CRM services
in Milan and across Italy
CRM selection, implementation, migration and support for Italian companies. We build systems that hold real data — pipelines, quotes, integrations and reporting your management team can act on.
Piceci/HubSpot
Piceci Services is a HubSpot Solutions Partner with an Italian team providing CRM consulting, implementation, migration and ongoing support for companies across Italy. We specialise in HubSpot as the core platform and connect it to ERP, e-commerce, invoicing and customer-service systems common in the Italian market. Typical engagements: CRM selection support, implementation in four to ten weeks, data migration from Excel or a legacy CRM, and a monthly RevOps retainer. Delivery is on CET hours in Italian and English, with GDPR-compliant processes and ISO 9001 and ISO 27001 certified delivery.
The CRM is rarely the problem — the way it was set up usually is
Before proposing a platform we look at how you sell, who needs which number, and where the data actually lives today. Half our projects end up fixing an existing system rather than replacing it.
Data nobody trusts
Duplicates, empty fields and offline spreadsheets mean the pipeline number is a guess. Fixable, and usually first.
Disconnected systems
Sales cannot see orders, finance cannot see the pipeline. Integration with fatturazione elettronica and ERP removes the manual reconciliation nobody has time for.
No reporting discipline
Without stage definitions and a weekly cadence, dashboards are decoration. We install the process, not just the charts.
SME realities ignored
Family-run structures, distributor networks, agents on commission, PEC and fattura elettronica requirements. Generic templates ignore all of it.
From platform choice to long-term operation
You can engage us for one phase or all of them. Most Italian clients start with an audit or selection support and continue into implementation and a retainer.
CRM selection & strategy
Choosing the right platform with evidence, not vendor decks.
- Requirements workshop and process mapping
- Shortlist with honest trade-offs
- RFP support and vendor demos scripted by us
- Total cost of ownership over three years
- Implementation roadmap and internal business case
Implementation & migration
The build: configured, migrated, integrated, adopted.
- Data model, pipelines and automation
- Migration with dedupe and reconciliation report
- ERP, e-commerce and fatturazione elettronica integration
- Email authentication and deliverability
- Training, documentation and hypercare
Support & RevOps
Someone accountable for the system every month.
- Named point of contact on CET hours
- Improvement backlog delivered monthly
- Data-quality monitoring and cleanup
- New user onboarding and permission changes
- Quarterly reporting and forecast reviews
A CRM team you can meet in Milan
Contracting and invoicing through our Italian and Dubai entities, delivery from Milan and Dubai. We work across Northern Italy, Rome and nationwide, and support cross-border groups with UAE and European operations.
- Milan
- Rome
- Turin
- Bologna
- Florence
- Verona
- Brescia
- Bergamo
- Dubai
A predictable path from audit to steady state
- 01
Audit
Free session: current systems, data quality and what management cannot currently measure.
- 02
Design
Written blueprint of the data model, processes, integrations and reports, with fixed price and timeline.
- 03
Deliver
Configuration, migration and integration in phases, each validated with your team before the next.
- 04
Operate
Optional monthly retainer: improvements, data-quality checks and management reporting reviews.
Questions Italian companies ask us first
Which CRM do you recommend for companies in Milan?+
For most B2B and SME companies in Italy we recommend HubSpot: fast to deploy, strong automation and reporting, and an ecosystem that integrates well with Italian invoicing and ERP tools. Some regulated or highly vertical sectors are better served by specialised platforms, and we will say so when that is the case.
How much do CRM services cost in Italy?+
It depends on what you need: selection support is a short advisory engagement, an implementation is a project, and support is a monthly retainer. Everything is fixed-scope and quoted in euros after a free audit, so you see the number and the deliverables together before committing.
Can you migrate our data from Excel or an old CRM?+
Yes. Excel, Zoho, Salesforce, Pipedrive, Odoo, Dynamics, Bitrix and custom databases. We dedupe, normalise phone numbers and addresses, keep history where the source allows, and deliver a reconciliation report so you can verify counts.
Do you integrate the CRM with fatturazione elettronica and our ERP?+
Regularly — SAP Business One, TeamSystem, Zucchetti, Danea, Odoo, QuickBooks and custom systems, plus fatturazione elettronica and PEC. The usual pattern: ERP owns products, stock, invoices and credit; CRM owns customers, pipeline and activity, with a documented sync in between.
Do you provide ongoing support after go-live?+
Yes, through a monthly retainer with a named contact working CET hours. It covers improvements, data-quality monitoring, new-user onboarding and reporting changes. There is no lock-in and you keep full admin access.
How do you handle data protection?+
Data-processing agreements under GDPR, role-based access, EU data residency, and ISO 27001 certified internal processes. We document data flows and support your DPO or privacy consultant during setup.
Can you work with our in-house IT team?+
Yes, and we prefer it. We define the interfaces, review their configuration work and take the pieces they do not have bandwidth for. Everything is documented so knowledge stays in your team.
What if we only need a small piece of work?+
Small scopes are fine: a reporting rebuild, a deliverability fix, a single integration. We quote it as a fixed-price package rather than pushing you into a full programme.
Find out what your CRM is costing you
A free audit gives you a clear list: what is broken, what it costs in lost follow-up and wasted time, and what we would fix first.