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CRM Marketing Automation

Your Pipeline Automated. Your Revenue Compounds

Your Pipeline Automated. Your Revenue Compounds

We implement and engineer CRM systems and marketing automation workflows that turn every lead touchpoint into a measurable, scalable revenue event — running 24/7 without manual intervention.

7.2x

Avg Conversion Uplift

44%

Cost Per Lead Reduction

250+

Workflows Deployed

CRM Automation Hub
Workflows Active
48
New Leads
31
In Nurture
14
Proposal
9
Closed Won
Form Submit
Lead Score
CRM Update
Demo Request
Assign Rep
Task Created
48.2%
Open Rate
12.7%
CTR
4.1%
Unsub.
S
Sarah Lin — VP Marketing
Nexagen Technologies · Enterprise
Score: 94

What we do

CRM That Thinks. Automation That Closes Deals For You.

Most companies have a CRM. Very few have a CRM that actually works — one that captures every lead signal, routes them intelligently, nurtures with precision, and surfaces the right contact to the right rep at exactly the right moment.

We don't just implement software. We engineer the full system — the data model, automation logic, email sequences, lead scoring rules, and reporting layer — so your revenue machine runs on its own.

  • Revenue operations built in - not just contact management, full pipeline orchestration

  • Behavioral automation - triggers that respond to what leads actually do, not just form fills

  • Measurable ROI from day 30 - every workflow tracked, scored, and optimized continuously

  • Cross-stack integration - CRM talking seamlessly to your website, ads, email, and sales tools

Services Offered

Six Automation Disciplines. One Revenue Engine.

Every engagement is scoped around one outcome — more qualified leads moving through your pipeline faster, at lower cost, with less manual effort. We build the system. You close the deals.

1

HubSpot CRM Implementation

Full HubSpot setup, configuration, and optimisation — covering contact and deal pipeline architecture, custom properties, reporting dashboards, and onboarding. Designed around how your sales team actually works, not limited by default system structures.

HubSpot Pro/Enterprise

Custom Pipelines

Team Training

2

Lead Pipeline Automation

Intelligent lead capture, scoring, routing, and nurture sequences that move prospects through your funnel seamlessly. Form fills, ad leads, and inbound enquiries are captured, qualified, and actioned instantly without any manual dependency or delays.

Lead Scoring

Auto-Routing

Multi-Source Capture

3

Email + Workflow Automation

Behaviour-triggered email sequences, drip campaigns, and cross-channel workflows built around real user actions — page visits, email opens, clicks, and downloads — ensuring communication happens based on intent, not just a single form submission.

Lead Scoring

Auto-Routing

Multi-Source Capture

4

Martech Integration Systems

Connect your entire marketing and sales tech stack — CRM, analytics, ads, WhatsApp, Slack, payments, and support tools — into one unified automation layer that removes silos, syncs data in real time, and improves overall operational efficiency.

API Integrations

Zapier / Make

Full-Stack Sync

5

Revenue Attribution & Reporting

Track exactly which campaigns, channels, and touchpoints generate real revenue — not just traffic metrics. With multi-touch attribution, custom dashboards, and real-time pipeline visibility built for both marketing and sales leadership teams.

Multi-Touch Attribution

Dashboards

GA4 + CRM Sync

6

AI-Powered CRM Intelligence

Predictive lead scoring, AI-driven email personalisation, next-best-action insights, and churn risk detection embedded within your CRM — helping your team know who to contact, what to say, and when to take the right action confidently.

Predictive Scoring

AI Personalisation

Churn Detection

How we work

Deployed in 30 Days. Optimised for the Next 12 Months.

We move fast without cutting corners. Our structured implementation process gets your CRM and automation live in 30 days, then we stay in the system — continuously refining, testing, and optimising as your data grows.

Revenue Operations Audit

We map your current lead flow, tech stack, data quality, and sales process gaps. The audit produces a clear blueprint — what to fix, what to automate, and what to build from scratch.

CRM Architecture & Data Modelling

Custom pipeline design, contact property mapping, deal stage logic, and data migration from legacy systems. Built for how your team actually works — not a generic template.

Automation Build & Integration

All workflows, email sequences, lead scoring rules, and third-party integrations built and connected. Every trigger, condition, and action documented for full team visibility.

Testing, QA & Team Enablement

End-to-end workflow testing across every lead scenario, followed by structured team training and playbook documentation so your team owns the system with confidence.

Go-Live, Monitor & Optimise

Live launch with real-time monitoring. We track conversion rates at every workflow stage, run A/B tests on sequences, and make data-driven adjustments month over month.

Automation Journey — Lead Lifecycle
Lead Captured
Web form · Ad click · Organic · Referral
Auto
Lead Scored & Routed
Behaviour score · Fit score · Rep assigned
Auto
Nurture Sequence Triggered
Personalised emails · Content · Touchpoints
Auto
CRM Deal Stage Updated
Pipeline moved · Task created · Rep alerted
Sync
Deal Closed — Revenue Logged
Attribution mapped · Reporting updated
Live
Platforms We Connect
HubSpot
Salesforce
Marketo
Mailchimp
Klaviyo
Zapier / Make
GA4
Meta Ads
WhatsApp
Slack

How we work

Deployed in 30 Days. Optimised for the Next 12 Months.

We move fast without cutting corners. Our structured implementation process gets your CRM and automation live in 30 days, then we stay in the system — continuously refining, testing, and optimising as your data grows.

Revenue Operations Audit

We map your current lead flow, tech stack, data quality, and sales process gaps. The audit produces a clear blueprint — what to fix, what to automate, and what to build from scratch.

CRM Architecture & Data Modelling

Custom pipeline design, contact property mapping, deal stage logic, and data migration from legacy systems. Built for how your team actually works — not a generic template.

Automation Build & Integration

All workflows, email sequences, lead scoring rules, and third-party integrations built and connected. Every trigger, condition, and action documented for full team visibility.

Testing, QA & Team Enablement

End-to-end workflow testing across every lead scenario, followed by structured team training and playbook documentation so your team owns the system with confidence.

Go-Live, Monitor & Optimise

Live launch with real-time monitoring. We track conversion rates at every workflow stage, run A/B tests on sequences, and make data-driven adjustments month over month.

Automation Journey — Lead Lifecycle
Lead Captured
Web form · Ad click · Organic · Referral
Auto
Lead Scored & Routed
Behaviour score · Fit score · Rep assigned
Auto
Nurture Sequence Triggered
Personalised emails · Content · Touchpoints
Auto
CRM Deal Stage Updated
Pipeline moved · Task created · Rep alerted
Sync
Deal Closed — Revenue Logged
Attribution mapped · Reporting updated
Live
Platforms We Connect
HubSpot
Salesforce
Marketo
Mailchimp
Klaviyo
Zapier / Make
GA4
Meta Ads
WhatsApp
Slack

Let's Build Something Big

Ready to Launch a Platform That Scales Without Limits?

Tell us about your project and we'll scope the right solution — whether it's a full enterprise platform build, a portal overhaul, or a performance-critical commerce ecosystem.

Have a Challenge or an Idea?

Fill out the form, and let’s talk about how we can support your business with tailored solutions.

Fill out the form, and let’s talk about how we can support your business with tailored solutions.

Lead Pipeline Automation

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