Every lead looks the same to sales, so the good ones wait behind the bad ones.
CRM SETUP & WORKFLOWS FOR B2B SAAS
A CRM your sales team actually trusts — without a six-month implementation project.
We set up and rebuild HubSpot, Pipedrive, and Salesforce so lead routing, scoring, and reporting work the way your pipeline actually moves — connected to your marketing stack, instrumented from day one, owned by a team that ships the automations most agencies only recommend.
5.0 · 15+ reviews from
Michal Glinka
Head of Analytics & Tracking
You'll meet me — not a sales rep. I check your GA4 and tags before every call.
- B2B teams in Oslo, Stockholm, London and NYC
Trusted by B2B teams that measure marketing in revenue
The situation
Your CRM has data in it. It doesn’t have a system.
Nobody remembers what half of them do, or whether they're still firing correctly.
The CRM says one pipeline number. The spreadsheet sales uses says another.
No owner, no SLA, no automatic assignment — by the time someone follows up, the buyer has moved on.
Every report starts with "well, ignore that segment, it's mostly junk."
Nobody can say which channel, campaign, or content actually produced a closed deal.
Why Growston
Most agencies configure fields. We build the system sales runs on.
A CRM implementation without workflow logic is a filing cabinet. Growston pairs the marketing strategy with the engineering to make lead routing, scoring, and reporting run themselves — inside your business, not alongside it.
A typical CRM vendor
- Sets up fields and pipelines, hands you a training video
- Bills by the hour for "CRM admin," disappears between tickets
- Reports that the CRM is "set up"
- CRM specialist only — no marketing or dev context
- Local generalist, no cross-border fluency
Growston
- Builds the workflow logic — routing, scoring, lifecycle stages — and tests it against real deals
- A named, embedded team inside your workflow — shared Slack, shared roadmap, weekly cadence
- Reports on lead response time, routing accuracy, and pipeline data quality — outcomes, not configuration
- Full access to the stack — SEO, GEO, paid, content, analytics — so the CRM reflects how leads actually arrive
- Warsaw-based team built specifically for Nordic and English-speaking B2B
Our previous vendor sent us a monthly sentiment score. Growston sent us the response and the fix, same day.
30 minutes — your numbers, not a pitch.
What we do
CRM setup and workflow engineering for B2B pipelines
CRM Setup & Workflows sits inside our Content + CRM pillar — sized to what your pipeline actually requires, built by people who stay on it after launch.
CRM Setup & Migration
HubSpot, Pipedrive, or Salesforce configured around your actual sales process — not a generic template.
Lead Scoring & Routing
Scoring models tied to fit and intent, with automatic routing and SLAs so no lead waits for a human to notice it.
Marketing Automation & Nurture
Lifecycle-stage workflows that move a contact from first touch to sales-ready without manual list-pulling.
Hygiene & Deduplication
Duplicate merges, field standardization, and ongoing hygiene rules so reporting reflects reality.
Pipeline & Attribution Reporting
Dashboards that connect CRM stages to marketing source data — so you can answer "what actually produced this deal."
Sales & Marketing Alignment
Shared definitions for MQL, SQL, and opportunity stage, agreed by both teams and enforced in the CRM itself.
How it works
From audit to a live system in four steps
Every step produces something you keep — whether or not you continue with us.
01
Audit
(Weeks 1–2) A full review of your current CRM — pipeline stages, workflow logic, field structure, data quality, and where leads actually fall through.
You receive
A written findings document naming the broken workflows, dead fields, and quick wins.
02
30/60/90 Plan
A sequenced build plan — which workflows get rebuilt first, what gets migrated, and how routing and scoring will work — tied to pipeline outcomes, not a configuration checklist.
You receive
A roadmap your sales lead can read in five minutes.
03
Build & Launch
The embedded team rebuilds the CRM logic — routing, scoring, lifecycle automations, and reporting — and tests it against live leads before rollout.
You receive
A CRM that routes, scores, and reports on its own — not a report someone else has to act on.
04
Optimize & Report
Ongoing workflow tuning, monthly reporting tied to routing accuracy and pipeline data quality, and a quarterly review where you can challenge our direction.
You receive
A live dashboard and a monthly written narrative — what changed, why, what's next.
Meeting first, written proposal within 3 business days.
How the first meeting works
We do the homework before we meet — so the meeting starts at your numbers.
Before the meeting: We review what's public about your marketingsite, positioning, search visibility — before we meet.
In the meeting: 30 minutes on your growth target, what's missing, and what we'd change. Not a pitch deck.
After: A written proposal within 3 business daysscope, price, and the outcomes we'd commit to. Yours to keep either way.
No marketing function yet? The meeting covers structure, budget bands, and a realistic build timeline.
