CRM & AUTOMATION

CRM and automation that keeps every enquiry moving

Lead capture, routing, CRM setup, email and SMS follow-up, reporting and practical AI automation. The aim is fewer manual steps and no enquiry sitting in an inbox nobody owns.

Trusted by growing businesses

The Problem

The problem this solves

Enquiries arrive in a shared inbox, get copied into a spreadsheet, and are followed up when someone remembers. Quotes go out and nothing chases them. The CRM exists, but half the team avoids it because it was set up for a sales process nobody uses.

Because the data is incomplete, reporting becomes a monthly guess and marketing decisions get made on gut feel.

Who this suits

We work with the platform you already pay for wherever it is fit for purpose.

What we deliver

Everything crm & automation should include.

Capture and routing

Every form, call and chat landing in one place, deduplicated, assigned by rule and acknowledged immediately.

CRM setup

Pipeline stages that match how your team actually sells, required fields, tasks and templates — configured and documented.

Email and SMS follow-up

Sequences for new enquiries, unanswered quotes, dormant leads and post-job requests, written in your voice with sensible stop rules.

Integrations

Website, ad platforms, calendars, accounting and quoting tools connected so data moves without anyone rekeying it

Reporting

Source, stage, conversion and response-time dashboards that stay accurate because the underlying process is enforced.

Practical AI automation

Narrow, checkable uses enquiry summaries, call transcription, draft replies, data tidying with a human approving anything customer-facing.

How it works

How it works

01

Process mapping

We sit with the people doing the work and document the real process, including the workarounds. That map drives the build.

02

Configure

Pipeline, fields, automations and integrations built in a test environment, with sample records run end to end before go-live.

03

Migrate and train

Existing contacts cleaned and imported, then short training sessions and written guides so the team adopts it rather than tolerating it.

04

Tune

After a few weeks of real use we review what is being skipped or misused, then simplify. Adoption matters more than feature count.

Featured case studies

Work that delivers results.

Services that work alongside this

FAQ

Frequently asked questions.

Have more questions? We’re here to help you figure out the right next step.

Process mapping, CRM configuration, lead capture and routing, follow-up sequences, integrations, data migration, reporting and team training.

We work with mainstream platforms such as HubSpot, Pipedrive and Zoho, and with the CRM built into your industry software where one exists. We will recommend a change only if the current tool genuinely blocks the process.

Yes. Most projects are a rebuild of an existing account rather than a fresh start, keeping your history intact.

Admin access to the CRM and connected tools, your current sales process, examples of recent enquiries, and time with the people who use the system daily.

We keep it to tasks that can be reviewed  summaries, drafts, transcription and data cleanup. Anything sent to a customer is approved by a person unless you decide otherwise.

Response time, follow-up completion, pipeline visibility and the proportion of enquiries that reach a decision — before and after the change.

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