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CRM, RevOps & AI Agency

Accelerate
your growth
with us.

We structure your CRM, automate your customer journeys and align your teams to turn your data into sustainable growth.

The path to your summit
Your growth
AI AgentsIntelligence at scale
Marketing AutomationWorkflows & nurturing
RevOpsSales & marketing aligned
CRM StrategyStructured data
What we do

Our expertise,
your competitive edge.

As HubSpot specialists, we align your CRM, revenue operations and marketing automation for sustainable growth.

CRM Strategy
Structure and optimize your contact database. Tailored pipelines, scoring, advanced segmentation.
Learn more
RevOps
Align sales, marketing and customer success. Unify your revenue data to steer growth with precision.
Learn more
Marketing Automation
HubSpot workflows, nurturing, lead scoring. Convert faster with smart, personalized automation.
Learn more
Agents IA
Integrate AI agents into your CRM and marketing processes to automate intelligence and personalize at scale.
Learn more
Multi-
industry
Construction · Automotive
Finance · Publishing
10+ yrs
of CRM experience
HubSpot
Certified
Marketing & data
< 24h
Guaranteed reply (business days)
Testimonials

What our clients say

"
A HubSpot implementation delivered with method and professionalism. Thanks to a structured timeline and focused weekly sessions, in under three weeks we had a fully operational CRM, complete documentation on Notion and a continuous optimization roadmap. Rigorous, effective support that we recommend without reservation.
JH
Jennifer Hamon
S&J Courtage
"
Concrete, structured support optimizing our HubSpot. In no time, the database was cleaned up, the sales pipeline restructured and the sales tools reconfigured for greater efficiency. A clear view of priorities and rigorous follow-up at every step. I fully recommend.
LL
Léo Lamouzou
Icones Services
"
Frédéric Oudard played a key role in structuring our CRM strategy, deploying a complete solution from scratch with rigor and efficiency. Thanks to his results-driven approach, he lastingly improved the quality of our data and the performance of our marketing and sales efforts. A skilled, proactive and unifying collaborator whom I recommend without any reservation.
CM
Claire Ménétrier
Les ECO Isolateurs
Frédéric Oudard, fondateur de MY SUMMIT
+10
years of
CRM & data expertise
The founder

Frédéric Oudard,
your CRM partner.

A CRM and marketing automation specialist, Frédéric currently leads the CRM strategy of a major banking group. He puts that expertise to work for SMBs and scale-ups, with one conviction: well-structured data and finely automated customer journeys are the real engine of growth.

10+ years in customer relations & omnichannel marketing
HubSpot certified · Master's in Marketing & Digital
Expert in RevOps, data quality & lifecycle marketing
LinkedIn

Ready to reach your summit?

Let's talk about your CRM, RevOps or automation project.

About

The CRM expertise
behind MY SUMMIT.

A boutique agency driven by more than ten years of experience in CRM, marketing automation and RevOps.

Frédéric Oudard, fondateur de MY SUMMIT
+10
years of
CRM & data expertise
The founder

Frédéric Oudard

A CRM and marketing automation specialist, Frédéric Oudard helps companies structure their data, automate their customer lifecycle and accelerate their growth. With 10+ years of experience in customer relationship management and omnichannel marketing, he currently leads the CRM strategy of a major banking group.

Day to day, his work is about making data speak, orchestrating smooth and profitable customer journeys, and integrating AI and automation so organizations can scale intelligently. It is this expertise, honed in complex environments, that he brings to SMBs and scale-ups through MY SUMMIT.

Committed beyond consulting, he also runs HZM Numérique, an initiative training Madagascar's youth in digital careers — the conviction that technical know-how can also have a social, local and lasting impact.

10+ yrs
of CRM experience
Certified
HubSpot, data & AI
Multi
industries served
Remote
France & international
Voir le profil LinkedIn
Areas of expertise

End-to-end
CRM know-how.

CRM Marketing Automation HubSpot RevOps Data Quality Segmentation Scoring Analytics Workflows Data Governance Lifecycle Marketing
Education & certifications

Certified
skills.

Master's in Marketing & Digital
Higher education
HubSpot Certification
CRM & marketing automation
Data Certification
Data analysis & governance
AI Certification
Applied artificial intelligence
Industries

Multi-industry experience

Diverse environments, one common thread: turning customer data into growth.

