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CRM & Automation

Stop Losing Leads.
Automate Everything Else.

Full CRM setup, workflow automation, and pipeline management — built for agencies that need their clients' sales and ops running without manual effort.

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What We Build

CRM Systems That Actually
Work for Your Clients

CRM Setup & Configuration

Full build and configuration of HubSpot, GoHighLevel, Zoho, or your client's chosen CRM — pipelines, custom fields, user roles, and integrations all set up and ready on day one.

Workflow & Pipeline Automation

Automated lead nurturing sequences, deal stage triggers, follow-up reminders, and task assignments — so nothing falls through the cracks and your client's team focuses on closing.

Email Marketing Automation

Drip campaigns, onboarding sequences, re-engagement flows, and broadcast emails — built and managed inside your client's CRM or ESP with full performance tracking.

Third-Party Integrations

Connect your client's CRM to their website, ad platforms, payment tools, and communication apps using native integrations, Make, or Zapier — creating a seamless single source of truth.

Lead Management Systems

Smart lead capture forms, automatic CRM entry, deduplication rules, lead scoring models, and round-robin assignment — every new contact tracked and actioned from the first touchpoint.

CRM Reporting & Dashboards

Custom pipeline reports, sales team performance dashboards, and revenue forecasting views — white-labelled and delivered to your client as part of your monthly service.

Our Process

CRM Live and Running in Days

01

Discovery & Audit

We review your client's existing tools, sales process, and team structure to design a CRM that fits how they actually work — not just a template.

02

Architecture Design

We map out every pipeline, automation flow, and integration before touching the CRM — so the build is clean, logical, and scalable from day one.

03

Build & Automate

Full CRM configuration, workflow build, and integrations — tested end-to-end with real data to ensure every trigger, email, and task fires exactly as designed.

04

Handover & Training

Walkthrough video, user documentation, and a live Q&A session with your client's team so adoption is immediate and confident from week one.

Platforms We Work With

The CRM Stack We Master

GoHighLevel

Full white-label GHL setup for agencies — sub-accounts, snapshots, automations, and funnel builds delivered turnkey.

HubSpot

From free CRM to Sales Hub Pro — pipeline setup, sequence automation, and reporting dashboards built to HubSpot best practice.

Zoho CRM

End-to-end Zoho implementation including Zoho Campaigns, Desk, and Analytics integration for a complete business suite.

Make (Integromat)

Complex multi-step automation scenarios connecting CRMs, ad platforms, spreadsheets, and communication tools.

Zapier

Rapid integration of 5,000+ apps — ideal for agencies that need quick, reliable automation without custom development.

ActiveCampaign & Klaviyo

Advanced email automation and segmentation for e-commerce and service businesses that need sophisticated nurture flows.

Ready to Automate Your Client's Sales Process?

Tell us the CRM and what needs automating — we'll scope it within 24 hours.