Hands-on delivery across HubSpot, Zoho, booking tools, forms and custom integrations.
CRM, email & automation
CRM consultant connecting leads, follow-up and automation
CRM consultancy and marketing automation for businesses that need cleaner data, faster follow-up and a dependable journey from website enquiry to commercial outcome.
We connect forms, CRM records, ownership, tasks, email journeys and reporting so valuable enquiries do not disappear between platforms or teams.
Discuss CRM & automation ↗Make every enquiry visible, owned and easier to progress.
Make every enquiry visible, owned and easier to progress.
CRM improvement begins with the real customer and sales process, not the software menu. We define the data, ownership and actions people need, then use automation where it removes genuine friction.
The work is planned around the commercial outcome, delivered hands-on and connected to the wider customer journey.
Why Clicky ClicksRelevant expertise.
Relevant expertise.
Evidence before promises.
Work directly with Chris Waterhouse from diagnosis through delivery, with the wider customer journey kept in view.
Workflows support timely human follow-up rather than trapping customers in generic sequences.
Lead capture, ownership, communication and reporting are designed as one connected process.
Related capabilityCRM implementationmarketing automation agencyemail automation consultant
What we help withPractical support.
Practical support.
Clear outcomes.
Scope can be focused around a specific issue or combined into a wider improvement plan.
01CRM setup and improvements
02HubSpot support
03Klaviyo support
04SendGrid email journeys
05Automated sequences
06Lead capture forms
07Zapier integrations
08Website-to-CRM flows
09Booking automations
10Customer segmentation
11Email campaigns
12Reporting and testing
Indicative cost estimator
Get a useful starting range.
Choose the shape of the work to see an indicative investment. It is a planning guide, not a fixed quote: we will confirm scope, access and priorities before recommending an exact figure.
£150 + VATproject delivery rate£100 + VATretained support rate
What better looks likeLess friction.
Less friction.
More clarity.
✓Fewer missed leads
✓Faster follow-up
✓Cleaner contact data
✓Reduced admin
✓Smarter segmentation
✓Visible outcomes
How we approach itA clear process.
A clear process.
Hands-on delivery.
The process is specific to crm, email & automation, while strategy and implementation remain connected.
Process mapping
Document the real lead stages, decisions, owners, delays and reporting needs.
Data and platform design
Agree fields, lifecycle definitions, permissions and integration boundaries.
Implementation and migration
Build forms, pipelines, automations and data handling in controlled stages.
Adoption and optimisation
Test with real scenarios, train users and improve based on daily behaviour.
Common questions
Useful answers before we talk
What does a CRM consultant do?+
A CRM consultant turns sales and customer processes into a usable system, covering data structure, pipelines, ownership, automation, integrations and reporting.
Can you connect website forms to our CRM?+
Yes. We map fields, consent, duplicate handling, ownership, notification and failure paths before testing the full journey.
Which CRM platforms do you support?+
Experience includes HubSpot, Zoho CRM, Pipedrive and connected automation platforms. Platform fit is confirmed against the requirement.
Can you improve an existing CRM?+
Yes. We can audit data quality, pipelines, properties, automation and reporting before prioritising clean-up and adoption improvements.
Can you build automated email journeys?+
Yes. We map triggers, timing, content, branches, exits, consent and commercial measures before building the workflow.
Technology we work with
Platforms connected to this service.
Explore practical platform guides covering fit, implementation risks, integration and the wider customer journey.
Evidence and practical guidanceSee the work.
See the work.
Understand the decisions.
This service page is the main commercial destination. Supporting guides answer specific questions, while case studies show how connected delivery works in practice.
Delivery example
Connecting bookings, communications and commercial reporting across multiple venues
A long-term digital partnership supporting a fast-moving, multi-location activity provider through campaign delivery, operational tools and clearer decision-making.
Read case study ↗Delivery exampleCreating dependable lead journeys across website, CRM and communications
Ongoing technical and marketing support for a growing care-sector organisation with interconnected website, CRM and campaign needs.
Read case study ↗Practical guideHow to use OpenAI Decisions API (public beta) for low‑latency decisioning in UK marketing stacks
A practical guide for UK founders and marketing teams to use OpenAI’s Decisions API (public beta) for fast, auditable decisioning inside CRM, bidding guardrails and server‑side personalisation.
Read insight ↗Practical guideHow to connect website forms to your CRM properly
Design a reliable route from submission to contact record, ownership, notification, follow-up and reporting.
Read insight ↗Practical guideSeven CRM implementation mistakes that damage adoption
Avoid over-complex processes, poor data standards and automations that teams do not understand or trust.
Read insight ↗Ready when you are
Need your website, CRM and email platform to work together?
Tell us where you are now and what you are trying to improve. We’ll recommend the most practical next step.
Discuss CRM & automation ↗