Analytics and CRM Setup

Good marketing decisions need two things: numbers you can trust and a clear record of every lead. Our analytics and CRM services set up the tracking behind your website and ads, and put your sales contacts into a proper CRM, so nothing important lives in a spreadsheet or someone's inbox.

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Which service fits your problem?

If your analytics, ad platforms and sales figures never agree, start with Tracking and Analytics Setup. If leads arrive in inboxes and follow-ups get missed, CRM Starter Setup gives your team one place to work. Many businesses need both, and they work well together.

Tracking and Analytics Setup: GA4 and Google Tag Manager set up or cleaned up, 5 conversion events tested, the Meta pixel with Conversions API and a Looker Studio dashboard
CRM Starter Setup: HubSpot, Zoho CRM or Pipedrive configured with one sales pipeline, website forms, 3 automations, up to 5,000 contacts imported and team training

Your accounts, your data

We work inside your own Google, Meta and CRM accounts as a user you invite, and you can remove us at any time. Your CRM plan is billed by the CRM provider, so the account and data stay in your name.

Both services are paid once. CRM Starter Setup includes post-launch support, then optional Upmark Labs maintenance covering monitoring, fixes, updates, a monthly health report and a few change hours each month.

What these services do not cover

Cookie consent banners and privacy law advice are outside both services, and better tracking alone will not grow sales. What it gives you is a clear view of what is working, so your next decision rests on real numbers.

Questions buyers ask

Do I need tracking set up before a CRM?

Not necessarily. They solve different problems. Tracking shows where visitors come from and what they do. A CRM keeps track of leads and deals once people get in touch. Start with whichever problem costs you most today.

Can you move us from one CRM to another?

CRM Starter Setup imports contacts from a spreadsheet, not from another CRM. If you need a full migration with deals and history, add a note at checkout for a written Change Quote.

Which ad platforms does the tracking setup cover?

GA4 and Meta, through the pixel and Conversions API. LinkedIn and TikTok tracking come with their own launch packages, and other platforms can be quoted through a Change Quote.

Not sure which Analytics & CRM service fits?

Tell us what you want to fix and we reply by email with the one-time or monthly service that fits. Monthly services have a 3-month minimum, then run month to month.

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