CRM and Automation

What we do

• CRM setup and configuration. Pipeline stages, lifecycle properties, and ownership routing designed for how your business actually works.
• Lead capture and routing automation. Inbound leads scored on fit and behaviour and routed to the right owner within seconds.
• Email and SMS nurture sequences. Behaviour-based flows that warm up leads and reactivate cold ones.
• Abandoned lead win-back flows. Bring back the leads that almost converted before they go cold.
• Pipeline reporting and dashboards. One view of pipeline velocity, follow-up speed and conversion by stage.
• Integration with existing tools. CRM connected to website forms, ad platforms, email and calendar.

Who it is for

• Businesses losing leads because follow-up is slow or inconsistent.
• Businesses scaling past what manual follow-up can handle.
• Businesses wanting to see their full pipeline in one place.

What you get

• A fully configured CRM.
• Automated follow-up sequences.
• A pipeline dashboard.
• Team training and handover.