Discipline
CRM and marketing automation. GoHighLevel, HubSpot, Salesforce, Klaviyo and peers — setup, pipelines and integrations.
CRM & Marketing Automation. GoHighLevel, HubSpot, Salesforce, Klaviyo and peers — setup, pipelines and integrations.
Ops, sales, and marketing leads drowning in manual handoffs — who need n8n, Zapier, CRMs, and workspaces that teams actually adopt. The automation crm cards below are separate purchasable scopes, not bundles you must buy together.
If you are unsure which card fits, bring us the blocker — we scope the smallest engagement that clears it, and upgrading later is a line item rather than a renegotiation.
automation crm engagements inherit the same operating rhythm as every automation project — fixed scope, weekly demos, measurable acceptance, while the statement of work stays specific to automation crm rather than a bundle in disguise.
For automation → crm, we do not copy-paste the same statement of work. Each leaf page documents its own deliverables, timeline band, and pricing path.
Compare vendors on the same axis as any automation crm engagement: who owns the deliverables, what the acceptance tests measure, and whether post-launch support is scoped or sold separately.
Shortlist two or three leaves, send us the outcomes you need by when, and we will tell you plainly which card fits and which you can skip.
We work with EU and US procurement teams: standard NDAs, vendor onboarding, GDPR documentation, and fixed-scope quotes within 24 hours of intake.
7 offerings — click any card to see pricing, features and sample work.
Service
GHL snapshots, funnels, calendars, pipelines and automations for agencies and local businesses.
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CRM properties, pipelines, forms, tracking code and marketing automation that sales will use.
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Objects, flows, Lightning pages and integrations — configured for how your team sells.
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Pipelines, activities, automations and lead capture for sales-led teams.
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Lists, automations, scoring and CRM lite — email + sales workflows in one place.
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Ecommerce email and SMS — flows, segments, catalog sync and deliverability hygiene.
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Audiences, automations and landing pages — email marketing that stays maintainable.
Learn moreEvery automation crm card is its own statement of work with named deliverables and a starting price — workflow platforms, CRMs, workspaces, no-code apps, and support tooling each stand alone, so you buy only the blocker you need removed this quarter.
You see working automation crm output every week on staging or a shared workspace — decisions happen against something real, not slide decks.
Care and growth retainers keep monitoring, security patches, and conversion tests compounding after your automation crm go-live.
We will map your goal to the right offering in one short call — no pitch deck required.
Discuss your crm & marketing automation scope