CRM Automation & Lead Systems
A CRM only works if the data in it is complete and the follow-up happens on time. We automate lead capture, enrichment, scoring and follow-up so every enquiry is recorded, prioritised and answered — without relying on anyone's memory.
Sound familiar?
- Leads arrive through forms, DMs and calls and never reach the CRM
- Follow-up depends on who remembers
- Pipeline reports are wrong because data is incomplete
What's included
01
Unified lead capture
Website forms, ads lead forms, WhatsApp, Instagram and calls routed into one pipeline with source tracking.
02
Enrichment & scoring
Company data, budget signals and behaviour combined into a score so the team calls the right leads first.
03
Automated follow-up
Personalised email and WhatsApp sequences triggered by stage, with stop rules when a person replies.
04
Pipeline reporting
Live dashboards of lead volume, response time, conversion by source and revenue forecast.
Deliverables
- CRM setup or clean-up
- Lead capture integrations
- Scoring model and routing rules
- Follow-up sequences
- Pipeline dashboard
How we work
- 01
Audit. Workflow mapping, time-cost analysis and a ranked list of automation opportunities.
- 02
Design. System architecture, data flows, human approval points and success metrics.
- 03
Build. Agents, workflows and integrations built and tested against real data.
- 04
Launch. Staged roll-out with monitoring, fallbacks and team training.
- 05
Improve. Monthly review of logs, errors and savings; new automations added as the business grows.
CRM Automation FAQ
Which CRM do you recommend?
HubSpot for most service businesses and B2B teams; a lighter custom CRM on Supabase or Airtable when you need a very specific workflow or want to avoid per-seat pricing.
Can you migrate our existing contacts?
Yes. We clean, de-duplicate and map your existing data before importing it, so the new system starts with reliable records.
Does this work with WhatsApp?
Yes. We connect the WhatsApp Business API so conversations and follow-ups are logged against the contact in your CRM.
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Let's build what's next
Let's build what's next.
Have a project, product or ambitious idea? Tell us where you want to go.