CRM & Automation
Custom dashboards and automated workflows that make sure every lead is captured, tracked, and followed up on — without anyone having to remember to do it.
Get a Free Website AuditWhat this service covers
The leads that fall through the cracks are rarely the ones you actively lose — they're the ones that get captured and then forgotten. A form submission that no one follows up on. A property enquiry buried in an inbox. I build custom CRM dashboards and automated workflows that remove that risk entirely, so leads move through a defined process automatically, and nothing depends on someone remembering.
Best fit for
Industries this service is built around
What you get
Custom CRM Dashboard
A purpose-built interface for managing your leads or clients — built around your process, not a generic pipeline.
Automated Lead Capture
Every enquiry from your website, forms, or landing pages flows automatically into one organised system.
Status & Pipeline Tracking
Leads move through clearly defined stages, so your team always knows what's been actioned and what hasn't.
Automated Notifications
Instant alerts when a new lead comes in — by email or your preferred channel — so response times stay fast.
Email Automation
Templated follow-up sequences triggered automatically based on lead status or time since last contact.
Role-Based Access
Team members see exactly what they need to — admin, sales, or support roles, each with appropriate access.
How it works
Workflow Mapping
I document exactly how a lead should move from first contact to closed — the stages, owners, and triggers involved.
System Design
The dashboard and automation logic are designed around that real workflow, not a generic CRM template.
Build
Built directly into your existing platform or as a standalone system, with secured, role-based access throughout.
Automation Setup
Notification and follow-up automations are configured and tested against real scenarios before going live.
Training & Handoff
A full walkthrough with your team, plus documentation, so everyone knows how to use the system from day one.
Every project is designed, built, and delivered by me directly — no account managers, no outsourced developers, no handoffs along the way.
What you can expect
Common questions
Not necessarily. This can be built as a lightweight custom system for your specific workflow, or integrated alongside a CRM you already use.
Lead capture, routing, and initial follow-up can almost always be fully automated. More nuanced client communication typically stays human — automation handles the parts that shouldn't require a person.
Access is role-based, so you control exactly what each team member can see and do — from full admin access to a limited, task-specific view.
Ready for a website that actually works?
Get a free website audit and see exactly what's costing you leads — no obligation, no sales pressure.