Business Automation & CRM
Automation that Never Sleeps
CRM setup, sales pipelines, and AI-powered workflows that capture every lead, follow up instantly, and turn more enquiries into booked revenue — automatically.
Faster average lead response
Less time on manual follow-up
More leads worked per rep
Client retention, year over year
To a live CRM & first automations
Speed to lead wins deals
Most businesses lose deals to slow, inconsistent follow-up. We connect your lead sources to a CRM and automate the response, so every enquiry gets an instant, professional reply and nothing slips through the cracks.
CRM setup & clean pipeline stages
✓
Instant lead capture & auto-response
✓
Automated follow-up & nurture sequences
✓
AI workflows & smart lead routing
Everything you get, under one Roof
CRM Setup
Your CRM configured properly — pipelines, stages, custom fields and tags — so your whole team sees every deal in one place.
Lead Capture & routing
Every form, call, chat and ad lead flows straight into your CRM and is routed to the right person automatically — no lead left behind.
Follow-up automation
Instant replies, reminders and multi-step email and SMS sequences that nurture leads until they are ready to buy.
AI Workflows
AI-assisted qualification, smart replies and routing that handle the repetitive work so your team focuses on closing.
Reactivation & nurture
Win back old leads and past customers with automated reactivation campaigns that pull revenue from your existing database.
Pipeline Reporting
Dashboards that tie activity to booked revenue, so you always know where every deal stands, reported in plain English.
A System that Runs Itself
Map & audit
We map your lead flow, sales process and tools to find where deals leak and where automation will pay off fastest.
Build & connect
We set up your CRM, connect every lead source and build the automations and sequences on a prioritized roadmap.
Launch & automate
Automations go live. Leads get captured, routed and followed up instantly, while your team works only the hot ones.
Optimize & scale
We tune sequences by conversion data and add workflows every month, with a named specialist who owns your account.
Professional services · Nexa Advisory
From Leaky Pipeline to Predictable Revenue
A growing firm was losing leads to slow, manual follow-up. We built a CRM with instant lead capture and automated nurture, response time dropped from hours to seconds and more enquiries turned into booked calls.
More booked calls in 90 days
Faster lead response
Leads lost to follow-up gaps
“Every lead gets an instant reply now and nothing slips through. Our close rate jumped without adding a single hire.”
Daniel Pierce · Managing Partner
How we Outperform most Agencies
| What matters | Typical agency | Us |
|---|---|---|
| Reporting | Activity & vanity metrics | Revenue, leads & ROAS |
| Strategy | One playbook for everyone | Built for your market & goals |
| Follow-up speed | Manual, hours later | Instant & automated |
| Contracts | 12-month lock-ins | Month-to-month, earn your stay |
| Your strategist | Rotating junior staff | Named automation lead, direct access |
Simple, Month-to-Month Plans
No lock-in. Cancel anytime. Sample pricing — your custom quote comes with your free automation audit.
Up to 2 platforms connected
CRM setup + 1 pipeline
Lead capture & auto-response
Up to 2 tools connected
Monthly reporting
Up to 3 platforms connected
Everything in Starter
Up to 3 platforms connected
Follow-up & nurture sequences
AI workflows & routing
Named automation specialist
What our Customers are saying
“Every lead gets an instant reply now and nothing slips through. Our close rate jumped without adding a single hire.”
Daniel Pierce
Managing Partner, Nexa Advisory
“The automations do the chasing for us. We reactivated old leads we had written off and booked revenue in the first month.”
Ann Marie
Director, Caliber Collision Group
Everything you're Wondering, -Answered
How fast can you get my CRM and automations live?
Most clients are live within about two weeks — CRM configured, lead sources connected and core automations running. More advanced workflows are layered in over the following weeks.
Do you lock me into a long contract?
No. We work month-to-month. We would rather earn your business every month than trap you in a contract.
Which CRM and tools do you work with?
We work with GoHighLevel, HubSpot, Zoho, Pipedrive and most major CRMs, and connect your forms, calls, ads and chat into one system.
Will automation feel impersonal to my leads?
The opposite — automations reply instantly in your brand voice, then hand off to your team at the right moment, so leads feel looked after, not ignored.
Get your free Automation Audit
Request a free, no-obligation audit. We will map your lead flow and show you exactly where automation will save time and win more deals.