Your and
headaches
end here

Your siloed systems unreliable data brittle workflows fragmented tooling governance gaps and manual handoffs opaque reporting one-off automations messy integrations stalled GTM headaches end here.

We architect and implement HubSpot CRM, integrations, and data foundations that stay durable as your business grows.

Begin Your Transformation

Built across leading CRM, cloud, and data platforms
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What we build isn’t just a CRM.

It’s the system your teams rely on.

 

Most partners optimize for go-live. We design for what happens after go-live: scale, workflow reality, data sprawl, and change.

  • System design that reflects how you operate

    Not generic setups or one-size-fits-all templates. 

  • Reliable data across teams and tools

    So reporting, forecasting, and decisions hold up under pressure.

  • Workflows that don’t depend on manual handoffs

    Automation where it matters, control where it’s required.

  • Built for governance and auditability
    Compliance, visibility, and governance are part of the design.

  • Designed to scale without rebuilds
    So growth doesn’t mean rebuilding the system every year.

Focus Industries

Built for industries where systems and data can’t be fragile.

  • Wealth & Assets management

    CRMs must support complex relationships, long sales cycles, and strict data controls without slowing advisors or operations teams.

    Learn more

  • Insurance & Benefits

    Multiple products, channels, and service workflows demand systems that can handle volume, compliance, and constant change without breaking.

    Learn more

  • Banking & Credit Unions

    Growth, deposits, lending, and member experience all depend on reliable data, governed workflows, and systems that hold up under scrutiny.

    Learn more

  • Consumer Goods and Retail

    Sales velocity, partner data, and field operations require connected systems that don’t rely on manual reconciliation to stay accurate.

    Learn more

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Learners.ai Insurance & Benefits
Banking (1) (1)
Analytics (1)
Wealth & Assets management
Insurance & Benefits
Banking & Credit Unions
Consumer Goods and Retail
Case studies

Real Results Delivered

Canal Insurance-branded transport truck representing policyholder operations and logistics focus

Rebuilding Agent Workflows and Policy Ops at Canal Insurance

Canal replaced legacy systems with a full-stack HubSpot CRM, cutting onboarding time by 60%, eliminating 90% of manual handoffs, and automating 80% of repetitive tasks across policy servicing.

Mudflap Visa Fleet card representing high-growth logistics CRM client

Scaling CRM Infrastructure Without Missing a Beat at Mudflap

Learners.ai stabilized and scaled Mudflap’s HubSpot CRM during a critical growth phase, unlocking 20× deal volume and slashing sales cycle time by 50% without adding tools or disrupting momentum.

A digital transformation scene showing enhanced client management and operational efficiency in wealth management.

Enhancing Client Relations and Operational Efficiency at Samalin Wealth Management

Learners.ai transformed Samalin Wealth Management with a digital onboarding system, enhancing client intake efficiency and data accuracy. This led to increased client engagement and reduced administrative costs.

Sales process automation and enhanced data analytics in capital markets.

Driving Sales Efficiency at MPN Capital Markets with Custom HubSpot Solutions

Learners.ai customized HubSpot Sales Hub for MPN Capital Markets, automating sales and enhancing data insights, reducing manual efforts by 50% and driving strategic growth.

DUCA Credit Union logo featured in CRM case study for credit union marketing automation

Rebuilding Member Engagement and CRM Visibility at DUCA

DUCA integrated HubSpot with its core banking system to eliminate over 20 hours per week of manual work, reduce CASL compliance risks by 75%, and double campaign tracking accuracy without adding headcount.

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How We Work

Our Delivery Approach

We start with the live system:

We assess how your CRM, data, and integrations behave in production before proposing changes.

Design decisions are documented:

Architecture, assumptions, and tradeoffs are captured so the system can be maintained internally over time.

Complexity is introduced intentionally:

We add structure only where scale, data volume, or process demands it.

Post-launch stabilization is part of delivery:

We support adoption, iteration, and cleanup after go-live so the system reflects real usage.

How We Drive Results

Our proven methodology combines a growing library of 1,000+ use cases tailored to your industry. We accelerate your path to a custom solution, integrating best practices to ensure transformation at scale.

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Architect

Map strategic solutions for business needs.

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Design

Develop scalable, efficient CRM frameworks.

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Build

Engineer robust, data-centric integrations.

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Maintain

Implement solutions for optimal performance.

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Optimize

Ensure continuous system improvement.

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Deploy

Deploying Solutions for Perfect Fit and Function.

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  • 2 Design
  • 3 Build
  • 6 Maintain
  • 5 Optimize
  • 4 Deploy
icon-3
Architect

Map strategic solutions for business needs.

Icon-3
Design

Develop scalable, efficient CRM frameworks.

icon-4
Build

Engineer robust, data-centric integrations.

icon-4
Maintain

Implement solutions for optimal performance.

icon-3
Optimize

Ensure continuous system improvement.

Icon-3
Deploy

Deploying Solutions for Perfect Fit and Function.

Select Clients

Trusted by companies operating at scale

What our Customers Say

Shiphero
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Brett Oliveira

ShipHero Sales

stars

qoutes-icon Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Chris G.

Forum Financial Management, LP

stars

qoutes-icon Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Jamal M

Main Street Financial Solutions

stars

qoutes-icon Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Cynthia LaRue

Forum Financial Management, LP

stars

qoutes-icon I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Ashley Camire

Owner and Relationship Specialist

stars

qoutes-icon Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Brandon Palmer

Digital Marketing Manager

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qoutes-icon Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Phil Desrosiers

Corporate Director

stars

qoutes-icon I have relied heavily on the team at Learners for the implementation of the new system. The configuration of HubSpot to meet our needs at my company has been a real game changer and we've already seen the results pay for themselves even before we've completed the project. They've gone above any beyond to provide expert advice and jump in when we've run into unexpected challenges. Should you decide that an integration team is the right fit for your growth plans at, I can confidently say with Learners you would be in good hands.

Fix the root cause, not the symptoms

A practical discussion about your CRM, data flows, and what actually needs to change.