--- title: Contact Us description: Contact the Emeraldly team to set up a meeting, ask a question, connect or just network. We invite anyone to reachout --- AI Consulting · CRM Automation · HubSpot Experts # Automate smarter. *Grow faster.* We help businesses eliminate repetitive work, automate CRM workflows, and deploy AI tools that actually stick — so your team can focus on what matters. [Start automating](https://www.emeraldly.com/contactus) [View services →](https://www.emeraldly.com/our-services) Partner Ecosystem 43+ AI, CRM & automation integrations Pipeline Growth 3.2× Avg. for CRM clients Satisfaction 98% Across all engagements Works with HubSpot OpenAI Salesforce Zapier Make Slack Segment AI Consulting ## Let AI handle the work you shouldn't be doing *manually.* Whether you're drowning in repetitive daily tasks, struggling to keep your CRM clean and actionable, or looking to deploy AI across your sales and marketing stack — Emeraldly builds the systems that make it happen. We've helped businesses across industries cut manual work by over 60% and close more deals with less effort. From AI-powered lead scoring and automated follow-ups to intelligent data enrichment and chatbot deployment — we design, build, and integrate AI solutions tailored to how your business actually works. [Talk to an AI consultant →](https://www.emeraldly.com/contactus) #### 🔁 Daily Task Automation Stop doing the same things every day. We automate data entry, reporting, follow-up emails, scheduling, and the dozens of small tasks that eat your team's time. #### 🧠 AI-Powered CRM Connect AI to your CRM so it automatically scores leads, surfaces hot prospects, drafts outreach, and keeps your pipeline accurate — without manual input. #### ⚡ Workflow Intelligence Build smart workflows that react to customer behavior in real time — triggering the right action, to the right person, at exactly the right moment. #### 📊 Automated Reporting Replace manual dashboards and spreadsheets with live, AI-generated insights your team can act on — delivered on a schedule or on demand. AI 01 ### CRM Automation Automate lead routing, contact enrichment, deal updates, and follow-up sequences directly inside your CRM — HubSpot, Salesforce, and beyond. AI 02 ### AI Sales Assistant Deploy AI that drafts personalized outreach, recommends next steps, summarizes calls, and keeps your reps focused on closing — not admin work. AI 03 ### Marketing Automation Build intelligent nurture sequences, AI-generated content workflows, and automated campaign triggers that engage the right leads at the right time. AI 04 ### Process Automation Map and automate your most time-consuming business processes — approvals, onboarding, invoicing, reporting — using no-code and AI-powered tools. AI 05 ### AI Strategy & Roadmap Not sure where to start with AI? We audit your operations, identify your highest-ROI automation opportunities, and build a phased implementation plan. AI 06 ### Custom AI Integrations Connect AI models (OpenAI, Claude, Gemini) to your existing tools and data — creating intelligent automations tailored to your exact business logic. All Services ## End-to-end consulting for modern businesses From AI strategy to HubSpot implementation — we cover the full stack. 01 ### AI Consulting Strategy, implementation, and integration of AI tools to automate tasks, enhance decisions, and scale operations without adding headcount. 02 ### HubSpot Implementation Full-service setup, migration, and optimization across CRM, Marketing Hub, Sales Hub, and Service Hub. 03 ### CRM Automation Design and deploy CRM workflows that automatically manage your pipeline, enrich contacts, and trigger the right actions — zero manual effort. 04 ### Process Modernization We audit and redesign internal workflows to eliminate bottlenecks and drive lasting operational efficiency. 05 ### Data & Analytics From live dashboards to predictive models — turning raw data into strategic decisions that move the needle. 06 ### Systems Integration Connect your entire tech stack — CRM, AI tools, communication platforms, and more — so data flows without friction. Our People ## The minds behind the work OT Olivia Treanor Founder & Principal Consultant ◆ Greater Boston, MA ◆ B.A. Economics & History, UVM Honors ◆ Formerly HubSpot · Sr. Customer Success ◆ 4× President's Volunteer Service Award "CRM should work for your business — not the other way around. I built Emeraldly to make that a reality for every client we serve." Olivia founded Emeraldly with a clear conviction: most businesses are sitting on untapped CRM potential, and the gap between what their tools can do and what they actually do is costing them growth. She brings over a decade of customer success and CRM expertise — including nearly four years as a Senior Customer Success Specialist at HubSpot itself — to every client engagement. At HubSpot, Olivia worked directly with customers to maximize platform adoption, refine processes, and drive measurable outcomes across sales and marketing. She's since taken that insider expertise and built a consultancy that helps companies — from MedTech to professional services — transform how they use CRM to acquire, retain, and grow customers. Now also serving as Manager of Customer Success at AcuityMD, Olivia is on the front lines of CRM innovation in the MedTech space — bringing those real-world insights back to Emeraldly clients every day. Her work has been recognized with four consecutive President's Volunteer Service Awards (Gold), reflecting the same commitment to impact she brings to every professional endeavor. HubSpot Alumni CRM Strategy Customer Success MedTech CRM GTM Strategy Process Optimization Founder CA Christopher Aldrighetti Customer Account Consultant ◆ Somerville, MA ◆ B.S. Biochemistry, University of Vermont ◆ 2× Peer-Reviewed Publications ◆ HubSpot CRM · Automation · GTM Strategy "The same discipline that drives clinical trial excellence drives exceptional client outcomes — precision, process, and