If your systems aren’t connected,
Your growth is stalled
Automate connects your business development, website, digital marketing, social media, CRM, and marketing automation systems into one visibility engine so you can track performance, improve customer experience, and scale.
Your work isn’t disconnected. It’s just tracked manually.
- Leads live in spreadsheets or memory
- Coffee meetings and referrals go untracked
- No clear system across BD, marketing, and content.
- Little to no AI or automation in place
Automate turns it into a Visibility Engine that converts.
WHAT YOU GET
Capture every interaction
Understand & track customer behavior
Track qualified leads
Automate repetitive tasks through workflow automation
Connect teams through automated workflows
Scale without bottlenecks
This is how your content, relationships, and marketing efforts turn into measurable growth.
HOW THIS PLAYS OUT
Developers
Architects & Designers
Builders
Suppliers
WHAT THIS ACTUALLY LOOKS LIKE
CRM setup and onboarding
Website and CRM integration
Campaign Management
Inbound marketing automation
Meeting & relationship tracking
Event and campaign attribution tracking
Automated push notifications
Pipeline and deal tracking dashboards
AI-powered workflow automation
YOUR EDGE
WHAT CLIENTS SAY AFTER
Working with Alexa was an absolute pleasure. Her attention to detail is truly unmatched—she thoughtfully considered every aspect of the design, from color schemes to furniture selection. The result was a beautifully cohesive and stunning interior that perfectly reflected my vision
“I worked with Alexa on a number of projects and Alexa always impressed me with her ability to find new solutions to problems. Alexa is also a great listener, always open to feedback and quick to act on it. Her attention to detail made everything run smoothly. Her curiosity and eagerness to learn are truly inspiring, and she’s always ready to help with tasks quickly and effectively.”
Alexa designed my office space in the Iron Works building at 1930 Pandora. She is a total rockstar. She was an absolute pleasure to work with and she did an amazing job. She helped me craft a story which led to the design and creation of some amazing office space. She has continued to help me with finishing touches and ensuring everything in the space is done to perfection. ” It is not often I would write an email like this about someone but I think she deserves the credit.
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WHAT YOU’RE PROBABLY WONDERING
No, you don’t need a CRM to start. With over 13 years of industry experience, we help you choose, set up, and customize a CRM to fit how your business actually operates and wins work. We are CRM agnostic (working with HubSpot, Mailchimp, ActiveCampaign, etc.) and other marketing automation software platforms. The right CRM depends on your customer journey, segmentation requirements, and how your team manages customer relationship management.
Yes. Most systems can connect with your CMS, ecommerce platform, email marketing tools, SMS systems, chatbots, and social media channels. We begin with an audit to determine the best integration path.
Whether you’re building automated workflows, dynamic content experiences, campaign management systems, or landing pages, we design the setup to feel simple on your end while creating scalable automation behind the scenes.
Yes. We provide onboarding and playbooks covering ChatGPT, generative AI, artificial intelligence tools, machine learning assisted workflows, and predictive analytics so your team can confidently use the systems.
Costs vary based on the level of automation you need. Simple setups can be a few hundred dollars, while full workflow builds and CRM onboarding can be several thousand; we’ll align scope and options to your needs and budget. Basic systems may focus on lead generation, while more advanced builds can include lead scoring, lead nurturing, qualification processes, conversion tracking, customer retention programs, and marketing automation workflows designed to increase conversions.
Investment
Custom based on scope