Case studies / Precise Take

Precise Take · Three-hub CRM build

A custom CRM for sales, marketing and customer support

Custom three-hub CRM

Salespipelines and follow-up workflows
Marketingforms, campaigns and lists
Servicetickets and a knowledge base

For Precise Take I designed and implemented a custom HubSpot CRM from scratch for sales, marketing and customer support.

What I built

  • Sales Hub: custom deal pipelines, automated task assignment and follow-up workflows
  • Marketing Hub: lead capture forms, automated email campaigns and segmented contact lists
  • Service Hub: ticketing, customer feedback workflows and a knowledge base
  • Automation for lead assignment, re-engagement campaigns and task reminders
  • Dashboards tracking performance across sales, marketing and service

Result

One platform that runs from lead capture to support.

Stack: HubSpot Sales Hub, Marketing Hub and Service Hub.

Next case study · Mission Mobile Medical

Executive reporting for a 42-state healthcare operation

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