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CRM Setup & Automation
Pipelines that follow up automatically
We set up and automate your CRM so leads and follow-ups never fall through the cracks — pipelines, sequences, and reminders that run themselves instead of living in someone's memory.
Tools we use for this
What's included
CRM setup & data migration
Automated lead follow-up sequences
Pipeline & deal-stage automation
Team notifications & reminders
How a CRM Setup & Automation project runs
1CaptureEvery lead lands in the CRM automatically
2QualifyScored and routed to the right person
3Follow upSequences fire without anyone remembering
4Move dealsStages update as things actually happen
5ReportPipeline health visible at a glance
Real work in this area
Flagship Case Study
Treadwell Group(TWLLH)
Challenge — Four businesses running on scattered systems
Solution — Zoho CRM, 3CX + Twilio calling, invoicing & quote automation, new websites
Businesses we've automated this for
MentisCRM & Automation
Aureus Advisory PartnersCRM & Automation
Monavo SàrlCRM & Automation
Curious Beverage CollectiveCRM & Automation
Dickens MediaCRM & Automation
Spencer HandleyCRM & Automation
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