Finance & Banking Brokerage & Insurance Construction Automobile Publishing

Let's work together.

A free audit to identify your CRM growth opportunities.

Our expertise

CRM solutions
tailored to you.

Four areas of expertise to align your teams, optimize your revenue, automate your growth and embed artificial intelligence into your processes.

CRM Strategy

Structure your contact database, define your pipelines and set up a CRM strategy aligned with your growth goals.

  • CRM audit & diagnosis
  • Pipeline architecture
  • Lead scoring & segmentation
  • Team training
RevOps

Align sales, marketing and customer success around a unified revenue view. Steer your growth with reliable data.

  • Multi-touch attribution
  • Revenue dashboards
  • Integrations & data ops
  • SLAs & team alignment
Marketing Automation

Build high-performing automation on HubSpot. Nurture your leads and convert them into customers with smart workflows.

  • Workflows & nurturing
  • High-performing email campaigns
  • A/B testing & optimization
  • Reporting & ROI
HubSpot Onboarding

Deploy HubSpot quickly and effectively. Full configuration, data migration and team training.

  • Setup & configuration
  • CRM data migration
  • Third-party integrations
  • Training & support
AI Agents Integration

Deploy AI agents directly into your CRM and marketing workflows. Automate complex tasks, personalize interactions and multiply your teams' efficiency with artificial intelligence.

  • Custom conversational AI agents
  • Native HubSpot & CRM integration
  • Customer personalization at scale
  • Intelligent process automation

Let's talk about your project

A free audit to identify your growth opportunities.

Contact

Let's talk about
your growth.

Fill in the form and we'll get back to you within 24 hours.

Your project
Email
frederic.oudard@my-summit.fr
Website
my-summit.fr
LinkedIn
Frédéric Oudard
Guaranteed reply
Within 24 business hours
Free audit included

For every new contact, we offer a 30-minute CRM audit to identify your growth opportunities.

"Your growth, our summit."
Pricing

Clear offers
for every stage.

Three levels of HubSpot support, designed to match your CRM maturity and growth ambitions.

Starter
HubSpot Ready

An accessible entry point to keep your HubSpot clean and well-managed.

Starting from
800 €
/ month excl. VAT
1h follow-up + 2h optimization / month
  • Quick audit & database hygiene
  • Custom views and filters
  • Monthly optimization recommendations
  • Automated HubSpot dashboard reporting
  • 1 monthly steering video call
"We keep your HubSpot clean, effective and effortlessly managed."
⭐ Most popular
Growth
HubSpot Performance

Drive continuous sales performance and turn your HubSpot into a lead machine.

Starting from
1 500 €
/ month excl. VAT
1 to 2 sessions / week
  • Lead segmentation & scoring
  • Building / optimizing automated sequences
  • Sales pipeline redesign & automations
  • Leads, deals & conversion dashboards
  • Priority CRM support
  • Monthly performance analysis
"We turn your HubSpot into an operational lead machine."
Pro
Full Implementation

A turnkey HubSpot, perfectly structured, ready to scale from day one.

6 000 €
one-off excl. VAT
3 wks – 1 month · + €1,500/mo optional support
  • Full B2B/B2C CRM diagnosis & architecture
  • Pipelines, automations, naming conventions
  • Structured segments, forms & workflows
  • Custom strategic dashboards
  • Full documentation on Notion
  • User training included
"We implement, structure and train your team on a fully operational HubSpot."
Enterprise
Custom

A CRM, RevOps & AI setup tailored for complex, multi-team organizations.

On quote
Scope & cadence defined together
  • Multi-team & multi-pipeline CRM architecture
  • RevOps strategy & data governance
  • Custom AI agent integration
  • Dedicated support & training
  • Single point of contact & strategic reporting
"We design the CRM setup that supports your growth challenges at scale."
Not sure which offer to choose?
Starter if…

You already have HubSpot but it lacks rigor. You want light follow-up without a heavy commitment.

Growth if…

You want to accelerate lead generation and need an active long-term partner.

Pro if…

You're starting HubSpot or rebuilding from scratch. You need a solid, complete foundation.

Enterprise if…

You're a complex, multi-team organization with CRM, RevOps & AI challenges at scale.

