Marketing Automation, CRM & Lead Management
Systemize Your Funnel From Capture to Close — Powered by CRM, Data & AI
We build intelligent CRM and marketing automation systems that capture leads, score and segment them, nurture them at scale, and help your team close deals faster — all inside tools like HubSpot, Salesforce, and Pipedrive.
Get Your Free CRM AuditIs Your CRM a Messy Database or a Revenue Engine?
If this sounds familiar...
"Our CRM is cluttered with duplicates and bad data."
"We have leads, but no visibility or follow-up workflows."
"Sales and marketing don't follow the same process."
"We're flying blind, no lead scoring, no automation."
You're not alone. Most teams adopt CRMs like HubSpot or Salesforce, but never unlock their full potential.
We help you turn your CRM into a growth engine, with marketing automation, lead management, and sales workflows that actually work.
💡 What You Get With Our CRM & Marketing Automation Service
We go beyond basic setup. We build an integrated system tailored to your funnel — from lead capture to deal close:
🛠 Our CRM Optimization & Automation Framework
CRM Audit & Data Cleanup
We review your current system or start fresh:
- Remove duplicates, fix fields & clean your database
- Segment and enrich contact records
- Prepare CRM for workflow automation and reporting
Pipeline & Lifecycle Configuration
We map your real sales funnel into a structured CRM:
- TOFU → MOFU → BOFU deal stages
- Separate flows for sales, marketing, onboarding
- Custom lifecycle stages and lead statuses
Lead Scoring & Qualification Automation
Prioritize the right leads, automatically:
- Fit + behavior-based lead scoring models
- MQL/PQL/SQL logic and lifecycle progression
- Sync data from email, website, ads & integrations
Workflow Automation & Lead Nurturing
Automate your follow-ups and sales ops:
- Triggered lead nurturing workflows & task creation
- Auto-assign leads by rep, region or product
- Pipeline progression alerts and deal status updates
3rd Party Integrations & Tool Syncing
Connect your tools and eliminate silos:
- Web forms, chat, LinkedIn, ad platforms
- Slack, Gmail, Google Sheets, Calendars
- Custom webhooks & API integrations
Training, Playbooks & SOPs
We empower your team to use the system:
- Custom SOPs and internal playbooks
- Automation walkthroughs for sales/marketing
- HubSpot dashboards and CRM best practices
⚙️ Why Our HubSpot CRM Systems Work
Workflow-Driven
Automate lead nurturing, scoring, follow-ups
Sales-Aligned
Built for how your reps actually sell
Data-First
Track everything, report on what matters
Custom-Fit
No cookie-cutter templates
🎯 This Service Is Perfect For:
SaaS & B2B teams scaling lead volume
Startups implementing HubSpot or Salesforce
Companies with underused CRMs and scattered data
Sales & marketing leaders who want full-funnel visibility
Results We Typically See
Manual Data Entry
Lead Response Time
Sales Team Productivity
Lead Conversion Rate
🎁 Get a Free CRM & Automation Audit
We'll review your current system and show you exactly how to clean your data, implement smart workflows, and build a CRM that supports scale.
Book Your Free Audit