Service Category

CRM, enrichment & automation

We implement, optimize, and automate the tools that power your revenue operations, HubSpot, Clay, Apollo, RB2B, and 6sense. From CRM setup to enrichment workflows to intent-based automation, we make your tools work together.

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Your tools should work together. We make that happen.

Most B2B teams have the right tools but the wrong setup. Data sits in silos. Workflows break at handoffs. Enrichment runs but never reaches sales. We connect your CRM, enrichment, and automation stack into one integrated system that drives pipeline.

OUR SERVICES

What we build

Every service below is designed to work together, or stand alone, depending on where your pipeline needs the most help.

HubSpot services

HubSpot is powerful, when it's set up right. Most implementations barely scratch the surface. Messy data, broken workflows, underused features, and reports nobody trusts. We transform your HubSpot from an expensive contact database into the revenue engine it's designed to be.

65% increase in sales3x improvement in lead
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Clay services

Clay is the most powerful enrichment tool in B2B, if you know how to use it. Most teams set up basic enrichment and miss 90% of what Clay can do. We build enrichment workflows that waterfall across 50+ data providers, score leads with AI, and push enriched data directly into your CRM and outreach tools.

10x enrichment coverage vs.85% data accuracy with
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Apollo.io services

Apollo.io gives you access to 275M+ contacts and powerful outbound sequencing, but most teams barely use it beyond basic list building. We configure Apollo to become your full outbound engine, prospecting, sequencing, intent signals, and engagement tracking, all connected to your CRM.

275M+ contacts accessible through3x outbound reply rates
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RB2B services

RB2B identifies the actual people visiting your website, not just companies, but individual names, titles, emails, and LinkedIn profiles. We implement RB2B and build the automation layer that turns anonymous visitors into qualified pipeline within hours, not weeks.

40% of anonymous website5x faster speed-to-lead vs.
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6sense services

6sense reveals which accounts are actively researching your category, before they ever visit your website. We implement 6sense and connect its predictive intelligence to your ads, outreach, and CRM so your team focuses on accounts that are actually ready to buy.

85% prediction accuracy for2x pipeline generated from
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PROOF OF IMPACT

Results that matter

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increase in sales productivity with optimized HubSpot workflows

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enrichment coverage vs. single data providers

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contacts accessible through Apollo's database

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of anonymous website traffic identified at person level

Why InsightsTap

Why InsightsTap for CRM & automation

We're not just tool administrators. We're GTM engineers who understand how CRM, enrichment, and automation need to connect to drive revenue. We've implemented these tools for 100+ B2B companies and know exactly where setups break and how to build them right.

Trusted by the most innovative companies worldwide

Shootsta
Woliba
Innofied
REB2B
Apollo
AWS
AllRide
Snapfix
Shootsta
Woliba
Innofied
REB2B
Apollo
AWS
AllRide
Snapfix

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Tell us where your pipeline is stuck. We'll show you the signals you're missing.