CRM AND MARKETING AUTOMATION SERVICES

A CRM and marketing automation agency that starts with how you sell

Most CRM projects go wrong in the same way. Someone buys a platform, imports a spreadsheet, turns on a few automations, and six months later the team is back in their inbox. The software was fine. Nobody wrote down how a lead is meant to move through the business.

So we start there. What counts as a new lead, who replies, what happens after a quote, when a deal is lost. Then we set up the CRM to match, and write the follow-up messages that keep things moving without someone having to remember.

Two routes: set up GoHighLevel, or move off it

GoHighLevel, set up properly

GoHighLevel is a sensible choice for many small businesses. It puts forms, calendars, pipelines, email, SMS and reviews in one place. The trouble is that most accounts are set up once, in a hurry, and never finished. We build it to your pipeline, write the sequences, connect your forms and calendars, and hand it over with a guide your team will actually use.

Your own stack, when you have outgrown it

There comes a point when a rented all-in-one costs more than it gives. You are working around its limits, paying per contact or per account, and your customer data sits in a system you cannot change. At that point we build a CRM in Laravel and Filament that does exactly what you need, and move your data across.

We are doing this for a client now. For Opus Smile, a dental tourism client, we are moving them from GoHighLevel to a standalone Laravel stack, with the WhatsApp and voice lead handling we built for them in the same system. The CRM behind this website runs the same way: every enquiry, message and note on one contact card, in code we control.

Sequences that sound like a person

Automated follow-up only works if people read it. We write short, plain messages that fit the channel: a WhatsApp reply that answers the question, an email that restates the quote and the next step, an SMS reminder the day before an appointment. Every sequence has a stop rule, so the moment someone replies or books, the automated messages stop.

• New enquiry: an instant reply, then a nudge if they go quiet.
• Quote sent: a follow-up a few days later, and a final check before the lead is closed.
• Booked appointment: confirmation, reminder and a simple way to rearrange.
• Past customers: a review request, and an occasional reason to come back.

Marketing messages only go to people who agreed to receive them. We record consent against each contact and honour unsubscribes across every channel.

Joined to the rest of your business

A CRM is only as good as what feeds it. If you want every new enquiry answered straight away, pair this with our AI lead handling and voice agents. If the CRM needs to talk to your accounts, booking or payment tools, our integrations and APIs service connects them. And to see which ads and pages brought in the leads that paid, we set up analytics and tracking alongside it.

If you are thinking of leaving a platform and worried about what you might lose, the same care applies as with moving a website. We wrote about that in moving off WordPress without losing your Google rankings: plan the move, map everything across, and check it before you switch.