Pre-Meeting Audit
| PageSpeed | 45/100 |
|---|---|
| Core Web Vitals | Failed |
| Index Coverage | 78% |
| Crawl Budget | Optimized |
Results
What this looks like in practice
B2B Marketplace — International Expansion into UK & Nordics
Fintech Platform — 5x Organic Traffic Through Technical SEO
Healthcare SaaS — From Zero to $2M Pipeline in 12 Months
Transparency
What your monthly report looks like
A live dashboard plus a written narrative — routing accuracy, data quality, and pipeline movement, tied to commercial outcomes, not configuration tickets closed.
Clients
What B2B teams say after switching
What you get
Deliverables, month by month
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A named CRM/RevOps lead embedded in your team
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A rebuilt workflow set — routing, scoring, lifecycle automation — tested against real deals
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Weekly or bi-weekly cross-functional review with sales and marketing
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Access to the full specialist bench — analytics, content, paid — as the plan requires
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A live pipeline-health dashboard plus a monthly written narrative
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A quarterly strategic review where you can challenge our direction
The alternatives
The honest comparison
| Growston | In-house hire | Big traditional agency | Freelancer / CRM consultant | |
|---|---|---|---|---|
| Cost | Fixed-scope, mid-market pricing | €60K–€90K/yr in salary, recruiting, and ramp | Expensive, top-heavy pricing for CRM admin | Cheap, limited to configuration tasks |
| Time to value | Weeks — audit to a running system | 2–4 months hiring, plus ramp | Slow, fragmented internally | Fast start, no strategic tie-in |
| Strategy + execution together | Yes — same team, same plan | Depends entirely on the hire | Rarely — CRM sold as a separate ticket | No — configuration only, no marketing context |
| Accountable to | Routing accuracy and pipeline outcomes | Tickets closed | Hours billed | Tasks completed |
| After launch | Runs and improves the system monthly | Maintenance mode | Handoff to a support queue | Unreliable continuity |
Fit check
Who this is for — and who it isn’t
Not a fit if you
- Have no CRM and no defined sales process yet — that's a different starting point
- Want hourly billing or piecework rather than an accountable engagement
- Are under roughly €500K in revenue and can't sustain a premium retainer
- Want to dictate the workflow logic and only buy hands to configure it
- Operate in crypto, gambling, adult content, or MLM
A strong fit if you
- Are a B2B SaaS, scale-up, or founder-led company in the Nordics, UK, US, or expanding into them
- Already have a CRM in place, but sales and marketing don't trust the data in it
- Have (or are approaching) €2M+ ARR and a marketing team of 1–8 people
- Are ready to give us access to your CRM, sales team, and reporting so we can move at the agreed cadence
The people on your account
Named senior strategists — not “our team”
You meet the people who will run your strategy before you sign. They stay on it after.
Natalia Mazur
Creative Designer
Produces conversion-focused visuals for ads and web.
Michal Glinka
Dedicated Marketing Director
Sets growth strategy, prioritizes channels, and owns performance outcomes.
Tomasz Nowak
Project Manager
Controls timelines, deliverables, and keeps execution on track.
FAQ
Before you ask
Who owns the CRM and the workflow logic once we're live?
You do. We build it, document it, and hand over full admin access — no proprietary lock-in.
What happens in the first meeting?
30 minutes on your current CRM setup, what’s broken, and what we’d change. We come with findings, not a pitch deck.
Do you migrate from our existing CRM, or only build fresh?
Both. Most engagements start with a migration or rebuild of an existing HubSpot, Pipedrive, or Salesforce instance.
How is this different from hiring a RevOps person directly?
You get the RevOps specialist plus the marketing, analytics, and engineering context around them — not one hire working in isolation.
Can you integrate our CRM with our existing marketing and dev stack?
Yes — that’s the wedge. We connect CRM logic to GA4, ad platforms, and your website’s dev environment, not just the CRM UI.
You're based in Warsaw — can you really operate at Nordic pace?
Yes. Our team is built specifically to serve Oslo, Stockholm, London, and New York, on their working hours and reporting cadence.
What size company is this built for?
Typically €2M+ ARR with a marketing team of 1–8 people and an existing CRM that isn’t earning its keep.
How long is the initial engagement?
Usually 3–6 months for the rebuild, extending into ongoing monthly care once the system is running.
What if the workflows we build don't hold up as we scale?
We review and adjust monthly, and stress-test major workflow changes before they go live — not after something breaks.
Do you only work with SaaS companies?
No — B2B services, fintech, and industrial companies with a defined sales process are a fit too.
Next step
Book a meeting. Get a proposal.
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Proposed meeting times within 1 business day
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30 minutes with a senior strategist who reviewed your reputation before the call
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Written proposal within 3 business days — scope, price, and the OKRs we'd commit to
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No obligation — the proposal is yours to keep
Michal Glinka
Senior GTM Strategist · runs every first meeting personally
Let's meet
Prefer email? Write to hello@growston.com