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CRM & Automation

Streamline your sales process with powerful CRM and automation tools

What's Included

  • CRM setup & configuration
  • Lead capture automation
  • Email automation
  • Sales pipeline management
  • Contact segmentation
  • Workflow automation
  • Integration with existing tools
  • Reporting & analytics
  • Team training
  • Ongoing optimisation

Streamline your sales process with powerful CRM and automation tools. Stop losing leads and wasting time on manual tasks. We set up and optimise CRM systems and marketing automation that help you capture, nurture, and convert more leads while saving hours of manual work. From HubSpot and Salesforce to custom automation workflows, we implement systems that work for your business. We handle setup, integration, training, and ongoing optimisation so you can focus on closing deals, not managing software.

Our Process

1

Discovery & Planning

We analyse your current sales process, identify bottlenecks, and design a CRM and automation strategy that addresses your specific challenges and goals.

2

Setup & Integration

We set up your CRM, configure automation workflows, and integrate with your existing tools (website, email, calendar, etc.) for seamless operation.

3

Training & Launch

We train your team on how to use the system effectively, then launch and monitor to ensure everything is working smoothly.

4

Optimisation & Support

We continuously optimise your automation based on performance data and provide ongoing support as your needs evolve.

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£1000
Starting from
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No long-term contracts
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Dedicated account manager
Need help?
0151 268 6940

Real Results

18%
Time Saved
13%
More Leads Captured
10%
Higher Conversion Rate
27%
Client Satisfaction

Frequently Asked Questions