Design Better Sales Systems with CRM + AI Automation
IntegratedOps centralizes your data, streamlines your sales ops, and eliminates inefficiencies with CRM + phone system automation. We work across HubSpot, Aloware, GHL, and more.
Real clients. Real growth. Real results.
Process
Process
Our Proven Process
From strategy to execution, we design CRM systems that scale — with deep integrations across HubSpot, GoHighLevel, Salesforce, Aloware, Close, and more.
01
01
Systems Audit & Strategy
Systems Audit & Strategy
Systems Audit & Strategy
We assess your current tech stack — CRM, dialer, forms, calendar, lead sources — and map out a scalable structure. Whether you’re migrating from spreadsheets or reworking an existing CRM, we identify every point of friction and opportunity.
We assess your current tech stack — CRM, dialer, forms, calendar, lead sources — and map out a scalable structure. Whether you’re migrating from spreadsheets or reworking an existing CRM, we identify every point of friction and opportunity.
We assess your current tech stack — CRM, dialer, forms, calendar, lead sources — and map out a scalable structure. Whether you’re migrating from spreadsheets or reworking an existing CRM, we identify every point of friction and opportunity.
02
02
CRM Buildout & Phone System Integration
CRM Buildout & Phone System Integration
CRM Buildout & Phone System Integration
We configure your CRM from the ground up — pipelines, automations, user roles, and reporting dashboards. Then we integrate your phone system directly into your CRM, so your team can:
Click to call and auto-log conversations
Send automated texts and voicemail drops
Track SMS replies inside contact timelines
Route calls based on lead status, territory, or pipeline stage
CRMs: HubSpot, GoHighLevel, Salesforce, Close
Other Integrations: Calendly, Google Calendar, Mailchimp, Grader.io
We configure your CRM from the ground up — pipelines, automations, user roles, and reporting dashboards. Then we integrate your phone system directly into your CRM, so your team can:
Click to call and auto-log conversations
Send automated texts and voicemail drops
Track SMS replies inside contact timelines
Route calls based on lead status, territory, or pipeline stage
CRMs: HubSpot, GoHighLevel, Salesforce, Close
Other Integrations: Calendly, Google Calendar, Mailchimp, Grader.io
We configure your CRM from the ground up — pipelines, automations, user roles, and reporting dashboards. Then we integrate your phone system directly into your CRM, so your team can:
Click to call and auto-log conversations
Send automated texts and voicemail drops
Track SMS replies inside contact timelines
Route calls based on lead status, territory, or pipeline stage
CRMs: HubSpot, GoHighLevel, Salesforce, Close
Other Integrations: Calendly, Google Calendar, Mailchimp, Grader.io
03
03
Launch, Training & Ongoing Support
Launch, Training & Ongoing Support
Launch, Training & Ongoing Support
We don’t disappear after go-live. Your rollout includes SOPs, recorded training, and 30 days of live support — plus optional retainers for continued optimization, automation layering, and campaign growth.
We don’t disappear after go-live. Your rollout includes SOPs, recorded training, and 30 days of live support — plus optional retainers for continued optimization, automation layering, and campaign growth.
We don’t disappear after go-live. Your rollout includes SOPs, recorded training, and 30 days of live support — plus optional retainers for continued optimization, automation layering, and campaign growth.
Services
Services
Services
Integrated CRM & AI Services
Smart systems, seamless outreach, and scalable backend solutions — all built to drive revenue and remove bottlenecks.
Smart systems, seamless outreach, and scalable backend solutions — all built to drive revenue and remove bottlenecks.
CRM Workflow Automation
CRM Workflow Automation
We design intelligent workflows inside your CRM to eliminate manual tasks, route leads, and scale your outreach. From email triggers to task assignments — everything flows automatically.
We design intelligent workflows inside your CRM to eliminate manual tasks, route leads, and scale your outreach. From email triggers to task assignments — everything flows automatically.
Hi, can you tell me about CRM + SMS Chat Bot?
Hi! How can I help you?
Sure, we offer a range of digital marketing services including SEO, social media management, and PPC advertising. Which service are you interested in?
Hi, can you tell me about CRM + SMS Chat Bot?
Hi! How can I help you?
Sure, we offer a range of digital marketing services including SEO, social media management, and PPC advertising. Which service are you interested in?
Hi, can you tell me about CRM + SMS Chat Bot?
Hi! How can I help you?
Sure, we offer a range of digital marketing services including SEO, social media management, and PPC advertising. Which service are you interested in?
