Marketing Automation
CRM, workflows, and reporting in one system
We connect your stack into a single data spine - CRM, product events, reverse ETL, and lead routing.
Ideal for
Companies with 3+ marketing / sales tools where data no longer reconciles properly.
What's included
- CRM setup / migration
- Reverse ETL and sync
- Lifecycle workflows
- Lead routing and scoring
- Reporting dashboards
What you get
Concrete artifacts and access that stay yours.
- Data flow architecture diagram
- CRM / CDP setup or migration
- Automations in n8n / Zapier / native tools
- Lead scoring & routing logic
- Reporting dashboards accessible to the whole team
How we work
Iterative process in 90-day cycles with clear gates.
- 01
Data audit
We map what data lands where, where it duplicates, and where it leaks.
- 02
Single source of truth
We pick one CRM or CDP as the reference - everything else syncs with it.
- 03
Event-driven workflows
Triggers driven by real events (product, billing, support), not timers.
- 04
Lead routing with SLA
Every lead reaches the right person within minutes with a clear owner.
- 05
Reporting layer
One dashboard, one source, everyone in the team sees the same numbers.
- 06
Documentation & training
Runbooks and training so you're not hostage to our team.
KPIs we track
- Hours of manual work saved weekly
- Lead-to-response time
- Data completeness rate
- Cross-tool sync errors
Results
-42% manual work
3 systems into one CRM
Our guarantees
How we keep the engagement transparent and reversible.
- KPI ownership - if we don't move the agreed metrics, we don't charge to continue.
- Weekly ops calls and a monthly strategic review with a clear report.
- 90-day review gates with the option to adjust scope or exit without penalty.
- Full transparency - you keep access to every dashboard, doc and account.
Tools we use
We work with industry-leading tools