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Betts & Burton
Support · Bristol

CRM & Email Support in Bristol

Helpful when routing, CRM setup or email follow-up is slowing everything else down. Bristol has a strong tech, fintech and creative cluster. We work with Bristol-based B2B and consumer brands, either in person at your office or remote with quarterly workshops.

The problem

Why this work matters in Bristol.

Sometimes the paid work is fine and the website is fine, but the handoff is a mess. Leads sit unanswered, lifecycle emails are half-built, and the CRM is doing more harm than help. That is when we tidy the plumbing and get you moving again.

Why Bristol

What makes Bristol different.

Major UK tech and fintech cluster outside London

Strong DTC and consumer brand presence

Established creative and digital agency scene that drives high standards

Active client base in Bristol across SaaS, fintech, and DTC, typically scaling teams using us as their senior marketing function.

What you get.

  • Cleaner lead routing and follow-up
  • A CRM your team trusts
  • Email sequences that do a clear job
  • Reporting that matches what sales sees

What we deliver.

  • CRM integration and cleanup
  • Lead routing, lifecycle and handoff fixes
  • Email nurture and re-engagement setup
  • Shared definitions for stages, sources and ownership
FAQ

CRM & Email Support in Bristol, answered.

Yes. We work with Bristol and wider South West teams on crm & email support. In-person in central Bristol; remote across South West.
Active client base in Bristol across SaaS, fintech, and DTC, typically scaling teams using us as their senior marketing function.
HubSpot and Salesforce most often. Also Pipedrive, Close and Customer.io for email. We focus on the workflow, not the platform.
Only if it is the cheapest path to the result. Most of the time the existing CRM is fine, and it is the setup, routing, and ownership that need fixing.
A diagnostic and quick-wins programme runs 4–6 weeks. A full integration and lifecycle rebuild 10–16 weeks depending on stack complexity.
We brief and edit. Most clients have an internal writer or we introduce trusted B2B copywriters. The strategy, sequences and timing are ours.
Let’s talk

Need crm & email support in Bristol?

Book a 30-minute discovery call. In-person in central Bristol; remote across South West.