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CRM Support
For Service-Based Industries

Integrative Solutions automates your sales, marketing, and operations so you can focus on scaling your business.

Your partner in HubSpot

⭐ Rated 5/5 on Upwork

Software Expertise

We specialize in the implementation and optimization of the following platforms:

HubSpot

As a registered HubSpot provider, I’ve helped solopreneurs and multi-million dollar companies set up and optimize their HubSpot instances to align with their unique business needs.

Including:

  • Deal Pipelines
  • Sales & Marketing Automation
  • Native & Zapier Integrations
  • Custom Objects
  • Content Management
  • Custom Reporting
Get HubSpot Help

GoHighLevel

As a GHL consultant, I’ve built GoHighLevel accounts from the ground up for several companies, tailoring each setup to fit their specific workflows and goals.

Including:

  • Opportunity Pipelines
  • Funnels
  • Sales & Marketing Automation
  • Native & Zapier Integrations
  • Custom Setups
  • Websites
  • Products & Contracts
Get GoHighLevel Help

PocketSuite

As a PocketSuite partner and user, I've built a business from 0 to over 750 clients in three years. I understand how to leverage PocketSuite's features to drive business growth.

Including:

  • Packages
  • Services
  • Classes
  • Relative Accounts
  • Scheduling
  • Smart Campaigns
  • Products
  • Forms & Contracts
Get PocketSuite Help

Other tools we integrate and work with:

✔Zapier     ✔PandaDoc     ✔Calendly     ✔Stripe      ✔WordPress    ✔Google Sheets    ✔Miro    ✔ChatGPT    ✔Asana    ✔MightyNetworks    ✔Typeform     ✔Practice Better    ✔Tableau     &More.

Proven Results

$0M+
Annual Deals Managed
0 ⭐
Client Reviews
0%
Upwork Success Score

Some companies we've worked with:

  • Triplemoon Logo
  • Legendary Logo
  • Sports Marketing Machine
  • Encipher Logo for Logo Slider
  • TFL Logo
  • Health Coaching with Stacy J Logo

Services Anchor

Where I Can Help

CRM Implementation

Set up new CRM instances or clean up messy ones to match your business' unique needs.

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Marketing Automation

Automate your repetitive marketing processes, like lead qualification and communication.

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Sales Automation

Streamline repetitive sales processes, like lead management and deal progression.

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Custom Reporting

Build custom reports that combine data from different objects to answer your unique business questions.

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Third-Party Integrations

Connect your external tools into your CRM to remove manual tasks and streamline data transfer.

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AI Orchestration

Automate manual tasks by integrating AI tools into your tech stack.

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System Optimization

Audit your CRM and associated tools to find areas of optimization.

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Ongoing Maintenance

Receive ongoing monthly maintenance as needed or for ad hoc tasks.

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Other

Don't see what you're looking for? Contact me to see how I can help.

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Are you convinced? If yes,

Meet Me

I'm Ian Rees, founder of Integrative Solutions and your Operations Consultant. I help businesses streamline their operations and drive scalable growth.

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Ian Rees

Operations Consultant
  • Independent
    I'm not an agency. Who you talk to is who you work with.
  • Service-Based

    I specialize in helping health, fitness, wellness, sports, and professional service-based businesses build and optimize their CRMs. 

    Other industries I've helped include construction, recruitment, and agriculture.

  • Strategic

    When we work together, we'll take the project step by step. Breaking the project down into smaller milestones helps define success along the way and improves adoption time for you and your team.

  • Flexible

    I have different pricing models depending on what you want to achieve and the size of the project.

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Meet My Partners

Integrative Solutions partners with other professionals who can help cover the full scope of your project, if needed.

Nicole Hernandez Professional Headshot

Nicole Hernandez

Health/UX Writer
Encipher Logo for Headshot

Encipher Digital Marketing

Search and Social Advertising
Smart Bookkeeping

Smart Bookkeeping

Quickbooks ProAdvisor

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What My Clients Say

  • rating star image

    “I am beyond impressed with Ian's work from start to finish. His communication was crystal clear, and he took the time to thoroughly analyze my problem before presenting the available solutions. Ian went above and beyond—not only solving my immediate issues but also providing invaluable advice on the best routes to follow moving forward.”

    Vee V.

    Marketing & Operations Manager

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    "We hired Integrative Solutions back in January 2025 to help our team optimize and automate different systems throughout our business. Their solutions have enabled us to take a big step forward with saving time in valuable areas of the business. Particularly, automating our HubSpot CRM system so that we can properly handle higher lead volume as our business continues to grow." 

    Jake S.

    Co-Founder

  • rating star image

    “Ian is the best of the best. He is a problem solver, critical thinker, and always goes above and beyond. As a top-rated, expert-vetted media buyer, I cannot do my job without true professionals like Ian. His dedication and expertise make my job easier. He is dynamic and true professional!”

    Lorri G.

    Digital Marketing Specialist

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    “We worked with Ian for six weeks to audit and improve upon our HubSpot setup to track new business and kick off our email marketing campaigns. Would 10/10 recommend working with Ian - very detail oriented, communicative, and organized!"

    Monica M.

    Chief of Staff

  • rating star image

    “Ian is a game-changer to work with! Here’s why: Time-sensitive task? He’s got the clutch performance. Complex and time-consuming challenge? He tackles it like a pro. Want to learn how to crush it long-term? He’s the coach you need. His professionalism and speed are off the charts. We can’t recommend him enough!”

    Rachel S.

    Operations Coordinator

  • rating star image

    “Working with Ian was a fantastic experience. He was highly professional, incredibly responsive, and demonstrated deep expertise in HubSpot. I wouldn’t hesitate to hire him again for any future HubSpot needs!“

    Frequently Asked Questions

    • How does pricing work?
      Pricing varies depending upon your project's scope. I'm open to hourly, per-project, or retainer agreements.
    • Which countries do you work in?
      I'm based in the United States (PST), but I work with clients across North America and Europe. I'm originally from the UK, so I have a deep understanding of the UK market as w
    • How do you work with your partners?
      If you require my services alongside a partner's service (like copywriting), you get the benefit of us working as a team without the agency feel. You'll have the opportunity to work with us independently, but we collaborate behind the scenes to make sure the project is cohesive.
    • Can I schedule a meeting with you before committing?
      Yes. If you'd like to get started, fill out this form and we can set up a time to meet.
    • What if I'm just getting started?
      That's exciting! This is best time to set your systems up for success. Let's have a conversation about how we can best work together.

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