CRM Setup and Automation

Smart CRM Setup and Automation

Never let another lead slip through the cracks. We connect your website directly to powerful CRM systems to automate your email marketing, welcome sequences, and client onboarding workflows.

Stop Doing Manual Data Entry

Copying and pasting email addresses from your website to your spreadsheet is a waste of your valuable time. We build automated systems that capture leads, tag them based on their interests, and nurture them into paying clients automatically.

What We Automate For You

  • Automated Welcome Sequences: Send a beautifully crafted series of emails to educate new subscribers about your brand the moment they join your list.
  • Smart Lead Tagging: Track exactly which pages your leads visit and send them highly targeted offers based on their behavior.
  • Abandoned Cart Recovery: Automatically remind shoppers that they left items in their cart to recover lost revenue.
  • Client Onboarding: Send automated contracts, intake forms, and welcome packets as soon as a new client signs up.

Powered By FluentCRM

We specialize in integrating high conversion popups with advanced CRM platforms so your marketing ecosystem works together in perfect harmony.

Ready to put your marketing on autopilot?

Fill out the form below to request a custom automation strategy map.

Get Started – Practical Tools Explained

Commonly asked questions and answers

Do I need to know exactly what I want before we start?
Not at all. You just bring the business problem, and we will recommend the perfect digital tools and website layout to solve it.

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Have more questions?

Let us schedule a short strategy call to discuss exactly how we can build a custom website, online store, or automated workflow to grow your business.

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