CRM & Sales Automation

Stop losing deals
to slow
follow-up.

Most businesses lose more deals to silence than to competition. We build the CRM setup and automated sequences that keep every lead warm, every pipeline visible, and every follow-up on time.

What you get
A pipeline that
runs itself.
CRM setupIncluded
Pipeline designIncluded
Follow-up sequencesIncluded
Lead routingIncluded
Reporting dashboardIncluded
Team trainingIncluded

Every part of your
sales system covered.

CRM setup & configuration

We set up your CRM properly — pipelines, stages, custom fields, and user permissions configured to match how your sales process actually works.

Lead scoring & routing

Leads are scored based on behaviour and fit, then routed to the right person automatically. No more deciding manually who handles what.

Follow-up sequences & reminders

Automated follow-up emails and task reminders so no lead goes cold. The right message goes out at the right time — without anyone having to remember.

Pipeline reporting & dashboards

Live dashboards showing your pipeline, conversion rates, and deal velocity. You always know the state of your sales — without pulling a report manually.

Contact & deal management

Contacts, companies, deals, and activities all linked and synced. No duplicate records, no lost context — everything in one place.

Tool integration & data sync

Your CRM connected to your website, email, calendar, and billing tools. Data flows between systems automatically — no manual exports or copy-pasting.

Built around how
your sales actually work.

01
Sales process audit

We document your current sales flow — from first contact to closed deal. We need to understand your process before we can systematise it.

02
CRM selection & setup

We recommend the right CRM based on your team size, deal complexity, and existing tools. Then we build it — not just install it.

03
Pipeline & stage design

We design your pipeline stages to reflect how deals actually move in your business — not a generic template that doesn't fit.

04
Automation build

Lead routing, follow-up sequences, task creation, and reminders all built and tested before going live.

05
Team onboarding

We train your team on how to use the system properly. A CRM nobody uses is worse than no CRM at all.

06
Monitor & refine

We track adoption, review pipeline data, and refine the system as your sales process evolves. It gets better the longer we work together.

Questions we
get asked.

We work with HubSpot, Pipedrive, Notion, Airtable, and custom builds depending on your needs. We'll recommend the right one based on your team size, deal complexity, and budget — not on what's easiest for us.

Yes. CRM cleanup and restructuring is common. We audit what's there, clean the data, redesign the pipeline, and rebuild the automations properly. Most teams are surprised how much better it can work.

When a lead reaches a certain stage or takes a certain action, an automated email sequence fires. We write the emails, set the timing, and configure the logic. Your team just handles the replies that come back.

Only if it's built to fit how they work — not the other way around. That's why we start with your process, not a template. We also train the team properly before handover.

Yes. We connect your CRM to your website's contact forms, live chat, and any other lead sources. Every enquiry lands in the CRM automatically — no manual entry.

A basic CRM setup with pipelines and automation takes 2–3 weeks. A full implementation with integrations, custom fields, and team training typically takes 4–6 weeks.

Ready to start?

Let's fix your
follow-up problem.

Book a free call. Walk us through your current sales process and where leads go cold — we'll tell you exactly how we'd fix it.