accountability at every step." Christopher brings a rare combination of scientific rigor and business acumen to every Emeraldly engagement. With over 6 years leading complex, multi-site clinical research operations at institutions including MGH and Parexel International, he understands what it means to operate at the highest standards of process integrity, stakeholder alignment, and data-driven decision-making. As a Customer Account Consultant at Emeraldly, Christopher applies that same operational discipline to CRM strategy and HubSpot implementation — partnering with clients to define lifecycle stages, configure reporting frameworks, and drive GTM alignment that delivers measurable ROI. He's not just an implementer; he owns post-implementation success, ensuring adoption sticks and value compounds over time. His published research in *JAMA Network Open* — including work on racial disparities in precision oncology trials and prostate cancer screening outcomes — speaks to a deeper commitment: using data not just to report, but to drive meaningful change. HubSpot CRM GTM Alignment Workflow Automation Lifecycle Stage Design Data Analysis JAMA Published Researcher Process Mapping Change Management NJ Niall Jackson Commercial Enablement Consultant Niall brings a rare blend of financial acumen and commercial strategy to Emeraldly's client engagements. With a B.B.A. from Maynooth University and hands-on experience spanning proprietary trading, financial reporting at EirGrid Group, and KYC compliance at Citi, he understands how businesses operate at a structural level — and where the leverage points are. At Emeraldly, Niall applied that analytical rigor to commercial enablement, helping clients align their HubSpot stack with revenue goals and go-to-market strategy. Recognised as Fundraiser of the Year and certified in HubSpot Marketing Software, he combines sharp commercial instincts with a proven ability to drive results across teams and borders. HubSpot Certified Commercial Strategy Financial Analysis GTM Enablement MW Marcus Webb Senior Automation Strategist Marcus spent 7 years building revenue operations systems at high-growth SaaS companies before joining Emeraldly. He specializes in designing end-to-end automation architectures — connecting CRM, marketing, and data pipelines into systems that scale without breaking. His clients routinely cut manual reporting time by 70% within the first quarter of engagement. RevOps Zapier · Make Pipeline Automation SaaS Growth PS Priya Sharma AI & Data Analytics Lead Priya holds an M.S. in Data Science from Northeastern and brings 5 years of applied AI experience across healthcare, fintech, and e-commerce. At Emeraldly she leads clients through AI readiness assessments, custom model integrations, and the translation of raw CRM data into predictive insights that drive smarter sales and marketing decisions. AI Integration Predictive Analytics M.S. Data Science OpenAI · Tableau Why Emeraldly ## Deep expertise. *Real results.* We don't just advise — we build. Whether you want to automate your daily operations, get more from your CRM, or deploy AI across your business, our team brings the technical depth and strategic thinking to make it real. We meet you where you are and build toward where you want to go. [Learn about our approach](https://www.emeraldly.com/our-services) 🤖 #### AI & Automation Specialists We design and deploy AI workflows that integrate with your existing tools — no rip-and-replace, no disruption. 🏅 #### HubSpot Certified Partner Accredited expertise across all HubSpot Hubs — CRM, Marketing, Sales, and Service. 🔗 #### 43+ Partner Ecosystem Best-in-class integrations including OpenAI, Zapier, Make, Salesforce, and more. 📍 #### Boston-Based, Nationally Trusted Headquartered in Somerville, MA — serving clients across the US with a hands-on approach. Insights ## From the Emeraldly blog [View all posts](https://hubspot.emeraldly.com) [📚 HubSpot ### Familiarizing Yourself With HubSpot Resources A practical tour of HubSpot's built-in support tools and how to get maximum value from day one. March 2022 ](https://hubspot.emeraldly.com/taking-advantage-of-the-hubspot-resources) [⚡ Automation ### A Beginner's Guide to Workflows on HubSpot Step-by-step: build your first workflow and start automating your marketing efforts today. December 2023 ](https://hubspot.emeraldly.com/a-beginners-guide-to-workflows-on-hubspot-streamlining-your-marketing-efforts) [🎯 Marketing ### Inbound Marketing in HubSpot How to use HubSpot's inbound tools to attract, engage, and delight customers at every stage. November 2023 ](https://hubspot.emeraldly.com/inbound-marketing-in-hubspot) Get in Touch ## Ready to automate *your business?* Whether you want to eliminate repetitive tasks, supercharge your CRM with AI, or build smarter workflows — we'll show you exactly what's possible. Reach out and we'll follow up within one business day. Or email us at [info@emeraldly.com](mailto:info@emeraldly.com) ```json { "@context" : "https://schema.org", "@type" : "ProfessionalService", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Somerville", "addressRegion" : "MA" }, "areaServed" : "US", "description" : "Emeraldly is an AI consulting and HubSpot implementation firm helping businesses automate daily tasks, streamline CRM systems, and make smarter decisions using artificial intelligence and data analytics.", "email" : "info@emeraldly.com", "knowsAbout" : [ "Artificial Intelligence", "CRM Systems", "HubSpot", "Business Automation", "Workflow Optimization", "Data Analytics", "Sales Automation", "Marketing Automation" ], "logo" : "https://www.emeraldly.com/hs-fs/hubfs/emeraldly%20(10).png", "name" : "Emeraldly", "sameAs" : [ "https://www.linkedin.com/company/emeraldly/", "https://twitter.com/Emeraldly_" ], "serviceType" : [ "AI Consulting", "CRM Automation", "HubSpot Implementation", "Business Process Automation", "Workflow Automation", "Data Analytics Consulting" ], "url" : "https://www.emeraldly.com" } ```