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 about every customer.
Most companies already have the data. It sits in the CRM, the online shop and the ERP, and none of it talks 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 + Application.
That delivers two outcomes.
Growth. Go-to-market teams that know who to call, what to offer and when. 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 ↴
For most companies, the context that matters most for revenue sits in two kinds of system. Each holds half of the customer story, and AI needs both halves.
The CRM holds the relationship. Platforms such as HubSpot, Salesforce and Microsoft Dynamics 365 Sales store who the customer is, who you are talking to, what has been discussed, which deals are open and how marketing, sales and service have engaged. This is where intent and conversation live.
The ERP holds the transaction. Systems such as SAP, Oracle NetSuite and Microsoft Dynamics 365 Business Central or Finance store what the customer has actually bought, at what price, what has been invoiced and paid, what is in stock and what is on order. This is where commercial reality lives.
Separately, each tells an incomplete story. A CRM can show a promising expansion deal while the ERP shows the customer has three overdue invoices. An ERP can show a sharp drop in order volume while the CRM shows no recent contact with the account. A person might eventually connect those dots. An AI system can only connect them if both sources are integrated and their records are matched.
Around those core systems sits a layer of unstructured context: email threads, call recordings and transcripts, proposals, contracts, support conversations and internal documents. This material explains the why behind the numbers. Bringing it into a structured, searchable form is what turns a well-integrated stack into one AI can genuinely reason over.
For more details visit our intergration page here
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.
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.
