CRM Setup & Automation
One connected system for your CRM, marketing tools, and customer touchpoints — that generates and nurtures leads automatically.
Built around how your team actually works
We connect your CRM to every place a lead can come from — your website, ads, WhatsApp, email — so nothing lands in a spreadsheet no one checks. Every new lead is automatically tagged, scored, and routed to the right person or sequence.
We build the nurture logic too: automatic follow-up emails, reminder tasks for your sales team, and re-engagement sequences for leads that have gone quiet.
If you don't have a CRM yet, we'll set one up (HubSpot or monday.com, most commonly) configured around how your sales process actually works, not a generic template.
We also clean up what's already there — duplicate contacts, dead pipelines, broken automations — before adding anything new, so the system you end up with is one your team will actually trust.
Wired into the stack you already run on
What changes once it's live
How we deliver this service
Audit your pipeline
We review your current CRM (or lack of one) and every lead source feeding into it.
Design the lead flow
We map scoring rules, routing logic, and nurture sequences to your actual sales process.
Build & migrate
We configure the CRM, connect lead sources, and migrate/clean existing data.
Train & support
Your team gets a walkthrough plus 30 days of support while the system beds in.
Before → after
BEFORE
A recruitment agency screening every candidate resume by hand, with leads scattered across email and spreadsheets.
AFTER
A connected CRM with automatic scoring and routing — candidate screening now runs 5X faster.
Pricing
for setup and automation; ongoing management available separately.
Get a Custom QuoteOften paired with crm & marketing automation
Questions about crm & marketing automation
Yes, most engagements start there. We audit what exists, keep what works, and rebuild what's broken.
It depends on your team size and sales process — we'll give you an honest recommendation on the strategy call, not a default answer.
Yes — Google Ads and Meta Ads lead forms can feed directly into your CRM with automatic tagging by campaign.
Ready to get started with CRM & Marketing Automation?
Book a free 30-minute call and we'll map out exactly how this fits your business — no pitch, no pressure.