Book a Growth Consultation
Book a Growth Consultation

CRM Setup & Automation

A CRM That Actually Gets
Used and Drives Sales.

We set up and automate your CRM pipeline design, lead capture, follow-ups, and integrations
so your team follows one process and every lead is trackable.
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Built for the Future of Search & Discovery

Every growing business needs a clear system to manage leads, follow-ups, and customer conversations.
Having the right CRM and automation setup helps business teams to respond faster, track every enquiry, and move prospects through a structured sales journey.
 
At Lamppost Digital, we provide CRM automation services that connect your website forms, landing pages, WhatsApp, email, and sales process into one organized workflow. Our CRM setup services help you build clean lead pipelines, define follow-up stages, manage customer data, and create reporting structures that support better decisions. Through our CRM integration services, we connect the tools your business already uses, so your team can reduce repeated manual work and stay focused on meaningful conversations. Our marketing automation CRM approach helps businesses nurture leads consistently, improve response time, and create a smoother customer journey. The result is a reliable growth system that brings clarity, speed, and structure to your daily business operations.

CRM Selection & Setup

Choose and configure the right CRM for your workflow.

Sales Pipeline & Stages Design

Clear stages that match your sales process.

Lead Capture & Source Tracking

Track leads from forms, ads, WhatsApp, and referrals.

Auto Assignment & Routing

Leads go to the right person instantly.

Follow-up Reminders & Tasks

No missed follow-ups, no forgotten leads.

Email/WhatsApp Automation

Automated sequences for nurturing and updates.

CRM Dashboards & Reporting

Know conversion rates, stage drops, and team activity.

Tool Integrations

Connect website, forms, campaigns, WhatsApp, calendars, payments.

A Structured System. Not Tool Installation.

1

Align

Define pipeline stages, roles, and reporting outcomes.

2

Architect

Structure fields, stages, automation rules, and dashboards.

3

Build

Configure CRM, integrations, workflows, and lead routing.

4

Activate

Onboard team and ensure adoption with SOP-based usage.

5

Improve

Improve conversion and cycle time using pipeline insights.

Built for clarity. Designed for consistent follow-up and conversion.

Where it works

Service businesses
B2B
education
clinics
agencies
consultants

Best for

Leads scattered
follow-up gaps
no pipeline visibility
manual reporting

Execution Scope

Lead organization
conversion tracking
team discipline
sales visibility

How We Help You Grow at Every Stage of Your Business

1

Get Ready to Grow

Build clarity, positioning, and a strong foundation.

2

Get More Enquiries

Create visibility and lead systems that attract the right audience.

3

Convert & Deliver

Turn interest into customers with clear workflows.

4

Retention & Repeat Sales

Build systems that bring customers back.

5

Learning & Community

Enable knowledge sharing, learning, and long-term engagement.

FAQ

Will you set this up for Zoho CRM?

Yes. We do Zoho CRM setup and automation, and we can also work with other CRM tools based on your workflow. The goal is simple: a CRM your team actually adopts, with clean pipelines and trackable follow-ups.

Yes. We connect website forms, landing pages, and WhatsApp to your CRM so leads flow in automatically, get assigned correctly, and trigger follow-ups without manual effort.

Yes, if it matches workflow. We keep it simple, usable, and clear.

Yes. We set lead source fields, tagging, and reporting.

Yes. We build CRM automation for follow-ups using tasks, reminders, email/WhatsApp triggers, and routing rules, so leads don’t go cold and your team stays consistent.

 

Want your leads, follow-ups, and sales pipeline under control?

Let’s build a CRM system that gives clarity, improves conversions, and supports growth without chaos.

Book a Growth Consultation

Let's Get your Growth
Started

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