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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.

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What's included

CRM setup & data migration
Automated lead follow-up sequences
Pipeline & deal-stage automation
Team notifications & reminders

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

Businesses we've automated this for

Mentis

CRM & Automation

Aureus Advisory Partners

CRM & Automation

Monavo Sàrl

CRM & Automation

Curious Beverage Collective

CRM & Automation

Dickens Media

CRM & Automation

Spencer Handley

CRM & Automation

Free Consult · No Obligation

What's Costing You Right Now?

Tell us your biggest bottleneck. We'll show you exactly how to fix it.

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