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Service

CRM and Marketing Automation

-70% Reduction in lead response time
200+ Leads captured into CRM per month
15+ Automation workflows built per setup

What we capture, automate, and report

CRM and marketing automation at Innovative Momentum gives you one place where every lead lives and a system that makes sure none get forgotten. We connect your website forms and channels to your CRM, define the pipeline stages a deal moves through, and set routing so the right person gets the right lead quickly. From there we automate the repetitive work: follow-up reminders, email sequences, status updates, and internal alerts. We also build reporting so you can see lead volume, source, and where deals stall. The result is fewer dropped enquiries, faster response times, and a clear view of what is working. We work with the tools you already use or recommend a setup that fits your team, and we document it so the system stays usable after handover.

What a CRM and automation setup includes

Lead capture setup

Website forms and channels connected straight into your CRM.

Pipeline and stages

Clear deal stages so every lead has a status and a next step.

Routing and reminders

Automatic assignment and follow-up reminders so nothing is dropped.

Email workflows

Sequences for new enquiries, nurture, and re-engagement.

Reporting dashboard

Visibility into lead volume, source, and pipeline health.

Documentation and handover

A documented setup and walkthrough so your team can run it.

How a CRM and automation project runs

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  1. Map the process We map how leads come in and how your team works them today.
  2. Design the system We define stages, routing rules, and the workflows to automate.
  3. Build and connect We set up capture, the CRM, and the automations.
  4. Test We run test leads through the full flow to confirm it works.
  5. Train and report We train your team, set up reporting, and hand over documentation.

Let us talk

Tired of leads slipping through?

Tell us how leads reach you today, and we will map a CRM and automation setup that tracks and follows up on every one.

Book an automation call