CRM Consultants & Implementation Partners in Charlotte, NC

Overview

Collabor8 Digital is a remote-first marketing and automation agency headquartered in Charlotte, North Carolina. Alongside its marketing work, it builds and configures customer relationship management systems for growing companies. Its CRM work centers on HighLevel, often called GoHighLevel or GHL, which the firm lists next to Klaviyo among its marketing software offerings. For buyers in Bloomington, Indiana, this would be a distance engagement. The team works across many time zones and delivers projects remotely rather than from a nearby office.

CRM and automation services

The CRM practice focuses on capturing inbound inquiries quickly and moving them through a structured sales pipeline. A published case study describes the work for a B2B services client. The team set up HighLevel and connected SMS messaging and calendar booking. It also configured deal stages running from first inquiry through quoting, scheduling and finished service.

New form submissions triggered a text reply in under a minute. Prospects who did not book or missed appointments were contacted again automatically. The engagement lasted about three months, and the agency reports that appointment bookings rose by more than 60 percent. A second showcased project was a unified reporting dashboard that tracked open opportunities, conversion rates and revenue forecasts.

• HighLevel CRM setup and configuration
• Multi-stage pipeline and deal tracking automation
• Text message response workflows and calendar integration
• Automatic re-engagement of no-shows and unbooked prospects
• CRM reporting dashboards and pipeline analytics
• AI-powered voice and chat agents for lead replies and review requests
• Klaviyo email campaigns and automated flows

Broader marketing capabilities

CRM projects sit inside a wider set of disciplines. The agency designs conversion-focused websites and handles search optimization, including visibility in AI-driven answer engines. It also manages paid campaigns on Google and Meta and produces video and creative assets such as commercials and short branded reels. Its site gives particular attention to automotive companies, especially aftermarket shops, detailers and tuners. It also names real estate, construction and e-commerce among the sectors it serves.

How engagements work

Projects follow a four-step method:

• Week one: an audit of the client's funnel, tracking setup, creative and competitors, with findings presented on an hour-long diagnostic call.
• Week two: a 90-day roadmap covering channel mix, budget allocation, KPI targets and a revenue forecast.
• Weeks three and four: creative production.
• Ongoing: the team scales what performs and drops what does not, guided by live dashboards.

The firm states that client accounts remain registered in the client's own name and that forecasts are prepared before budgets are spent. It also says it avoids long-term lock-in contracts. New prospects typically start with a brief call with a senior strategist.

Background and team

Collabor8 Digital traces its origins to 2018, when two founders began working from a spare room for a single client, a local gym with poor map visibility. New services were added as clients asked for them:

• Email marketing in 2020
• Larger-scale paid media in 2021
• Web and conversion optimization in 2022
• AI automation in 2023

Today the company describes itself as 23 senior, full-time operators spread over 14 time zones, averaging more than seven years of experience. It reports that 96 percent of clients stay beyond their first year. The name pairs the idea of working alongside clients with the figure eight read as an infinity symbol. The site footer also references Urban Edge LLC.