Services/CRM & Sales Automation

CRM & Sales Automation

Stop letting leads go cold and reps drown in admin. Automate your sales pipeline, follow-up sequences, and lead scoring so your team spends time selling, not chasing their own system.

What's included

Lead capture & routing

Automatically capture, enrich, and route inbound leads to the right rep without manual triage.

Automated follow-up sequences

Personalised follow-up emails and tasks triggered by lead behaviour and pipeline stage.

Pipeline triggers & CRM hygiene

Stage-based automations that keep your CRM clean and your pipeline moving.

Activity logging & sales reporting

Automatic activity capture and reporting so leaders see pipeline health in real time.

Who it's for

  • Sales teams spending too much time on CRM admin
  • Businesses where leads go cold from slow follow-up
  • Teams using CRM inconsistently
  • Leaders who can't see pipeline health clearly

How it works

  1. 01
    CRM audit

    Review your current setup, data quality, and the process gaps costing you deals.

  2. 02
    Automation design

    Design lead flows, follow-up logic, and pipeline triggers tailored to your sales process.

  3. 03
    Build & integrate

    Implement automations inside your CRM and connect your other sales tools.

  4. 04
    Train & optimise

    Train your reps on the new workflow and refine based on real usage and results.

POA
Scoped per CRM and pipeline complexity
Book a call
  • Delivered in 2–4 weeks
  • Works with your existing CRM
  • Rep training included
  • 30-day optimisation period
Typical outcomes
28%
increase in lead contact rate
3 days
faster enquiry-to-call
100%
consistent follow-up every time