CRM & Automation Services
CRM and automation that captures every lead, follows up within 60 seconds and tracks every opportunity from first contact to closed deal — without you doing it manually.
Most leads die in the gap between form-fill and follow-up. Someone submits an enquiry at 6pm, gets an email auto-reply saying "we'll be in touch," and by the time someone calls the next morning they've already booked with a competitor who responded by SMS at 6:01pm. Speed-to-lead is the single biggest lever in service business conversion — and it's almost entirely an automation problem, not a people problem. We build CRM pipelines (HubSpot, GoHighLevel, Pipedrive, Zoho) and automation flows (Zapier, n8n, Pabbly) so every lead gets tagged, routed to the right team member, followed up via SMS and email within 60 seconds, and tracked through to revenue. Missed-call-text-back, appointment reminders, review request automation, lead scoring — all configured and tested before handover. We're fluent across all four major CRM platforms and we'll recommend the right one for your business size, sales process and technical stack at the discovery call. Pair with our small business CRM service for a fully managed ongoing CRM retainer.
What's Included in CRM & Automation
- CRM setup and pipeline design — stages from lead-in to won/lost, probability weightings, deal value tracking, team assignment rules
- Lead capture forms and tagging — forms embedded on your website and landing pages, with source tagging so you know which channel each lead came from
- SMS and email auto-follow-up — triggered within 60 seconds of form submission. Message personalised by lead source, service type and time of day
- Missed-call-text-back — unanswered calls trigger an automatic SMS within 60 seconds. Dramatically improves recovery rate of after-hours and on-site-missed calls
- Zapier / n8n / Pabbly integrations — connecting your CRM to your booking system, accounting software, scheduling platform and any other tools in your stack
- Reporting dashboard — pipeline by stage, lead volume by source, conversion rate by channel, average deal value, time-to-close
Why DSIGNS for CRM & Automation?
- 01Fluent across HubSpot, GHL, Pipedrive and Zoho — we recommend the right platform for your business, not the one we prefer to use. GHL for service businesses needing all-in-one; HubSpot for scaling sales teams; Pipedrive for sales-led B2B; Zoho for budget-conscious operations
- 02Speed-to-lead under 60 seconds — the automation fires in real time, not on a 5-minute polling cycle. Every lead gets a human-feeling SMS within a minute of enquiring
- 03Real team for live support — when an automation breaks after a site update or platform change, you can call us. Not submit a support ticket to an offshore team
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Still got questions? .
Which CRM should I use? +
GoHighLevel for local service businesses, tradies and NDIS providers who want SMS, email, pipeline, calendar booking and review automation in one platform. HubSpot for businesses with a dedicated sales team and complex deal tracking needs. Pipedrive for B2B businesses that are primarily sales-led. Zoho for businesses with tight budgets or existing Zoho product usage. We assess your specific situation at the discovery call and give you a plain-English recommendation with reasons.
Can you connect the CRM to my existing tools? +
Yes — we use Zapier, n8n (open source, self-hosted) or Pabbly to connect your CRM to your booking system, accounting software (Xero, MYOB), job management software (ServiceM8, Tradify, simPRO), your email marketing platform (Klaviyo, Mailchimp) and any other tool that has an API or webhook. We map your integration requirements at the scoping call and quote per-integration.
How is this different from just using the CRM's built-in automation? +
Most CRMs have basic built-in automation (sequence emails, stage-based notifications). What they don't handle well is cross-platform triggers (e.g. "when a job is completed in ServiceM8, send a review request SMS via GHL"), complex conditional logic, or integration with external systems. That's where Zapier, n8n or Pabbly come in — they connect the dots between platforms your CRM can't natively reach.
Our crm & automation process — no fluff, no surprises.
Same four stages on every crm & automation project. You'll always know what's happening this week and what's next.
Discovery call
30-minute chat to understand your business, your customers and what success looks like for your crm & automation.
Strategy & scope
We map the work to outcomes — fixed-price scope, clear deliverables, no surprise rounds on your crm & automation project.
Design & build
Senior in-house team executes — you'll see real progress weekly, not a 6-week silence followed by a big reveal.
Launch & support
We hand over editable files, train your team, and stay on for 30 days post-launch to fix anything that needs fixing.