CRM & Integrations

When your contacts live in spreadsheets, inboxes and disconnected tools, opportunities slip through the cracks. Helm Digital helps Maine businesses and nonprofits choose, implement and connect CRM systems so every relationship, from a first inquiry to a long-time donor, lives in one place.

A well-run CRM gives your team a complete history of every contact, automates the follow-up that's easy to forget, and turns your data into reports you can act on. We have experience with leading CRMs like HubSpot, Salesforce and Pipedrive, and our job is to recommend the one that fits how your organization works, then make it work with the rest of your tools.

The right system, chosen carefully

Choosing a CRM is a long-term decision. We interview your stakeholders, document what your team really needs, score the options on a weighted scale and give you a clear recommendation, so you invest in a system your team will actually use.

How we approach CRM projects

1. Assess. We inventory your current tools and interview the people who use them.
2. Recommend. We evaluate options against your needs and recommend a path.
3. Implement. We configure the system, migrate your data and build the integrations.
4. Train. We make sure your team knows how to use it day to day.
5. Report. We set up dashboards so you can see what's happening at a glance.

Built for nonprofits, too

We've helped nonprofits choose and roll out donor management systems and built custom databases on Salesforce. For The Telling Room, we led a CRM evaluation that gave staff a 360-degree view of every student, parent, donor and volunteer. For the Thermostat Recycling Corporation, we built a Salesforce database with nearly 20 years of history and automated state compliance reporting.

Connect your marketing systems

A CRM is most valuable when it's connected. See how we bring CRM, email and reporting together in our marketing automation work. E-commerce operations and Shopify integrations are handled by our specialty team at First Pier.