Automation & CRM

Marketing automation and CRM that follows up for you

We connect your website, forms, ads, and store to one CRM, route every lead to the right person in minutes, and build the email and SMS flows that nurture people until they are ready to buy.

What our Automation & CRM service includes

  • CRM setup and migration for HubSpot, Zoho, Pipedrive, or GoHighLevel
  • Lead capture, scoring, and routing from every form and channel
  • Email and SMS flows: welcome, nurture, abandoned cart, and win-back
  • Klaviyo setup and flows for Shopify stores
  • Integrations with Zapier, Make, webhooks, and custom APIs
  • Pipeline dashboards and sales team notifications
Illustration of Marketing Automation & CRM work: lead routing flow from forms to CRM to instant replies

How the engagement runs

A clear sequence, so you always know what is happening and why.

  1. Map

    Document every lead source, handoff, and drop-off in your current funnel.

  2. Connect

    Integrate forms, ads, store, and calendar into a single CRM.

  3. Automate

    Build routing, alerts, and nurture flows with clear rules.

  4. Tune

    Review open rates, reply times, and conversion monthly and improve.

Automation & CRM questions, answered

Want a second opinion on your Automation & CRM?

Book a free 30-minute call and we will review what you have and where the quickest wins are.