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CRM & Automation Solutions

Stop Losing Leads.
Start Closing More.
Automate Everything.

We build intelligent CRM systems and automation workflows that nurture every lead, manage every pipeline stage, and convert more prospects into loyal customers — on autopilot.

⬤ Live CRM Pipeline — Sales Dashboard
New Leads
Acme Corp
$4,800
TechStart
$2,200
GreenCo
$1,600
Qualified
FinEdge
$9,500
NovaTech
$3,400
Proposal
MaxBrand
$12,000
BlueSky
$5,200
Closed ✓
LuxeGroup
$18,000
ProScale
$7,500
45%
Close Rate
3x
LTV Lift
90%
Auto Follow-up
12 automation sequences running — 0 manual follow-ups needed
HubSpot SetupGo High LevelEmail SequencesLead ScoringPipeline ManagementSMS AutomationZoho CRMSales Funnels45% Higher Close Rate3x Customer LTVHubSpot SetupGo High LevelEmail SequencesLead ScoringPipeline ManagementSMS AutomationZoho CRMSales Funnels45% Higher Close Rate3x Customer LTV
45%
Avg. Increase in Close Rate
3x
Avg. Customer LTV Increase
90%
Reduction in Manual Follow-ups
14d
Avg. CRM Setup Time
What’s Included

Your Complete
Revenue Engine

⚙️

CRM Platform Setup & Migration

We set up, configure, and customise your CRM from scratch — or migrate from an existing platform — with zero data loss and minimal downtime.

📧

Automated Email Sequences

Multi-step nurture sequences triggered by lead behaviour — from first contact to close, keeping prospects engaged without any manual effort.

💬

SMS & WhatsApp Automation

Automated follow-up sequences that respond instantly to new leads, send appointment reminders, and post-sale check-ins automatically.

🎯

Lead Scoring & Segmentation

Automatically score and segment leads based on behaviour and engagement — so your sales team focuses only on the hottest prospects.

📊

Sales Pipeline Design

Custom pipeline stages, deal management workflows, and task automation tailored to your exact sales process from first touch to closed-won.

🔗

Platform Integrations

Seamless integrations with your website, ad platforms, social media, calendar tools, payment processors, and every tool in your tech stack.

Platforms We Work With

Certified in the Industry’s Best CRMs

🟠

HubSpot CRM

Full HubSpot setup including contacts, deals, automations, email sequences, and reporting dashboards for growing businesses.

HubSpot Certified Partner
🟣

Go High Level

The all-in-one platform built for agencies — funnels, CRM, email/SMS, booking, and reputation management in one place.

GHL Certified Expert
🔵

Zoho CRM

Enterprise-grade CRM with powerful automation, AI lead scoring, and deep analytics for mid-market and enterprise brands.

Zoho Partner
🟡

ActiveCampaign

Advanced email marketing automation combined with CRM capabilities — perfect for e-commerce and subscription businesses.

ActiveCampaign Certified
Automation Workflows

Sequences That
Sell While You Sleep

Every automation we build has a specific revenue outcome — not just “staying in touch”.

01

Instant Lead Response Sequence

Automated email + SMS within 60 seconds of a new lead — while interest is highest. Follow-up touchpoints over 7 days.

3x
Higher Contact Rate
02
🔁

Long-Term Nurture Drip Campaign

14–30 day email sequences that educate, build trust, and move cold leads toward a buying decision through strategic content.

40%
More Conversions
03
🛒

Abandoned Cart & Re-engagement

Smart sequences that re-engage prospects who showed interest but didn’t convert — with personalised offers and social proof.

25%
Recovery Rate
04

Post-Sale Retention & Upsell Flow

Automated onboarding, satisfaction check-ins, review requests, and upsell offers timed to maximise customer lifetime value.

3x
Customer LTV
Our CRM Process

From Messy Pipeline to
Revenue Machine

We build a complete sales system designed around your business and buyer journey.

01

Discovery & Sales Audit

We map your current sales process, identify where leads fall through the cracks, and audit your existing tools before touching anything.

Sales AuditProcess MappingData Review
02

CRM Build & Configuration

We build your CRM architecture — custom pipelines, fields, tags, deal stages, and user permissions — mirroring your exact sales workflow.

Pipeline DesignCustom FieldsUser Setup
03

Automation & Integration Build

We build and test all automation sequences, connect your CRM to website, ads, calendar, and payment tools, and migrate existing data.

AutomationsIntegrationsData Migration
04

Launch, Train & Optimise

We go live, train your team with video walkthroughs and documentation, then monitor and optimise sequences monthly.

Team TrainingGo LiveMonthly Optimisation
Featured Case Study

From Chaos to $280K Pipeline in 60 Days

B2B Services · HubSpot CRM Build
CloudSync Solutions
B2B SaaS Company · Full CRM & Automation Build
45%
Increase in Lead-to-Close Rate
$0 → $280K
Tracked Pipeline Value (60 Days)
90%
Reduction in Manual Follow-Up Time
3x
Customer Lifetime Value

The Challenge

CloudSync had no CRM — leads were tracked on spreadsheets and 60% were never followed up a second time. We built a full HubSpot CRM with automated sequences and lead scoring. Within 60 days their pipeline went from zero to $280K tracked, and close rates jumped 45%.

Transparent Pricing

CRM Packages Built to
Close More Deals

One-time setup fee + optional ongoing management. CRM software billed separately.

Starter
$1,499 setup

For small businesses setting up their first CRM.

  • CRM Platform Setup (HubSpot / Zoho / GHL)
  • Up to 3 Pipeline Stages
  • 1 Lead Nurture Email Sequence (5 emails)
  • Contact Import & Data Cleanup
  • Basic Integrations (website + forms)
  • 1 Team Training Session
  • SMS Automation Sequences
  • Advanced Lead Scoring
  • Monthly Optimisation Retainer
Get Started →
Most Popular
Growth
$3,499 setup

For growing businesses ready to automate their sales.

