Messaging & Lifecycle
CRM & Marketing Automation
Connect your channels and data so the right message reaches the right person automatically, from first visit to repeat purchase.
What you get
CRM & Automation
- CRM selection, setup or clean-up (HubSpot, Zoho, Salesforce and others)
- Lead capture, scoring and routing to sales
- Lifecycle journeys across email, SMS and WhatsApp
- Integrations with your website, forms, ads and e-commerce platform
What's included
Everything handled, end to end.
- CRM selection, setup or clean-up (HubSpot, Zoho, Salesforce and others)
- Lead capture, scoring and routing to sales
- Lifecycle journeys across email, SMS and WhatsApp
- Integrations with your website, forms, ads and e-commerce platform
- Pipeline and lifecycle dashboards
- Team training and documentation
Who it's for
- Businesses with leads spread across spreadsheets and inboxes
- Sales teams that need better-qualified leads
- Brands running several messaging channels that don't talk to each other
Process & deliverables
How we deliver it.
- 1
Map the journey
We document how leads and customers move through your business.
- 2
Set up the CRM
We build properties, pipelines and integrations.
- 3
Automate
We launch journeys, scoring and alerts.
- 4
Train and hand over
Your team gets training, docs and ongoing support.
Proof
See it in action.
MyScale SolutionsB2B ServicesSydney, Australia
Turning a HubSpot Platinum Partner into a pipeline machine across three markets
Read case studyWe had plenty of happy customers but our own growth depended on referrals. Daksh helped us define who we should be talking to and built an outbound system around it. Strategy calls are now steady every week, and the pipeline is something we can plan around.
Duncan
Founder, MyScale Solutions
Which CRM should we use?
It depends on your size, budget and sales process. We commonly recommend HubSpot, Zoho CRM or Salesforce, and we're happy to work with what you already have.
Can you migrate data from our old system?
Yes. We clean, de-duplicate and import contacts, companies and deals, and test before switching over.
Will our sales team need training?
We include training sessions and simple documentation so your team actually uses the system.
How long does a CRM setup take?
A focused setup typically takes 3 to 6 weeks, depending on integrations and data migration.
Related services
Often paired with.
Email Marketing
Newsletters and automated flows that nurture leads and drive repeat sales.
Learn moreWhatsApp Marketing
Conversational campaigns and support where your customers already chat.
Learn moreMarketing Analytics & Reporting
Clear dashboards that connect marketing to leads and revenue.
Learn moreFree strategy call
Talk to us about CRM & Automation.
Book a free 30-minute strategy call. We'll look at where you are today, where the quickest wins are, and what a realistic plan looks like.
Strategy call
Slots this week30 minutes · Video call
- A quick review of your current marketing
- 2 to 3 opportunities you can act on
- A clear next step, with no obligation