Build CRM and funnel automation that captures, nurtures, and converts — so your pipeline runs while you sleep.
CRM and automation services build the infrastructure that captures, nurtures, and converts leads without manual work. Instead of chasing prospects through scattered spreadsheets and disconnected tools, you get a unified system where every touchpoint is tracked, every lead is scored, and follow-ups happen automatically.
Time and time again, businesses lose revenue because they didn't have the systems to handle leads at scale. Prospects fall through the cracks, follow-up sequences don't exist, and sales teams waste time on manual data entry instead of closing deals. Professional CRM and automation implementation fixes this by building workflows that make your team and your funnel more efficient.
The difference between DIY and professional automation? DIY often leads to disconnected tools, broken workflows, and leads slipping through the cracks. Professional implementation means unified tracking, intelligent automation, and funnels designed to convert.
If you need a CRM built from scratch, marketing automation sequences, AI-powered lead qualification, or funnel optimization, I take care of the technical complexity so you can focus on growing revenue and serving customers.
Everything you need to automate lead capture, nurture, conversion, and retention.
Full CRM implementation (HubSpot, ActiveCampaign, or similar), custom field mapping, pipeline structure, lead scoring models, and team permission setup tailored to your sales process.
Multi-step funnels designed for each stage of your customer journey—from lead magnets and webinars to product launches and upsell sequences that actually convert.
Automated email sequences, SMS campaigns, segmentation logic, behavioral triggers, and nurture tracks that move leads through your funnel without manual work.
Smart lead scoring, AI chatbots for initial qualification, automated follow-ups based on engagement, and predictive insights to prioritize your hottest prospects.
Connect your marketing stack—CRM, email, ads platforms, scheduling tools, payment processors—so data flows seamlessly and nothing falls through the cracks.
Real-time dashboards tracking funnel performance, conversion rates, lead velocity, revenue attribution, and automation health—so you always know what's working.
You're generating leads but struggling to nurture them effectively. You need automated workflows, lead scoring, and a CRM that aligns sales and marketing so nothing falls through the cracks.
You want to build retention funnels, recover abandoned carts, and automate post-purchase sequences. You need systems that turn one-time buyers into repeat customers without manual follow-up.
Your sales process is manual and inconsistent. You need a CRM that tracks every interaction, automated proposals and follow-ups, and funnels that qualify leads before they hit your calendar.
You're building email lists but not converting them. You need automated webinar funnels, nurture sequences, upsell workflows, and systems that turn subscribers into paying customers at scale.
Your marketing and sales tools are disconnected. You need someone to build the automation infrastructure, integrate your stack, and create workflows that let your team scale without hiring more people.
A proven 4-step framework that takes you from manual chaos to automated efficiency in 4-8 weeks.
It starts with an audit of your current tools, workflows, and pain points. This includes mapping your customer journey, identifying bottlenecks, reviewing existing automations, and understanding your sales process so we know exactly what to build.
Then we will configure your CRM (or implement a new one), build custom fields and pipelines, integrate with your marketing stack, and set up data flows so everything talks to each other. This phase creates the foundation for automation.
Next is to design and build your automated workflows—email sequences, lead scoring models, funnel pages, chatbot logic, segmentation rules, and behavioral triggers. Every workflow is tested and optimized before launch.
We will test every automation, train your team on how to use the system, provide documentation, and monitor performance during the first 30 days. You'll leave with a fully operational system and the knowledge to maintain it.
Everything you need to know about this service.
It depends on your business model, team size, and technical requirements. HubSpot and Monday.com work well for B2B companies needing sales, marketing, customer service, and project management alignment. ActiveCampaign is ideal for automation-heavy businesses. Salesforce suits enterprise teams with complex processes.
We'll work together to assess your needs during discovery and recommend the platform that fits your workflow, budget, and growth plans. If you already have a CRM, we can work with it or help you migrate to something better.
Most implementations take 4-8 weeks from kickoff to go-live, depending on complexity. A basic CRM setup with a few automation workflows might take 4 weeks. A full migration, custom integrations, and multi-channel funnels could take 8+ weeks.
We provide a project timeline during discovery so you know exactly what to expect and when your system will be operational.
Yes. It is possible to integrate CRMs with email platforms (Mailchimp, ConvertKit), ad platforms (Google, Meta), payment processors (Stripe, PayPal), scheduling tools (Calendly), webinar platforms (Zoom, Demio), and more.
If your tools have an API or work with Zapier/Make, we can connect them. We'll map out all integrations during discovery to ensure nothing breaks during implementation.
Yes. It is possible to design and build funnel pages, opt-in forms, landing pages, and thank-you sequences using tools like ClickFunnels, Unbounce, Leadpages, or custom forms and WordPress builds.
Everything is handled for you, from copywriting, design, technical setup, and integration with your CRM so leads flow seamlessly from page to automation to sales pipeline.
It's possible to audit and clean up your existing CRM. This includes removing duplicate records, standardizing data fields, fixing broken automations, rebuilding workflows, and training your team on best practices.
Many clients come with CRMs full of messy data and broken processes. Let's fix it, optimize it, and get it working the way it should have from the start!
Investment depends on scope, platform, and complexity. Most projects range from $3,000-$15,000 for full implementation, including CRM setup, integrations, automation workflows, funnel builds, and if needed, training.
Smaller projects (basic CRM config + a few workflows) start around $1,000. Larger enterprise implementations can exceed $30,000. You will receive a detailed proposal after discovery so you know exactly what you're getting.