Built for small businesses and service providers that need a simple, effective CRM system to track leads, manage contacts, and stay organized.
Essential customer relationship management foundation Stop tracking leads in spreadsheets. A proper CRM system that organizes your contacts and automates your follow up. We help small and medium-sized businesses throughout your area show up where buyers are already searching.
The Basic CRM Setup package includes CRM system setup, contact management, basic automation workflows, and email integration. We configure the system to match your sales process. Training and support are included so your team can use it effectively. This package is for businesses that are currently tracking leads in spreadsheets and need a proper system to manage relationships at scale.
5 deliverables in this package
Every feature is built to deliver a clear, measurable return for your business. See all CRM & Automation options in our services catalog.
We set up your CRM with custom fields, deal stages, and pipelines that match your sales process. The system is configured for your business, not a generic template.
Organize all your contacts, leads, and customers in one place. Track interactions, notes, and follow up tasks. Never lose a lead or forget a follow up again.
Automate repetitive tasks like follow up reminders, lead assignment, and status updates. Basic workflows save time and ensure nothing falls through the cracks.
Connect your email to the CRM so all communication is logged automatically. We train your team on how to use the system. Most teams are up and running in under a day.
Also explore our full digital services catalog and related offerings to find the right fit for your goals.
Apex Digital Marketing · Software Company
When you build with Apex Digital Marketing, you get software you own, architecture you understand, and a technical partner invested in your long-term success — not just your current sprint.
Every line of code we write belongs entirely to you. We deliver full source code with no licensing restrictions, no proprietary dependencies, and no agency-held infrastructure. Your software is an asset you own outright — not a service you rent from us.
You receive the complete, documented source code in a repository you control, all third-party license documentation, deployment runbooks, and explicit IP assignment in the contract. No proprietary frameworks, no hosted dependencies that can be revoked.
We translate engineering decisions into business language — no jargon walls, no impenetrable technical briefs. Every architecture decision we make comes with a business rationale you can evaluate independently, because you should understand what you're paying for.
We write every project update, sprint demo summary, and technical recommendation for a non-technical business owner. If a decision involves a trade-off that affects your cost, timeline, or future flexibility, we explain it in plain terms before we make it.
We design systems that cost-effectively at your current scale and scale gracefully as your revenue grows. We document the specific growth triggers that should prompt each infrastructure upgrade — so you never over-invest in scale you don't need yet.
We document capacity projections and growth thresholds at every architectural decision point. You know exactly what 10x growth costs to support before we start building — and the architecture we choose is validated against that number.
We integrate security into every phase of development — not as a final audit before launch. Authentication design, data encryption decisions, input validation, and dependency management are all treated as engineering requirements from the first line of code.
We integrate automated dependency vulnerability scanning, OWASP-compliant code review requirements, and manual penetration testing into every project lifecycle. Security findings are treated as blocking issues — not post-launch recommendations.
We provide fixed-scope proposals with transparent pricing and a clear change control process. We over-scope rather than under-scope — because a project that comes in on budget is more valuable than a project that starts cheap and balloons into a painful conversation.
We front-load discovery and architecture definition to eliminate scope ambiguity before a dollar of development budget is spent. Every project has a signed scope document, a defined change control process, and weekly budget visibility for your team.
We build relationships, not transactions. We invest in understanding your business deeply so every engagement — whether it's a new feature, a performance audit, or an architecture review — benefits from the institutional knowledge we've accumulated about your systems and goals.
We track our long-term client technical health as a KPI. We proactively flag technical debt, upcoming dependency end-of-life issues, and architectural limitations before they become expensive emergencies — because we plan to still be your partner when those issues would have surfaced.
Honest answers to the questions we hear most often.
We work with HubSpot, Salesforce, Pipedrive, and Zoho. We recommend the best option based on your team size, budget, and feature needs. You own the account and the data.
Apex Digital Marketing · Research & Product Development
Apex Digital Marketing delivers research that moves markets, validates products, and informs the decisions your leadership team needs to make with confidence. Here is what that partnership looks like.
We design every research engagement around a specific decision your team needs to make — not a general knowledge base. If a finding doesn't connect to a concrete action, we challenge whether it belongs in scope. Actionable research is the only kind we deliver.
We start by asking "What decision will this research inform?" before designing any methodology. If we can't name the decision, we don't start the research. This discipline ensures every finding lands in a boardroom, not a filing cabinet.
Every insight, methodology, dataset, and deliverable we produce belongs entirely to you. We operate under strict IP assignment agreements and never repurpose, benchmark, or reference client-specific findings in any other engagement.
You own everything — 100%, immediately, with no restrictions. We operate under IP assignment clauses in every contract. We never retain, repurpose, or anonymize client research for internal use without explicit written permission.
We run parallel research tracks that allow us to move faster than traditional firms without compromising methodological integrity. We complete most engagements in 4–8 weeks — delivering findings your team can act on while the market window is still open.
We run data collection, transcription, and preliminary coding in parallel rather than sequentially — compressing timelines by 40–60% without affecting analytical depth. Rigor comes from methodology, not from how long the project takes.
We bridge the gap between research and engineering by translating validated consumer insights directly into product requirements, user stories, and design briefs — eliminating the translation loss that occurs when research teams hand off to product teams separately.
We sit in your product planning sessions, translate insights into user stories with acceptance criteria, and prioritize the roadmap alongside your product team. Research that doesn't reach the sprint board never changes the product.
We track the revenue impact of every decision informed by our research — monitoring whether products we validated actually perform, strategies we recommended achieve their targets, and insights we surfaced lead to measurable outcomes for your business.
We establish pre-research baseline metrics and post-decision outcome targets for every project. Six months after the research informs a product or strategy decision, we review performance against those targets so you can calculate actual research ROI.
We embed ourselves in your organization's strategic rhythm — attending planning sessions, participating in roadmap reviews, and providing ongoing counsel between formal projects. We invest in understanding your business deeply so each engagement builds on the last.
A vendor delivers a report and leaves. A partner learns your business model, your competitive context, and your decision-making culture — and every project they do for you gets sharper because of what they learned in the last one. That's what we build.
Let's connect! And start building today! We offer a free consultation and digital SEO marketing strategy session to help you and your business get started. Want the best of the best? Give us a call, send us a message or email us today! Apex Digital Marketing offers a guaranteed rate of return on our services for your business.
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