Automation & integrations
Email and CRM automation
Inside the email platform or CRM you already use, we automate the routine parts: logging new enquiries, tagging contacts, sending the follow-ups you have written and keeping records up to date.
What you get
- Automations in your email or CRM tool
- Templates set up with your wording
- A guide to changing them
This can run on your own systems, or we can host it for you on a monthly plan covering hosting and any AI usage.
What we need from you
- Access to your email platform or CRM
- The steps and messages you want automated
Please note
- Marketing emails must follow UK data protection and electronic marketing rules; you confirm who may be contacted.
How it works
- 01
Brief
Tell us what the task is today, which systems are involved and what a good result looks like.
- 02
Quote
We confirm the scope, any accounts or access we need, timing and whether hosting is involved, and send your price after a short brief.
- 03
Delivery
We build and test against real examples, hand over the code or set up the hosted service, and explain how to use it.
Related services
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- Newsletter and email template systemsBranded, reusable templates for your newsletter platform.From £149
- Business process automationA repeated process, such as onboarding a customer, automated from start to finish.From £395