OptimizeMarketing Systems
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09 — The machinery underneath

Marketing Automation & CRM

Every lead followed up. Every time.

● Overview
Discuss your project

Leads go cold in the gaps between tools.

We connect your website, ads, phone, email and CRM into one system: every enquiry captured, routed to the right person, followed up automatically and tracked through to revenue. It's the part of marketing nobody sees — and the part that decides whether the rest pays off.

Who it's forTeams with more leads than they can track by hand, and businesses moving off spreadsheets or a CRM nobody updates.
● What's included

Six parts,one outcome.

Every engagement is scoped to your goals and budget; these are the building blocks we draw from.

  • 01

    CRM setup & clean-up

    Pipelines, properties, deduplication and a data model your team understands.

  • 02

    Lead capture & routing

    Forms, calls and chats routed instantly to the right owner.

  • 03

    Lead scoring

    Fit and engagement scores so sales calls the right people first.

  • 04

    Workflows

    Follow-ups, reminders, task creation and internal notifications.

  • 05

    Integrations

    Ads, website, booking, billing and phone systems connected.

  • 06

    Training & documentation

    Your team trained, with written processes for every workflow.

● How it works

A clear sequence,no surprises.

  1. Map how leads move today, gaps included
  2. Design the target process with sales
  3. Build, integrate and test in stages
  4. Train the team and launch
  5. Monitor, refine and add automations
Two strategists at a cork wall pinned with printed customer-journey sheets, one pointing at a stage in the funnel
● Signals we tune
  • Speed to lead
  • Lead-to-opportunity rate
  • Pipeline velocity
  • Data completeness
● FAQ

Automation & CRMquestions.

Which CRM do you recommend?

It depends on your team size, sales process and budget. HubSpot, Salesforce, Zoho and Pipedrive all fit different situations — we'll recommend one, with reasons.

Can you fix the CRM we already have?

Usually, yes. Many engagements start with cleaning and restructuring an existing system rather than replacing it.

Will our sales team actually use it?

That's the point of designing with them. We build around how they sell and train them properly.