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Automation

CRM Automation

A CRM that runs itself — capturing, tagging, and moving leads without anyone touching a keyboard.

The opportunity

Make this part of your growth system.

Most CRMs are only as good as the manual data entry behind them, and manual entry is the first thing that gets skipped the moment a team gets busy.

01
Leads created and assigned automatically the moment they arrive
02
Pipeline stages that move and remind themselves
03
Clean, two-way synced data your team can trust
Choose your level

The right level of ambition for the next stage.

Every engagement begins with a focused diagnostic. These packages give you a commercial starting point; the final scope is confirmed around your goals, market, and operating reality.

Silver

Build the foundation

$1,500one-time investment

A focused crm automation foundation that gets the critical pieces working in the right order.

Includes
  • Lead creation and assignment
  • Tagging and segmentation rules
  • Pipeline automation and reminders
Discuss this tier
Platinum

Build to dominate

$7,500one-time investment

A high-touch crm automation engagement with deeper optimisation, sharper insight, and room to scale decisively.

Includes
  • Lead creation and assignment
  • Tagging and segmentation rules
  • Pipeline automation and reminders
  • Notification and escalation workflows
  • Two-way data synchronisation
  • Priority strategic support
Discuss this tier
Start with diagnosis

Let’s find the highest-leverage next move.

→ Book Diagnostic Call ← All Services