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Marketing Automation & CRM Solutions

Never lose a lead again. Automate the follow-up.

We connect your website, CRM, email and WhatsApp so every enquiry is captured, followed up and tracked through to a sale, automatically. Your team spends less time on admin and more time closing deals.

HubSpot, Zoho, Salesforce & moreCustom API integrationsEmail & WhatsApp automation
Where leads go missing

Most businesses do not need more leads. They need to stop losing the ones they get.

A form submission lands in someone’s inbox and gets buried. A sales rep forgets to follow up after a call. A customer abandons their cart and never hears from you again. Lead details live in five spreadsheets, and nobody knows which campaign the best customers came from.

Every one of these leaks costs real money, and they are almost always fixable with the right systems. Studies consistently show that responding quickly makes a huge difference to whether a lead converts, yet most businesses take hours or days to reply.

We build simple, reliable automation that responds instantly, nurtures leads who are not ready yet, alerts your team when someone is hot and gives you one clear view of your pipeline. No complicated tools you will never use, just workflows that fit how your business actually sells.

What we automate

Marketing automation and CRM services

We work with the tools you already have where possible, and recommend new ones only when they clearly pay for themselves.

CRM setup & migration

HubSpot, Zoho, Salesforce or Pipedrive set up around your sales process, with clean pipelines, properties and data migrated from spreadsheets or old tools.

Lead capture & routing

Website forms, landing pages, chat and ads feeding straight into your CRM, with leads assigned to the right person and an instant reply sent.

Email nurture workflows

Welcome series, follow-ups, re-engagement and onboarding sequences that send the right message at the right time, without anyone pressing send.

Lead scoring & segmentation

Score leads by fit and behaviour so your team calls the hottest prospects first, and segment contacts for targeted campaigns.

WhatsApp & SMS automation

Order updates, appointment reminders, lead replies and abandoned cart messages over WhatsApp Business API and SMS, popular with customers in the UK and India.

Integrations & custom APIs

Connect your CRM with WooCommerce, Shopify, accounting, ERPs and internal tools using Zapier, Make, n8n or custom API code when off-the-shelf will not do.

Real examples

Automations that pay for themselves

A few of the workflows we set up most often. Each one replaces hours of manual work every week.

Speed-to-lead

For service businesses that live on enquiries.

  • Form submitted on your website
  • Lead created in the CRM with its source
  • Instant email and WhatsApp reply to the lead
  • Sales rep alerted with a task to call
  • Reminder if nobody follows up within the hour

eCommerce win-back

For WooCommerce and Shopify stores.

  • Abandoned cart reminders by email and WhatsApp
  • Post-purchase thank you and review request
  • Repeat-purchase nudges based on order history
  • VIP segments for your best customers
  • Store orders synced to your CRM automatically

Lead nurturing

For B2B and high-value services with longer sales cycles.

  • Lead magnet download triggers a helpful email series
  • Lead score rises as they engage
  • Sales alerted when a lead becomes sales-ready
  • Cold leads moved to a re-engagement track
  • Every touchpoint logged in the CRM timeline
Choosing a CRM

Which CRM is right for your business?

The best CRM is the one your team will actually use. Here is our honest take. We are also HubSpot specialists, covering CMS, workflows and integrations across the full platform.

HubSpotZoho CRMSalesforcePipedriveMailchimpBrevoWhatsApp Business APIZapierMaken8n
CRMBest for
HubSpotAll-in-one marketing, sales and CMS. Great for growing teams.
Zoho CRMCost-effective, feature-rich, popular with Indian businesses.
SalesforceLarger sales teams with complex processes.
PipedriveSmall sales teams who want a simple, visual pipeline.
How we work

From scattered leads to a clear pipeline

Most automation projects go live in 2 to 4 weeks, starting with the workflows that recover the most revenue.

Audit

We map how leads and customers move through your business today and where they slip away.

Design

Pipeline stages, workflows and messages planned on paper and agreed with you first.

Build & connect

CRM setup, integrations, emails and WhatsApp templates built and connected.

Test

Every workflow tested with real scenarios, so nothing fires at the wrong time.

Train & improve

Your team trained, plus reports to see what is working and refine over time.

FAQ

Marketing automation questions, answered

What is marketing automation?

Marketing automation uses software to handle repetitive marketing and sales tasks automatically, such as replying to new leads, sending follow-up emails, scoring leads and updating your CRM. It saves time and makes sure no lead is forgotten.

Which CRM should I use for my business?

It depends on your team size, budget and sales process. HubSpot is excellent for all-in-one marketing and sales, Zoho is cost-effective and popular in India, Pipedrive suits small sales teams and Salesforce fits larger, complex organisations. We will recommend the right fit after a short call.

Can you connect my website forms to my CRM?

Yes. We connect forms on WordPress, WooCommerce, Shopify, HubSpot and custom websites directly to your CRM, capture the lead source and trigger an instant reply and team alert.

Can you automate WhatsApp messages for my business?

Yes. Using the WhatsApp Business API, we automate lead replies, order updates, appointment reminders and abandoned cart messages, connected to your CRM or online store.

Can you migrate my data from spreadsheets or another CRM?

Yes. We clean, de-duplicate and import your contacts, companies, deals and history into your new CRM, and map fields so nothing important is lost.

Do you build custom integrations?

Yes. When Zapier or Make are not enough, we write custom API integrations between your CRM, store, ERP, accounting software and internal tools, with error handling and logging.

How much does marketing automation cost?

It depends on how many workflows, tools and integrations are involved. Many businesses start with a few high-impact automations and expand later. After a free audit we send a fixed quote.

Free automation audit

Find out how many leads are slipping through the cracks.

Book a free audit. We will map your lead flow and CRM setup and show you the automations that would recover the most revenue.