Periti Digital is the HubSpot Elite and Anthropic AI Partner — trusted by 800+ companies to turn their CRM into a real growth engine. With teams in Boston, New York, Dublin, Rotterdam, Munich, Vilnius, and Lisbon, we combine deep HubSpot expertise with AI-powered execution to help ambitious companies grow smarter.
We’re a team of marketers, designers, and engineers who believe automation should feel human. Our mission is to help brands grow while keeping their voice.
You don’t need another marketing agency. You need a partner who can give your AI the full context on every customer.
Most companies already have the data. It sits in the CRM, the online shop and the ERP, but those systems don’t talk to each other. So AI sees a fraction of the customer and delivers a fraction of the value.
We connect the three sources that matter:
Then we put Anthropic’s Claude to work on top of it: model, context and application together.
The result is two outcomes.
Growth. Go-to-market teams that know who to call, what to offer and when, with BDR agents, enrichment, prospecting and revenue intelligence built on what customers actually do and buy.
Efficiency. ERP integration and automation that take the admin out of revenue work. Enquiries, quotes and handovers move between systems without anyone retyping data.
Customer stories: Evara Eventus Dätwyler WeFlex
See all customer stories →
If you lead revenue, you’re being asked what AI will do for pipeline, forecasting and margin. The answer depends less on the AI model and more on whether it can see the full picture of each customer. Today that picture is split across your CRM, your ERP and everything your teams write and say.
Your customer data, matched into context, reasoned over by Claude and turned into action.
Model + Context + Application
The CRM holds the relationship. HubSpot, Salesforce and Microsoft Dynamics 365 Sales store who the customer is, who you’re talking to, what’s been discussed, which deals are open and how marketing, sales and service have engaged. This is where intent lives.
The ERP holds the transaction. SAP, Oracle NetSuite and Microsoft Dynamics 365 Business Central or Finance store what the customer has actually bought, at what price, what’s been invoiced and paid, and what’s in stock or on order. This is where commercial reality lives.
Documents and conversations hold the why. Email threads, call recordings, proposals, contracts and support tickets explain the numbers. Once they’re searchable, AI can use the reasons behind what customers do.
On its own, each system tells half the story. The CRM shows a promising expansion deal while the ERP shows three overdue invoices. The ERP shows order volume dropping while the CRM shows no recent contact with the account. A person might eventually connect those dots. AI can only connect them if the systems are integrated and their records are matched.
That’s the work we do: revenue operations, CRM implementation and ERP integration, with AI built on top. See how we connect HubSpot to your ERP →
To redefine email marketing by making automation feel human, helpful, and heartfelt.
We’re a team of marketers, designers, and engineers who believe automation should feel human. Our mission is to help brands grow while keeping their voice.
To redefine email marketing by making automation feel human, helpful, and heartfelt.
Create workflows—welcome emails, drip campaigns, and reminders.
Group users by interests. Send targeted, personal messages.
Create stunning emails. Include images and buttons.
Our AI suggests subject lines, copy, and timing based on user behavior.
Periti is the strategic
partner you need.
We’re your partner in delivering campaigns that scale with empathy, connect with purpose, and convert with clarity.
Periti takes great pride in being recognized as a HubSpot Elite Partner. Achieving the esteemed status of a HubSpot Elite Partner signifies our exceptional proficiency in providing top-notch services to our clients. By consistently exceeding their objectives, we contribute to their growth and success.
Periti Digital earned HubSpot’s 2022 Customer First Impact Award! This honors our commitment to customer-centric values. Exceptional experiences drive lasting partnerships. Winning reaffirms our tailored solutions and support. Thanks to our customers for trust. This recognition fuels our pursuit of excellence for your business. Onward to new milestones!
Periti Digital doesn’t implement AI for its own sake — we embed it where it matters most: inside the critical business processes that drive revenue, compliance, and operational continuity, ensuring automation delivers measurable outcomes rather than marginal efficiency gains.
We play well with the tools you already love. Instantly connect your email workflows with CRMs, eCommerce platforms, analytics, and more so everything works together, effortlessly.
We’ve made powerful email automation feel easy and personal. In just a few steps, you can create campaigns that scale without losing authenticity.
Import your list or integrate with your CRM. Segment contacts based on behavior, actions, or traits—no manual work needed.
Use our drag & drop builder to craft beautiful messages. Add personal touches with AI-assisted suggestions that sound like you.
Design email journeys with triggers, delays, and conditions. From welcome emails to win-back campaigns—fully automated, fully human.
Import your list or integrate with your CRM. Segment contacts based on behavior, actions, or traits—no manual work needed.
Import your list or integrate with your CRM. Segment contacts based on behavior, actions, or traits—no manual work needed.
Import your list or integrate with your CRM. Segment contacts based on behavior, actions, or traits—no manual work needed.
Book 30 minutes with a senior consultant to talk through your revenue goals and your IT and AI plans. We’ll look at where you are today and the highest-impact next step across your CRM, ERP and AI.
Periti Digital connects CRM, ERP and AI so revenue teams can grow with the full picture of every customer. HubSpot Elite Partner and Anthropic Certified Partner.
Cambridge, MA
1 Broadway, 14th Floor
Cambridge, MA 02142
United States
London
34-37 Liverpool Street
London, EC2M 7PP
United Kingdom
Periti Digital Ltd
Fifth Floor
Block D, Iveagh Court
Harcourt Road
Dublin 2, D02 VH94
Ireland
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