Service 02 / 03
CRM & Business Automation
We design and configure CRM systems and automation workflows that capture leads, follow up automatically, and give you one clear view of every customer relationship, so nothing falls through the cracks.
What this actually means for you.
A CRM (Customer Relationship Management system) is basically a smart address book that remembers every customer, every conversation and every deal. Automation means the boring, repetitive follow-up tasks, like sending a reminder email, happen by themselves, so nothing gets forgotten and nothing falls through the cracks.
What's Included
Everything this service covers.
CRM Setup & Configuration
A CRM configured around how your business actually sells and supports customers.
Lead Capture & Scoring
Every enquiry captured automatically and prioritized by how likely it is to convert.
Automated Follow-Up Sequences
Emails, reminders and tasks that fire on schedule, so leads never go cold.
Sales Pipeline Design
A visual pipeline that shows exactly where every deal stands, at a glance.
Reporting Dashboards
Real-time dashboards for revenue, conversion rates and team performance.
Third-Party Integrations
Connected to email, WhatsApp, calendars and the other tools you already use.
Our Process
How we deliver it.
A clear, structured process from first conversation to launch, so you always know what's happening next.
Process Audit
We map how leads and customers currently move through your business, and where the gaps are.
CRM Architecture
A pipeline, field structure and automation plan designed around your actual sales process.
Automation Build
Workflows, triggers and templates configured and tested end-to-end.
Team Training
Hands-on training so your team is confident using the system from day one.
Ongoing Optimization
We monitor usage and refine automations as your business evolves.
Built For
Who this service is for.
Sales teams drowning in manual admin
Service businesses managing high enquiry volumes
Founders wearing too many hats
Tools & Platforms
Investment
What it costs.
CRM and automation projects are scoped individually. Get a custom quote based on your workflows.
Custom Quote
Every business is different. This engagement is scoped and quoted individually.
- Free scoping call
- Fixed, transparent quote
- No hidden costs
Common Questions
Frequently asked.
It depends on your team size, budget and existing tools. We'll recommend the right fit rather than pushing one platform for everyone.
Yes, we build automations for onboarding, support ticketing, invoicing reminders and internal approvals too.
Yes, we handle clean migration of contacts, deals and history from spreadsheets or your current system.
Ready to talk about crm & business automation?
Get a clear, fixed quote within one business day. No jargon, no pressure, just a straight answer.