Frequently asked questions

Everything you need to know

It depends on the offer: the Starter plan starts on a 3-month commitment, Growth on 4 months, and the Pro implementation runs over 3 weeks to 1 month, with optional monthly follow-up afterwards.
Not necessarily. The Starter and Growth offers are for companies that already use HubSpot; the Pro offer covers a full implementation, including if you're starting from scratch.
You remain fully the owner. We work within your own HubSpot environment, and the entire setup is documented so you stay autonomous after the engagement.
A typical engagement follows four phases: audit & diagnosis, structuring (pipelines, automations, segmentation), team training, then continuous follow-up & optimization — all documented.
Yes. Engagements are run remotely, in France and internationally, with regular steering check-ins over video call.
Yes — for every new contact, we offer a 30-minute CRM audit to identify your growth opportunities and the best-suited offer.

Ready to climb to the summit?

Let's talk about your project and find the offer that fits your goals.

Case Studies

Concrete results
for our clients.

See how we've helped companies reach their summit through CRM, RevOps and automation.

CRM Strategy
+30%more leads generated
S&J Courtage
CRM & sales pipeline overhaul for a B2B scale-up
Complete restructuring of the HubSpot CRM, setup of email sequences and automation of sales follow-up.
+30% leads 3× ROI
CRM Strategy
85%CRM adoption
QAPA (filiale Adecco)
HubSpot onboarding & training for a 20-person sales team
Training on HubSpot usage and email-sequence creation for maximum adoption by the teams.
85% adoption –45% manual entry
Automation
90%leads centralized
Icones Services
Contact form setup and phone follow-up process
Creation of a CRM-connected contact form and a structured phone follow-up process for inbound leads.
Leads centralized in CRM Phone follow-up
RevOps
< 1hto a callback
Rapid Pare-brise
Aligning customer service & marketing for appointment booking
Coordinating customer service and marketing to streamline windshield-replacement appointment booking, with SMS confirmation and reminders.
SMS confirmation & reminder Callback in < 1h
Automation
+20automated steps
Les ECO Isolateurs (filiale EDF)
Automated email & SMS customer journey, from booking to project delivery
Design of a 20-step customer journey with email and SMS follow-ups — from appointment booking to project delivery — including a referral program and the sending of satisfaction surveys.
Email & SMS follow-ups Referral program Customer survey

Your success will be the next case study.

Let's discuss your goals and build your strategy together.

Non-profit

HZM Numérique

"Training tomorrow's talent in Madagascar."

Contact me
In numbers
1–2×
Workshops / year
12 mo.
Ongoing mentorship
Our mission

Guiding young Malagasy
people into digital.

In Madagascar, a large, motivated and talented youth faces limited access to digital training and the opportunities that come with it. HZM Numérique exists to close that gap: passing on concrete, in-demand digital skills so these young people become players in the digital economy — at home, without having to leave their country.

On-the-ground training
Digital marketing experts travel from France to train young Malagasy people directly on real-world cases and hands-on tools.
Year-round mentorship
Ongoing support throughout the year to guide each participant in their professional or entrepreneurial project.
Digital entrepreneurship
Helping young people launch their own digital marketing business through proven methods and a network of experts.
Our commitment

Far more than training:
a lever for empowerment.

Training a young person in digital isn't only teaching them a trade. It opens the door to a sustainable income, autonomy, and an active place in a globalized economy — from Madagascar.

Each person trained becomes a relay in turn: they pass it on, hire, and inspire those around them. It's this ripple-effect impact, local and lasting, that guides everything we do.

Equal opportunity
Giving access to premium skills, usually reserved for a few, to young people who would never otherwise have had it.
Local impact
Enabling young people to build their future at home, freelance or in a company, without the burden of economic exile.
A lasting dynamic
Each participant trained trains others: a virtuous circle that spreads far beyond our workshops.
The workshop

An intensive week
in Madagascar

Digital marketing experts travel from France to run sessions built around hands-on practice and the tools of the trade.

Immersive format

The experts travel to Madagascar for a full week. An in-person format for maximum learning, in direct contact with local realities.

Hands-on cases & tools

Every session is built on concrete cases: building campaigns, using CRM tools, acquisition strategies — practical, not theoretical.

1 to 2 times a year

Sessions held at regular intervals so participants can progress at their own pace and apply what they've learned between editions.

