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CRM · Automation · Lead Nurture · Pipelines · Integrations
Capture every lead.
Nurture every prospect.
Close more deals.
Stop letting leads go cold. A CRM and automation system that follows up every enquiry, qualifies every prospect and keeps your pipeline moving — without adding to your workload.
3x
40%+
80%
Of follow-up tasks automated for clients
Leads come in — then go cold before anyone follows up
Your team is busy. Enquiries sit in an inbox for hours or days. By then, the prospect has called someone else.
You have no visibility over your pipeline or sales forecast
You don’t know how many active prospects you have, where they are, or which ones are about to convert.
Your ads, website and sales team all use different systems
Leads from Meta go one place, Google Ads leads another, website enquiries a third. Nothing is connected.
You’re manually doing work that should be automated
Follow-up emails, appointment reminders, proposal tracking, re-engagement sequences — all done by hand when they could run automatically.
What you actually get
A CRM and automation engine that turns your leads into customers — automatically
We set up, configure and manage your CRM and marketing automation so that every lead — from every channel — is captured, followed up and nurtured into a sale without your team having to lift a finger for the first 80% of the journey.
⚡ Instant automated follow-up
📊 Full pipeline visibility
🎯 Higher close rates
🔄 Fewer manual tasks
🔗 All channels connected
💰 More revenue, same leads
What’s included
CRM setup, automation and ongoing management — all handled
We don’t just hand you a CRM login. We configure it, build your automations, integrate your channels and manage it on an ongoing basis so it stays working.
CRM Setup & Configuration
We implement and configure the right CRM for your business — whether that’s HubSpot, GoHighLevel, Salesforce, Zoho or another platform.
- CRM platform selection & implementation
- Pipeline stages & deal structure setup
- Custom fields, tags & contact properties
- User access & permissions configuration
- Data migration from existing tools
Lead Capture & Routing
Every lead from every channel — ads, SEO, social, web forms — automatically captured, tagged and routed to the right pipeline without manual intervention.
- Website form & landing page integration
- Google Ads & Meta lead form sync
- LinkedIn lead gen form integration
- Chat widget & booking tool capture
- Lead source tracking & attribution
Automated Follow-Up Sequences
Instant, personalised follow-up that runs 24/7 — so no lead ever goes cold because someone was busy, out of office, or forgot to call.
- Instant enquiry response automation
- Multi-step email nurture sequences
- SMS follow-up workflows
- Appointment reminder & confirmation flows
- No-show re-engagement sequences
Lead Scoring & Qualification
Automatically prioritise your hottest prospects and route them to your sales team — so your team spends time on leads most likely to close.
- Behavioural lead scoring setup
- Engagement-based qualification rules
- Hot lead alerts & notifications
- Sales-ready lead handoff automation
- Unqualified lead nurture diversion
Re-engagement & Retention
Win back cold leads and keep existing customers engaged — automated campaigns that run in the background growing your revenue without manual effort.
- Dormant lead re-engagement campaigns
- Post-purchase follow-up & upsell flows
- Review request automation
- Referral request sequences
- Anniversary & milestone nurture
Reporting & Pipeline Visibility
A live dashboard giving you full visibility over your pipeline, lead sources, conversion rates and revenue forecast — at any time, from anywhere.
- Pipeline & deal stage dashboards
- Lead source attribution reporting
- Conversion rate by channel & campaign
- Revenue forecast & close rate trends
- Monthly strategy review & optimisation
Why Leapsquad
CRM that’s wired into your ads, website and SEO — not isolated from them
Most CRM implementations treat the CRM as a standalone tool. We build it as the connective tissue of your whole marketing system — so every lead from every channel flows in, gets nurtured and gets tracked back to revenue.
Every paid ad lead flows directly into your CRM automation
Google, Meta and LinkedIn leads are captured, tagged by source and entered into the right nurture sequence within seconds — not hours, not manually.
SEO and organic leads treated with the same urgency as paid leads
Website enquiries, chatbot interactions and organic form fills enter the same automated workflows as your paid leads. No lead is treated differently based on channel.
