Social Development
Services / Grow
CRM & automation

We set up a CRM that fits your sales process, connect it to your website, ads and messaging, and automate the follow-ups, so every enquiry gets a fast reply and nothing slips through.

Category
Grow
Typical timeline
2–6 weeks
Team working together on laptops

What you get

Everything included, start to finish.

01

Consultation & setup

Your pipeline, stages and fields configured around how you sell.

02

Data migration

Contacts and deals moved over cleanly from spreadsheets or old tools.

03

Automations

Instant replies, reminders and email or WhatsApp sequences.

04

Training & support

Your team trained to use it, with ongoing support after launch.

Ideal for

  • Sales teams
  • Real estate agencies
  • Clinics & service businesses
  • Hotels handling direct bookings

Tools we use

  • HubSpot
  • Zoho
  • MailChimp
  • Zapier
  • n8n
  • WhatsApp

FAQ

Common questions.

Which CRM do you recommend?+

It depends on your team size and budget. We often work with HubSpot and Zoho, and recommend the simplest option that does the job.

Can it connect to our website forms and WhatsApp?+

Yes. Website forms, ads and messaging can all feed leads straight into the CRM automatically.

Start a project

Have an idea? Let's build it together.

Tell us what you're working on. We'll reply within one business day with honest advice and a clear next step, even if we're not the right fit.