Which CRM do you use?

We recommend a platform that fits your business, team size and budget, then set it up around how you sell.

Can you move our existing contacts and data?

Yes. We migrate your contacts, deals and history so you start with everything in one place.

What can be automated?

Lead capture, follow-up emails and messages, reminders, task creation, review requests and much more.

Will my team need training?

We provide hands-on training and simple guides so your team is comfortable from day one.

How long does setup take?

A typical setup takes a few weeks, depending on integrations and data migration.

CRM & Automation Services

Q: Can this be combined with your other services?

Yes. Every service connects to the others: websites, social media, CRM, campaigns and loyalty programmes working together as one system.

Bring every lead, conversation and customer into one place, then let automation handle the follow-ups. Your team spends less time on admin and more time closing.

Automate Your Follow-Ups

Trusted by businesses we've worked with

Our CRM & Automation Process

From the first conversation to monthly reporting, every CRM project follows the same four steps, so you always know what happens next. No jargon and no surprises: a clear plan, regular check-ins and results you can see.

Start With a Consultation

Step 01
Discover
We get to know your business, your customers and your goals, and look at what's working today.
- Business and goals review
- Audience research
- Competitor benchmarking
- Audit of current channels
- Customer journey mapping
Step 02
Plan
We turn what we learn into a clear plan: what we'll build, what we'll say and how we'll measure success.
- Strategy and roadmap
- Channel and content plan
- Timeline and milestones
- KPIs agreed upfront
- Budget recommendations
Step 03
Build & launch
We create and set up everything, share it with you for approval, then go live.
- Creative production
- Setup and integrations
- Testing before launch
- Launch and monitoring
- Your approval at every step
Step 04
Optimise
We track results, report in plain language and keep improving what works.
- Monthly reporting
- A/B testing
- Ongoing optimisation
- Quarterly strategy reviews
- Clear next steps

Our CRM & Automation Services

CRM Setup

One place for every lead and customer, with pipelines that match how you actually sell.

Workflow Automation

Follow-ups, reminders and hand-offs that run on their own, so no lead slips through.

Unified Inbox

Social DMs, website chat, reviews and form submissions together in one inbox.

Lead Scoring & Routing

Hot leads flagged and sent to the right person the moment they arrive.

Integrations

Your website, calendar, payments and email tools connected, so data flows without copy and paste.

Dashboards & Reporting

Live views of your pipeline, conversion rates and revenue, ready for your next decision.

Meminto Stories

Don't let the memories fade!

Travel and memory content that keeps customers coming back to their stories.

Start a Similar Project

Boatsters Black

Beyond the horizons, redefine yachting.

Visual storytelling for luxury yachting, made to make every voyage look unmissable.

Start a Similar Project

LiftSafe Training

Workplace, MHE and heavy plant.

A clear, credible presence for a workplace safety training provider covering MHE and heavy plant.

Start a Similar Project

Benefits of Our CRM & Automation Services

A CRM with smart automation turns scattered enquiries into a sales process that runs itself.

Every enquiry is captured, assigned and followed up automatically.

Instant lead capture
Automatic assignment
Follow-up reminders

Our Client Success Stories

Real businesses, real growth. Here's what happens when every part of the customer journey works together.

See Client Success

A quick shoutout for Hamzah from GramLoyal because he helped me tremendously with my Instagram. They are very knowledgeable about Instagram but also the personal touch they bring to it is next level.

F@FlorisgdgClient