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CRM & Marketing Automation
Capture every lead, route it to the right person, follow up automatically and see your whole pipeline in one place. We set up and connect your CRM so marketing and sales work as one system.
Free proposal and audit. No obligation.
“Very professional, does a great job…” Joanne P., Google review
HubSpot, Zoho, GoHighLevel
In short
A CRM (customer relationship management) system stores your contacts, leads, deals and conversations in one place. Marketing automation uses that data to trigger the right action at the right time, such as routing a new lead to a salesperson, sending a nurture email sequence, creating a follow-up task or updating a deal stage. Together they make sure no lead is forgotten and every prospect gets a timely, relevant response.
By the Digital Roots Media automation team · Updated
Investment
Projects are quoted as a fixed price based on your platform, data and workflows, with optional ongoing support. You get a clear proposal after a free review.
Scoped to your process
Fixed quote
CRM configuration, data import and cleanup, lead capture and routing, nurture and follow-up workflows, integrations, reporting and team training.
Setting up a new CRM, migrating, or improving an existing one.
Importing, deduplicating and cleaning contacts and deals.
Lead routing, nurture sequences, reminders and handoffs.
Website forms, ads, calendars, phone systems and billing tools.
What's included
We design your process first, then configure the technology to support it, not the other way around.
01
We map how leads arrive, who handles them, how deals progress and where things fall through the cracks today. That becomes the blueprint for your CRM.
02
We configure your CRM around your process: properties, pipelines, deal stages, permissions and views. Existing data is imported, deduplicated and cleaned.
03
Every website form, call, chat and ad lead flows straight into the CRM with its source, and is routed automatically to the right person with an instant notification.
04
Automated email and SMS sequences keep leads warm until they are ready, with content matched to their interests and stage.
05
Tasks, reminders, follow-up emails and deal updates happen automatically, so your team spends time selling rather than updating records.
06
Dashboards show pipeline value, conversion rates by stage and lead source performance. We train your team so the system is actually used.
Our process
Process first, then configuration, then automation, with your team involved at every step.
Step 1
Current tools, data, process and pain points.
Step 2
Pipeline, fields, routing rules and workflows.
Step 3
Configuration, data import and integrations.
Step 4
Routing, nurture and sales workflows, tested.
Step 5
Team training, go-live and support.
Why Digital Roots Media
How we work, and what our clients say about working with us.
Strategy, design, development, SEO and AI search under one roof, so nothing gets lost in handoffs.
You see the scope, deliverables and investment in writing before any work begins.
Reports tied to leads and revenue, not vanity metrics, with a real person to walk you through them.
Your accounts, data, content and assets stay yours, always.
“Digital Roots Media did an amazing job in designing and launching our new website. Great team. Great experience. We are continuing to do maintenance with them…”
Google review
“A great company and a great experience. They are very knowledgeable and creative. They created an amazing website for our firm!…”
Google review
“I loved working with Digital Roots Media. Professional service and outstanding, innovative work.”
Google review
Why it matters
Many businesses do not have a lead problem. They have a follow-up problem.
OVERVIEW
Leads that wait too long for a reply often go cold or choose a faster competitor. Spreadsheets, inboxes and memory are not a system, and good opportunities slip through the gaps.
A well-configured CRM with automation responds instantly, follows up consistently and shows exactly where every deal stands.
BENEFIT 01
Instant routing and notifications mean new leads reach the right person immediately, while they are still interested.
BENEFIT 02
Automated tasks and sequences make sure every prospect gets the right follow-up at the right time, without relying on memory.
BENEFIT 03
Know how many leads you have, where they came from, which stage they are in and what they are worth.
BENEFIT 04
Automating data entry and routine updates frees your team to focus on conversations that close business.
Explore our growth services
More leads and sales from the traffic you have.
Experiments that prove what actually works.
Tracking and dashboards you can trust.
A clear plan tied to revenue, not activity.
Focused pages built to convert paid traffic.
Paid search and social that pays for itself.
Nurture sequences that turn leads into customers.
FAQs
Straight answers to the questions business owners ask most. Still unsure? Talk to a strategist.
We work with HubSpot, Zoho CRM, GoHighLevel and other popular CRMs, and can help you choose the right one for your team and budget.
Yes. We import, deduplicate and clean your data, map it to your new pipeline and verify everything before launch.
Common automations include lead routing, instant notifications, follow-up emails and SMS, task creation, deal stage updates, nurture sequences and reporting.
Yes. We connect website forms, chat, call tracking and ad platform leads so every lead lands in the CRM with its source.
A focused setup typically takes 3 to 8 weeks, depending on data volume, workflows and integrations.
Yes. Training and documentation are included, because a CRM only works if your team uses it.
Yes. We audit existing CRMs, clean up data and pipelines, and add the automations and reporting that are missing.
Projects are quoted as a fixed price based on platform, data, workflows and integrations, with optional ongoing support.
Get started
Share your website and email. You will receive a free CRM and follow-up review and a clear proposal, with no obligation.
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