Our Story
If you do what everyone else does, you get what everyone else gets.
When ninety percent of startups fail, you have to wonder why founders keep expecting old, outdated methods (and hope) to help them grow. We believe in being different.
In being disruptors, innovators and learners.
We know that as companies scale and grow, take on funding and hire more staff, challenges compound, and solutions require new thinking.
We see firsthand the difficulties our clients face in raising funding rounds, scaling up and navigating unknown waters. It's never been more evident that it's only by challenging the status quo that companies thrive.
This is our way at Learners.
Rigorous research. Attention to detail. New solutions. An intense focus on the customer.
Only by putting in the work can we solve your needs, and only with your help can we make something great.
We'd love to tell you more and show you how we can work together.
Learners in numbers
The metrics that matter
-
Projects
200+Completed
-
Combined Experience
36+Years in FinServ
-
HubSpot & Salesforce
Partner
-
HubSpot
5Accreditations
-
Custom Integrations
100+Delivered
-
Custom Applications
30+Delivered
-
AI & Analytics
10+Years of Experience
-
Client Rating
Delivered Projects
What our Customers Say
Brett Oliveira
ShipHero Sales
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
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
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
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
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
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
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.
Partnerships
Certifications
Our Values
- 01
Always be learning, always be helping - 02
Be human, but rely on data - 03
No empty promises, no BS - 04
Client's success is our success - 05
Trust is our most valuable asset - 06
True simplicity is elegant