CRM & Marketing Automation

The plumbing that makes leads visible, routed and followed up automatically.

Talk to us about crm & marketing automation More in Lead Generation

What it is

Part of Lead Generation. Delivered inside your subscription alongside every other service.

Most lead leakage is not a marketing problem; it is a systems problem. Forms that go to an inbox, leads that wait days for a reply, sales and marketing looking at different numbers. We set up and run your CRM and marketing automation so every lead is captured, enriched, scored, routed and nurtured — and so the reporting everyone argues about is finally the same.

We work in HubSpot, Salesforce, Pipedrive, Zoho and similar platforms, connecting them to your website, ads, events and email.

What the team actually does.

CRM setup & hygiene

Pipelines, properties, lifecycle stages and data quality rules that people actually follow.

Lead capture & enrichment

Every form, chat, event and ad connected; records enriched automatically.

Scoring & routing

Leads scored on fit and behaviour and routed to the right owner within minutes.

Automation workflows

Nurture, hand-off, task creation and reminders built so nothing depends on memory.

Sales & marketing alignment

Shared definitions, dashboards and a weekly pipeline review.

Reporting

Source-to-revenue reporting that both teams trust.

How it runs.

From the first week to the ongoing rhythm.

1

Audit

Where leads come in, where they go and where they are lost.

2

Design

Lifecycle, pipeline, scoring and routing designed with sales.

3

Build

Configured, integrated and tested with real leads.

4

Operate

Maintained and improved as part of the subscription.

Who it is for

  • Companies whose leads are slow to be followed up
  • Sales and marketing teams working from different numbers
  • Businesses adopting or replacing a CRM

What we measure

  • Lead response time
  • Share of leads with a defined owner and next step
  • Data completeness and quality
  • Lead-to-opportunity conversion by source
  • Report accuracy versus finance

Works well with.

Services that usually run alongside it.

Lead Generation B2B and B2C programmes that put qualified conversations in your sales diary. Email & Lifecycle Marketing Automated flows and campaigns that nurture leads and keep customers. Analytics, Tracking & Attribution Measurement you can trust, from tag to revenue.

Questions about crm & marketing automation.

Which CRM should we use?

The one your sales team will actually use. We help you choose based on team size, complexity and budget, and we are not tied to any vendor.

Can you fix our existing CRM rather than replace it?

Usually yes, and it is the cheaper route. Most CRM problems are configuration and discipline, not the platform.

Do you train our team?

Yes. Documentation, short sessions and ongoing support so the system survives staff changes.

Ready to talk about crm & marketing automation?

Tell us what you are trying to achieve. We will say honestly whether this is the right lever, and what else it needs around it.

Book an intro call All services

Or call +357 99 222662