Certified experts

The speakers are active digital marketing professionals, with field expertise in CRM, SEO, social media and growth hacking.

Mentorship

Personalized support
all year round.

Beyond the workshops, HZM Numérique offers ongoing mentorship to support each participant in their professional or entrepreneurial projects throughout the year.

One-on-one follow-up
Each mentee is supported by a dedicated expert matched to their profile and ambitions.
Shared resources
Access to exclusive content, templates and tools to progress independently.
International network
A connected France–Madagascar community to create real opportunities.

Join the HZM adventure

Want to support the non-profit, become a guest expert, or apply?

GDPR Compliance

Privacy
Policy.

How MY SUMMIT collects, uses and protects your personal data.

Last updated: January 2026

1. Data controller

This website my-summit.fr is published by MY SUMMIT, a French single-shareholder simplified joint-stock company (SASU), represented by Frédéric Oudard.
Address: 60 rue Louis Ricard, 76000 Rouen, France · Business ID (SIRET): 932 354 582 00011.
Contact: frederic.oudard@my-summit.fr

2. Data we collect

We only collect the data you voluntarily provide, mainly via our contact form:

  • Identity: last name, first name;
  • Contact details: email address, phone number, company;
  • The content of your request and anything else you choose to share with us.

No sensitive data is requested. Required fields are indicated on the form.

3. Purposes & legal basis

Your data is processed for the following purposes:

  • Responding to your contact or audit request — legal basis: your consent and pre-contractual measures;
  • Managing the business relationship and engagement follow-up — legal basis: performance of the contract or legitimate interest;
  • Sending you information about our services, only if you have consented — legal basis: consent.

4. Recipients & processors

Your data is intended solely for MY SUMMIT. It may be hosted and processed by our customer relationship management tools, including:

  • HubSpot (CRM, forms & data hosting) — may transfer data outside the EU under appropriate safeguards (standard contractual clauses).

We never sell or rent your data to third parties.

5. Retention period

Your data is kept for as long as needed to handle your request, then archived or deleted: 3 years from the last contact for prospects, and for the entire duration of the contractual relationship (then as required by law) for clients.

6. Your rights

Under the GDPR, you have the right to access, rectify, erase, restrict, object to and port your data, as well as the right to withdraw your consent at any time.

To exercise these rights, write to frederic.oudard@my-summit.fr. You may also lodge a complaint with the French data protection authority, the CNIL (www.cnil.fr).

7. Cookies

This site uses only the cookies strictly necessary for its operation and, where applicable, those set by the HubSpot form. No advertising cookies are used without your prior consent.

8. Contact

For any question about this policy or the processing of your data: frederic.oudard@my-summit.fr.

Legal information

Legal
Notice.

Information about the publisher and host of the my-summit.fr website.

Last updated: January 2026

1. Site publisher

MY SUMMIT — French single-shareholder simplified joint-stock company (SASU).
Registered office: 60 rue Louis Ricard, 76000 Rouen, France.
Business ID (SIRET): 932 354 582 00011.
Share capital: €1,000.
Contact: frederic.oudard@my-summit.fr

2. Publication director

Mr Frédéric Oudard, as president of MY SUMMIT (SASU).

3. Host

The site and the data collected are hosted by:
HubSpot, Inc. — 2 Canal Park, Cambridge, MA 02141, USA.
Representative in the European Union: HubSpot Ireland Ltd — Ground Floor, Two Dockland Central, Guild Street, Dublin 1, Ireland.
Website: www.hubspot.com

4. Intellectual property

All content on this site (text, visuals, logo, brand identity, structure) is the exclusive property of MY SUMMIT, unless stated otherwise. Any reproduction, representation or distribution, in whole or in part, without prior written authorization is prohibited and would constitute infringement under applicable intellectual property law.

5. Personal data & cookies

The processing of your personal data is detailed in our Privacy Policy, compliant with the General Data Protection Regulation (GDPR).

6. Liability

MY SUMMIT strives to ensure the accuracy of the information published on this site but cannot be held liable for errors, omissions or temporary unavailability of the service. Links to third-party sites do not engage MY SUMMIT's liability for their content.

7. Contact

For any question regarding this legal notice: frederic.oudard@my-summit.fr.