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CRM Setup & Automation
Pipelines that follow up automatically
We set up and automate your CRM so leads and follow-ups never fall through the cracks — pipelines, sequences, and reminders that run themselves instead of living in someone's memory.
Tools we use for this
What's included
CRM setup & data migration
Automated lead follow-up sequences
Pipeline & deal-stage automation
Team notifications & reminders
How a CRM Setup & Automation project runs
1CaptureEvery lead lands in the CRM automatically
2QualifyScored and routed to the right person
3Follow upSequences fire without anyone remembering
4Move dealsStages update as things actually happen
5ReportPipeline health visible at a glance
Real work in this area
Flagship Case Study
Treadwell Group(TWLLH)
Challenge — Four businesses running on scattered systems
Solution — Zoho CRM, 3CX + Twilio calling, invoicing & quote automation, new websites
What clients said about this work
Real reviews from completed client projects, lightly edited so they name LucidMetric.
5.0
“Awesome all around. They really make sure they understand what you want accomplished. Highly recommend!”
5.0
“LucidMetric is an excellent expert in Airtable, automation using make.com and scraping data from websites that don't even have proper API. They made helpful explainer videos for us.…”
5.0
“Superb to work with and very quick. Will be working with LucidMetric again”
Businesses we've automated this for
Aureus Advisory PartnersTax strategy and fractional CFO services for founders and athletes in Texas.
MentisCRM & Automation
Curious Beverage CollectiveCRM & Automation
Dickens MediaCRM & Automation
Spencer HandleyCRM & Automation
Free Consult · No Obligation
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