CRM & Automation

CRM & Marketing Automation That Never Forgets To Follow Up

Leads go cold because nobody follows up. We set up the CRM and the automation that does, every time, unprompted. The licence and the data stay in your name.

What We Set Up

One Machine, Three Moving Parts

CRM

Every contact and every deal in one place, run by a HubSpot Gold Partner.

  • Contact management
  • Segmentation
  • Sales automation
  • Pipeline tracking
  • Reporting & analytics
  • Call integration

Marketing Automation

Follow-up that sends itself. Email and SMS triggered by what the lead actually does.

  • Follow-ups that send themselves
  • Texts that go out while you work
  • Emails timed to what the lead just did
  • Reminders nobody has to remember
  • Cold leads warmed back up on schedule
  • You see who opened, clicked and replied

Integrations

Connect the tools you already run, so they actually talk to each other.

  • Your ads feeding your CRM
  • Your calendar booking straight in
  • Your accounting package in the loop
  • Xero, Shopify, Zapier and 1,000+ others
  • One dashboard instead of five logins
HubSpot Gold Partner

Every HubSpot Hub, Handled

HubSpot runs your marketing, sales and service from one place. We are a HubSpot Gold Partner, so we handle the setup, the migration and the ongoing management. You pay HubSpot direct, the licence stays in your name, and so does the data.

Book A Call About HubSpot

Sales Hub

Service Hub

Marketing Hub

Content Hub

Operations Hub

Commerce Hub

Transparent Pricing

Numbers, Up Front

CRM Setup

One-off $4,000
  • Portal set up and configured
  • Pipeline built around how you actually sell
  • Website forms wired straight in
  • Follow-up and reactivation automations
  • A dashboard you can read without training
  • Training for your team anyway
Get Started

CRM Care

Per month, optional $1,000
  • Automations tuned as your business changes
  • Lists kept clean and de-duped
  • Reporting in plain English, monthly
  • One improvement built every month
  • Month to month, no lock-in
  • Stop any time, everything stays yours
Get Started

Both numbers are our fee. Your HubSpot licence is paid direct to HubSpot, never through us.

Case Study

Yarn Marketplace: SMS Marketing

Conversational SMS and MMS sent straight to the pockets of Yarn's customers. More website traffic, more sales, and 3x ROI on the campaigns, per the published case study.

Written up by Sinch, the SMS platform we ran it on.

Read The Case Study
HubSpot Gold Partner
Sinch Partner
Instant.one Partner
Questions

The Ones We Get Asked Most

Which CRM platforms do you work with?

Most of the big ones. HubSpot is home base, but plenty of clients arrive already running something else and we work with that too. The discovery call is where we look at what you have. Free, 30 minutes, on Zoom.

Can you migrate data from our current CRM?

Yes. We migrate it, clean it and de-dupe it as part of the setup. Dirty data is our favourite kind of laundry.

What kinds of automations can you set up?

Email sequences, SMS follow-ups, lead scoring, pipeline automations, appointment reminders, re-engagement campaigns. If a human keeps forgetting to do it, we make the CRM do it instead.

What does it cost?

$4,000 to set up: portal, pipeline, forms, automations, dashboard and training. Then $1,000 a month if you want us to keep running it, and that part is optional and month to month. Your HubSpot licence is separate, paid direct to HubSpot, never marked up through us.

Do we pay for HubSpot on top of your fee?

You pay HubSpot direct, we never resell it or mark it up. The licence is in your name, which is the same reason the CRM and the data stay yours. Our fee covers the setup, the build and the management, nothing else rides on it.

Is HubSpot the only platform you work with?

No. We are a HubSpot Gold Partner and it is what we know best, but the right CRM depends on your business. On the call we look at what you already run before recommending anything.

Are we locked into a contract?

No. Month to month, no lock in. You should stay because it is working, not because you signed something.

What happens to our data if we leave?

It is yours and it stays yours. The CRM is in your name, not ours. You keep every contact, every deal and every automation we built.

Stop losing leads to a slow follow-up.

Jump on a call and we will map what happens to an enquiry now, and what should happen instead.