CRM implementation
HubSpot, Pipedrive, Zoho or Salesforce implemented for how your team actually sells, with pipelines, stages and fields that match the process.
At Infynix, we craft growth engines that inspire and endure.
Automating lead follow-ups, email drips, and CRM synchronization. Leads get missed when team follow-up tasks are done manually. Fast, automated communication is key to converting leads into sales.
OUR CAPABILITIES IN
Marketing Automation & CRM
01
Drip Email Campaigns
02
Lead Scoring
03
CRM Sync
04
Abandoned Cart Follow-Up
How We Work
01
Mapping
We map your customer journey from inquiry to purchase.
02
Setup
We set up custom fields and deal stages in your CRM.
03
Copy
We write crisp email templates and follow-up messages.
04
Logic
We build automated trigger rules in marketing tools.
05
Testing
We test workflows to ensure no lead is dropped.
06
Optimize
We test subject lines to improve email open rates.
Marketing automation and CRM for UK businesses whose enquiries arrive by phone, form and message at all hours, whose sales teams are small, and whose leads go cold in a shared inbox before anyone follows up. The systems that catch the lead, route it, answer it and keep it warm until it closes, built on HubSpot, Pipedrive, Zoho, Salesforce or a custom stack, with consent handled to UK GDPR and PECR.
A lead that gets a reply in minutes converts; one that waits until Monday has already spoken to three competitors. Automation makes the fast reply possible without a team that never sleeps, and the CRM makes sure every conversation is recorded, routed and measured, so the pipeline is something the owner can see rather than something the sales team carries in their heads.
We build these systems for clinics and dental practices, solicitors and accountants, property agencies, education providers, e-commerce brands and B2B companies, with routing rules for how each business actually sells and with reporting that shows the pipeline from enquiry to invoice by source and campaign.
The plumbing connects to the campaigns: qualified leads and closed deals flow back to Google and Meta as offline conversions, so the platforms optimise for revenue rather than form fills.
What we build
Lead capture and routing
Web, phone, chat, ad and portal leads captured with source and campaign, deduplicated and routed to the right person within minutes.
Automated follow-up
Sequences by email, SMS and WhatsApp that respond instantly, qualify and nurture, with a person stepping in at the right moment.
Call tracking
Phone enquiries attributed to their source and logged against the record, because that is how much of the UK enquires.
Consent and PECR
Marketing consent captured, recorded and honoured to UK GDPR and PECR, with opt-outs applied across channels.
Sales enablement
Quotes, proposals, booking links and documents generated from the CRM.
Reporting and attribution
Pipeline, conversion and revenue by source and campaign, connected to the ad platforms for offline conversion import.
Integration
Connected to the website, the booking or practice system, Xero or Sage and the ad platforms by the Infynix technology team.
Typical engagements and timelines
| Engagement | Typical timeline |
|---|---|
| CRM implementation for a sales team | 4 to 8 weeks |
| Lead routing and automation build | 3 to 6 weeks |
| Call tracking and attribution | 1 to 2 weeks |
| Migration from spreadsheets or another CRM | 4 to 10 weeks |
| Ongoing automation and optimisation | Monthly |
Who this is for
Clinics and dental practices
Enquiry to consultation to treatment tracked, with reminders and follow-up automated and no-shows reduced.
Law firms
Enquiries routed by practice area, conflict checks prompted, and long matters kept warm without becoming noise.
Property agencies
Portal, ad and phone leads routed to the right negotiator with viewing scheduling automated.
Education
Admissions pipelines from enquiry to enrolment, timed to the academic calendar.
E-commerce
Abandoned carts, post-purchase flows and retention on email and SMS, with consent handled.
B2B and SaaS
Long cycles kept warm with nurture, and pipeline reported by source.
How we work together
Implementation project
CRM, routing, call tracking and automation built and launched on a fixed scope.
Foundations inside a marketing retainer
The CRM and automation layer built as the first phase of a growth engagement.
Ongoing optimisation
Sequences, scoring and reporting improved monthly from the data.
Phone, form and message, one pipeline
UK enquiries arrive by phone more than most agencies admit, and a phone call that is not tracked and logged is a lead that marketing cannot count and sales cannot follow up. We put call tracking, web forms, live chat, WhatsApp and portal leads into one pipeline, with every enquiry tagged with its source and campaign, deduplicated against the existing record, and routed to the right person by rules that match how the business actually sells.
If nobody responds, the lead escalates rather than going cold, and the owner can see the whole pipeline without asking around.
Every channel captured
Phone, forms, chat, WhatsApp, ads and portals in one pipeline.
Source attached
Campaign and page recorded on every enquiry.
Routing rules
By practice area, branch, product or availability.
