CRM & Automation
Fast, measurable builds on modern stacks. Our website & technology team runs crm & automation end to end — scoped, filed and tracked by a named specialist.
What's included
Everything in one fixed scope
Eligibility & scope review
A specialist confirms requirements before any fee is charged.
Document preparation
Drafting, verification and formatting handled by our team.
Filing & follow-up
Applications submitted and pursued until final approval.
Handover pack
Certificates, credentials and next-step compliance calendar.
What you'll receive
Deliverables, defined upfront
Your deliverables
- Requirement document covering pipelines, roles and workflows
- Configured CRM or ERP with your data migrated
- Automation rules and integrations with existing tools
- Source code or configuration export, plus admin handover
- Team training session and SOP documentation
What we need from you
- Brand assets — logo, colours, fonts, product photography
- Content and copy for each page, or a go-ahead for us to write it
- Two or three reference sites you like, with what you like about them
- Business requirements, integrations and any existing domain/hosting access
The process
Four steps, fully tracked
- 1
Consult
Day 1Free 20-minute call to scope the requirement and confirm timelines.
- 2
Prepare
Day 2–4We collect and verify documents, then draft the application.
- 3
File
Day 5–8Submission to the relevant authority with professional certification.
- 4
Deliver
Day 9+Approval handed over with your ongoing compliance schedule.
FAQ
Questions we get asked
Ready to get crm & automation done?
Talk to a specialist today — scoping call and quote are free.