CRM & Automation — Small Business
Get your CRM set up properly, automate your follow-ups, and stop losing leads to manual processes — all for a predictable monthly fee
Choose Your Payment Plan
Select how you'd like to pay for your subscription
Pay in Full
Most PopularBest value - no extra fees
2-Month Payment Plan
Split into 2 payments
12-Month Payment Plan
Spread over 12 months
What's Included
Everything a small business needs to automate follow-ups, nurture leads, and close more deals
CRM Platform Setup
Full configuration of HubSpot, ActiveCampaign, or your chosen CRM — pipelines, stages, and custom fields tailored to your business
5 Automation Workflows
Welcome sequences, lead nurture flows, and follow-up automations that run 24/7 without manual effort
Email Sequence Library
Up to 3 automated email sequences (welcome, nurture, re-engagement) written and built by our team
Contact Segmentation
Audience segments based on behaviour, source, and lifecycle stage so every message reaches the right person
Monthly Performance Reports
Clear monthly reports covering open rates, click rates, pipeline velocity, and automation performance
Ongoing Optimisation
Monthly review and refinement of your automations based on real performance data
Technical Setup Included
Frequently Asked Questions
Which CRM platforms do you work with?
We work with HubSpot, ActiveCampaign, Mailchimp, Klaviyo, Brevo, and Pipedrive. If you already have a CRM, we'll optimise it. If you're starting fresh, we'll recommend the best fit for your business size and goals.
What's the difference between Small Business and Growing Business?
Small Business (£478/mo) includes CRM setup, 5 automation workflows, 3 email sequences, and monthly reporting — ideal for businesses just getting started with CRM automation. Growing Business (£1,123/mo) adds 15 workflows, AI lead scoring, Salesforce support, advanced segmentation, and a dedicated strategist.
Do I need to already have a CRM?
No. We'll help you choose the right platform, set it up from scratch, and migrate any existing contacts. If you already have a CRM that's not being used effectively, we'll audit and rebuild it.
How long does the initial setup take?
Most CRM setups are completed within 2–3 weeks. Automation workflows go live in the first month, and you'll typically see measurable improvements in lead follow-up speed within 30 days.
Is there a contract?
No long-term contracts. Both packages are month-to-month with 30 days notice to cancel. We earn your business every month through results.
Can you migrate data from our existing CRM?
Yes. We handle full data migrations including contacts, deal history, notes, and tags — with zero downtime. We'll also clean and deduplicate your data during the migration.
Will this work with our website and other tools?
Yes. We integrate your CRM with your website (contact forms, live chat, tracking), Google Analytics, advertising platforms (Google Ads, Meta), and any other tools you use. We'll map out the full tech stack in the first session.
What happens after the initial setup?
We monitor your automations monthly, review performance data, and make optimisation improvements. You'll receive a monthly report showing open rates, click rates, pipeline activity, and recommendations for the next month.
SEO Starter + CRM Small Business
Pair your CRM automation with SEO to attract the right leads in the first place. Our bundle combines organic search growth with intelligent lead nurturing — so you rank higher, capture more leads, and convert them automatically.
Ready to Automate Your Follow-Ups?
Get your CRM set up, 5 automation workflows running, and stop losing leads to slow manual processes