CRM & Automations

Stop letting leads sit and go cold.

CRM setup and marketing automation built around how your sales team actually works, so every lead gets tagged, routed, and followed up on the moment it comes in, day or night.

Book a free consultation See all services

The system that catches what people forget.

Most CRMs are set up once, halfway, and never revisited. Leads sit in a pipeline with no scoring, no routing, and no follow-up sequence, which means the ads and content that generated them were only half the job. We set up the CRM and the automation layer on top of it together, so nothing sits untouched.

CRM setup & migration

A CRM configured around how your sales team actually works, not a generic template. Lead scoring, pipeline stages, and routing rules set up once, so nothing sits untouched waiting for someone to notice it.

Best for

Service-based businesses with a sales team, agencies managing multiple client relationships, real estate teams, and B2B companies with a multi-step sales cycle. We work with HubSpot, GoHighLevel, and most major CRM platforms.

What's included
  • CRM setup & configuration
  • Data migration from spreadsheets or legacy systems
  • Pipeline & deal stage design
  • Lead scoring & routing rules
  • Custom fields & reporting setup
  • Team training & handoff

Marketing automation & workflows

Follow-up sequences, lead routing, and retargeting loops that run the moment a lead comes in, day or night. Built around your actual sales process, not a stock automation template.

Best for

Ecommerce brands recovering abandoned carts, service businesses booking appointments, and B2B companies nurturing longer sales cycles that need consistent follow-up without manual chasing.

What's included
  • Lead nurture & follow-up sequences
  • Lead routing & assignment rules
  • Abandoned cart & win-back flows
  • Appointment booking & reminder automations
  • Retargeting audience sync
  • Internal alerts for hot leads
By industry

Automation built around how you actually sell.

Ecommerce & DTC
Abandoned cart flows, post-purchase upsell sequences, and win-back campaigns for lapsed customers, synced with your ad retargeting audiences.
Real estate
Lead routing by territory or agent, automated follow-up for new inquiries, and nurture sequences for buyers who aren't ready yet.
Home services
Instant lead response, appointment booking and reminders, and follow-up sequences for quotes that haven't converted yet.
B2B & professional services
Lead scoring by fit and intent, routing to the right rep, and nurture sequences built around a longer, more considered sales cycle.
Agencies
Client pipeline management, proposal and onboarding workflows, and internal alerts so no client request sits unanswered.
Healthcare & wellness
Appointment booking, reminder sequences to reduce no-shows, and intake automation that gets patients to the right next step.
Questions

About CRM & automation.

HubSpot and GoHighLevel most often, along with most major CRM platforms. If you've already got one you like, we'll usually work within it rather than pushing you to switch.

Leads falling through the cracks?

Book a free consultation and we'll look at how leads move through your current setup, and where the gaps actually are.

Book a free consultation