Welcome to LucidPointe. We partner with organizations that value precision and autonomy. If you’re tired of onboarding processes that treat you like a beginner, you’re in the right place. We deliver seamless migrations and integrations for Microsoft 365, HubSpot, SharpSpring (Constant Contact’s Lead Gen platform, and ZoomInfo—without the hand-holding or fluff.
What We Do
Microsoft 365 Migration & Optimization
Move to Microsoft 365 with zero disruption. We use advanced automation tools to ensure a clean, secure migration. Post-project, you retain full control—no unnecessary monthly MSP fees.
HubSpot CRM & Marketing Automation
Deploy HubSpot the right way. We configure workflows, pipelines, and integrations so your team can leverage HubSpot’s full power from day one.
Lead Generation with SharpSpring
For businesses serious about inbound marketing, we implement SharpSpring to capture, nurture, and convert leads efficiently—integrated with your existing tech stack.
Contact Management with ZoomInfo
The premier source of B2B business data is ZoomInfo. Avoid delays in using this costly resource when we help you onboard.
More About Microsoft 365
For most size businesses, Microsoft 365 is the best way to get the software you need to run your organization. You can’t go wrong with an industry leader like Microsoft. One of the benefits is that small businesses get exactly the same tools as large businesses. This helps if you are a small business that needs to look big and work with corporate clients – communications between organizations are smooth and seamless.
Outlook, Excel, Word, Powerpoint. Cloud storage for everyone with OneDrive for Business and SharePoint. Email accounts. Video calls, presentation sharing, and screen sharing all add up to powerful remote collaboration with Teams. CoPilot for AI. Very secure. Compliance tools and features are particularly important for financial advisors.
Microsoft Copilot is the UI for AI.The Value of Microsoft 365 for Your Business
Increases Exponentially with Copilot
Selecting the right license might be a little confusing. Microsoft offers guidelines based on the number of users, but that isn’t always the right selection. If you have a question, reach out via the contact form below.
If you are starting from scratch, like a new business, you can probably figure out the setup for yourself. If you have an existing business that you want to migrate to Microsoft 365, you will probably need some help. That’s where we come in. (Of course, we will help a new business, too).
We’re a Microsoft Partner. We’ve done many, many migrations over the years, from single-person firms to companies with hundreds of users.
Backing up your Microsoft 365 instance is important. Visit our Microsoft 365 Backup page to learn more.
Fill out the form to start a conversation.
Who We Work With
Our technology and operations backgrounds mean we have an affinity for the thinkers, the clinicians, the scientists. We work very well with technical, legal, financial, and medical clients. We love working with engineers, manufacturers, software companies, builders, architects, accountants, and consultants. And they love working with us.
Our clients are typically in professional services; financial, engineering, consulting, and legal. We also work with manufacturing and industrial companies. Commonly, they are large enough to have a good idea what they need, but not so large they have employee hours to spare, or waste, trying to figure out how to do this. Our expertise helps clients get quickly up and running in the cloud.
Privacy & Data Protection
We never sell or share any of your information without your express permission. We don’t keep your information any longer than necessary for the original purpose for which you gave it to us.
The information we hold is stored securely, encrypted, and protected.
The platforms we use on your behalf have their own privacy policies that do not cut corners on privacy and data protection.
Copyright © 2025
LucidPointe, LLC.
69 Sherman Street
Fairfield, CT 06824
203.307.0519