leads the Orange County HubSpot User Group.

How do we get started?

Book a free strategy call. We'll review your current CRM and where your team loses time, and recommend the first project with the biggest payoff.