CRM & Marketing Automation
CRM automation for HubSpot and GoHighLevel that never lets a lead go cold
The fastest reply usually wins the deal. We set up HubSpot and GoHighLevel so every lead is captured, researched, scored and followed up on time, with AI doing the legwork and your sales team spending their time on conversations, not data entry.
Sound familiar?
Problems we fix
If leads wait hours for a reply or nobody trusts the CRM data, start here.
Leads go cold
Enquiries wait hours for a first reply, and the ones that wait longest are often the best fit.
Messy CRM data
Duplicates, half-filled records and a hundred properties nobody uses. Reports you can’t trust.
Manual follow-ups
Reps copy and paste the same emails and set the same reminders, every single day.
No clear attribution
Marketing spends the budget, but nobody can say which campaigns brought in the revenue.
What we build
What you get
Lead capture & routing
Leads from forms, ads and inboxes routed to the right person automatically.
AI lead scoring & enrichment
Every new contact researched, scored and summarized before your rep picks up the phone.
Nurture sequences
Email and SMS follow-ups that change based on what each lead actually does.
Pipeline automation
Deals that move forward on their own, with the next task already waiting for your rep.
GoHighLevel snapshots
One documented set-up of workflows, pipelines and templates you can roll out to every new client account.
Integrations & reporting
CRM data synced with your app, billing and dashboards, so revenue reports finally add up.
How we automate your CRM
Every lead answered, every deal moving
A CRM is only as good as the habits around it. We automate the parts people forget, so your team can spend its time talking to customers.
- 1
Audit the pipeline
We follow a lead from first click to closed deal and mark every place where it waits, gets lost or gets typed twice.
- 2
Clean the data
Duplicates merged, unused fields retired and the properties that matter made consistent.
- 3
Automate the first reply
Every new lead captured, researched, scored and answered quickly, then routed to the right person.
- 4
Build the follow-ups
Email and SMS sequences in your voice that react to what each lead does.
- 5
Connect the rest of the business
CRM data synced with your product, billing and reporting, so the numbers add up.
- 6
Train and review
A walkthrough for your team, then a review of what’s working once real leads have flowed through it.
Cost & timeline
What affects the price
CRM projects are scoped after a free call. These are the things that shape the price.
- Clean-up needed
- A tidy CRM is quick to automate. Years of duplicates and unused fields need clearing first.
- Number of pipelines and teams
- One sales pipeline is simpler than separate pipelines for several products, regions or teams.
- Channels
- Email only, or email, SMS, calls and chat, each with its own set-up.
- Integrations
- Each system the CRM syncs with, such as your product, billing or ads, adds work and better data.
- Ongoing optimization
- A one-off set-up, or regular reviews and improvements as your sales process changes.
Industries
CRM automation by industry
CRM & Marketing Automation FAQs
Native CRM workflows or external automation?
Native first; n8n or Make.com when logic or integrations go beyond what the CRM can do.
Can you clean up our CRM?
Yes: de-duplication, property clean-up, a workflow audit and documentation.
Do you build GoHighLevel snapshots for agencies?
Yes, documented snapshots with workflows, pipelines and templates.
Can AI reply to new leads?
Yes, by email or SMS, with clear disclosure and a fast hand-off to a person.
HubSpot or GoHighLevel?
HubSpot suits companies with a sales team and a longer buying process. GoHighLevel suits agencies and local businesses that need funnels, SMS and many client accounts. We work with both and will tell you honestly which fits.
Will automation make our messages feel robotic?
Not if it’s done well. We write follow-ups in your voice, personalize them from real CRM data, and keep a person in the loop for anything that needs a human touch.
Can you connect the CRM to our product or billing?
Yes. Syncing CRM data with your app, billing and support tools is one of the most valuable things we do, because it makes revenue reports add up.
Do you train our sales team?
Yes. We walk the team through the new set-up and leave short guides, so the CRM gets used rather than worked around.
Often paired with
Related services
AI Automations & Workflows
Workflows that read, decide and act: AI steps in n8n, Make.com and Zapier that sort emails, pull data out of documents and update your systems, with a human sign-off where it matters.
Learn more →AI Agents & LLM Apps
Assistants that answer from your documents, use your tools and hand over to a person when they should, tested before they meet a customer.
Learn more →ETL & Data Pipelines
Get data out of every app, clean it and land it where your reports and AI can use it. Scheduled, logged and checked.
Learn more →Let’s make your CRM follow up for you.
Tell us which CRM you use and where leads slip through. On a free 30-minute call we’ll find the first fixes, then follow up with a fixed-scope estimate.
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