AI Chatbots + Phone System Automation
AI Chatbots + Phone System Automation
We build custom chat and SMS agents that qualify leads, respond instantly, and book meetings — all integrated with tools like Aloware, Twilio, or 8x8. Every conversation is synced to your CRM for real-time visibility and follow-up.
We build custom chat and SMS agents that qualify leads, respond instantly, and book meetings — all integrated with tools like Aloware, Twilio, or 8x8. Every conversation is synced to your CRM for real-time visibility and follow-up.
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Systems Integration & Backend Architecture
Systems Integration & Backend Architecture
We connect your CRM to the tools your business already uses — including Calendly, Google Workspace, QuickBooks, and more. Whether you need synced forms, shared calendars, lead enrichment, or unified communications, we build a connected backend that removes silos and saves time.
We connect your CRM to the tools your business already uses — including Calendly, Google Workspace, QuickBooks, and more. Whether you need synced forms, shared calendars, lead enrichment, or unified communications, we build a connected backend that removes silos and saves time.
Ticketing, Onboarding and Client experience
Ticketing, Onboarding and Client experience
We deploy Service Hub features like ticket pipelines, automated onboarding flows, CSAT tracking, and customer portals — all tied to your CRM. This gives your team one place to manage support, track outcomes, and deliver a premium post-sale experience.
We deploy Service Hub features like ticket pipelines, automated onboarding flows, CSAT tracking, and customer portals — all tied to your CRM. This gives your team one place to manage support, track outcomes, and deliver a premium post-sale experience.
Benefits
Benefits
Benefits
Experience the IntegratedOps Advantage
Power your business with centralized data, connected systems, and CRM infrastructure that drives execution across sales, marketing, and support.
Power your business with centralized data, connected systems, and CRM infrastructure that drives execution across sales, marketing, and support.
Operational Efficiency
We unify your CRM, phone, form, and calendar data — giving you a 360° view of every lead, deal, and customer in real time. Bringing you closer to data driven decision making.
Seamless Systems Integration
Seamless Systems Integration
Seamless Systems Integration
We connect your CRM with tools like Aloware, Calendly, Google Workspace, Slack, and more. We use Zapier to and other 3rd party app's to connect CRM's,
Smarter Conversations
Smarter Conversations
Smarter Conversations
We integrate phone, SMS, and chat tools directly into your CRM for real-time tracking, better follow-up, and a more responsive sales process.
Advanced Reporting & Sales Insights
Advanced Reporting & Sales Insights
Advanced Reporting & Sales Insights
From sales trends to rep performance to lifecycle stage analytics — we build custom dashboards that help you lead with clarity and scale with confidence.
Smart Ticketing & Onboarding Systems
Smart Ticketing & Onboarding Systems
Smart Ticketing & Onboarding Systems
We implement structured Service Hub pipelines to manage onboarding, support tickets, and CSAT follow-ups — giving your clients a clean, premium experience.
Scalable Infrastructure
Scalable Infrastructure
Scalable Infrastructure
As you add reps, leads, or service lines, your CRM grows with you — not against you. Our systems are built to support aggressive, high-volume teams. We work with companies from 10-200 employees.
About
About
About
Who We Are
IntegratedOps is a systems consultancy built for high-performance teams that sell, support, and scale.
We specialize in designing CRM and communications infrastructure that brings clarity to chaos — turning disjointed tools and messy data into streamlined, revenue-generating machines.
We don’t just “implement HubSpot.”
We engineer operating systems for growth — built on deep sales experience, automation strategy, and full-funnel visibility.
If it touches your pipeline, your calls, or your customer — we make it smarter, faster, and fully integrated.
IntegratedOps is a systems consultancy built for high-performance teams that sell, support, and scale.
We specialize in designing CRM and communications infrastructure that brings clarity to chaos — turning disjointed tools and messy data into streamlined, revenue-generating machines.
We don’t just “implement HubSpot.”
We engineer operating systems for growth — built on deep sales experience, automation strategy, and full-funnel visibility.
If it touches your pipeline, your calls, or your customer — we make it smarter, faster, and fully integrated.
IntegratedOps is a systems consultancy built for high-performance teams that sell, support, and scale.
We specialize in designing CRM and communications infrastructure that brings clarity to chaos — turning disjointed tools and messy data into streamlined, revenue-generating machines.
We don’t just “implement HubSpot.”
We engineer operating systems for growth — built on deep sales experience, automation strategy, and full-funnel visibility.
If it touches your pipeline, your calls, or your customer — we make it smarter, faster, and fully integrated.
Plans
Plans
Plans
Data-Driven Systems. Engineered for Scale.
