CRM & Automation
Stop Losing Leads After They Contact You
Trusted by Growth-Focused Brands
The Problem
Good Leads Get Lost in Broken Processes
Generating leads is only half the job. Without a clear pipeline and consistent follow-up, valuable opportunities get delayed, forgotten, or never contacted.
Scattered Lead Data
Contacts are spread across inboxes, spreadsheets, forms, and different platforms.
Slow Response Times
Prospects lose interest when calls, texts, and form submissions are not answered quickly.
Inconsistent Follow-Up
Your team follows up differently, making results difficult to predict or improve.
No Pipeline Visibility
You cannot clearly see which leads are new, contacted, booked, won, or lost.
What We Build
Your CRM and Automations, Built Together
We translate your current business process into one connected system that organizes leads, manages communication, automates repetitive tasks, and gives your team clearer visibility.
1. Custom Pipeline Setup
Create clear stages based on how your business actually handles opportunities.
- New Lead
- Contacted
- Qualified
- Appointment Booked
- Estimate Sent
- Won or Lost
2. Calls, Texts, and Email Setup
Give your team one place to communicate with leads and customers.
- Business calling
- Two-way text messaging
- Email communication
- Conversation history
- Automated drip campaigns
- Internal notifications
3. Reporting Setup
Create dashboards that show what is happening throughout the sales process.
- Leads by source
- Response time
- Calls and form submissions
- Appointments booked
- Pipeline value
- Closed opportunities
- Revenue attribution
4. Contact Upload and Organization
Move existing contacts into a cleaner structure that matches the pipeline.
- Contact import
- Duplicate cleanup
- Tags and segments
- Custom fields
- Lead-source organization
- Customer and prospect lists
5. Integrations and Automations
Connect the CRM with the tools that generate or manage customer activity.
- Website and landing-page forms
- Calendars and appointments
- Advertising platforms
- Payment systems
- Lead notifications
- Pipeline-stage updates
- Task creation
- Missed-call recovery
- Review requests
- Old-lead reactivation
6. Mobile CRM Access
Help your team manage leads and conversations while working away from a desktop.
- View new leads
- Call and text contacts
- Update pipeline stages
- Review appointments
- Add notes
- Check opportunity status
Built into your crm
Follow-Up That Runs Automatically
Automations are built directly into the CRM, so every trigger, message, task, and pipeline update stays connected to the same customer record.
New Lead Response
A new form or call triggers an immediate text, email, and internal notification.
Missed-Call Recovery
A missed caller automatically receives a text inviting them to continue the conversation.
Appointment Follow-Up
Confirmations, reminders, and rescheduling links are sent before the appointment.
Estimate Follow-Up
Prospects receive scheduled reminders after an estimate or proposal is delivered.
Long-Term Nurture
Leads who are not ready today continue receiving relevant follow-up over time.
Reactivation Campaigns
Older leads and customers can be re-engaged through targeted campaigns.
Why Advertigents
More Than Software Setup
We connect your CRM to the full customer journey, from the first ad click or website enquiry to follow-up, booking, and closed revenue.
• Built around your actual sales process
• Connected to your website and lead sources
• Automated around customer behavior
• Structured for calls, bookings, estimates, and sales
• Clear enough for your team to use daily
• Designed to grow as your business grows
Work Process
A Clear Path From Audit to Action
Here's exactly what we do in your first five weeks — and what you get at the end of each one.
Growth Audit
Strategy Map
Campaign Build
Launch & Connect
Review & Improve
FAQ
Questions Before You Book?
Here are a few common things businesses ask before starting with Advertigents.
Q1: What is CRM and automated follow-up, and why does my business need it?
A CRM organizes every lead and customer contact in one place. Automated follow-up means the system responds, reminds, and nurtures prospects without your team having to do it manually. Together, they stop leads from being lost to slow response times, missed calls, or inconsistent follow-up.
Q2: What CRM platform do you build on?
We build on a platform that combines pipeline management, two-way texting, calling, email, appointment booking, and automation in one system. Everything is connected — so a new lead from your ads, website, or form flows directly into your pipeline and triggers follow-up automatically.
Q3: What automations are included in the setup?
We set up immediate new lead responses, missed-call text-back, appointment confirmations and reminders, estimate follow-up sequences, long-term nurture for leads not ready yet, and reactivation campaigns for older contacts. All automations are triggered by customer behavior, not manual tasks.
Q4: How long does CRM setup take?
The full setup is completed across 5 weeks — audit, strategy, build, launch, and review. By week 4, your pipeline, automations, and integrations are live and connected to your lead sources.
Q5: Will this work with my existing tools and lead sources?
Yes. We connect the CRM to your website forms, landing pages, ad platforms, calendar, and payment systems. Leads from Google Ads, Meta Ads, or organic search flow straight into your pipeline with source tracking included.
Q6: Do I need a big team to manage this?
No. The system is built around how your business actually works, whether you have one person or a full team. Automations handle the repetitive tasks, and the mobile CRM lets you manage leads, calls, and pipeline updates from anywhere.
Free Growth Audit
Ready To Get More Leads? Start Here.
Book a free audit. We'll look at your ads, your website, and your follow-up, and show you exactly what's costing you leads.
