Marketing Automation & CRM Setup
Turn leads into customers while you sleep.
Marketing automation connects every touchpoint in your buyer journey: email, SMS, chat, and CRM. In 2026, AI-powered automation goes far beyond basic drip sequences. We build intelligent workflows that score leads, personalize messages, trigger actions based on behavior, and hand off qualified prospects to your sales team at exactly the right moment.
If any of this sounds like your business, you are in the right place.
You are spending money but not seeing ROI
Marketing budget goes out the door every month. But connecting that spend to actual revenue? That is the hard part.
Your current provider does not communicate
You get monthly reports full of metrics you do not understand. No clear explanation of what is working and what is not.
You have tried multiple agencies and tools
Each one promised results. Some showed early wins. None delivered sustained, measurable business growth.
You know you need to do this but do not know where to start
The options are overwhelming. DIY takes too long. Agencies are expensive. You just want a clear path forward.
If you nodded at any of these, keep reading. We built our marketing automation & crm setup service specifically for businesses in this situation.
What changes when marketing automation & crm setup is done right.
- ✕ Invisible in search results
- ✕ Traffic but no conversions
- ✕ Competitors outrank you
- ✕ No AI search visibility
- ✕ Unclear ROI from marketing spend
- ✓ Page 1 rankings for target keywords
- ✓ Qualified leads from organic search
- ✓ Outranking competitors consistently
- ✓ Cited by ChatGPT, Perplexity, Gemini
- ✓ Clear ROI tied to revenue growth
Marketing Automation & CRM Setup deliverables that drive revenue.
Every engagement is tailored to your business. Here is what a typical marketing automation & crm setup package includes. We adjust scope based on your plan tier and specific goals.
Deliverables Checklist
- Marketing automation platform setup and migration (HubSpot, Mailchimp, ActiveCampaign, Klaviyo)
- Lead scoring models based on engagement, demographics, and intent signals
- Automated email nurture sequences for every stage of the buyer journey
- CRM integration and sales pipeline automation
- Behavioral trigger campaigns (page visits, form fills, cart abandonment)
- SMS and WhatsApp automation workflows
- Dynamic content personalization based on user segments
- A/B testing frameworks for subject lines, send times, and content
- Customer lifecycle automation (onboarding, upsell, win-back, re-engagement)
- Monthly performance reporting with funnel analysis and revenue attribution
How we deliver marketing automation & crm setup.
No black boxes. You know exactly what we are doing, why, and what results to expect at each stage.
Audit & Plan
We map your current tech stack, data flow, and buyer journey. Gaps and opportunities are identified. You get a clear automation roadmap prioritized by revenue impact.
Build & Integrate
We set up or optimize your marketing automation platform, integrate with your CRM and website, build lead scoring models, and create your first automation workflows.
Launch & Nurture
Automated sequences go live: welcome series, lead nurture, abandoned cart, re-engagement. Each workflow is triggered by real user behavior, not arbitrary timelines.
Optimize & Scale
Monthly reporting on open rates, click rates, conversion rates, and revenue attributed to automation. We continuously test and optimize every workflow for better results.
What makes our marketing automation & crm setup different.
AI Search Included Free
Every plan includes AEO and GEO optimization. Others charge $2,500 to $7,500 extra. We include it because in 2026, it is essential.
Revenue, Not Rankings
We tie every report to business outcomes. Leads, revenue, ROI. Not vanity metrics that look good but mean nothing for your bottom line.
Global Reach, Local Expertise
We do not translate campaigns. We build strategies native to each market with local keyword research, cultural context, and regional link building.
No Contracts
Month-to-month. Always. We earn your business through results, not legal paperwork. Cancel with 30 days notice anytime.
Get a free Marketing Automation & CRM Setup audit worth $1,200.
We will analyze your current marketing automation & crm setup performance and deliver a prioritized action plan.
Claim Your Free Marketing Automation & CRM Setup Audit →Transparent marketing automation & crm setup pricing.
Published pricing. No hidden fees. AI Search Optimization included in every plan.
Starter
Small businesses building visibility.
Up to 30 keywords
Get Started →Growth
Growing companies scaling revenue.
Up to 75 keywords
Get Started →Scale
Brands in competitive markets.
Up to 150 keywords
Get Started →Enterprise
Market leaders needing full support.
Unlimited keywords
Get Started →Full marketing automation & crm setup pricing with deliverable breakdown and regional rates →
Marketing Automation & CRM Setup questions answered.
We serve these industries with marketing automation & crm setup.
Ready to invest in marketing automation & crm setup that delivers?
Talk to a senior strategist about how marketing automation & crm setup can drive measurable growth for your business.
Or call +1 (888) RANK-SEO