⚙ CRM & Automation

Stop Losing Leads. Start Closing Deals On Autopilot.

Most local businesses lose 70% of their leads simply because they don’t follow up fast enough. We set up a done-for-you CRM and automation system that contacts every lead instantly — and keeps following up until they book.

CRM and Automation Dashboard
⚙ Lead Automation📈 Sales Pipeline💬 Auto Follow-Up 📧 Email & SMS📅 Appointment Booking📊 Live Reporting ⚡ Instant Lead Alerts👥 Contact Management🔗 Integrations ⚙ Lead Automation📈 Sales Pipeline💬 Auto Follow-Up 📧 Email & SMS📅 Appointment Booking📊 Live Reporting ⚡ Instant Lead Alerts👥 Contact Management🔗 Integrations

Sound Familiar?

The Hidden Reasons Your Business Is Leaving Money on the Table

Without a proper CRM and automation system, these problems silently cost you thousands every month.

😵

Leads Fall Through the Cracks

A new enquiry comes in while you’re busy — you mean to follow up but forget. That lead goes cold and calls your competitor instead.

🕐

You’re Manually Chasing Every Lead

You’re spending hours a week sending individual follow-up texts and emails instead of running your business.

🗃

No Visibility on Your Sales Pipeline

You’re guessing where your revenue will come from each month because contacts and conversations are scattered across emails, notes, and spreadsheets.

🚀

Slow Follow-Up Kills Conversions

Studies show responding to a lead within 5 minutes makes you 9x more likely to convert them. Most businesses respond in hours — or not at all.

Everything Set Up For You

What’s Included in Your CRM & Automation Setup

We don’t just give you software — we build, configure, and launch your entire system so it’s working from day one.

👥

Contact & Lead Management

All your leads and contacts in one place — organised, searchable, and tagged so you always know exactly who needs attention.

Instant Lead Response

The moment a new lead comes in, your system automatically sends a personalised text and email within seconds — before they even think about calling someone else.

💬

Automated Follow-Up Sequences

Multi-step SMS and email sequences that nurture leads over days and weeks — keeping your business top-of-mind without any manual effort.

📈

Visual Sales Pipeline

See every deal at every stage in a drag-and-drop pipeline. Know instantly what needs attention and where your revenue is coming from.

📅

Appointment Booking Automation

Leads book directly into your calendar — with automated reminders sent before each appointment to eliminate no-shows.

📊

Reporting & Analytics Dashboard

Live dashboard showing leads, conversions, revenue, and response times — so you always know how your business is performing.

Your Sales Pipeline

Every Lead. Every Stage. Total Clarity.

See exactly where every lead is in your sales process — and let automation do the heavy lifting at each stage.

🔥 New Leads
Sarah Mitchell
£1,200/mo
New
Raj Plumbing Co.
£850/mo
New
💬 In Conversation
The Corner Café
£600/mo
Hot Lead
Dave’s Auto Repair
£950/mo
Following Up
📅 Proposal Sent
City Dental Group
£2,400/mo
Decision Soon
🎉 Won
Bloom Florists
£750/mo
✓ Closed
ProFit Gym
£1,800/mo
✓ Closed
⚡ Lead comes in
💬 Auto SMS sent (30s)
📧 Follow-up email (1hr)
📅 Booking reminder (24hr)
🎉 Deal closed

How It Works

Up and Running in Days, Not Months

We handle the entire setup — you just show up for onboarding and we take care of the rest.

1

Discovery & System Design

We learn your sales process, lead sources, and goals. We then design a custom CRM and automation workflow built specifically for your business.

2

Build, Configure & Test

We set up your pipeline, build all your automation sequences, connect your lead sources, and test everything end-to-end before going live.

3

Launch & Ongoing Support

We go live, train you on the basics, and continue to monitor and optimise your automations as your business grows.

By the Numbers

What Automation Does for Your Business

9x
More likely to convert when you respond within 5 minutes
0%
Of sales require 5+ follow-ups — most businesses give up after 1
0s
Average response time with our automation running
0x
More deals closed by businesses using automated follow-up

What We Automate

Your Business Working 24/7 — Even When You’re Not

Every touchpoint in your customer journey, automated and personalised — so no lead ever goes cold again.

  • Instant SMS & email when a new lead comes in
  • Automated booking confirmations & reminders
  • No-show re-engagement sequences
  • Review request sent after every job
  • Win-back campaigns for old or inactive leads
  • Pipeline stage triggers & task notifications

⚡ Automation Workflow Preview

Trigger: New Lead Received

From website, ad, or form submission

Instant SMS Sent (30 seconds)

“Hi [Name], thanks for reaching out! When’s a good time to chat?”

Email Follow-Up (1 hour)

Branded email with service info & booking link

Appointment Confirmed

Automatic reminder sent 24hrs & 1hr before

Post-Job Review Request

SMS sent automatically after the appointment

FAQs

Questions? We’ve Got Answers.

A CRM (Customer Relationship Management) system is the central hub for all your leads, contacts, and customer conversations. Instead of tracking enquiries in your head, email inbox, or a spreadsheet, everything lives in one place — organised, searchable, and actionable.

Not at all. We handle the entire setup and configuration. Once it’s live, the day-to-day is simple — checking your pipeline, seeing your conversations, and watching leads turn into booked appointments. We provide training and ongoing support.

Most systems are fully built and live within 5–7 business days. We’ll need a 60-minute onboarding call from you, and then we handle everything else from design through to launch and testing.

We can import your existing contact list into the system so nothing is lost. Whether your contacts are in a spreadsheet, your phone, or another tool, we’ll migrate them across as part of the setup.

No — every message is written in your brand voice and personalised with the contact’s name and details. Recipients consistently mistake automated messages for personally written ones. We write all the copy for you during setup.

Yes. The system integrates with hundreds of tools including Google, Facebook, Calendly, Stripe, Zapier, and more. If you’re using a booking system, website form, or ad platform, we’ll connect it so leads flow in automatically.

Ready to Stop Losing Leads and Start Closing on Autopilot?

Book a free 30-minute strategy call. We’ll map out exactly how a CRM and automation system would work for your specific business — no obligation, no tech jargon.

📅 Book My Free Strategy Call