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Business CRM
HubSpot & Salesforce, Live in 15 Days
Implementation, migration, and RevOps automation for mid-market teams — at 99.5% data accuracy.
Berlin-based CRM & Healthcare Data Consultancy
Three Tracks. One Compliance-First Methodology.
protagx delivers enterprise CRM, HIPAA-compliant healthcare data platforms, and AI visibility — scoped and delivered by the same person, through a published methodology.
Quick answer
protagx is a Berlin-based consultancy delivering enterprise CRM (HubSpot, Salesforce), HIPAA-compliant healthcare data platforms (preciSYN), and AI visibility (llms.txt, AEO). Every engagement runs on one published, compliance-first methodology — most CRM systems go live in fifteen days at 99.5% data-migration accuracy.
Compliance and Trust Infrastructure
Compliance is designed into every protagx engagement, not bolted on at the end.
- GDPR EU data protection
- HIPAA Healthcare data
- ISO 27001 Information security
- 21 CFR Part 11 Clinical records
- SOC 2 Type II Controls audited
- EU Data Sovereignty Schrems II aligned
Three Tracks, One Methodology
Find Your Track
protagx runs three tracks under one parent identity. Each has its own focus — the same person and the same compliance-first methodology stand behind all three.
Explore Business CRM
preciSYN Healthcare
HIPAA-Compliant Data Platforms
Genomic and clinical-trial infrastructure at 99.99% uptime, with zero reportable breaches.
AI Visibility
Get Cited by AI Engines
llms.txt and Answer Engine Optimization — the first European consultancy to offer it.
Every track runs on the same published, compliance-first methodology — a nine-stage pipeline with a quality gate at each step.
The Methodology
A Published Nine-Stage Pipeline
Quick answer
protagx implements enterprise CRM through a published nine-stage pipeline with defined inputs, outputs, and a quality gate at every step. Most HubSpot systems go live in fifteen days at 99.5% data-migration accuracy. The person who scopes the engagement delivers it, and compliance is designed in from the first stage.
- 15 days Average HubSpot implementation
- 99.5% accuracy Data-migration accuracy
- 250+ projects Implementations delivered
- 94% on time On-time delivery
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01
Discovery and Audit
Assess current systems, data, and processes; define goals and success metrics.
- Inputs
- Stakeholder interviews, system access, current data export
- Outputs
- Audit report, prioritised goals
- Quality gate
- Signed scope of work
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02
Requirements and Data Mapping
Map objects, fields, and processes to the target CRM, with owners for each.
- Inputs
- Audit report, process documentation
- Outputs
- Data map, requirements specification
- Quality gate
- Requirements sign-off
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03
Architecture and Compliance Design
Design the CRM architecture to GDPR, ISO 27001, and 21 CFR Part 11 standards.
- Inputs
- Requirements specification, compliance constraints
- Outputs
- Architecture diagram, data-governance plan
- Quality gate
- Compliance review passed
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04
Build and Configuration
Configure objects, pipelines, properties, permissions, and automation.
- Inputs
- Architecture, requirements
- Outputs
- Configured CRM environment
- Quality gate
- Internal build review
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05
Data Migration
Migrate and de-duplicate records, with validation at every step.
- Inputs
- Source data, data map
- Outputs
- Migrated, validated dataset
- Quality gate
- 99.5% migration accuracy
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06
Integration and Automation
Connect adjacent systems and build the marketing-to-sales workflows.
- Inputs
- Integration specifications, API access
- Outputs
- Live integrations, automated workflows
- Quality gate
- End-to-end test pass
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07
Validation and QA
Test data integrity, workflows, permissions, and edge cases.
- Inputs
- Configured environment, test plan
- Outputs
- QA report, resolved defect log
- Quality gate
- Zero critical defects
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08
Enablement and Training
Train teams by role and deliver living documentation.
- Inputs
- Configured CRM, role definitions
- Outputs
- Trained teams, knowledge base
- Quality gate
- User-readiness check
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09
Go-Live and Handover
Launch, monitor, and hand over with defined support channels.
- Inputs
- Validated system, trained teams
- Outputs
- Live CRM, support plan
- Quality gate
- On-time go-live
Features
First feature
Describe the benefit clearly.
Second feature
Describe the benefit clearly.
Third feature
Describe the benefit clearly.
- 15d
- 99.5%
- 250+
- 95%
This product changed how our team works — clear, fast, and reliable.
Trusted by teams everywhere
No sales gate — a working conversation
Schedule a Technical Consultation
A working conversation about your CRM, your data, and your compliance constraints. The person who scopes the engagement delivers it.