We Build Around the Systems You Already Use
Blackvine Media does not require every client to use the same CRM. We generally start by evaluating the systems you already have before recommending any change.
We Evaluate the Systems You Already Use
Before recommending anything, we look at the systems already in place, including your CRM, practice-management software, scheduling platform, email tools, SMS tools, website forms, landing pages, analytics, advertising platforms, and tracking systems.
Platforms We Currently Support
Primary platforms we can currently support include the systems below. We do not support every CRM or integration — compatibility is evaluated case by case (see below).
We may also work with other CRM, email, SMS, scheduling, and practice-management platforms when their capabilities and access support the approved scope.
Do I Need to Replace My Current CRM?
Not necessarily. It depends on what your current system can and can’t support.
When the client’s existing CRM can support the required data structure, segmentation, automation, integrations, permissions, and reporting, Blackvine may build inside that system rather than requiring a migration.
When the current system cannot reliably support the required workflows, Blackvine identifies the limitation and explains the available options. Those options may include cleaning up the existing system, connecting additional tools, changing the process, migrating to another CRM, or replacing the current platform.
What We Evaluate for Compatibility
We don’t promise an integration until the platform, available access, and technical limitations have been reviewed.
How We Choose an Email & SMS Platform
The platform selected may depend on your existing systems, required workflows, contact volume, consent requirements, deliverability needs, integration capabilities, reporting requirements, budget, industry requirements, and data-handling considerations.
Mailchimp
May be used for appropriate email-marketing applications, but it is not required for every client.
HubSpot & GoHighLevel
Presented as supported CRM and automation platforms for structured, connected workflows.
No Proprietary Software
Blackvine does not own or resell proprietary CRM software — we build inside platforms you can access and control.
Your Accounts, Your Ownership
When a client doesn’t already have the required CRM, email, SMS, analytics, advertising, form, or scheduling accounts, we may help create and configure new ones — always in the client’s name.
Team & Contractor Access
Access to client systems is limited to people who need it for the approved work, granted on a minimum-necessary, individually-tracked basis, and removed or reduced once a task or engagement ends. The complete policy — including who may be authorized and how access is governed — lives on our Data, Privacy & Communications page.
Not Sure If Your Current System Can Support This?
The Revenue Leak Audit includes a look at your current systems and what they can support.