Fix data quality with CRM outsourcing

Sourcefit helps companies manage CRM data, workflows, and automation systems that power marketing and sales performance. Our specialists support campaign setup, reporting, and process maintenance across HubSpot, Salesforce, and ActiveCampaign — keeping your operations consistent, efficient, and measurable.

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    Sourcefit helped us organize and maintain our CRM and automation workflows. Their structure and visibility made campaign management faster and more reliable.

    Up to 60% reduction in operational marketing costs
    Improved data accuracy across CRM and email systems
    24/7 coverage for global campaigns
    ISO 27001- and GDPR-certified operations
    15+ years of outsourcing expertise
    Supporting Icon Supporting Icon Sourcefit staff — Business process outsourcing & offshore staffing | Sourcefit Sourcefit team — Business process outsourcing & offshore staffing | Sourcefit

    From leads to loyalty

    CRM and marketing automation platforms like HubSpot, Salesforce, and ActiveCampaign are essential for campaign performance and customer retention. As operations scale, maintaining workflows, data accuracy, and reporting can challenge internal teams.

    Sourcefit provides structured CRM and automation outsourcing that keeps marketing operations efficient and measurable. We help clients manage contact data, automation sequences, and performance dashboards so every campaign remains accurate, timely, and aligned with business goals.

    Supporting Icon Supporting Icon Happy team meeting — Business process outsourcing & offshore staffing | Sourcefit Business process outsourcing & offshore staffing | Sourcefit

    Reliable and transparent marketing operations

    We provide flexible CRM and automation outsourcing that can scale from individual specialists to dedicated teams. Structured onboarding, clear SOPs, and QA tied to metrics like campaign accuracy, data integrity, and reporting turnaround maintain operational consistency. Client success managers and account oversight ensure visibility and alignment across platforms.

    Our secure delivery centers and disciplined workflows protect client data and platform access. With more than 15 years of outsourcing experience and delivery hubs in five countries, Sourcefit provides CRM and marketing automation outsourcing that is scalable, compliant, and trusted worldwide.

    Built on a foundation of trust

    Certifications and security standards

    Sourcefit maintains globally recognized compliance and data protection standards across all delivery centers.

    CRM and marketing automation support services we provide

    Hubspot and Salesforce administration — Business process outsourcing & offshore staffing | Sourcefit

    Hubspot and Salesforce administration

    Manage contact records, pipelines, lists, and properties within leading CRM platforms.

    Workflow and automation management — Business process outsourcing & offshore staffing | Sourcefit

    Workflow and automation management

    Set up, test, and optimize automation sequences across HubSpot, Salesforce, and ActiveCampaign.

    Campaign setup and scheduling — Business process outsourcing & offshore staffing | Sourcefit

    Campaign setup and scheduling

    Build and schedule emails, journeys, and trigger-based marketing workflows.

    Data hygiene and enrichment — Business process outsourcing & offshore staffing | Sourcefit

    Data hygiene and enrichment

    Clean, enrich, and maintain accurate CRM databases for consistent segmentation.

    Reporting and dashboard management — Business process outsourcing & offshore staffing | Sourcefit

    Reporting and dashboard management

    Create and manage dashboards for campaign performance and revenue attribution.

    Platform QA and documentation — Business process outsourcing & offshore staffing | Sourcefit

    Platform QA and documentation

    Validate workflows, automation rules, and data tracking for system integrity.

    How our CRM and marketing automation process works

    1

    Discovery and planning

    Define marketing goals, CRM setup, and automation requirements.

    2

    Specialist recruitment

    Match HubSpot, Salesforce, and automation specialists to your specific needs.

    3

    Onboarding and setup

    Align data standards, workflows, and reporting formats across systems.

    4

    Execution and QA

    Manage automation, campaigns, and CRM operations with structured quality checks.

    5

    Delivery and reporting

    Provide updates on campaign activity, data accuracy, and system performance metrics.

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      Scalable measurement operations for a construction technology platform

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      EOR partnership for a SaaS and IT services provider

      Overview A US-based SaaS and IT solutions company partnered with Sourcefit to expand its operational capacity through a compliant and…

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      EOR partnership for a fantasy sports platform

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    • Data processing and billing operations for a US insurance group
      Data processing and billing operations for a US insurance group

      Overview A US-based insurance provider partnered with Sourcefit to optimize its billing, renewals, and data management processes. The company faced…

    • HIPAA-compliant revenue cycle operations for a leading healthcare network
      HIPAA-compliant revenue cycle operations for a leading healthcare network

      Overview A multi-specialty healthcare network partnered with Sourcefit to expand its revenue cycle management (RCM) operations after reaching capacity internally.…

    • Managed CX and compliance operations for a fintech platform
      Managed CX and compliance operations for a fintech platform

      Overview A rapidly growing fintech company partnered with Sourcefit to stabilize and scale its customer experience and compliance operations. As…

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      Scalable research and client operations for a real estate intelligence platform

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      How WorkingAI Cut Processing from 30 Minutes to 2 — and Halved Costs

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      Search engine optimization & marketing

      Sourcefit was able to dramatically improve the online presence of an online travel company for a fraction of the onshore…

    • Online content moderation
      Online content moderation

      A Fortune 500 Telecom Company trusted Sourcefit to protect its brand image through Content Moderation Talk to a content moderation…

    Recipient of the Gold Stevie® Award for HR Innovation

    Listed in the OA500 Global Outsourcing Index 2025

    Named as a Philippine Daily Inquirer Growth Champion 2024

    Certified™ Great Place to Work®

    Supporting Icon Supporting Icon Woman agent wearing headset smiling — Business process outsourcing & offshore staffing | Sourcefit Woman agent talking on her headphone — Business process outsourcing & offshore staffing | Sourcefit

    Why companies choose sourcefit for CRM and marketing automation support

    Proven marketing operations expertise

    Over 15 years supporting marketing and CRM operations globally

    Structured and measurable QA

    Defined quality metrics for campaign accuracy, data integrity, and workflow speed

    Flexible engagement models

    Cost-plus structure with transparent billing and scalable staffing

    Secure and compliant delivery

    Certified facilities protect CRM, automation, and customer data

    Platform integration experience

    Specialists trained in HubSpot, Salesforce, ActiveCampaign, and related systems

    CRM and marketing automation outsourcing pricing

    Position requirement

    • Entry level
    • Mid level
    • Expert level

    Outsourcing

    *monthly
    • 1,940 USD
    • 2,955 USD
    • 3,970 USD
    Rates vary by platform, campaign scope, and data complexity. Sourcefit’s cost-plus model ensures transparency and predictable budgets.

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