CRM and marketing automation: one source of truth for every lead
If marketing cannot see which leads became customers, it cannot tell which campaigns work. I set up, integrate and clean up your CRM so every lead is captured, routed, followed up and tied back to the campaign that brought it in.
I work in HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, ActiveCampaign and Marketo Engage.
What I do
- CRM selection, setup and migration
- Pipeline design that matches how you actually sell
- Form, ad and website integrations so every lead is logged with its source
- Lead scoring and routing to the right person
- Automated follow-up and nurture sequences
- Data clean-up: duplicates, missing fields and old contacts
- Dashboards that connect marketing spend to pipeline and revenue
A good fit if
- Leads come in through several channels and some get lost
- Sales and marketing disagree about lead quality
- You pay for a CRM that nobody uses properly
Platforms and tools
HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, ActiveCampaign, Marketo Engage
See the full tool stack of 156 tools.
How it works
Free audit call
We go through your goals, budget and what has and has not worked so far.
Audit and plan
I review your accounts, site, tracking and competitors, then send a written plan with a fixed quote.
Build and launch
I set up or fix what is needed and launch.
Run and report
Weekly optimisation and a monthly report tied to leads and revenue.
CRM and marketing automation FAQ
HubSpot or Salesforce?
HubSpot is faster to set up and easier for small and mid-size teams. Salesforce suits larger teams with complex processes and admin support. Zoho, Pipedrive and GoHighLevel are strong lower-cost options. I recommend based on your team and budget.
Can you connect our ads to the CRM?
Yes. I pass lead source and campaign data into the CRM and send qualified leads and sales back to Meta and Google, so the ad platforms optimise for real customers.
Do you train our team?
Yes. Every setup ends with training and a short written guide for your team.
Get a free marketing audit
Tell me about your business and budget. I reply within one business day to book your audit call.