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CRM with marketing automation

CRM with marketing automation that follows up on every lead

Aigentcy sets up your CRM with marketing automation, so every enquiry is captured, enriched, scored and assigned, and a first follow-up is drafted before the lead goes cold. Your sales team keeps the conversation.

  • Every enquiry captured in your CRM
  • Leads scored against your ideal client profile
  • Follow-ups drafted for your team to send

Where leads get lost today

Enquiries arrive through web forms, email, phone and social messages. Someone has to research the company, type the details into the CRM and decide who follows up. When the team is busy with delivery, that work waits.

A CRM with marketing automation does that preparation the moment the enquiry arrives. Your team starts with the context and the draft, and spends its time on the conversation.

What a CRM with marketing automation does for you

We connect enquiry capture, enrichment, scoring and follow-up to the CRM you already use.

  • Capture from every channel

    Website forms, inbound email and other channels feed one CRM record per enquiry, with duplicates merged.

  • Company and contact context

    Each record gets the company details your team would otherwise look up themselves.

  • Scoring and assignment

    Enquiries are scored against the ideal client profile you agree with us and assigned to the right person.

  • Follow-up drafts and sequences

    A first follow-up is drafted for review, and nurture emails go out on schedule to leads who are not ready yet.

Customer journey automation from first enquiry to repeat business

Customer journey automation carries the same approach past the first reply. Onboarding emails go out when a deal closes, renewal reminders reach the account owner on time, and customers who go quiet are flagged for a call.

Each step runs on data already in your CRM, so marketing, sales and account management work from the same record.

Your team keeps the judgement

The automation prepares the information. Your consultants and salespeople review the fit, decide what to send and handle the customer conversation.

How a project runs

Aigentcy is AI-native. We build with AI every day, so we know where it saves time and where a simple rule works better. Every engagement is scoped with clear KPIs.

  1. Map the process

    We map where the work arrives, who copies it, who checks it and where it goes next. We agree what to measure before we build. Discovery typically takes 2 to 4 weeks.

  2. Build it into your tools

    We connect the systems your team already uses and add approval steps where a person must decide. A focused sprint on one to three processes runs 6 to 12 weeks.

  3. Measure and hand over

    We report time saved, error rates and cost per process against the baseline, and hand over a working automation with an owner, logs and exception handling.

What changes for your sales team

  • No enquiry waits for someone to type it in
  • The right person follows up, with context ready
  • Lead response and conversion measured from the CRM
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Proof from our work

Case study

Lead qualification and follow-up in the CRM

For an IT services provider, we connected enquiry capture, company enrichment, lead scoring and follow-up preparation to its existing CRM. Consultants keep the qualification decision and the conversation.

Read the full case study

Aigentcy automated our sales pipeline for us. Every enquiry now lands in our CRM already qualified, scored, and assigned to the right person, with a first follow-up drafted, so we've stopped letting good leads go cold while we're heads-down on delivery.

Ernest Baldacchino Ernest Baldacchino Managing Director

Frequently asked questions

The questions buyers ask us before a first call. Anything else, ask us on the call.

Which CRM systems do you work with?

We work with the CRM you already use, through its API, including the major commercial CRM platforms and open-source ones.

Do we have to change CRM?

No. We automate around your current CRM and its data. Your team keeps the records, views and reports it knows.

Does the automation send emails without us?

Only where you choose. First replies to new enquiries are drafted for review. Scheduled nurture and onboarding emails can run on their own once you approve the templates.

What is customer journey automation?

Customer journey automation triggers the next step for each customer from data in your CRM: onboarding after a sale, reminders before a renewal and a flag when a customer goes quiet.

How long does it take to set up?

Discovery and process mapping typically takes 2 to 4 weeks. A focused sprint on one to three processes runs 6 to 12 weeks.

Book a free 30-minute discovery call

Tell us about your CRM and leads

Tell us which process you want to automate. We spend 30 minutes on your priorities and send a scoped proposal within five business days.

  • A free 30-minute call with our team
  • A scoped proposal within five business days
  • No obligation and no mailing list

Prefer email? Write to info@aigentcy.com or call +356 7990 2911.

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Process automation at Aigentcy

Read how we connect CRM, ERP and other business tools.

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