CRM Consultants & Implementation Partners in Rockford, IL

Level Up Masters is a software company based in Rockford, Illinois, offering a subscription platform that pulls customer relationship management, marketing automation, messaging and results tracking into one environment. It is presented as a sub-brand of TheMarketing1, and the legal entity operating the software is Shane Worley the Marketing 1 LLC.

The company says it pairs traditional agency experience with modern automation technology. Prospective buyers should note that it mainly sells its own all-in-one product on tiered plans rather than acting as an independent consultancy that deploys other vendors' CRM systems.

Who the Platform Is For

The offering targets small businesses and growing agencies that are tired of paying for a patchwork of unconnected tools. The pitch is consolidation: lower costs, simpler operations and campaigns that scale through built-in automation. Contractors and local service providers receive particular attention. Their setups cover instant responses to new leads, appointment confirmations and follow-up campaigns, so that inquiries are handled even when the office is closed. The website organizes its industry pages around these sectors:

• Real estate
• Ecommerce
• B2B organizations
• Finance
• Healthcare

What the Software Includes

All plans provide unlimited contacts alongside a CRM, opportunity tracking, a calendar, email marketing, forms, surveys, funnels, websites, blogs, campaigns, workflows and triggers. Reputation management and Facebook Messenger are part of the base package too. The company also describes a website builder, SMS and email campaigns, and analytics dashboards for fine-tuning strategy.

The second tier expands the team size and layers on two-way text and email conversations, Google Business Profile messaging and call tracking, a social planner, invoicing, templates, memberships, complete reporting, proposals and estimates, and QR codes. The highest tier removes any cap on users and adds live website chat, automated text replies to missed calls, payment requests by text, an affiliate manager, community spaces, certificates, GoKolab and quizzes.

Approach to Regulated Industries

On its financial services page, the company says banks and fintech firms need communication that is both personal and compliant. Rather than supplying off-the-shelf templates, it describes building custom automation structures matched to a firm's audience, services and needs. Described elements include segmented customer journeys, follow-ups driven by behavior, and localized campaigns suited to long sales cycles and trust-based decisions.

It states that workflows can include approval stages and careful data handling, and that its tools connect with existing CRM and analytics systems so leadership can monitor engagement, performance and return on investment. The cross-brand relationship with TheMarketing1 is cited as a source of both technical strength and local relevance. Visitors can also request a consultation.

Terms Worth Knowing

The published terms describe a recurring subscription that renews automatically unless cancelled before the next billing cycle. Sales are final and not refundable. Account holders retain ownership of what they upload, yet they can reach that data only during an active subscription, so exporting it before cancelling is their responsibility. Customers must also make sure their data collection and messaging practices follow applicable laws. The agreement falls under Illinois law, with disputes handled in courts in that state.

Overall, Level Up Masters fits organizations wanting a single, locally rooted vendor that bundles CRM, automation and marketing features. It is a weaker match for those seeking neutral implementation of an established enterprise CRM.

Trekk is an independent marketing and creative agency headquartered in Rockford, Illinois, that combines brand and campaign work with technical delivery. Companies looking for a CRM partner will mainly be interested in its HubSpot practice. The agency lists HubSpot implementations and custom integrations among its technical services and offers marketing automation and sales enablement alongside them.

That makes it a fit for organizations that want their CRM rollout handled by the same team that runs their website, content and lead generation.

CRM and HubSpot services

Trekk works mostly inside the HubSpot ecosystem. Its staff includes a dedicated HubSpot Enablement Specialist, and client testimonials on its site describe projects that went well beyond setting up software. These include a migration to a new CRM that the agency guided through internal resistance from the client's own staff, a rollout of inbound sales for an industrial equipment supplier, and ongoing HubSpot support that a manufacturer credits with strengthening its lead generation. Services relevant to CRM buyers include:

• HubSpot implementation and configuration
• Migration from an existing CRM platform
• Custom integrations with other business systems
• Marketing automation and lead nurturing
• Sales enablement and inbound sales setup
• Lead generation and account-based marketing programs

Because the CRM work sits next to copywriting, SEO, social media, digital advertising, web development and print, clients can connect their CRM data with the campaigns that feed it rather than coordinating several vendors.

Approach and clients

The agency follows a four-stage process. It starts by learning about the client's audience, goals and intended outcomes, and agrees on success metrics up front. It then develops concepts together with the client, builds and user-tests the deliverables with analytics in place, and reviews performance against objectives at each milestone. Trekk describes itself as an extension of its clients' teams. It reports that its client relationships last more than nine years on average.

Its portfolio and testimonials cover manufacturing and industrial firms, freight and logistics, education, behavioral health, paper and print, historic restoration and exterior contracting, retail travel centers, and cultural institutions. Named clients include FedEx Freight, Rittal North America, HON, Quantum Group, Nekoosa, Gorilla Drum, Road Ranger, Burpee Museum and Renaissance Historic Exteriors. Clients range from local to national and global organizations.

Background and team

Laura Bennett and MJ Anderson founded the company in 1995. Both had previously worked in advertising at a biotech firm, and they started the agency by building websites in the early days of the web. Over three decades it has taken up new communication technologies early, including variable data publishing, social media, augmented reality and marketing automation. Ownership has since passed to a second generation. Emilee Christianson serves as Co-Owner and CEO, and Shayne Terry as Co-Owner and COO.

The team is organized into client services, marketing and content strategy, technical services and creative services. Technical staff include a Managing Director of Technical Services and a lead developer. All work is produced in-house rather than outsourced. For buyers comparing CRM consultants, Trekk's distinguishing features are its HubSpot focus, its long client relationships, and its ability to handle branding, web and CRM work within one Rockford-based team.