Marketing Automation & CRM

Marketing automation that connects ad spend to revenue.

Lead routing, lifecycle flows, offline conversion sync and full-funnel attribution, engineered so every rupee of ad spend ties back to a closed-won deal.

+34%
Lifecycle email revenue
−42%
Lead-to-MQL time
100%
Closed-won synced to ad platforms
What's Included

Everything you get with Marketing Automation & CRM.

A complete, senior-led engagement, no juniors, no upsells, no surprise scope.

01

CRM Architecture

Lead scoring, pipeline stages, ownership rules and SLA tracking designed around your sales motion.

02

Lifecycle Email Flows

Welcome, nurture, abandoned cart, post-purchase and win-back, built to compound revenue without burning the list.

03

Lead Routing & Enrichment

Real-time qualification, round-robin, geo-routing and Clearbit/Apollo enrichment baked into the pipeline.

04

Offline Conversion Sync

Closed-won deals pushed back to Google, Meta and TikTok for true ROAS and smart-bidding fuel.

05

Revenue Attribution

First-touch, last-touch and multi-touch dashboards stitched from CRM + ad platforms.

06

Sales-Marketing Handoff

SLA workflows, lead status hygiene and weekly leakage reports that keep both teams aligned.

How We Work

A clear 30-day path from kickoff to live.

01
Week 1, Audit

CRM hygiene, automation inventory and attribution gap analysis.

02
Week 2, Architect

Lifecycle map, routing rules and attribution model designed.

03
Week 3, 4, Build

Flows, routing, integrations and dashboards implemented and QA'd.

04
Ongoing

Quarterly optimization, lifecycle experiments and revenue review.

FAQ

Common questions about Marketing Automation & CRM.

Which CRMs do you work with?+

HubSpot, Salesforce, Zoho, Pipedrive, Close and ActiveCampaign. We've also built custom CRM integrations on Supabase.

Email platforms?+

Klaviyo, HubSpot, Mailchimp, Customer.io, Iterable and SendGrid.

Do you handle copywriting for flows?+

Yes, copywriting is bundled into lifecycle email builds.

Ready to ship Marketing Automation & CRM done right?

Book a 45 minute strategy call. We will pressure test your current setup and tell you exactly what we would do, even if you don't end up working with us.