CRM and automation
Leads go cold in the gap between the form and the follow up.
We set up and run one CRM and automation platform for your business, so every enquiry is captured, answered and traced to the campaign that produced it. It replaces the separate tools most SMBs pay for (forms, booking, email, SMS, reviews) with one system and one record of each customer.
What it costs compared with the usual options
It covers the CRM, marketing automation, email and pipeline features SMBs typically buy HubSpot for, for considerably less. There is no charge for extra users and no charge for extra contacts, so the cost does not climb as the team or the database grows. Makeform clients get it at a reduced rate.
Only switched on when it fits.
The right tool when
Leads arrive through several channels, follow up depends on someone remembering, and the business runs four or five tools that do not talk to each other.
The wrong tool when
You already run HubSpot or Salesforce and it is working.
A migration has to earn its cost, so we connect to what you have instead.
What it covers, by pillar
Strategy
Contacts and smart lists, opportunity pipelines, attribution reporting, and Google Ads and Meta ad reporting in one dashboard.
Growth
Social planner for scheduling posts, blog publishing, and ad audiences built from CRM segments.
Engage
Funnels and websites, forms and surveys, calendars and booking, email marketing, SMS, WhatsApp, a unified inbox for SMS, email, Facebook, Instagram and Google Business chat, workflow automation, missed call text back, call tracking, and AI chat and voice agents.
Trust
Reputation management, automated review requests, review responses and Google Business Profile integration.
Operations
Invoices and payments, documents and contracts, memberships and courses, communities and affiliate management, set up where the business needs them.
How it is measured
Speed to first response, the share of leads followed up, and conversion from enquiry to customer by source.
Related
You should know where your marketing stands before you spend more on it.
A 30 minute call. You describe what is happening, we tell you what we would look at first.
Book a strategy call