CRM Management & Email – Nurture, Qualify, Convert

Seamless CRM integration and email journeys that turn leads into loyal customers.

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What makes up this service
Email Design and Creation

Beautiful, on-brand emails that get opened, read, and clicked. (No more “just checking in” snooze-fests.)

Always on email journeys

Automated, personalised email sequences that nurture leads 24/7. You brand name always crosses their view.

Lead Qualification & Management

Establishing and refining lead qualification and scoring frameworks to improve sales pipeline efficiency.

CRM Integration and Set Up

We connect your website and marketing stack to the right CRM, so every lead is tracked and nothing gets lost.

Technical

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Our Services

Why CRM Management & Email Matters

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Ever feel like leads are slipping through the cracks? With the right CRM setup and smart email journeys, you’ll capture, nurture, and convert more prospects. All without lifting a finger (well, almost ... it is automated though).

Our Approach

  1. CRM Integration and Set Up: We connect your website and marketing stack to the right CRM, so every lead is tracked and nothing gets lost.
  2. Lead Qualification & Management: We establish and refine lead qualification and scoring frameworks to improve your sales pipeline efficiency. Only the best leads make it through.
  3. Always-on Email Journeys: Automated, personalised email sequences that nurture leads 24/7. Keep your brand top of mind!
  4. Email Design and Creation: Beautiful, on-brand emails that get opened, read, and clicked.

How We Work

  1. Integrate: We set up your CRM and connect all the dots.
  2. Automate: We build email journeys and lead scoring that run on autopilot.
  3. Optimise: We monitor, test, and improve to ensure your pipeline keeps getting stronger.
Ready to get started?

Reach out to us today and let's discover how we can help you.

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Frequently Asked Questions

Curious about CRMs, lead scoring, or email automation? Ask away.

What is CRM management and why is it important?
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CRM (Customer Relationship Management) management is the process of organising, tracking, and nurturing your customer relationships using specialised software.

It’s important because it helps you keep all your customer data in one place, automate follow-ups, and ensure no lead or client falls through the cracks. We set up and manage CRM systems so you can focus on building lasting, profitable relationships.

How do I know if my business needs a CRM system?
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If you’re struggling to keep track of leads, missing follow-ups, or using spreadsheets to manage customer data, it’s time for a CRM. Even small businesses benefit from a CRM system, as it streamlines communication, improves sales processes, and provides valuable insights. We’ll help you choose and implement the right CRM for your needs.
What are the benefits of integrating email with my CRM?
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Integrating email with your CRM allows you to automate personalised email journeys, track engagement, and nurture leads more effectively. It ensures every communication is logged, so you have a complete view of each customer’s journey. This leads to higher conversion rates and stronger customer loyalty.
How do you set up and customise a CRM for my business?
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We start by understanding your sales process, customer journey, and business goals. Then, we configure the CRM to match your workflow, set up automations, and integrate it with your website and marketing tools. Every business (in our opinion) needs a source of truth and we think your CRM should be yours.

Training and support are included, so your team can hit the ground running.

What types of email journeys can you automate with CRM management?
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Some CRMs allow youto automate emails, others require you to use a separate email platform. With the CRMs we recommend, you can automate welcome emails, lead nurturing sequences, follow-ups, re-engagement campaigns, and more.

Automated journeys ensure timely, relevant communication with your audience, increasing engagement and conversions.

How do you ensure data security and compliance in CRM management?
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We use secure, GDPR-compliant CRM platforms and implement best practices for data protection. This includes access controls, encryption, and regular audits. We also help you set up consent management and privacy policies, so your business stays compliant and your customers’ data is safe.
What CRM platforms do you recommend and why?
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We work with leading CRM platforms like HubSpot, Salesforce, Klaviyo, and ActiveCampaign. The best choice depends on your business size, goals, and budget. We’ll recommend the platform that integrates seamlessly with your existing tools and supports your growth.

It's vital that the forms you use are flexible and that data can pass seamlessly between forms and your CRM, if that works, then we can tell you exactly where you leads have come from.

How do you measure the success of CRM and email management?
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We track metrics like lead response time, conversion rates, email open and click rates, and customer retention. Regular reports show how your CRM and email journeys are performing, with recommendations for ongoing improvement.

We want to turn your CRM into a source of truth, somewhere where you can see user behaviour at work.

Let's talk about your next project
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