We set up your CRM, connect it to your forms, ads and analytics, and build the automations that follow up every lead. We work mainly with HubSpot. If you already use another CRM, we start from what you have.
01
Pipelines, deal stages, properties and users set up around how you actually sell, not around a template.
02
Website forms, landing pages and lead ads from Meta and LinkedIn send every lead straight into the CRM, together with its source.
03
Offline conversions back to Google Ads and Meta, so the platforms optimise for leads that became customers, not just for form fills.
04
Workflows that assign leads, create tasks and send the first emails, so no enquiry waits days for a reply.
05
Email sequences for leads that are not ready yet, and a score that tells sales who to call first.
06
Leads, deals and revenue by channel and campaign, in one report that both sales and marketing read.
We start from how you sell today, not from the software. Every setup begins with a written plan that you approve.
We look at where leads come from, where they end up today and what happens to them after the first contact.
First
A written plan with pipeline stages, fields, lead sources and automations, tied to your sales process. You approve it before we build anything.
Before setup
CRM, forms, connections to your ads and website, offline conversions and the first workflows. Everything is tested before it goes live.
As planned
We train your team on the CRM and hand over documentation, so it keeps working without us.
At launch
A monthly check of data quality and automations, and new workflows as your sales process changes.
Ongoing
When the CRM tells Google Ads and Meta which leads became customers, the platforms stop chasing form fills.
A CRM project has two parts: the setup, done once, and the upkeep, so data and automations stay correct. You know the price before we start.
Setup
Audit, CRM plan, setup, integrations and training, at a fixed price you know in advance.
Upkeep
Data quality checks, workflow fixes and new automations as your sales process changes.
A CRM (Customer Relationship Management) is the system where you keep every contact, lead and deal in one place: who they are, where they came from, what you have discussed and what happens next. Instead of inboxes and spreadsheets, sales and marketing work from the same data.
Mainly HubSpot, because it combines CRM, forms, email and automations and connects easily with Google Ads, Meta and GA4. If you already use another CRM, we start from what you have and tell you whether it covers what you need.
HubSpot has a free CRM that is enough for many small teams. Automations, sequences and advanced reports need paid plans. We tell you which plan you need before you pay for anything.
Yes. We send offline conversions from the CRM back to Google Ads and Meta, so the platforms learn which leads became customers and optimise for them, not just for form fills.
A score each lead gets based on who they are and what they do, for example the pages they visit or the emails they open. It helps your sales team call the right people first.
For most B2C online stores, the store platform and an email tool cover the basics. A CRM makes more sense when you sell B2B, have a sales team or long sales cycles.
An ERP handles invoices, stock and accounting. A CRM handles contacts, leads and sales. They often work together, with the CRM passing closed deals to the ERP.
It depends on how many lead sources, pipelines and automations you need. After the audit you get a written plan with the scope and the timeline.
We look at where your leads come from, where they end up and where they get lost, and tell you what to fix before you commit to anything.
We use cookies to measure traffic and the performance of our ads. Choose what you accept. Cookie policy
