Premium marketing automation and CRM setup for advanced lead management.
Select Duration:
Requirements Mapping
Your sales and marketing process mapped as it actually runs before anything is configured.
CRM Configuration
Pipeline stages, fields and permissions set up to match that process.
Data Migration
Existing contact and deal data cleaned, de-duplicated and imported.
Lead Capture Integration
Website forms and channels wired to create CRM records automatically.
Basic Automation
Assignment, reminder and follow-up automations covering the routine steps.
Team Training
Role-based training and written guidance so the system is used as designed.
Lead Scoring
A scoring model ranking leads by fit and engagement, agreed with sales.
Nurture Workflows
Automated sequences that keep unready leads warm without manual chasing.
Sales Pipeline Automation
Stage transitions, tasks and notifications automated across the pipeline.
Reporting Dashboards
Pipeline and activity dashboards built for the reviews your team actually holds.
Multi-System Integration
CRM connected to billing, support and marketing platforms so records agree.
Custom Objects & Fields
Bespoke data structures for the parts of your business a standard CRM does not model.
Attribution Reporting
Closed revenue traced back to the campaign and channel that originated it.
Process Optimisation
Periodic review of automation performance with workflows revised against results.
Ongoing Administration
Continuing administration, user management and configuration change on request.
Services are provided on a subscription or project basis and are valid for the duration of the selected package. Continued access requires renewal after the service period ends. Services will be delivered as per the scope defined in the chosen package or agreement. Any work outside the agreed scope may be subject to additional charges. Full payment is required in advance before starting the services. We reserve the right to update or modify these terms at any time without prior notice.
