CRM Systems & Marketing Automation

One intelligent system to capture leads, nurture relationships, and grow sales.

Growth becomes difficult when your tools are fragmented. We help you configure, implement powerful CRM systems that bring your leads, conversations, marketing, and sales into one clear, managable dashboard, helping you stay organised, responsive, and in control.

**This is not about more software. It is about control, clarity, connection, and conversion.**

What is a CRM System & Marketing Automation?

A CRM (Customer Relationship Management) system is a central platform that allows you to capture leads, manage relationships, automate communication, and track sales progress all in one place. When implemented properly, a CRM:

Prevents leads from being lost or forgotten

Creates consistent, professional follow-up

Saves time through automation

Improves visibility across your sales and marketing activity

Supports sustainable, scalable growth

What can CRM Systems do?

The CRM systems we implement are designed to support the full customer journey, from first enquiry to long-term relationship.

Centralised CRM & Pipeline Management

All client and lead data is stored securely in one place:

Customised sales pipelines (Kanban-style boards)

Clear visibility of where each lead sits in your process

Notes, communication history, and tasks tracked centrally

Fully tailored to your business workflow

This gives you immediate clarity on opportunities and next steps.

Lead Capture & Automated Nurture

We configure the system to capture and nurture leads automatically:

Website and funnel lead capture

Automated email and SMS follow-upse on messaging and length

Pre-built or bespoke nurture sequences

Consistent communication without manual effort

Every lead is acknowledged and supported at the right time.

Comprehensive Marketing Automation

We automate multi-channel marketing activity, including:

Email campaigns

SMS messaging

Voicemail drops

Messenger conversations

This allows you to maintain professional, timely communication at scale.

Website & Funnel Building

The CRM includes built-in tools to support growth:

Drag-and-drop landing page builder

Sales funnels and lead magnets

Full websites where required

Integration with your CRM and automation

Everything works together seamlessly.

Appointment Scheduling

The system replaces external booking tools with:

Customisable booking calendars

Automated confirmations and reminders

Reduced no-shows and admin time

Scheduling becomes simple and efficient.

What can you expect working with us?

Clients choose Birdy Publications because we don’t just “switch on” systems, we make them usable, relevant, and aligned with how you actually work. You can expect:

Calm, structured system setup

Configuration tailored to your business

Clear explanations without jargon

Thoughtful automation, not over-engineering

Ongoing support and guidance

We ensure the system supports you, not the other way around.

Timeframe: How long do CRM Set-up take?

CRM implementation varies by complexity. Typical timeframes take 2–6 weeks, depending on scope. This usually includes:

Week 1: Discovery, workflow mapping, and system planning

Week 2–3: CRM and pipeline configuration

Week 4: Automation and lead nurture setup

Week 5: Testing, refinement, and training

Week 6: Go-live and handover

Larger or more advanced setups may require additional time.

What will I receive?

Depending on your initial requirements, by the end of the process, you could receive:

A fully configured CRM system

Custom pipelines and automation

Lead capture and nurture workflows

Booking calendars and reputation tools

Clear guidance on how to use and manage the system

Many clients continue with us for ongoing optimisation and support.

Who is a CRM System for?

CRM systems are ideal if:

Leads are being missed or followed up inconsistently

You rely on too many disconnected tools

You want to automate without losing personal connection

You are ready to grow with clarity and control

One System. Clear Growth. A well-implemented CRM gives you confidence, visibility, and momentum. Get in touch to discuss CRM systems and marketing automation.

Testimonial from one of our clients

Lucie Robertson

FOUNDER & CLINICAL DIRECTOR | KEY CASE MANAGEMENT

Sector: Case Management Services

Engagement: Short-term

"I was really pleased with my email signature and the CV's created were fabulous. Everything was on-brand and fully tied in with my company identity."

Lucie Robertson

Lucie's Case Study...

The Brief

Lucie specialises in case management services operating across medical and legal sectors in the UK. While the core brand identity was already established, the business faced challenges in applying that brand consistently across team materials, particularly CVs and professional correspondence.

With a growing team, the client needed a solution that ensured every practitioner’s CV looked cohesive, polished, and aligned with the brand, while still allowing individual experience and credentials to be clearly communicated. In addition, the business required a professional email signature that reflected credibility, clarity, and trust without clutter.

The Challenge

In medical and legal environments, credibility is communicated instantly through presentation. The challenge was to:

~ Create uniform, high-quality CVs for multiple team members

~ Maintain brand consistency while accommodating varied experience and roles

~ Ensure documents met the expectations of clinical, legal, and insurer audiences

~ Design an email signature that felt calm, professional, and authoritative

~ Avoid over-design, keeping materials clean and practical

The outcome needed to elevate the brand without distracting from content or professionalism.

The Solution

We developed a structured, brand-aligned documentation system that included:

~ A professionally designed CV template aligned with the existing brand

~ Clear hierarchy and layout to improve readability for medical and legal reviewers

~ Flexible formatting to accommodate different roles, qualifications, and experience levels

~ Consistent typography, spacing, and visual balance across all CVs

~ A clean, uncluttered email signature designed to reflect authority and trust

The solution balanced visual refinement with absolute clarity ensuring materials felt premium, credible, and appropriate for high-stakes professional environments.

The Impact

Lucie now has a cohesive suite of professional CVs that present the team as a unified, credible organisation, while still allowing individual expertise to stand out. The new email signature reinforces brand professionalism in every interaction, supporting trust and confidence with referrers, solicitors, clinicians, and insurers.

Most importantly, the business now presents itself consistently across all touchpoints strengthening perception, reducing internal friction, and supporting growth.