CRM and automation — No lead goes cold waiting for a reply
Marketing automation for B2B companies: we connect your forms to the CRM, score every contact, automate follow-up and show you in one report what turns into a sale.
- We work with the CRM you already use, or help you choose one
- Lead scoring to know who to call first
- Replies and follow-ups that go out on their own
- Brand
- Attraction
- Activation
- Scaling
Does any of this sound familiar?
- Website contacts land in an inbox and nobody knows who handles them.
- The team spends hours answering the same questions.
- Sales calls every lead the same way, even though most are not ready to buy.
- You do not know which campaign brought in the sales, because the data lives in scattered spreadsheets.
It is for you if…
- You already get inquiries or leads, but follow-up depends on someone remembering.
- You have a CRM nobody updates, or you do not have one yet.
- You want marketing and sales to look at the same numbers.
What our CRM and automation service includes
CRM implementation
We set up the CRM you already use or help you choose one that fits your process and team: sales stages, fields, owners and permissions.
Integrations
We connect forms, landing pages, meeting scheduling and campaigns to the CRM, so every contact comes in with its source and without manual data entry.
Lead scoring
We define with your team which data and behaviors signal interest, and score every lead so sales can prioritize the ones that are ready.
Lead nurturing
Email sequences for contacts who are not ready to buy yet, with content based on their profile and stage.
Automations
Replies to frequent questions, alerts to the owner, reminders and post-sale messages, including AI automations where they add value.
Reports
A dashboard showing the lead journey: where leads come from, what stage they are in and which ones become sales.
Every contact, with its next step
A pipeline organized by stage, with a score that rises based on what each contact does, and automations that alert sales at the right moment.
A form comes in
The contact is created
Gets an email
Sales is alerted
When the score rises.
How we work on CRM and automation
- 1
Diagnosis
We review how contacts arrive today, who handles them and which tools you use.
- 2
Flow design
We map the lead journey, the sales stages and the scoring rules. You validate them before we configure anything.
- 3
Implementation
We set up the CRM, the integrations and the first automations.
- 4
Training
We show your team how to use the CRM day to day, so it stays up to date.
- 5
Measurement and tuning
We review the reports, adjust the scoring and add automations where they are needed.
Cases that back it up
Hotel Vesuvius
Direct bookings for an independent hotel
The challenge: No search visibility and no direct bookings.
- organic visits per month
- +40,000
- organic visits per month
- return on campaigns
- 4x
- return on campaigns
- high-season occupancy
- 95%
- high-season occupancy
- Web design and development
- Technical SEO
- Google Ads
- Automation of queries
- Blog
Hop On Hop Off Prague
B2B reseller channel and online sales from scratch
The challenge: No booking engine and no connection to distribution platforms.
- in online sales in one year
- +€100,000
- in online sales in one year
- resellers integrated
- +6
- resellers integrated
- return on ad spend
- 3.63x
- return on ad spend
- Web design and development
- UX/UI
- Technical SEO
- Google Ads
- Reservation platform
CRM and automation: frequently asked questions
Which CRM do you work with?
The one your team already uses. If you do not have one yet, we help you choose it based on your sales process, team size and the tools you already use.
Do I have to change my current CRM?
Not necessarily. Often the problem is not the tool but how it is set up. First we see whether what you already have can be put in order.
What is lead scoring and why do I need it?
It is a score each contact gets based on their profile (role, company, industry) and what they do (visits, downloads, replies). It lets sales call first the people most likely to buy.
What can be automated?
Replies to frequent questions, assigning each lead to an owner, follow-up reminders, nurturing sequences and post-sale messages. At Hotel Vesubio, automating replies to frequent questions cut the operational workload by 50%.
Won't automation make communication feel cold?
It depends on how it is written. We automate the repetitive parts and keep people where a conversation is needed: when a lead is ready, the CRM alerts someone on your team.
What do I need to get started?
Access to the tools you use today (forms, CRM, calendar) and a person on your team who knows the sales process and can validate the flow.
CRM and automation
Shall we talk about your next campaign?
Tell us who you want to reach and we will propose how to do it.
What happens in the first meeting
- 1
You tell us your sales goal and how your customers find you today.
- 2
We find the stage of the funnel where growth is getting stuck.
- 3
We send you a tailored proposal, with no commitment.
Write to us
We reply by email to set up the meeting.