CRM, automation and tracking
Never lose a lead in the gaps.
Book a free callPipeline
Every lead in one place
New2
- Website form
- Referral
Contacted1
- Outreach list A
Replied2
- Founder · Agency
- Ops lead · SaaS
Booked1
- Call · Thu 11:00
New reply: assigned to you
What it is
What is CRM automation?
CRM automation means your customer database does the routine work for you. New leads are captured, sorted and assigned automatically, follow-up tasks appear on time, and you get an alert when something needs a person. Izzali sets up the pipeline, the automations and the tracking, so every lead has a clear next step.
Leads get lost in the gaps between tools: a form here, an inbox there, a spreadsheet nobody updates. A CRM brings them into one place, with one clear status for each.
We keep the setup simple. Fewer stages, fewer fields, and only the automations that save real time. A system your team uses beats a clever one they avoid.
What you get
What you get
Pipeline setup
Clear stages that match how you actually sell, from new lead to signed client.
Automations
Tasks, follow-ups and status changes that happen on their own.
Lead routing
New leads go to the right person straight away, with the source recorded.
Alerts
A message when a good lead replies, or when a deal sits still for too long.
Dashboards
A small set of views that show what is happening this week.
How it works
How it works
- 01
Map
We map how leads arrive today and where they get stuck.
- 02
Build
We set up the pipeline, connect your forms, inboxes and calendar, and add the automations.
- 03
Hand over
A short walkthrough and a written guide for your team.
- 04
Refine
After a few weeks of real use, we fix whatever feels awkward.
How we measure it
You get these in a plain-English monthly report. If a number does not help a decision, it is not in the report.
Leads with a next step
Every open lead should have an owner and a task.
Speed to first response
How quickly a new lead hears from you.
Stuck deals
Deals with no activity for too long, flagged and reviewed.
Fit
Is this right for you?
Being clear about fit saves everyone time. If we are not right for you, we will say so on the call.
Who it is for
- Businesses tracking leads in inboxes, notes or spreadsheets
- Teams where leads fall through the cracks between people
- Anyone starting outreach or ads who needs to track results
Who it is not for
- Large companies needing a complex, multi-team CRM rollout
- Anyone looking for custom software development
- Teams that will not use the CRM once it is set up
FAQ
Common questions
Which CRM do you use?
We usually recommend a simple, widely used tool such as HubSpot or Pipedrive, depending on your needs and budget. If you already have a CRM that works, we build on it.
Do I pay for the CRM software?
Yes. Subscriptions are in your name and paid by you, so you own your data and your accounts.
Can you move my existing leads into it?
Yes. We clean and import your current lists, so you start with one tidy record per contact.
How long does setup take?
It depends on how many tools need connecting. You get a timeline in the written plan before we start.
Works well with
Related services
Cold outreach
Reach the right buyers by email and DM.
Appointment setting
Turn replies into booked calls.
Email marketing
Stay in front of people who are not ready yet.
Want to talk it through?
Book a free call. If this service is not the right fit, we will tell you.