RaseoTech
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CRM & Marketing Automation

Every lead tracked, followed up and turned into revenue

We set up the CRM and automated journeys that make sure no enquiry is forgotten, from the first message to the paid invoice.

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Sales team working together on laptops around a meeting table

Overview

How we help

Leads come in from your website, ads, WhatsApp and referrals. Without one system they get lost. We bring them into a single pipeline, assign them, and trigger follow-ups automatically.

Email and WhatsApp journeys nurture people who are not ready yet, while reminders, invoices and reviews go out on time without manual effort.

Ideal for

  • Clinics and service businesses
  • Schools and academies
  • Sales teams outgrowing spreadsheets

What's included

  • CRM setupHubSpot, Zoho, Pipedrive or a custom CRM shaped to your sales process.
  • Lead captureWebsite, ads, WhatsApp and phone enquiries in one pipeline.
  • Nurture journeysEmail and WhatsApp sequences that follow up automatically.
  • Booking & invoicingAppointment booking, quotes, invoices and payment reminders.
  • Reviews & referralsAutomated review requests and referral programmes.
  • DashboardsPipeline, conversion and revenue reporting.
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Outcomes

What you can expect

No lost leadsEvery enquiry logged and assigned.
Faster follow-upAutomatic first touch and reminders.
Visible pipelineKnow what is coming in each month.

Process

How the project runs

  1. Discover

    A short call to understand your goals, customers and constraints.

    Day 1–3

  2. Blueprint

    A written plan with scope, timeline, team and a fixed proposal.

    Week 1

  3. Build & launch

    Weekly demos, a shared board, and launch with tracking in place.

    Weeks 2–12

  4. Grow

    Monthly improvements, SEO, campaigns and support after launch.

    Ongoing

Tools & technology

What we work with

  • HubSpot
  • Zoho CRM
  • Pipedrive
  • Brevo
  • Klaviyo
  • Mailchimp
  • WhatsApp Business API
  • Calendly
  • Stripe
  • Zapier
  • n8n

FAQ

CRM & Marketing Automation: common questions

Which CRM do you recommend?

It depends on your team size, budget and process. We compare options during discovery and recommend the simplest one that fits.

Can you move our existing contacts?

Yes. We clean, de-duplicate and import contacts, subscribers and history from your current tools.

Is email marketing compliant?

We set up consent, unsubscribe links and sender authentication (SPF, DKIM, DMARC) to meet anti-spam laws such as CAN-SPAM, CASL and Singapore's PDPA.

Can WhatsApp messages be automated?

Yes, through the official WhatsApp Business API, with message templates approved by Meta.

Related

Often combined with

Talk to us about crm & marketing automation

Share a few lines about your goals. We'll reply within one business day with questions or a proposal.

Send an enquiry