Choose the perfect plan for your business with no hidden costs
Choose the perfect plan for your business with no hidden costs
Full CRM Buildout & Automations
We don’t just configure a CRM — we engineer your entire sales backend. From lead capture to pipeline automation, we build systems that align to your real process and scale with your team.
CRM setup (HubSpot, GHL, Salesforce)
Custom properties & segmentation
Multi-stage pipeline configuration
Lifecycle stage & deal stage automation
Advanced integrations (Zapier, Custom API)
Form + calendar integration
Reporting dashboards + rep performance
Weely updates and slack connect
Phone Systems & Sales Enablement
We integrate your phone system directly into your CRM to turn every call, text, and voicemail into a tracked, automated action. Outbound is faster. Follow-up is automatic. Visibility is built-in.
Advanced AI chatbot development
Phone system integration (Aloware, Twilio, 8X8)
SMS workflows + templates
Call outcome tracking + logging
Local presence dialing setup
Rep performance dashboards
Sales activity alerts + auto task creation
Unified call + deal reporting
Full CRM Buildout & Automations
We don’t just configure a CRM — we engineer your entire sales backend. From lead capture to pipeline automation, we build systems that align to your real process and scale with your team.
CRM setup (HubSpot, GHL, Salesforce)
Custom properties & segmentation
Multi-stage pipeline configuration
Lifecycle stage & deal stage automation
Advanced integrations (Zapier, Custom API)
Form + calendar integration
Reporting dashboards + rep performance
Weely updates and slack connect
Phone Systems & Sales Enablement
We integrate your phone system directly into your CRM to turn every call, text, and voicemail into a tracked, automated action. Outbound is faster. Follow-up is automatic. Visibility is built-in.
Advanced AI chatbot development
Phone system integration (Aloware, Twilio, 8X8)
SMS workflows + templates
Call outcome tracking + logging
Local presence dialing setup
Rep performance dashboards
Sales activity alerts + auto task creation
Unified call + deal reporting
Full CRM Buildout & Automations
We don’t just configure a CRM — we engineer your entire sales backend. From lead capture to pipeline automation, we build systems that align to your real process and scale with your team.
CRM setup (HubSpot, GHL, Salesforce)
Custom properties & segmentation
Multi-stage pipeline configuration
Lifecycle stage & deal stage automation
Advanced integrations (Zapier, Custom API)
Form + calendar integration
Reporting dashboards + rep performance
Weely updates and slack connect
Phone Systems & Sales Enablement
We integrate your phone system directly into your CRM to turn every call, text, and voicemail into a tracked, automated action. Outbound is faster. Follow-up is automatic. Visibility is built-in.
Advanced AI chatbot development
Phone system integration (Aloware, Twilio, 8X8)
SMS workflows + templates
Call outcome tracking + logging
Local presence dialing setup
Rep performance dashboards
Sales activity alerts + auto task creation
Unified call + deal reporting
Testimonials
Testimonials
Testimonials
What Our Clients Say
Discover how our clients have transformed their businesses with AI
Discover how our clients have transformed their businesses with AI
James Martinez
Head of Sales, MarketPro LLC
"Our sales conversion rates increased significantly thanks to IntegratedOps AI-driven lead scoring system."
Sarah Thompson
COO, Tech Solutions Inc.
"IntegratedOps AI chatbot drastically cut our response times and boosted customer satisfaction."
Emily Richards
CFO, FinancePro Inc.
"IntegratedOps streamlined our invoicing process, saving us time and reducing errors effectively."
Michael Johnson
CEO, InnovateTech Corp
"Their personalized cold outreach system greatly improved our email response rates."
FAQ
FAQ
FAQ
Your Questions, Answered
Answers to your most common questions about our AI services
Answers to your most common questions about our AI services
What makes IntegratedOps different?
What services does IntegratedOps offer?
How long does it take to implement a solution?
What kind of support do you offer post-implementation?
How much does a CRM or automation setup cost?
What makes IntegratedOps different?
What services does IntegratedOps offer?
How long does it take to implement a solution?
What kind of support do you offer post-implementation?
How much does a CRM or automation setup cost?
What makes IntegratedOps different?
What services does IntegratedOps offer?
How long does it take to implement a solution?
What kind of support do you offer post-implementation?
How much does a CRM or automation setup cost?
Ready to Streamline, Scale and Close Faster?
Talk directly with a systems strategist
It's 100% free
Ready to Streamline, Scale and Close Faster?
Talk directly with a systems strategist
It's 100% free
Ready to Streamline, Scale and Close Faster?
Talk directly with a systems strategist
It's 100% free