// Automate
CRM and marketing automation that converts leads
HubSpot, Salesforce, and Pipedrive setup; lead scoring and routing automation; email campaign sequences; and sales pipeline workflows. We configure your revenue stack to nurture every lead systematically and give your team full funnel visibility.
// Services
CRM & marketing automation services
- CRM architecture and data model design
- Historical data migration and clean-up
- Lead scoring and automated routing
- Behavioural email sequences
- Multi-touch revenue attribution
CRM Setup & Customisation
HubSpot, Salesforce, and Pipedrive configured for your process.
Lead Management Automation
Lead scoring, routing, and follow-up sequence automation.
Email Campaign Automation
Drip campaigns, triggers, and behavioural email sequences.
Sales Pipeline Automation
Automated stage progression, tasks, and deal notifications.
Marketing Funnel Automation
End-to-end funnel from capture to conversion automation.
// Standards
CRM automation standards
Lead scoring models
Demographic + behavioural lead scoring that prioritises high-intent prospects for sales outreach — reducing time wasted on unqualified leads.
Attribution modelling
First-touch, last-touch, and multi-touch attribution configured to understand which channels and campaigns actually drive pipeline and revenue.
Funnel visibility
Real-time dashboards showing leads at every funnel stage, conversion rates, and bottleneck identification — visibility stakeholders can act on.
Fast follow-up automation
Inbound leads assigned and followed up within minutes through automated sequences — capturing intent before it fades, not after a 24-hour response.
GDPR-compliant data handling
Subscription management, consent tracking, double opt-in where required, and automated unsubscribe processing across all email platforms.
Maintained, not abandoned
CRM automations degrade without maintenance. We document every workflow and provide clear instructions for updating sequences when your process or offers change.
// Technology
CRM & marketing technology stack
CRM Platforms
Email Automation
Marketing Automation
Forms & Capture
Analytics
Integration
// Process
From funnel audit to revenue-attributable automation
Funnel & CRM Audit
2–3 daysMap current lead sources, conversion points, and revenue touchpoints. Identify data quality issues, missing lifecycle stages, and automation gaps.
// FAQ
Common questions about CRM & marketing automation
Which CRM platform do you recommend?+
HubSpot for most SMBs — it combines CRM, email marketing, and marketing automation in one platform at a reasonable cost. Salesforce for enterprises with complex processes. Pipedrive for sales-focused teams who do not need marketing automation. We implement all three.
Can you migrate our data from our current CRM?+
Yes — we handle data migration from any CRM with an export or API. Data is cleaned, deduplicated, and validated against your new CRM data model before import. We handle contact, deal, activity, and note migration.
What is lead scoring and does every business need it?+
Lead scoring assigns numerical values to contacts based on demographic fit and behaviour (page visits, email opens, downloads), ranking them by sales-readiness. It is most valuable when you have higher lead volume than your sales team can work manually — typically at 100+ leads per month.
How do you ensure email automations do not spam people?+
We configure suppression lists, frequency caps across sequences, unsubscribe processing within 10 days (GDPR requirement), double opt-in for cold outreach, and CAN-SPAM compliance including physical address in footer.
Can you integrate CRM with our custom software?+
Yes — HubSpot, Salesforce, and Pipedrive all have REST APIs. We build bidirectional integrations between your CRM and internal products to keep data synchronised without manual double-entry.