Service 04 · CRM & Automation

Every enquiry followed up. Every outcome measured.

Lead routing, CRM integrations, follow-up workflows and practical automation, so enquiries reach the right person fast and you can see what happens after the click.

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What's included

Lead routing, CRM integrations, follow-up workflows and practical marketing automation.

Focus: helping businesses respond to enquiries consistently and measure what happens next.

What you get

  • CRM setup or clean-up with clear pipeline stages
  • Instant lead routing to the right salesperson
  • WhatsApp and email follow-up sequences
  • Lead quality and meeting tracking
  • Reports that connect ad spend to booked meetings

Best for

  • Leads sitting in spreadsheets or inboxes
  • Slow or inconsistent follow-up
  • Owners who can't tell which campaigns produce sales
How It Works

Four steps. No guesswork.

  1. 01

    Audit

    Where leads come from today, who handles them, and where they go cold.

  2. 02

    Set up

    CRM pipeline stages, lead sources connected, routing and alerts in place.

  3. 03

    Follow-up

    WhatsApp, call and email sequences so no enquiry is left waiting.

  4. 04

    Measure

    Reports from ad spend to meetings and sales, so budget goes to what works.

Which CRM do you use?

We work with the CRM you have, or set up a practical one such as Privyr, HubSpot or Zoho depending on your team and budget.

Can follow-up run on WhatsApp?

Yes. We set up WhatsApp follow-up sequences and templates, automated where your WhatsApp Business setup allows.

Do you handle our sales calls?

No. We build the system that gets enquiries to your team fast. Your team runs the conversations and closes the sales.

How long does setup take?

A focused setup usually takes one to three weeks, depending on how many lead sources and team members are involved.

Tell us what you're building.

Send a short business enquiry. We review every one personally, and if there's a fit, you get a private meeting invitation.

Discuss Your Growth