Our Services

At Cista, we transform CRM from a burden to your most powerful asset. We help companies seamlessly implement, integrate, and optimize CRM systems so teams can focus on growth, not getting lost in disconnected tools.

CRM Foundations & Setup
We help you start with the right architecture: object models, data hygiene, access control, onboarding.

GTM & Revenue Ops Strategy
We align your processes across marketing, sales, and operations to get clean handoffs, predictable pipelines, and growth.

Integration & Automation
We build automations and integrations (HubSpot, Salesforce) so your data flows cleanly and tasks are automated.

Dashboards & Insights
We create real-time dashboards and reports so leaders across the business see exactly where growth is happening (and where it’s not).

Ongoing Support & Optimization
CRM isn’t “set and forget.” We stay with you, tweaking, improving, scaling as your business grows.

FAQS

  • Yes, you can. We are happy to start with a smaller engagement if you are unsure about scope or hours. We can expand later based on your needs and goals.

  • We typically start within weeks. Early phases (cleanup, foundation) often run 2–4 months, with optimization to follow.

  • We specialize in both, but adapt to your stack where needed.

  • Both. We’ll help you map a roadmap AND build it.