Phase 3 · Convert

CRM & Automation Systems

One place where every enquiry lands, gets followed up without anyone remembering to, and is tracked back to the spend that produced it. Built on GoHighLevel, HubSpot or Pipedrive.

  • From £1,500
  • Licence in your name
  • Working system in 2–4 weeks
The problem

The leads you’ve already paid for

The enquiry arrives

An enquiry arrives at 6pm on a Friday. A form notification goes to an address nobody has opened since March.

What happens next

It gets answered on Monday afternoon. Someone calls, gets voicemail, and calls your competitor. A good prospect gets one follow-up email, doesn’t reply because they were busy, and is never contacted again.

None of this appears in a marketing report. Traffic looks fine. Ad spend looks efficient. The leak is invisible from the outside, which is exactly why it survives for years.

And every lead lost here cost precisely the same to generate as the ones you closed.

The way out

A CRM isn’t a database of contacts. It’s the thing that makes follow-up happen whether or not anyone remembers.

Platform choice

Choosing the right platform

This is the question we get asked most, and the answer depends far more on your business than on which platform is “best”.

What we’d tell you honestly

If you’re a service business under twenty people doing your own marketing, GoHighLevel almost certainly wins on total cost and on how much it replaces. If you have a sales team of five with a manager wanting forecasts, HubSpot is worth the extra. If you just want a pipeline and nothing else, Pipedrive is cheaper than either and we’ll set it up without pretending you need more.

One thing that isn’t negotiable: whichever you choose, the subscription goes in your name, billed to you directly, at whatever the provider charges. We don’t mark it up and we don’t hold the account. If you leave, the system stays yours and keeps working.

Our process

How the work runs

  1. Step 01 of 06

    Free systems audit

    We test your forms, trace where enquiries actually go, and find the leaks.

  2. Step 02 of 06

    Platform selection

    Chosen on your team size, sales process and what you’re replacing.

  3. Step 03 of 06

    Pipeline & process mapping

    How your sales process actually works, documented before anything gets automated.

  4. Step 04 of 06

    Build & integrate

    Pipelines, forms, booking, sequences, call tracking and connections to existing tools.

  5. Step 05 of 06

    Training & handover

    Sessions with your team, because a CRM nobody uses is worse than none.

  6. Step 06 of 06

    Ongoing management

    Refinement, new automations and reporting as your process changes.

What’s included

In every CRM build

Every channel captured

Forms, calls, chat, email and social enquiries in one pipeline.

Automated follow-up

Email and SMS sequences that run without anyone remembering to.

Call tracking

Because most service-business enquiries arrive by phone, not form.

Lead source attribution

Knowing which campaign, page or keyword produced each enquiry.

Booking and calendars

Prospects book themselves into your diary without the back-and-forth.

Review request automation

Requests sent after successful work, which feeds your local rankings.

Plain-English reporting

A pipeline view an owner can read without a training session.

Licence in your name

Your account, your data, billed to you directly at cost.

Who this is for

A CRM build probably fits if

  1. 01Follow-up currently depends on someone remembering to do it
  2. 02You can’t say how many enquiries you got last month
  3. 03Leads arrive by phone and nothing records them
  4. 04You don’t know which marketing produced your last client
  5. 05Your CRM is really a spreadsheet, or an inbox
  6. Sounds like you?Get a free system audit
Probably not yet if

You’re getting about two enquiries a month

At that volume the bottleneck is demand, not handling — start with Grow and come back when the leak costs real money. We’d rather say that than sell you a system you don’t need.

Grow
Where this fits

Convert is phase three of four

Phase03of 04Convert

This phase depends on phase one having built forms that can connect to something, and on phase two having produced enough demand to be worth capturing. Building a CRM before you know where leads come from produces a lot of automation nobody uses.

It’s also what makes phase four possible. An AI agent can only qualify a lead if that lead was captured properly, in a consistent format, in a system that’s actually organised. Automating a disorganised process just produces disorganisation faster.

Pricing

CRM build pricing

CRM & Automation Systems

Swipe to compare

CRM & Automation Systems
FeatureEssentialGrowthMost PopularAdvancedCustom
Setup£1,500£3,000£5,500From£9,000
PipelinesSingleMultipleFull buildBespoke
IncludedForms, booking, 3 automations+ email/SMS sequences, routing, review requests+ call tracking, attribution, dashboards+ integrations, SaaS mode
TrainingHandover doc1 session3 sessionsOngoing

Ongoing management: £350–£950/month.

Platform subscription billed to you directly, in your name, at cost. HubSpot and Salesforce builds run 30–50% higher — quoted individually.

Which CRM do you recommend?
Usually GoHighLevel for service businesses, because it replaces four subscriptions with one. HubSpot when you have a real sales team, Pipedrive when you want simple and cheap.
How long does a build take?
Two to four weeks for most businesses, depending on pipelines and integrations. You'll have a working system before we start refining the automation around it.
Will my team actually use it?
Only if it's built around how they already work, which is why training is included. A CRM that adds admin gets abandoned within a month however good it looks.
Do you hold our GoHighLevel account?
No. The subscription is in your name and billed to you directly. Some agencies resell GHL sub-accounts, which means you can't leave without losing the system. We don't.
Can you connect it to tools we already use?
Usually — accounting, calendars, quoting tools, phone systems and most things with an API. We confirm what's actually possible during the audit rather than promising upfront.
We already have a CRM that isn't working. Can you fix it?
Often, yes. We'll audit what's there and tell you whether it needs configuring properly or replacing. Rebuilding isn't always the answer and we won't pretend otherwise.
Next step

Find out where you’re losing leads

Get a free systems audit. We’ll test your forms, check your response times, trace where enquiries actually end up, and tell you which leak is costing you most — whether or not you fix it with us.

We reply within one working day. No spam, no pitch deck.