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.
We set up, configure, and customise your CRM from scratch — or migrate from an existing platform — with zero data loss and minimal downtime.
Multi-step nurture sequences triggered by lead behaviour — from first contact to close, keeping prospects engaged without any manual effort.
Automated follow-up sequences that respond instantly to new leads, send appointment reminders, and post-sale check-ins automatically.
Automatically score and segment leads based on behaviour and engagement — so your sales team focuses only on the hottest prospects.
Custom pipeline stages, deal management workflows, and task automation tailored to your exact sales process from first touch to closed-won.
Seamless integrations with your website, ad platforms, social media, calendar tools, payment processors, and every tool in your tech stack.
Full HubSpot setup including contacts, deals, automations, email sequences, and reporting dashboards for growing businesses.
HubSpot Certified PartnerThe all-in-one platform built for agencies — funnels, CRM, email/SMS, booking, and reputation management in one place.
GHL Certified ExpertEnterprise-grade CRM with powerful automation, AI lead scoring, and deep analytics for mid-market and enterprise brands.
Zoho PartnerAdvanced email marketing automation combined with CRM capabilities — perfect for e-commerce and subscription businesses.
ActiveCampaign CertifiedEvery automation we build has a specific revenue outcome — not just “staying in touch”.
Automated email + SMS within 60 seconds of a new lead — while interest is highest. Follow-up touchpoints over 7 days.
14–30 day email sequences that educate, build trust, and move cold leads toward a buying decision through strategic content.
Smart sequences that re-engage prospects who showed interest but didn’t convert — with personalised offers and social proof.
Automated onboarding, satisfaction check-ins, review requests, and upsell offers timed to maximise customer lifetime value.
We build a complete sales system designed around your business and buyer journey.
We map your current sales process, identify where leads fall through the cracks, and audit your existing tools before touching anything.
We build your CRM architecture — custom pipelines, fields, tags, deal stages, and user permissions — mirroring your exact sales workflow.
We build and test all automation sequences, connect your CRM to website, ads, calendar, and payment tools, and migrate existing data.
We go live, train your team with video walkthroughs and documentation, then monitor and optimise sequences monthly.
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%.
One-time setup fee + optional ongoing management. CRM software billed separately.
For small businesses setting up their first CRM.
For growing businesses ready to automate their sales.
For scaling businesses needing a full revenue ops system.
All packages include a free CRM audit. Optional monthly management from $799/mo — contact us.
We don’t just build it and leave — we keep your entire CRM system optimised, maintained, and improving every single month.
Weekly review of your sales pipeline — tracking deal velocity, conversion rates, and bottlenecks with a clear monthly performance dashboard.
Monthly audit of all running automation sequences — fixing broken triggers, optimising timing, and updating messaging to maintain high deliverability.
Ongoing A/B testing and copy improvements to your nurture sequences — improving open rates, click rates, and lead-to-close conversions month over month.
Continuously refining your lead scoring model based on actual conversion data — ensuring your sales team always focuses on the highest-value prospects.
Monitoring and maintaining all platform integrations — ensuring data flows correctly between your CRM, ads, website, calendar, and payment tools.
A dedicated monthly call to review performance, identify new automation opportunities, and plan CRM improvements for the month ahead.
Keep your CRM, automations, and pipeline running at peak performance — every month, without lifting a finger.
For businesses that need basic CRM upkeep each month.
For growing businesses actively scaling their sales pipeline.
For high-volume businesses needing full CRM operations management.
Requires an active CRM (built by us or existing). Discounted when bundled with a Setup Package — contact us.
A one-time project to build, configure, and launch your CRM — pipelines, automations, integrations, and team training. Built once, handed over to you.
Ongoing monthly management keeping automations running, sequences optimised, pipeline monitored, and your entire CRM system continuously improving.
Most clients start with a Setup Package then move to a Monthly Management Retainer to keep everything performing at its best.
Clear answers about CRM setup, costs, and what to expect.
No. We’ll recommend the best platform for your business size, budget, and sales process. We handle everything including platform selection and account creation.
No — our fee covers the build, configuration, and automation setup. CRM platform fees are billed separately. We’ll recommend the most cost-effective option.
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.
Yes. We handle full data migration including contacts, deals, notes, and history — cleaned, deduplicated, and properly structured so you don’t lose anything.
Absolutely. Every package includes team training sessions and video documentation so your team can operate the CRM independently after launch.
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 →