Your CRM data informs your ad targeting and SEO content
We use CRM data — which leads convert, which don’t, what objections come up — to improve your ad copy, SEO content and landing page messaging.
| What you need | Leapsquad | CRM consultant only |
|---|---|---|
| CRM setup & configuration | ✓ | ✓ |
| Automation & workflows | ✓ | ✓ |
| Paid ad lead integration | ✓ | ✕ |
| Website form integration | ✓ | Sometimes |
| SEO lead nurture alignment | ✓ | ✕ |
| CRM data → ad optimisation | ✓ | ✕ |
| Ongoing management & optimisation | ✓ | Extra cost |
| No lock-in contracts | ✓ | Varies |
How it works
From zero to fully automated in 4–6 weeks
We handle the entire setup and integration — you don’t need to touch a single technical thing. Here’s exactly what happens.
Week 1
Discovery & Audit
Lead flow audit
CRM recommendation
Automation blueprint
Week 2
CRM Setup & Configuration
CRM live
Pipeline built
Team access
Week 3–4
Integrations & Automations
All channels integrated
Automations live
Dashboards built
Week 5–6 & ongoing
Training, Launch & Optimisation
Team training
Full launch
Monthly reviews
CLIENT RESULTS
CRM results that show up in revenue — not just dashboards
Real businesses. Real pipeline improvement. Real revenue growth.
Investplus
Finance · B2C & B2B
HubSpot
Lead Automation
Meta Integration
Getvending
B2B · Vending Solutions
HubSpot
Lead Scoring
Google Ads sync
What clients say
From the businesses that stopped letting leads go cold
CRM platforms we work with
The right CRM for your business — not just the one we know best
We’re platform-agnostic. We implement and manage whichever CRM fits your needs and budget.
HubSpot
The most powerful all-in-one CRM and marketing automation platform for growing businesses. Our most common recommendation.
GoHighLevel
The best value platform for service businesses — CRM, automation, landing pages, SMS and reputation management in one tool.
Salesforce
Enterprise-grade CRM for complex sales processes and larger organisations with advanced pipeline and reporting needs.
Zoho CRM
An affordable, capable CRM for SMBs that want a full feature set without HubSpot’s enterprise pricing.
Klaviyo & Email Automation
eCommerce-focused email and SMS marketing automation — powerful lifecycle sequences for online stores.
Zapier & Make Integrations
Connect your CRM to any tool in your stack — forms, ad platforms, booking systems, accounting software and more.
Free for qualifying businesses
Book a free CRM strategy session & demo
We’ll map your current lead flow, show you exactly where revenue is leaking through slow follow-up and disconnected tools — then walk you through what an automated system would look like for your specific business.
FAQ
CRM & automation questions, answered
Straight answers. No pitch.
Want to see it in action?
Book a live demo for your business
It depends on your budget and complexity. For most growing SMBs we recommend HubSpot (most powerful) or GoHighLevel (best value for service businesses). For eCommerce, Klaviyo is the clear leader for email and SMS automation. We’ll recommend the right platform after understanding your needs — we don’t push one tool for everyone.
Most CRM setups and automation builds take 4–6 weeks from kickoff to a fully live, integrated system. Week one is discovery and configuration. Weeks two through four are build, integration and testing. We’ll give you a precise timeline after the strategy session.
Yes — CRM integration is one of the most important parts of what we do. We connect your ad platforms (Google, Meta, LinkedIn), website forms, booking tools, accounting software and anything else in your stack. If a native integration doesn’t exist, we use Zapier or Make to bridge the gap.
Especially if you’re a small team. Small teams can’t afford to spend time on manual follow-up — and they can’t afford to lose leads to slow response times. Automation gives small teams the follow-up capacity of a team five times their size. The ROI for small businesses is often the highest of any client type we work with.
After launch, we offer ongoing CRM management including sequence optimisation, new automation builds as your business evolves, integration updates and monthly performance reviews. Most clients stay on a monthly retainer because the system always has room to improve — and the improvements keep compounding.
Still have questions?
Talk to our SEO team directly
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