Clean data, clear pipeline stages, lead scoring and follow-up flows in the tools you already pay for. Built on your own accounts, so you own every workflow.
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Pricing follows the size of your data, the CRM you use and the number of workflows. Most teams start with a setup, then add automation.
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What the service does, why a CRM only pays off when the team uses it, the tools we work in, and how we approach the setup.
Most sales teams do not lose deals because the leads are bad. They lose them because follow-up slips, the data is a mess and no one knows which contact is worth a call today. A marketing automation and CRM service fixes that at the root.
It is two things working together. The CRM is the one tidy place your leads and customers live. The automation is the set of flows that capture a lead, score it, follow it up and tell a person when to step in.
A CRM keeps your leads in order. Automation makes sure none of them go cold.
Plenty of businesses buy a CRM, import a spreadsheet and quietly abandon it a month later. The tool was never the problem. The setup was: stages that did not match how they sell, duplicate records, fields no one fills in and no automation to carry the load.
A CRM earns its keep when it is built around your real sales process and the boring parts run themselves. Then the team trusts the data, keeps it updated and spends its time on conversations instead of admin.
We set up and automate the CRMs most growing businesses already use. If you have one of these, we tune it properly. If you are starting fresh, we help you pick the one that fits your team, budget and process.
We are not tied to one vendor.
It fits businesses with a real sales process and steady lead flow: service firms, software and SaaS, agencies, clinics and B2B teams juggling leads across email, forms and chat. If leads slip through the cracks or your CRM has become a graveyard, this is for you.
It is a weaker fit for a business with a handful of leads a month, where a spreadsheet still does the job. If you are not sure, the audit will tell you plainly.
Four steps, kept simple and visible.
We review your data, tools and sales process, then map the stages a lead really moves through.
We clean and deduplicate records, set up the fields and views your team needs, and build a pipeline that matches how you sell.
We connect your lead sources, add scoring and assignment, and build the nurture, follow-up and reminder flows.
We document the setup and walk your team through it, so you can run and change everything without us.
You leave with a working setup you own, not a black box.
A CRM and automation setup does not close deals on its own. It removes the friction so your team can. Anyone promising a fixed jump in sales from software alone is guessing.
What we control is the setup: clean data, a pipeline that fits, scoring that points the team at the right leads and flows that keep follow-up from slipping. We build those well, document them and tell you when something is not worth automating.
The questions we hear most about marketing automation and CRM setup, answered straight.
It sets up your customer relationship management tool and the automations around it, so leads are captured, scored, followed up and reported on without manual work. The goal is a CRM your team uses every day.
We work in HubSpot, Zoho and Brevo. If you already use one, we set it up properly. If not, we help you pick the one that fits your team, budget and sales process.
Usually not. We build on the CRM and tools you already pay for. If a tool is missing something you genuinely need, we tell you before anything is set up.
Lead scoring ranks contacts by how likely they are to buy, using signals like source, activity and fit, so your team calls the right leads first. It is useful once you have steady lead flow.
You do. Everything runs in your own accounts, and we hand over documentation so your team can run and change the setup without us.
Yes. We start with an audit, then deduplicate contacts and companies, fix fields and stages and rebuild the pipeline around how you sell, so the data is trustworthy again.
Pricing depends on the size of your data, the CRM and the number of workflows. We scope the work first, then quote.
Share the CRM and tools you use and how your team sells. We reply with a scope and a quote.
Clean data, a pipeline that fits how you sell, lead scoring and follow-up flows in HubSpot, Zoho or Brevo, built on your own accounts and handed over documented.