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Marketing Automation and CRM

Turn enquiries into customers with a CRM that works for you

Zoho CRM setup, marketing automation, campaigns, and custom CRMs or web apps built around your business, so every lead is tracked and followed up on time.

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Systems that help you sell and follow up better

Choose a ready-made CRM, or have a custom system built for the way your business works.

Zoho CRM Setup

We set up Zoho CRM around your business: modules, fields, sales pipeline, users and permissions.

  • Setup
  • Pipeline
  • Users

Other CRM Setup

We also set up and customise other popular CRM tools, choosing the one that fits your needs.

  • Tool selection
  • Setup
  • Training

Lead Capture

Bring every enquiry into your CRM from your website forms, ads and WhatsApp, so no lead is lost.

  • Website forms
  • Ad leads
  • WhatsApp

Marketing Automation

Automatic follow-ups, reminders and lead assignment, so your team spends time selling, not chasing.

  • Auto follow-up
  • Reminders
  • Lead assignment

Email and WhatsApp Campaigns

Send offers, updates and reminders to the right customers, using lists built from your CRM.

  • Email campaigns
  • Messages
  • Customer lists

Sales Pipeline

See every lead from first enquiry to closed sale, with tasks and next steps for each one.

  • Stages
  • Tasks
  • Deal tracking

Custom CRM

A CRM built from scratch around your own process, when ready-made tools do not fit.

  • Your workflow
  • Your fields
  • Your reports

Custom Web App

Customer portals, booking systems, dashboards and internal tools made for your business.

  • Customer portal
  • Booking
  • Dashboards

Integrations and Data Import

Connect your website, forms and tools, and move your data in from Excel or an old system.

  • Excel import
  • Website
  • Tool connections
And more:Lead scoringCustomer segmentsQuotation and invoice flowBirthday and renewal remindersZoho integrationsReports and dashboards

Which one is right for you?

Not sure where to start? Here is a simple way to decide. We will also help you choose.

Ready-made CRM

Set up a proven tool like Zoho CRM and customise it for you. Quick to start and a good fit for most small businesses.

Best forMost businesses that want to organise leads and follow-ups quickly.

Custom CRM

A CRM built only for you, with your own stages, fields and rules. More control, built exactly the way you work.

Best forBusinesses with a unique process that standard CRMs cannot handle.

Custom Web App

A web application your customers or team log into: bookings, orders, dashboards, portals or internal tools.

Best forBusinesses that need something customer-facing or a complete tool, not just a CRM.

How a lead moves automatically

A simple example of what automation does for your team every day.

  1. Enquiry arrives

    From your website, an ad or WhatsApp.

  2. Saved in CRM

    Name, phone and source stored automatically.

  3. Assigned and reminded

    The right person gets the lead and a reminder.

  4. Follow-up sent

    A message or email goes out on time.

  5. Tracked to sale

    See what is working in simple reports.

What you get with us

  • Setup based on how your business really works
  • All your leads and customers in one place
  • Automatic follow-ups and reminders
  • Website forms, ads and WhatsApp connected to your CRM
  • Your existing data imported from Excel
  • Dashboards and reports in plain language
  • Training for you and your team
  • Clean, secure setup with proper user access
  • Support after setup

How we set it up

  1. Understand

    We learn how your leads come in and how your team follows up today.

  2. Plan

    We design the CRM, automation or app to match your process.

  3. Build and connect

    We set it up, connect your forms and tools, and import your data.

  4. Train and support

    We train your team and stay available when you need changes.

Common questions

Not sure about something? Ask us, we are happy to explain.

What is a CRM, and do I need one?

A CRM keeps all your customers, enquiries and follow-ups in one place, so no lead is forgotten. If you handle enquiries through calls, WhatsApp and notebooks today, a CRM will make your work much easier.

Should I choose Zoho CRM or a custom CRM?

For most small businesses a ready-made CRM like Zoho is the quickest and most affordable start. A custom CRM makes sense when your process is unusual and standard tools cannot handle it. Tell us how you work and we will recommend the right one.

What is a custom web app?

It is a web application built for your business, such as a booking system, a customer portal, a dashboard or an internal tool for your team.

Can you connect my website and ads to the CRM?

Yes. We can send enquiries from your website forms, ad leads and WhatsApp straight into your CRM.

Can you move my data from Excel?

Yes. We clean and import your existing customer and lead data into the new system.

Will my team learn how to use it?

Yes. We train you and your team, and we stay available for support and changes after the setup.

Ready to stop losing leads?

Tell us how your business handles enquiries today and we will suggest the right CRM, automation or app.

Get a free quote
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