Improve efficiency with CRM and automation outsourcing

Sourcefit helps companies manage CRM data, workflows, and automation systems that power marketing and sales performance. Our specialists support campaign setup, reporting, and process maintenance across HubSpot, Salesforce, and ActiveCampaign — keeping your operations consistent, efficient, and measurable.

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    Sourcefit helped us organize and maintain our CRM and automation workflows. Their structure and visibility made campaign management faster and more reliable.

    Up to 60% reduction in operational marketing costs
    Improved data accuracy across CRM and email systems
    24/7 coverage for global campaigns
    ISO 27001 and GDPR-certified operations
    15+ years of outsourcing expertise
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    From leads to loyalty

    CRM and marketing automation platforms like HubSpot, Salesforce, and ActiveCampaign are essential for campaign performance and customer retention. As operations scale, maintaining workflows, data accuracy, and reporting can challenge internal teams.

    Sourcefit provides structured CRM and automation outsourcing that keeps marketing operations efficient and measurable. We help clients manage contact data, automation sequences, and performance dashboards so every campaign remains accurate, timely, and aligned with business goals.

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    Reliable and transparent marketing operations

    We provide flexible CRM and automation outsourcing that can scale from individual specialists to dedicated teams. Structured onboarding, clear SOPs, and QA tied to metrics like campaign accuracy, data integrity, and reporting turnaround maintain operational consistency. Client success managers and account oversight ensure visibility and alignment across platforms.

    Our secure delivery centers and disciplined workflows protect client data and platform access. With more than 15 years of outsourcing experience and delivery hubs in five countries, Sourcefit provides CRM and marketing automation outsourcing that is scalable, compliant, and trusted worldwide.

    Built on a foundation of trust

    Certifications and security standards

    Sourcefit maintains globally recognized compliance and data protection standards across all delivery centers.

    CRM & marketing automation support services we provide

    Administrative excellence — Top BPO Solutions | Outsourcing Services In The Philippines

    Hubspot and salesforce administration

    Manage contact records, pipelines, lists, and properties within leading CRM platforms.

    Workflow and automation management

    Set up, test, and optimize automation sequences across HubSpot, Salesforce, and ActiveCampaign.

    Digital marketing and online presence — Top BPO Solutions | Outsourcing Services In The Philippines

    Campaign setup and scheduling

    Build and schedule emails, journeys, and trigger-based marketing workflows.

    Financial and business operations

    Data hygiene and enrichment

    Clean, enrich, and maintain accurate CRM databases for consistent segmentation.

    Industry-specific support — Top BPO Solutions | Outsourcing Services In The Philippines

    Reporting and dashboard management

    Create and manage dashboards for campaign performance and revenue attribution.

    Real Estate Virtual Assistants — Top BPO Solutions | Outsourcing Services In The Philippines

    Platform QA and documentation

    Validate workflows, automation rules, and data tracking for system integrity.

    How our CRM & automation process works

    1

    Discovery and planning

    Define marketing goals, CRM setup, and automation requirements.

    2

    Specialist recruitment

    Match HubSpot, Salesforce, and automation specialists to your specific needs.

    3

    Onboarding and setup

    Align data standards, workflows, and reporting formats across systems.

    4

    Execution and QA

    Manage automation, campaigns, and CRM operations with structured quality checks.

    5

    Delivery and reporting

    Provide updates on campaign activity, data accuracy, and system performance metrics.

    • Scalable measurement operations for a construction technology platform
      Scalable measurement operations for a construction technology platform

      Overview A North American construction technology company partnered with Sourcefit to strengthen its digital measurement operations during a period of…

    • EOR partnership for a SaaS and IT services provider
      EOR partnership for a SaaS and IT services provider

      Overview A US-based SaaS and IT solutions company partnered with Sourcefit to expand its operational capacity through a compliant and…

    • EOR partnership for a fantasy sports platform
      EOR partnership for a fantasy sports platform

      Overview A leading fantasy sports company partnered with Sourcefit to expand its customer support and moderation workforce during a period…

    • Data processing and billing operations for a US insurance group
      Data processing and billing operations for a US insurance group

      Overview A US-based insurance provider partnered with Sourcefit to optimize its billing, renewals, and data management processes. The company faced…

    • HIPAA-compliant revenue cycle operations for a leading healthcare network
      HIPAA-compliant revenue cycle operations for a leading healthcare network

      Overview A multi-specialty healthcare network partnered with Sourcefit to expand its revenue cycle management (RCM) operations after reaching capacity internally.…

    • Managed CX and compliance operations for a fintech platform
      Managed CX and compliance operations for a fintech platform

      Overview A rapidly growing fintech company partnered with Sourcefit to stabilize and scale its customer experience and compliance operations. As…

    • Data enrichment and automation support for a real estate intelligence platform
      Data enrichment and automation support for a real estate intelligence platform

      Overview A US-based real estate data platform partnered with Sourcefit to improve the accuracy, coverage, and speed of its property…

    • How WorkingAI cut processing from 30 minutes to 2 — and halved costs
      How WorkingAI cut processing from 30 minutes to 2 — and halved costs

      See how Sourcefit helped a global trade pioneer transform freight document processing with WorkingAI Talk to an AI solutions expert…

    • Search engine optimization and marketing
      Search engine optimization and marketing

      Sourcefit was able to dramatically improve a travel company’s online presence for a fraction of the onshore cost Talk to…

    • Online content moderation
      Online content moderation

      A Fortune 500 Telecom Company trusted Sourcefit to protect its brand image through Content Moderation Talk to a content moderation…

    Recipient of the Gold Stevie® Award for HR Innovation

    Listed in the OA500 Global Outsourcing Index 2025

    Named a Philippine Daily Inquirer Growth Champion 2024

    Certified Great Place to Work®

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    Why companies choose Sourcefit for data annotation

    Proven operational experience

    Over 15 years supporting data, technology, and customer operations for global clients.

    Flexible and transparent delivery model

    Cost-plus structure with no setup fees and full project visibility.

    Structured quality assurance

    Multi-layered QA ensures accuracy and consistency across datasets.

    Secure and compliant operations

    Certified facilities and strict data governance standards ensure safe handling of sensitive data.

    Scalable, tool-agnostic support

    Teams work across client platforms, adapting to existing tools, taxonomies, and reporting formats.

    AI data annotation outsourcing pricing

    Position requirement

    • Entry level
    • Mid level
    • Expert level

    Outsourcing

    *monthly
    • $1,350
    • $2,200
    • $3,000
    Rates vary based on data type, annotation complexity, and project volume. Sourcefit’s cost-plus billing ensures transparency and predictable costs across production cycles.

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