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AI. CRM. Connected operations. Make your systems work together. Contact us
Sapiems
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AI · CRM · REVENUE OPERATIONS

Connect your CRM.
Put AI to work.

We connect HubSpot, AI and automation around your real business processes — so your team can follow up faster, see reliable data and focus on growth.

Contact Sapiems Explore Services
AI & Automation Revenue Operations Process Automation HubSpot
What we do

One connected operation. More room to grow.

Strategy, systems and adoption — connected from the first lead to the ongoing customer relationship.

1Intelligence

AI & Automation

Practical AI assistants, knowledge workflows and automation, with clear rules and human handoffs.

Explore AI
2Revenue

Revenue Operations

Align marketing, sales and service through lifecycle design, ownership, follow-up and actionable reporting.

Align your revenue team
3Processes

ERP & Integrations

Connect CRM, Odoo and business tools to reduce manual work and keep operational data consistent.

Connect your systems
4CRM

HubSpot

Implementation, optimization, automation, integrations, reporting, training, and ongoing support.

Talk about HubSpot
AI in your daily operation

Less repetitive work. More useful conversations.

Choose a focused use case, connect trusted knowledge and define when an assistant should hand off to your team.

Explore your AI use case

Sales assistance

Capture intent and give your team a clear next action.

  • Lead qualification
  • Routing and follow-up
  • Conversation summaries

Customer service

Answer from approved information and hand off when needed.

  • Knowledge-based answers
  • Branch and team routing
  • Human escalation

Team productivity

Reduce repetitive work across your daily operation.

  • Meeting and task summaries
  • Structured knowledge in Notion
  • Workflow assistance

Reliable data

Keep people in control of decisions and sensitive changes.

  • CRM data standards
  • Permission-aware processes
  • Review and monitoring
Process digitalization

Turn manual work into a clear operating process.

We connect people, workflows, data, and systems so the operation depends less on spreadsheets, memory, and repetitive manual tasks.

Abstract light and data flow representing process digitalization
WorkflowAutomationDataReporting
From manual to measurable

We simplify before we automate.

We document the current process, remove unnecessary steps, define ownership, and then configure the technology around the way the business should operate.

Process mappingLead routingApprovalsNotificationsLifecycle automationDashboardsIntegrationsData quality
Discuss a Process
HubSpot

Implement the CRM around your real operation.

From initial setup to continuous improvement, we help your team use HubSpot as the operating system for sales, marketing, and service.

01

Implementation

Architecture, pipelines, properties, permissions, lifecycle, and configuration.

02

Automation

Workflows, lead routing, follow-up, notifications, and operational triggers.

03

Integration & Data

Native integrations, data quality, migration, synchronization, and reporting.

04

Adoption & Support

Training, user creation, enablement, troubleshooting, and ongoing optimization.

Talk to a HubSpot Specialist
Ways to work together

Start with clarity. Build. Keep improving.

A focused engagement for your next step, or ongoing support as your operation evolves.

Discovery & Roadmap

Define the right next step

Review your CRM, data and processes to prioritize practical improvements.

  • CRM and process assessment
  • Data and integration review
  • Prioritized implementation roadmap
Discuss your roadmap
Implementation

Build a connected foundation

Configure your CRM, connect your tools and implement workflows around agreed business requirements.

  • CRM architecture and setup
  • Automation and integrations
  • Team training and handoff
Plan your implementation
Continuous RevOps

Improve after launch

Keep your CRM, automation and team adoption aligned as priorities change.

  • CRM optimization
  • Workflow and data monitoring
  • Reporting and adoption support
Discuss ongoing support
How we work

From problem to operating solution.

1

Understand

Clarify the business problem, process, people, tools, and desired outcome.

2

Design

Define the future process, responsibilities, technology, and KPIs.

3

Build

Configure CRM, connect systems and implement automation and AI use cases.

4

Launch

Train the team, deploy the solution, and move into real operation.

5

Optimize

Measure adoption and performance, then improve the process over time.

Clients

Built for real operations.

We support companies across the US, Dominican Republic, and Latin America with CRM, automation and operational execution.

INPROCA
Zoemar Group
QuestTravel
ESSG
Sapiems client
Why Sapiems

Technology with a clear business purpose.

01

People first

Technology works only when the team understands and uses it.

02

Process before tools

We clarify the operating model before automating it.

03

Practical implementation

We focus on workflows, adoption, reporting, and measurable execution.

04

Ongoing support

We stay close enough to help the operation improve after launch.

What does your operation need next?

AI, HubSpot, automation or disconnected data — tell us where the bottleneck is and we will help define the next step.

Contact Sapiems
Contact Sapiems