Service pillar

Your CRM, finally working the way it's supposed to

Most CRMs are half-set-up and mostly ignored. As a marketing automation agency working across HubSpot, GoHighLevel, and Salesforce, we configure the pipelines, automation, and reporting that actually get used — mapped to how your sales process really works.

Sub-services

What does a marketing automation agency actually do?

Marketing automation is the system that moves a lead from first touch to booked call without manual chasing — scoring, routing, nurture emails, and follow-up triggered by what the lead actually does. A marketing automation agency builds that system inside your CRM and keeps it running. We work across the three platforms that dominate this market.

HubSpot Setup & Automation

Marketing and Sales Hub configuration, pipeline stages, workflows, lead scoring, and reporting dashboards — built by a team that lives in HubSpot daily. Our HubSpot setup services start with what you're already paying for and aren't using; most accounts have more capability than they think.

GoHighLevel Setup & Automation

Full GHL builds for service businesses and agencies — pipelines, automations, and the review, reputation, and booking tools GoHighLevel is genuinely best at. Often the right call when HubSpot's pricing outgrows a smaller team's budget.

Salesforce Admin

Ongoing Salesforce administration: object configuration, workflow rules, reporting, and cleanup — for teams whose CRM has grown messier than their sales process. We untangle first, automate second.

Lead Nurturing & Funnels

Marketing and sales funnels mapped to how your buyers actually decide, with nurture sequences that move a lead from "just looking" to "booked call" — automatically, and in your brand voice.

Email Marketing

Lifecycle and campaign email built inside your CRM — welcome sequences, nurture drips, re-engagement, and newsletters that don't read like spam. Email marketing automation only works when the data underneath it is clean; that's why it lives in this service, not a separate tool.

What you get

What you get

Every CRM engagement starts with an audit of what's already there — because most don't need a rebuild, they need a cleanup:

  • CRM audit before any rebuild — we tell you what's broken, what's salvageable, and why
  • Pipeline and automation setup mapped to your actual sales process, not a template
  • Lead scoring and routing so sales only sees qualified leads
  • Reporting dashboards your whole team will actually open
  • Documentation for every workflow, plus live training for your team
  • Everything built in your accounts, under your ownership — no agency lock-in

FAQ

Frequently asked questions about marketing automation and CRM

HubSpot vs GoHighLevel — which is right for my business?

HubSpot suits B2B teams that need deep reporting, integrations, and a platform that scales with headcount — at a price that scales too. GoHighLevel suits service businesses and lean teams that want pipelines, booking, reviews, and SMS/WhatsApp in one flat-priced tool. We run both daily and recommend based on your sales process — not a partner commission.

We already have HubSpot, GoHighLevel, or Salesforce — can you just fix what's there?

Yes — most engagements start exactly there. The audit tells us what's broken, what's unused, and what's worth keeping; a cleanup is usually faster and cheaper than a rebuild. You only rebuild when the foundation genuinely can't support your process.

What does marketing automation actually do for a small business?

It answers, follows up, and books — without a person remembering to. New enquiry gets an instant reply; no response in two days triggers a follow-up; a booked call gets confirmations and reminders. For a small business (or SME), it's the difference between leads handled and leads lost.

Can your team train ours to use the CRM?

Yes. We document every workflow we build and run live training sessions so your team actually adopts the system. A CRM nobody uses is the most expensive kind — adoption is part of the job, not an add-on.

How much does CRM setup and marketing automation cost?

A focused cleanup or single-pipeline setup starts in the low four figures ($/£); full implementations with scoring, nurture, and dashboards run higher, scaled to complexity — plus the platform's own subscription, which we'll help you right-size. Exact scope comes after the audit, free.

Does this connect to the AI chatbots and booking automation?

Yes — they're designed as one system. The chatbot and WhatsApp flows capture and qualify the lead; the CRM scores it, routes it, and runs the nurture. One team building both means nothing falls in the gap between tools.

Next step

Stop paying for a CRM nobody uses

Tell us what you're running and where it hurts — we'll audit the setup, show you what's broken and what's salvageable, and give you an honest read on whether you need a cleanup, a rebuild, or a different platform entirely.