CRM & Marketing Automation
The problem
Leads stall between systems
When the website, email platform, and CRM don't talk to each other, follow-up depends on someone remembering. Leads go cold, sales works from incomplete records, and nobody trusts the reporting.
Sound familiar?
- Form fills land in an inbox instead of the CRM
- Sales can't see what a prospect engaged with before the call
- Sales and marketing work from different lists
- Duplicate and outdated contact records
Our solution
One connected record, from first touch to closed deal
We map your lead lifecycle, clean up the data, and build the automations that move contacts through it: capture, enrichment, scoring, routing, and sales alerts. Everything is documented so your team can own and extend it.
Capabilities
CRM setup & automation
Pipelines, properties, lifecycle stages, and workflows configured around how you sell.
Lead scoring & routing
Fit and engagement scoring that sends the right leads to the right rep, fast.
Marketing integrations
Website, forms, ads, events, and sales tools connected to a single record.
Data cleanup & migration
Duplicates merged, fields standardised, and data moved safely between systems.
Customer segmentation
Audiences built from company data, behaviour, and lifecycle stage.
Process optimization
Manual hand-offs replaced with documented, testable automations.
Where AI fits
We use AI where it removes real work: enriching records, summarising a prospect's activity for sales, and flagging stalled deals. Rules-based automation handles anything that needs to be predictable.
What you get
- Lead lifecycle and data model documentation
- Configured CRM pipelines, properties, and workflows
- Lead scoring and routing rules
- Integration map of every connected tool
- Team training and handover
What we measure
- Speed to first sales touch
- Lead-to-opportunity conversion rate
- Data completeness and duplicate rate
- Share of leads with a known source
We agree targets with you during discovery, based on your data and goals.
How the engagement runs
About our approach- 1
Discover
Audit current tools, data quality, and how leads move today.
- 2
Strategize
Design the lifecycle, scoring model, and integration architecture.
- 3
Build
Configure, connect, migrate, and test before going live.
- 4
Optimize
Monitor conversion between stages and refine the rules.
Questions
Which CRMs and platforms do you work with?
We work with the major B2B platforms, including HubSpot, Salesforce, and common email and integration tools. If you're on an ERP-connected or industry-specific CRM, we'll assess it during discovery.
Can you help us migrate to a new CRM?
Yes. Migrations include data cleanup, field mapping, workflow rebuilds, and team training so the new system is adopted, not just installed.
Will we be locked into your setup?
No. We build in your accounts, document every workflow, and train your team. You own everything.
Often paired with
Marketing Operations
Get full value from the tools and budget you already have, by auditing, consolidating, and connecting them so they actually run.
Lead Nurturing & Conversion
Long-cycle nurturing and conversion work that keeps buyers engaged for months and turns interest into booked business.
Websites & SEO
Marketing-first websites, and the written content that fills them, built to be found and to move visitors through every stage of the funnel.
Your next stage of growth starts with a better strategy.
Start with a free consultation. We'll talk through your business, where things feel disconnected, and what to fix first. No pitch, no obligation.