Lead Generation
CRM Setup & Automation
Our CRM Setup & Automation service is built to deliver clear outcomes — more visibility, more leads, more revenue.
Why CRM Setup & Automation?
CRM setup, configuration and automation on HubSpot, Salesforce, Pipedrive and Close. Pipelines, properties, lifecycle stages, automations and reporting — built around how you actually sell.
What's included in CRM Setup & Automation
- ✓CRM architecture and pipeline design
- ✓Property and lifecycle stage configuration
- ✓Lead routing and assignment automations
- ✓Email and task sequence automations
- ✓Source-to-revenue attribution setup
- ✓Custom dashboards and reports
Our CRM Setup & Automation process
- 01
Audit
Baseline crm automation performance and surface the highest-leverage opportunities.
- 02
Strategy
Build a crm automation roadmap tied to revenue, not vanity metrics.
- 03
Execute
Senior specialists ship crm automation work in weekly sprints with full transparency.
- 04
Optimise
Weekly performance reviews, double down on winners, kill what doesn't perform.
Why CRM Setup & Automation
Why CRM Setup & Automation matters for your growth
A messy CRM is worse than no CRM — it hides the truth from your sales team and your board. Clean setup with the right automations turns the CRM from a chore into the operating system of growth.
- ✓CRM architecture and pipeline design
- ✓Property and lifecycle stage configuration
- ✓Lead routing and assignment automations
- ✓Email and task sequence automations
How we run CRM Setup & Automation
A clear playbook — from kickoff to compounding results
Every CRM Setup & Automation engagement follows the same four-phase rhythm so you know what's happening this week, what's shipping next, and how it ladders to revenue.
- ✓Discovery audit and baseline measurement in week one
- ✓Strategy, tracking and quick-win launches by week four
- ✓Full execution with weekly performance reviews
- ✓Continuous optimisation — scale what wins, kill what doesn't
Our methodology
How we run CRM Setup & Automation
- 01
Scope
Define the exact crm setup & automation outcomes, KPIs and success metrics.
- 02
Setup
Build the foundational crm setup & automation infrastructure (tracking, accounts, briefs).
- 03
Launch
Ship the first crm setup & automation sprint — measurable in week one.
- 04
Compound
Weekly optimisation cycles to push CAC down and outcomes up.
Benchmarks
CRM Setup & Automation benchmarks
Client outcomes
Results from our CRM Setup & Automation clients
Real reviews from businesses running our crm setup & automation service.
"Booked meetings from crm setup & automation more than doubled in three months. Pipeline has never been healthier."
"We tried crm setup & automation in-house for a year with little to show. Their team unblocked us in 60 days."
"Every quarter the crm setup & automation numbers improve and the team raises the bar themselves. Rare."
"CRM Setup & Automation from this team finally tied our marketing spend back to revenue. Game-changer."
01Which CRMs do you specialise in?
HubSpot (Diamond Partner), Salesforce (registered consulting partner), Pipedrive and Close. We also support Attio, Folk and Affinity.
02Can you migrate from another CRM?
Yes — full data migration, deduplication, history preservation and lifecycle mapping. Common engagement size for us.
03Do you build custom automations?
Yes — workflow automations, formula properties, custom objects, integrations with Slack, Gmail, Zapier and any tool your stack needs.
04Will you train our team?
Yes — role-based training (sales, marketing, ops, exec), recorded sessions and a written playbook so the system survives team turnover.
05Can CRM Setup & Automation run standalone or only bundled?
Both. CRM Setup & Automation can run standalone or bundled with other lead generation services for better creative reuse and stronger cross-channel attribution.
06What's included in your CRM Setup & Automation engagement?
Discovery, strategy, full execution, conversion tracking, creative/copy where applicable, weekly stand-ups and a live performance dashboard.
07Will I get a dedicated CRM Setup & Automation specialist?
Yes — a senior crm setup & automation specialist owns your account, with a strategist and account director backing them up. No junior handoffs.
08What tools do you use for CRM Setup & Automation?
Best-in-class for the channel: GA4, Looker Studio, sGTM, plus category-leading specialist tools chosen per account.
Start your CRM Setup & Automation free trial
14 days of senior crm setup & automation delivery, no card required. We'll outline exactly how we'd approach it for your business.