Automation & CRM
Every lead, its source and its outcome, in one place.
Pipelines, lead scoring and source tracking in a CRM your team will use.
The problem
Why this usually underperforms
Without a CRM, nobody can say which campaign produced the clients you actually signed. Leads live in inboxes and phones, and follow-ups depend on memory.
Our approach
How we run it
- 01
Design the pipeline around your real sales stages.
- 02
Capture source and campaign on every lead automatically.
- 03
Send qualified and won outcomes back to ad platforms.
Deliverables
What you get
- CRM selection or custom build
- Pipeline stages and fields
- Form, WhatsApp and ad lead integrations
- Lead scoring and assignment rules
- Dashboards and team training
Reporting
What we report on
- Leads by source and stage
- Conversion rate per stage
- Revenue by campaign
Engagement
Setup project with optional support retainer.
Industries
CRM Development for your sector
FAQ
Common questions
Should we use HubSpot, Zoho or a custom CRM?
Most small teams are well served by Zoho or HubSpot. A custom CRM makes sense when you need unusual workflows, tight data control, or to avoid per-seat costs at scale.
Enquire
Talk to us about crm development
Tell us a little about your business. A strategist replies within one working day with questions or a recommended next step.
Often paired with
Tell us where growth is stuck.
Share your goals and budget. You will get a written recommendation, not a sales script.