  • Full CRM Build + Data Migration
  • Custom Sales Pipeline (up to 8 stages)
  • 3 Automation Sequences (Email + SMS)
  • Lead Scoring & Segmentation Setup
  • Full Platform Integrations (ads, calendar, payment)
  • 2 Team Training Sessions + Video Docs
  • 1 Month Post-Launch Support
  • Monthly Performance Dashboard
Get Started →
Authority
$6,999 setup

For scaling businesses needing a full revenue ops system.

  • Enterprise CRM Build + Full Migration
  • Unlimited Pipeline Stages & Custom Objects
  • 6+ Automation Sequences (Email, SMS, WhatsApp)
  • Advanced Lead Scoring & AI Prioritisation
  • Full Tech Stack Integration (10+ tools)
  • Custom Reporting & Attribution Dashboard
  • 3 Months Post-Launch Management
  • Dedicated CRM Strategist + Ongoing Support
Get Started →

All packages include a free CRM audit. Optional monthly management from $799/mo — contact us.

Monthly Management Includes

Your CRM, Running
at Peak Performance

We don’t just build it and leave — we keep your entire CRM system optimised, maintained, and improving every single month.

📊

Pipeline Monitoring & Reporting

Weekly review of your sales pipeline — tracking deal velocity, conversion rates, and bottlenecks with a clear monthly performance dashboard.

⚙️

Automation Health Checks

Monthly audit of all running automation sequences — fixing broken triggers, optimising timing, and updating messaging to maintain high deliverability.

✉️

Email & SMS Sequence Optimisation

Ongoing A/B testing and copy improvements to your nurture sequences — improving open rates, click rates, and lead-to-close conversions month over month.

🎯

Lead Scoring Calibration

Continuously refining your lead scoring model based on actual conversion data — ensuring your sales team always focuses on the highest-value prospects.

🔗

Integration Maintenance

Monitoring and maintaining all platform integrations — ensuring data flows correctly between your CRM, ads, website, calendar, and payment tools.

📞

Monthly Strategy Call

A dedicated monthly call to review performance, identify new automation opportunities, and plan CRM improvements for the month ahead.

Monthly Retainer Pricing

CRM Management
Retainer Packages

Keep your CRM, automations, and pipeline running at peak performance — every month, without lifting a finger.

Essential
$TBD/mo

For businesses that need basic CRM upkeep each month.

  • Monthly Pipeline Performance Report
  • 1 Automation Health Check / Month
  • Email Sequence Monitoring
  • Basic Integration Monitoring
  • 1 Monthly Strategy Call (30 min)
  • Email Support
  • Lead Scoring Calibration
  • New Automation Builds
Get Started →
Most Popular
Growth
$TBD/mo

For growing businesses actively scaling their sales pipeline.

  • Weekly Pipeline Monitoring & Reporting
  • Full Automation Health Check & Fixes
  • Email + SMS Sequence A/B Testing
  • Lead Scoring Calibration (monthly)
  • Full Integration Monitoring & Maintenance
  • 2 Monthly Strategy Calls (60 min each)
  • Quarterly Automation Audit & Rebuild
  • Custom Reporting Dashboard Updates
Get Started →
Authority
$TBD/mo

For high-volume businesses needing full CRM operations management.

  • Real-time Pipeline & Deal Monitoring
  • Unlimited Automation Optimisation
  • Full Email, SMS & WhatsApp Sequence Management
  • AI Lead Scoring Updates & Refinement
  • Priority Integration Support (24hr response)
  • Weekly Strategy Calls + Slack/WhatsApp Access
  • New Automation Builds (up to 2/month)
  • Dedicated CRM Manager
Get Started →

Requires an active CRM (built by us or existing). Discounted when bundled with a Setup Package — contact us.

Setup vs. Ongoing

What’s the Difference?

One-Time Project
CRM Build Package

A one-time project to build, configure, and launch your CRM — pipelines, automations, integrations, and team training. Built once, handed over to you.

Platform selection & full build
Custom pipeline architecture
Automation sequence creation
Team training & documentation
One-time project delivery
Monthly Retainer
CRM Management

Ongoing monthly management keeping automations running, sequences optimised, pipeline monitored, and your entire CRM system continuously improving.

Ongoing pipeline monitoring
Automation health & optimisation
Sequence A/B testing & improvements
Monthly strategy & review calls
Continuous improvement cycle

Most clients start with a Setup Package then move to a Monthly Management Retainer to keep everything performing at its best.

FAQ

CRM Questions,
Honestly Answered

Clear answers about CRM setup, costs, and what to expect.

Do I need to already have a CRM platform?

No. We’ll recommend the best platform for your business size, budget, and sales process. We handle everything including platform selection and account creation.

Is the CRM software cost included in your fee?

No — our fee covers the build, configuration, and automation setup. CRM platform fees are billed separately. We’ll recommend the most cost-effective option.

How long does the CRM setup take?

Most builds are completed in 7–14 days. Complex enterprise setups with full data migration may take 3–4 weeks. We provide a clear project timeline upfront.

Can you migrate our existing data from spreadsheets?

Yes. We handle full data migration including contacts, deals, notes, and history — cleaned, deduplicated, and properly structured so you don’t lose anything.

Will my team be trained on the new CRM?

Absolutely. Every package includes team training sessions and video documentation so your team can operate the CRM independently after launch.

Ready to Build Your
Revenue Machine?

Book a free CRM audit. We’ll map your sales process and show you how automation can multiply your close rate.

Get My Free CRM Audit →