CRM Solutions · Boca Raton, FL
CRM Solutions in Boca Raton, FL
Pinnacle Codes builds custom crm solutions for businesses across Boca Raton and the surrounding FL region. Custom CRMs, HubSpot and Salesforce integrations, and sales-process automation.
Local team, real availability
We're headquartered in Kenilworth, NJ and serve Boca Raton clients with on-site meetings, same-timezone communication, and US-based engineers.
20+ years of experience
Pinnacle Codes is a subsidiary of Smart Technology Plus, LLC — two decades shipping custom software for SMEs.
Fixed-bid or retainer
Clear pricing up front. Quote, contract, invoice, and pay — all in one place. No surprise hourly billing.
Modern stack
Production-grade Salesforce, HubSpot, Pipedrive, Apex — the same tech that powers the platforms you use every day.
What we build
A CRM that fits how your team actually sells.
Custom CRMs, HubSpot and Salesforce integrations, and sales-process automation.
01
Custom CRM development
When Salesforce is too much and HubSpot too rigid: a CRM shaped around your sales process, sized to your team, owned by you.
02
Salesforce/HubSpot integration
Two-way sync with the rest of your stack: marketing, billing, support, data warehouse. Reliable, observable, and tested under load.
03
Process automation
Lead scoring, routing, follow-up sequences, deal stage automation. Built so reps spend time on selling, not on data entry.
04
Pipeline reporting
Real-time dashboards: pipeline by stage, by rep, by source. Forecast accuracy, win/loss analysis, deal velocity. Without leaving the CRM.
05
Telephony and email
Click-to-call, automatic call logging, email sync, calendar integration. Whatever phone and email system you use today.
How we work
Our process for Boca Raton clients
01
Sales-process map
Shadow your reps, document the actual process (vs. the official one), and identify the friction points worth automating away.
02
Build or configure
Custom CRM if your process is unique; HubSpot/Salesforce configuration if it fits the platform. Honest call, not a sales pitch for one direction.
03
Data migration
Clean and migrate existing customer/deal data. Deduplicate, normalize, preserve history. The CRM only works if your team trusts the data in it.
04
Train and tune
Onboard reps, gather feedback in the first two weeks, refine the configuration. Most rollouts fail at adoption; we treat that as the actual deliverable.
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Ready to start your crm solutions project in Boca Raton?
Book a free 30-minute consultation. We'll talk through your project, scope, and timeline — no pressure, no sales pitch.