Infusionsoft and ClickFunnelsConsulting in Raleigh-Durham
Most small and mid-sized businesses invest in CRM and marketing automation tools but never unlock their full potential. Petronella Technology Group provides expert setup, optimization, and ongoing support for Infusionsoft (Keap) and ClickFunnels, helping Raleigh-Durham businesses automate lead nurturing, close more deals, and stop leaving revenue on the table.
What We Offer
Full-lifecycle CRM and marketing automation services, from initial configuration to ongoing optimization.
Infusionsoft/Keap Setup
Complete CRM configuration including custom fields, contact segmentation, pipeline stages, email sequences, lead scoring rules, and automation workflows tailored to your sales process. We build systems that nurture leads automatically while your team focuses on closing.
ClickFunnels Design
Sales funnel creation from lead magnets to checkout pages. We handle landing page design, A/B split testing, conversion rate optimization, and funnel analytics so you know exactly which steps are converting and which need improvement.
Integration Services
Connect your marketing stack into a unified system. We integrate Keap and ClickFunnels with payment processors (Stripe, PayPal), email platforms (Mailchimp, ActiveCampaign), scheduling tools (Calendly), accounting software (QuickBooks), and custom APIs.
Ongoing Support and Optimization
Monthly support plans that include campaign performance reviews, workflow troubleshooting, deliverability monitoring, A/B test analysis, and continuous optimization. We treat your marketing automation as a living system that improves every month.
How We Work
Discovery and Audit
Strategy and Architecture
Build and Configure
Test and Launch
Train Your Team
Optimize Monthly
We begin with a full audit of your existing CRM, email lists, and marketing workflows to identify what is working, what is broken, and what is missing. From there we design an automation architecture aligned with your sales process, build and configure the workflows, test every trigger and sequence, train your team to use the system confidently, and provide ongoing monthly optimization to improve results over time.
Frequently Asked Questions
Do you provide ongoing Infusionsoft support?
Yes. We offer monthly support plans for Infusionsoft/Keap that include campaign management, troubleshooting, deliverability monitoring, and performance optimization. Plans are flexible and scale with your needs.
Can you migrate from another CRM?
Yes. We handle data migration from Salesforce, HubSpot, Zoho, and other CRM platforms to Infusionsoft/Keap with full contact history, tags, and custom field preservation. We also clean and deduplicate your data during migration.
Do you serve clients outside the Triangle?
Yes. While Petronella Technology Group is headquartered in Raleigh at 5540 Centerview Dr., Suite 200, our consulting services are delivered remotely to clients nationwide. On-site visits are available for Triangle-area businesses.
How do you ensure our marketing data stays secure?
Petronella is a cybersecurity-first IT firm. We apply the same security standards to your marketing data that we use for regulated industries. This includes role-based access controls, encrypted connections, and regular access reviews.
What results can we expect from marketing automation?
Most clients see measurable improvements within 60-90 days including higher email open rates, increased lead-to-customer conversion rates, reduced manual follow-up time, and better visibility into pipeline metrics. Automation ensures no lead falls through the cracks, which is where most businesses lose revenue.
Do you work with platforms other than Keap and ClickFunnels?
Yes. While Infusionsoft/Keap and ClickFunnels are our primary specialties, Petronella also provides consulting for HubSpot, Salesforce, ActiveCampaign, and other CRM and marketing platforms. Our IT expertise means we can integrate any marketing tool with your broader technology ecosystem.
Why Choose Petronella for CRM Consulting
IT Expertise Built In
- Unlike pure marketing agencies, Petronella understands the technical infrastructure behind your CRM
- We integrate CRM with your broader IT ecosystem including email, security, and compliance
- 24+ years of experience across IT, cybersecurity, and business technology
Data Security Included
- Your marketing data is protected with the same standards we use for regulated industries
- Role-based access controls, encrypted connections, and regular access reviews
- BBB A+ rated, headquartered in Raleigh at 5540 Centerview Dr., Suite 200
Related Services
Ready to Automate Your Marketing?
Contact Petronella for a free consultation on Infusionsoft and ClickFunnels setup, migration, and optimization. Let us turn your CRM into a revenue engine.