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INH System
Service
CRM Automation
Best For
Sales teams managing leads across multiple sources who need a clear, automated pipeline from enquiry to close
Timeline
3 to 8 weeks
Process
Discovery & Audit · CRM Setup · Lead Source Integration · Automation Build · QA & Handover
Deliverables
CRM setup or configuration, lead source integrations (website, ads, WhatsApp), automated follow-up sequences, lead routing and assignment rules, pipeline visibility and reporting, data audit and cleanup
Summary

INH System sets up and automates CRMs, connecting your lead sources, automating follow-up and giving your sales team full pipeline visibility from enquiry to close. We work with HubSpot, Zoho and other platforms, or advise on the right fit if you are starting from scratch.

INH System · CRM Automation

NEVER
LOSE A
LEAD.

CRM setup and automation that connects your lead sources, automates follow-up and gives your sales team clear pipeline visibility.

3–8 weeks
Typical timeline
All sources
Connected to CRM
HubSpot + Zoho
Platforms we use
Sales pipeline · Live
New
Tech Startup
£8,500
Website
Contacted
Law Firm Ltd
£12,000
SEO
Retail Group
£6,200
Ads
Qualified
Clinic Network
£18,500
Software
Proposal
School Trust
£22,000
LMS
Won
Hotel Brand
£9,800
Website
6 active deals · £76,900 pipeline
Connected · Automated · Visible
The pipeline problem
✕ Leads not followed up in time✕ No visibility on pipeline value✕ Manual data entry across tools✕ Inconsistent follow-up by different people✕ No automated first response✕ Leads from ads going nowhere
Platforms

CRMs we work with

We advise on the right platform for your business, then set it up and connect it to your lead sources and automations.

Recommended
HubSpot
Our primary recommendation for most growing businesses. Excellent automation, pipeline management and marketing integration.
Zoho CRM
Strong choice for businesses wanting flexibility, affordability and deep customisation across a broader suite of tools.
Other CRMs
We work with other platforms where you already have one in place — our focus is automation and integration, not lock-in.
Start fresh
No CRM yet?
We'll help you choose the right platform based on your sales process, team size and budget — then build it from scratch.
Sales pipeline management
The outcome

Every lead tracked. Every follow-up sent. Every deal visible. No exceptions.

Our Process

How we set up your CRM.

CRM Audit
Step 01
CRM Audit
Our approach

How we connect your pipeline

01
Connect every lead source
Website forms, ad platforms, WhatsApp and referrals all flow into the CRM automatically through native integrations or direct API connections, so no lead sits in an inbox or spreadsheet waiting to be manually entered, and none get lost between channels.
02
Automate the follow-up
First-response emails, WhatsApp messages, task creation and reminders fire automatically the moment a lead enters the pipeline, based on rules tied to lead source and stage rather than a single generic sequence applied to everyone.
03
Route by the right criteria
Leads are assigned to the right person by location, service line, deal value or source using rules we build with your sales team, so assignment happens consistently in seconds instead of depending on a manager checking a list manually.
04
See your pipeline clearly
Dashboards show where every deal actually sits, which stage is bleeding the most leads, and what revenue is realistically in the pipeline, updated in real time so a Monday morning review doesn't start with someone manually compiling numbers.
Deliverables

What you receive

CRM setup or audit
Lead source integrations
Automated follow-up sequences
Lead routing and assignment rules
Pipeline stage configuration
Data clean-up
Reporting dashboards
Team training
Duplicate and stale-record policy
CRM pipeline

With CRM Automation vs. Without

With CRM Automation
✓ Every lead captured and tracked
✓ First response sent automatically
✓ Pipeline visible in real time
✓ Leads assigned by the right criteria
✓ Consistent follow-up every time
✓ Data clean and reliable
Managing Manually
✕ Leads lost in email and spreadsheets
✕ Follow-up relies on someone remembering
✕ No clear picture of pipeline value
✕ Manual assignment decisions
✕ Inconsistent — depends on the person
✕ Data scattered, duplicated and stale
FAQ

Common questions

We work with common CRMs such as HubSpot and Zoho, and less commonly Pipedrive and Salesforce depending on the client's existing stack, and advise on the best fit for your team size and budget if you don't have one yet.

Yes. We connect lead sources (website forms, Meta and Google ad platforms, WhatsApp, referral forms) using native integrations where they exist and direct API connections where they don't, so leads flow into the CRM without manual entry.

Follow-up sequences, lead routing and assignment, task reminders, data updates between systems, and recurring reporting are all common automations. What we automate first depends on where your pipeline is currently losing the most time or leads.

Yes. We audit existing data for duplicates, inconsistent formatting and stale records, and clean it up as part of the setup. The extent of clean-up depends on how much historical data exists and how inconsistent it currently is.

Most CRM automation projects take around 3 to 8 weeks depending on scope, the number of lead sources being integrated, and how much existing data needs cleaning before automation can run reliably against it.

We advise on the right platform for your team size, sales process and budget, set it up from scratch with the pipeline stages that match how your team actually sells, and connect all your lead sources and automations together from day one.

Adoption usually fails when a CRM is configured around what a manager wants to report rather than how the sales team actually works day to day. We build the pipeline stages and automations around the real sales process first, then layer reporting on top, and include hands-on training so the team sees it saving them time rather than adding admin.