Marketing Automation & CRM
Turn every lead into a timely, personal follow-up without adding headcount.
Most businesses lose leads in the gap between a form fill and a sales call. Marketing automation closes that gap with the right message at the right moment.
Experts connect your website, CRM, email, WhatsApp and ads so every lead is captured, scored and routed. Journeys run automatically while your team focuses on the conversations that matter.
We design journeys around your sales process, then report on pipeline and revenue rather than opens and clicks.
What's included
CRM set-up and clean-up
HubSpot, Zoho, Salesforce or Pipedrive configured around your sales stages.
Lead capture and scoring
Forms, chat and ads feed one record with a score that tells sales who to call first.
Automated journeys
Email, SMS and WhatsApp sequences triggered by behaviour and stage.
Sales and marketing reporting
Dashboards that tie campaigns to pipeline and revenue.
What's changed in 2026
AI drafts, humans approve
AI can personalise copy at scale; experts keep it accurate and on brand.
WhatsApp is a primary channel
In many markets, WhatsApp follow-up converts better than email.
First-party data is the asset
With fewer third-party cookies, your CRM is your most valuable marketing data.
Get expert bids for your Marketing Automation brief
Pick goals and scope
Choose goals like “Follow up every lead faster” and the work you need, from CRM set-up or clean-up to CRM migration.
Set your ceiling
Name the most you'll pay. Experts bid at or below it, and prices only go down.
Choose on value
Compare price, timeline and proposals, then appoint an expert. Auditors check the work.
Marketing Automation questions
Which CRM should we use?
It depends on team size and budget. Experts recommend and configure the right fit, or work with what you have.
Can you connect our website forms?
Yes. Forms, chat, ads and calls can all feed the CRM automatically.
Is this only for large companies?
No. Even a two-person sales team saves hours a week with simple automation.
Stop losing leads between the form and the follow-up.
Configure a brief in about 10 minutes. Verified experts bid at or below your ceiling, and auditors check the work.