CRM Setup & Automation
Rather than overcomplicating things, we focus on building systems that fit how your business actually works.
As your business grows, keeping track of leads, conversations, and follow-ups quickly becomes difficult without the right systems in place.
We set up and organise CRM systems that help you manage enquiries properly, keep conversations in one place, and reduce the amount of manual admin your team has to deal with. The aim is simple: fewer things slipping through the cracks and more control over your customer journey.
Rather than overcomplicating things, we focus on building systems that fit how your business actually works.
How We Approach CRM Setup
Understanding Your Process First
Before recommending any tools or automations, we take time to understand how leads currently come in, how they’re handled, and where problems tend to occur.
Includes:
- Review of current lead handling
- Identifying gaps and inefficiencies
- Defining clear stages and workflows
CRM Setup & Configuration
We set up CRM platforms so they’re structured, clear, and easy for your team to use.
Includes:
- CRM selection support (if needed)
- Pipeline and stage setup
- Contact and lead organisation
User access and permissions
Lead Capture & Tracking
We connect your marketing channels to your CRM so enquiries are captured automatically and tracked properly.
Includes:
- Website and form integrations
- Ad platform integrations
- Lead source tracking
- Centralised conversation history
Automation & Follow-Ups
Automations are designed to support your team, not replace human interaction.
Includes:
- Automated lead responses
- Email and WhatsApp follow-ups
- Appointment reminders
- Task and notification automations
Reporting & Visibility
Clear insight into what’s happening across your enquiries and sales process.
Includes:
- Pipeline visibility
- Lead status tracking
- Performance reporting
- Simple dashboards
When CRM & Automation Make Sense
CRM setup and automation are particularly useful if:
- Leads are being missed or followed up late
- Conversations are spread across emails, phones, and messages
- Admin is taking up too much time
- You want clearer visibility over enquiries and performance
- Your business is growing and needs better structure
We’ll always recommend a level of setup that fits your business, rather than pushing unnecessary complexity.
What You Can Expect
- CRM systems that are easy to use
- Automations that reduce admin, not add confusion
- Clear visibility over leads and conversations
- Systems built around your existing processes
Practical advice and ongoing support if needed
How we works?
What started as a small idea has grown into a powerhouse of creativity and innovation.
User-centric digital experiences that empower brands, drive growth, and make a lasting impact.
User-centric digital experiences that empower brands, drive growth, and make a lasting impact.
User-centric digital experiences that empower brands, drive growth, and make a lasting impact.