Signs your business
needs CRM and automation.
Leads slip through
Enquiries arrive by form, phone and WhatsApp and some are never followed up.
Slow response times
By the time your team replies, the lead has already spoken to a competitor.
Data in spreadsheets
Customer details live in inboxes and sheets, so nobody sees the full picture.
No nurturing
Leads that are not ready to buy today are forgotten instead of nurtured.
How we deliver
automated growth.
- 01
Map the journey
We map how leads arrive, who follows up and where they drop.
- 02
Set up the CRM
Pipelines, fields, users and lead sources configured.
- 03
Connect channels
Forms, ads, WhatsApp and email feed into one system.
- 04
Automate
Follow-up, nurturing and retention workflows go live.
- 05
Measure and refine
Pipeline and lifecycle reports guide improvements.
Everything your CRM and automation needs, in one plan.
- Customer journey and pipeline mapping
- CRM setup and data import
- Form, ads and WhatsApp lead capture
- Instant lead notifications and replies
- Email nurture sequences
- Lead scoring and segmentation
- Sales task automation
- Retention and win-back flows
- Pipeline and lifecycle reporting
CRM & Marketing Automation
questions.
We often work with HubSpot and can also set up or improve other popular CRMs. We recommend a CRM based on your team size, sales process and budget.
Marketing automation uses software to send the right message at the right time without manual work, such as instant replies to new leads, follow-up emails and reminders for your sales team.
Yes. Using the WhatsApp Business Platform and approved tools, we set up instant replies, lead qualification flows and opt-in broadcasts that follow WhatsApp policies.
Yes. We plan and write email sequences, newsletters and campaign emails, and design them to match your brand.
Yes. We connect your website forms, ad platforms and WhatsApp to your CRM so every lead is captured in one place, whatever channel it comes from.
Free automation review