Escalation
Unanswered leads reassigned before they are lost.
The first minute, automated; the decision, human
The best automation does the first minute and the follow-ups and hands the conversation to a person at the moment it matters: when the lead asks a real question, when they are ready to book, when the deal needs a voice. Fully automated pipelines lose the high-value lead; fully manual ones lose the rest. We build sequences with clear handoff points, notify the right person when they trigger, and measure response time and conversion at each stage so the balance can be adjusted from data.
Sequences end when they should. Nurture that never stops is spam with a CRM behind it.
Instant first response
Automated and qualified, on the channel the enquiry used.
Handoff triggers
A person notified when the conversation needs one.
Nurture that ends
Sequences that stop, not noise forever.
Stage measurement
Response time and conversion by stage, adjusted monthly.
Consent you can defend to the ICO
PECR requires consent before marketing emails and texts are sent to individuals, and UK GDPR requires a lawful basis, a record of it and the ability to honour a withdrawal immediately. Marketing automation is where businesses get this wrong: a list imported from an old spreadsheet, a sequence sent to people who enquired once years ago, a text campaign to numbers that never opted in. Each is a complaint waiting to happen.
We capture consent with every lead per channel, record the basis for every contact, honour opt-outs automatically across email, SMS and WhatsApp, and document the data map so the pipeline you build is one you are allowed to use.
Consent per channel
Recorded with every lead at capture.
Opt-outs honoured
Applied automatically across every channel.
Lawful basis recorded
For every contact, defensible on request.
Documented
A data map that survives an ICO enquiry.
Connected to the campaigns and the accounts
A CRM that stands alone is a better spreadsheet. Connected to the ad platforms, it sends qualified leads and closed deals back as offline conversions so Google and Meta optimise for revenue. Connected to Xero or Sage, it shows the pipeline through to the invoice. Connected to the practice, booking or property system, it stops the double entry that kills adoption. The Infynix technology team builds those integrations as part of the implementation rather than as a later project.
The result is reporting that shows spend to revenue by source and campaign in one place, in the numbers the finance director uses.
Offline conversions
Qualified leads and revenue sent back to the platforms.
Accounting integration
Xero or Sage connected so pipeline reaches the invoice.
Operational systems
Practice, booking and property systems integrated.
One report
Spend to revenue by source and campaign.
WhatsApp and SMS the way UK customers accept them
British customers increasingly prefer a WhatsApp or text reply to a phone call, but PECR requires consent for marketing messages and the platforms enforce their own template and opt-in rules. A business that blasts promotions to a purchased list gets blocked and reported; one that replies to an enquiry on the customer’s chosen channel within minutes wins the job.
We implement WhatsApp Business and SMS inside the CRM with consent captured and respected, approved templates for transactional and service messages, conversational handling for enquiries, and reporting on response times and conversion by channel.
Consent captured
Marketing messages only where PECR allows.
Approved templates
Transactional and service messages set up correctly.
In the CRM
Every conversation on the contact record.
Measured
Response time and conversion by channel.
Where we deliver Marketing Automation & CRM
Further reading
Marketing Automation & CRM in our other markets
Infynix Solutions is registered separately in India, the United Kingdom and the United Arab Emirates. This page covers United Kingdom. The same service, written for the other markets:
Marketing Automation & CRM questions
Which CRM do you recommend for a UK business?
HubSpot fits marketing-led teams, Pipedrive fits small sales teams, Zoho fits cost-conscious SMEs and Salesforce fits larger organisations with existing investment. We recommend after seeing how your team actually sells and we implement all of them.
Can you track phone enquiries?
Yes. Call tracking attributes every phone enquiry to its source and campaign and logs it against the CRM record, so calls are counted alongside forms and messages.
How fast can a lead be answered?
Within minutes, day or night, with an automated qualified first response on the channel the enquiry used, and a person notified when the conversation needs one. Response time is measured and reported.
How do you handle PECR and UK GDPR for marketing?
Consent is captured with every lead per channel, the lawful basis is recorded, opt-outs are honoured automatically across email, SMS and WhatsApp, and the data map is documented.
Can you migrate us from spreadsheets or another CRM?
Yes. Data is mapped, cleaned and migrated in rehearsed stages with reconciliation, and the team is trained on the new process before the old one is switched off.
Can the CRM feed the ad platforms?
Yes. Qualified leads and closed deals are sent back to Google and Meta as offline conversions so bidding optimises for revenue rather than form fills.
Can you connect the CRM to Xero or our practice system?
Yes. Xero, Sage, practice management, booking and property systems are integrated by the Infynix technology team as part of the implementation.
Who owns the system?
You do. Accounts, data, configurations and documentation are in your name, and the process is documented so your team can run it.
