CRM & MARKETING AUTOMATION
Build Stronger Relationships. Automate the Rest.
I help businesses set up and optimise CRM and marketing automation — so no lead is forgotten and every customer gets the right message at the right time.
Customer Insight
Understand and segment
Automate & Scale
Save time, stay consistent
Higher Customer Value
Engagement and retention
Pipeline
What I Offer
CRM & Marketing Automation Services
From strategy and setup to automation and optimisation — end-to-end support for your customer journey.
CRM Strategy & Setup
Choose the right CRM, design a scalable structure and configure it for your goals.
Marketing Automation
Automated email workflows, lead nurturing and lifecycle campaigns.
Lead Management
Capture, score and qualify leads — and hand them to sales at the right moment.
Reporting & Optimisation
Dashboards and tests that keep improving your journeys.
My Approach
A Structured Path to Customer Growth
A practical, data-driven approach to build lasting customer relationships.
Understand
Your customers, processes, data and goals.
Design
The right CRM structure and automation plan.
Implement
Set up, integrate and test workflows.
Optimise
Measure results and keep improving.
Key Benefits
Why CRM & Marketing Automation?
Higher Conversion Rates
Turn more leads into customers.
Time Saved
Automate repetitive tasks and focus on what matters.
Better Customer Experience
Personal, timely communication at scale.
Long-Term Growth
Higher retention and customer lifetime value.
What You Get
Clear Deliverables, No Surprises
- CRM audit or selection
- Pipeline, fields and lead scoring
- Automated nurturing & onboarding flows
- Dashboards for marketing and sales
Tools & Platforms
I work with the tools that fit your setup — these are the most common.
HubSpot
Salesforce
Brevo
Pipedrive
Zoho CRM
Mailchimp
ActiveCampaign
Klaviyo
Make
Zapier
n8n
FAQ
Questions About CRM & Automation
Which CRM is right for us?
The one your team will actually use. I compare options against your processes, budget and integrations before recommending anything.
Can you migrate our existing data?
Yes. Data is cleaned, deduplicated and mapped before migration, so you start with a CRM you can trust.
Is marketing automation GDPR-compliant?
It can be — with proper consent capture, double opt-in and clear data handling. Compliance is part of every setup.
Related Solutions
Often Combined With
Let’s Grow Together
Ready to Turn Your CRM Into a Growth Engine?
Let’s explore how CRM and automation can create real results for your business.
