Service · Support

CRM & Email Support

We step in when the CRM, routing rules or email follow-up are getting in the way of good marketing. It is usually support work around the main growth engine, not the headline act.

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The problem

Why this work matters.

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.

Outcomes

What this looks like, done well.

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

Deliverables

What you actually get.

01CRM integration and cleanup
02Lead routing, lifecycle and handoff fixes
03Email nurture and re-engagement setup
04Shared definitions for stages, sources and ownership

What sits inside

The work we run inside it.

We keep the scope tight. If a channel, page or task is not helping the commercial goal, it stays out.

Scope

CRM integrations

HubSpot, Salesforce and other core systems connected so the data lands where it should.

Scope

Email nurture

Practical nurture and re-engagement emails that support the sales process instead of clogging it up.

Scope

Lead routing

Routing rules, alerts and ownership fixes so good leads do not sit around waiting.

Scope

Data hygiene

Tidier fields, cleaner records and simpler reporting definitions across the stack.

Other services

Works well alongside

Strategy

GTM Strategy & Positioning

Get the plan straight before you spend another pound on media.

Explore Demand

Paid Ads & Demand Generation

Run Google, LinkedIn and Meta in a way that produces pipeline, not just leads.

Explore Conversion

Websites, Landing Pages & SEO

Design, build and sharpen the pages buyers actually land on.

Explore

FAQs

What people ask about crm & email support.

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.

Industries we serve

CRM & Email Support by industry.

See how crm & email support works in your sector.

SaaS

We fix the SaaS plumbing between marketing and sales. Lead routing, lifecycle email, and a CRM that reflects reality, so good leads stop falling through the cracks.

Fintech

We fix the fintech plumbing between marketing and sales while respecting compliance. Clean routing, compliant lifecycle email, and a CRM that reflects how regulated deals actually progress.

Professional Services

We bring order to professional services BD. A CRM partners actually use, nurture that keeps you front of mind between projects, and routing that gets enquiries to the right person fast.

Legal

We bring order to law firm enquiry handling and client communication. Fast routing, compliant nurture, and a CRM that ensures no enquiry slips through, all within professional conduct rules.

Insurance

We build the insurance plumbing that lifts retention and cross-sell. Renewal and lifecycle communication, clean routing, and a CRM that supports compliant, well-timed customer contact.

Manufacturing

We bring order to manufacturing enquiry handling and follow-up. Clean routing to the right rep, nurture that keeps long cycles warm, and a CRM that reflects how industrial deals actually progress.

Healthtech

We build the healthtech plumbing between marketing and sales while respecting data rules. Clean routing, compliant lifecycle email, and a CRM that reflects how complex healthcare deals progress.

Consumer SaaS

We build consumer SaaS lifecycle programmes that drive activation, retention and upgrade. Behaviour-triggered email and in-product messaging that moves users from signup to paying and staying.

E-commerce & DTC

We build DTC email and retention programmes that turn first orders into repeat customers. Flows, segmentation and campaigns that grow lifetime value and reduce reliance on paid acquisition.

Car Finance

We build the car finance plumbing that lifts conversion and repeat business. Fast routing, compliant follow-up for incomplete applications, and a CRM that supports timely, compliant contact.

Consumer Fintech

We build consumer fintech lifecycle programmes that drive activation, funding and retention, all within FCA rules. Behaviour-triggered messaging that moves users from signup to active and engaged.

Related guides

Read up on crm & email support.

Free, opinionated guides from the work we actually do.

CRM Isn't the Problem: Your Process Is

Why most CRM rebuilds fail, and what to fix first.

Where we work

CRM & Email Support near you.

Senior support in person and remote across the UK.

CRM & Email Support in London

Support support for Greater London teams.

CRM & Email Support in Manchester

Support support for North West teams.

CRM & Email Support in Birmingham

Support support for West Midlands teams.

CRM & Email Support in Bristol

Support support for South West teams.

CRM & Email Support in Leeds

Support support for Yorkshire teams.

CRM & Email Support in Edinburgh

Support support for Scotland teams.

Next step

Let’s talk about crm & email support.

Book a 30-minute discovery call. No pitch deck. Just a senior conversation about where the gaps are and what to do about them.

Book a discovery call