AI AND CRM AUTOMATION
AI and CRM automation, mapped before it's built.
We audit your tech stack first, then build the CRM and AI pipeline your business actually needs. Every lead captured, qualified and followed up on time.
- Tech stack audit before any build
- Fixed project fees, scoped upfront
- Your team trained before handover
Plenty of leads. Not enough follow-up.
Most established service businesses have grown their tools one subscription at a time. Enquiries arrive from five places, sit in someone's inbox, and get followed up when there's a spare minute. Buying another tool doesn't fix it. A system designed around how you sell does.
Tech stack audit
EXAMPLE OUTPUT
- INTEGRATE
Website enquiry forms
Leads land in a shared inbox
- RETIRE
Lead spreadsheet
Updated by hand, often late
- REPLACE
Trello sales board
No reminders, no reporting
- KEEP AND SYNC
Accounting and invoicing
Works well, stays as is
- CONSOLIDATE
Email newsletter tool
Separate list, separate login
- INTEGRATE
Online booking calendar
No follow-up after meetings
SCATTERED TOOLS
Your data lives everywhere
Forms, spreadsheets, inboxes and boards that don't talk to each other, so nobody has the full picture of a customer.
SLOW FOLLOW-UP
Leads go cold first
Response time decides who wins the job. Manual follow-up means the fastest competitor usually gets there first.
NO VISIBILITY
You can't see the pipeline
Without clean stages and reporting, forecasting is guesswork and spend can't be tied to revenue.
Capture. Convert. Repeat.
Every channel feeds one system, every lead gets a fast follow-up, and every happy customer brings in the next one.
Capture
Every lead, one record
Convert
Instant AI follow-up, routed to your team
Repeat
Nurture, reviews and referrals on autopilot
We audit your tech stack before we build anything
STEP ONE
Review your tools
Keep, connect, replace or retire. A clear call on every tool you pay for.
STEP TWO
Trace your leads
Where they come from, and where they stall on the way to a sale.
STEP THREE
Map your pipeline
Your CRM and AI automation pipeline, with a phased build plan and a fixed fee.
From audit to automated, in five steps.
Strategy first, software second. You see the full map and the fixed fee before anything is built.
- 1
Discovery call
We learn how you win work today and where leads are slipping.
- 2
Tech stack audit
We review every tool, lead source and data set you already have.
- 3
Map your pipeline
We design your CRM stages and AI pipeline, and quote a fixed fee.
- 4
Build and integrate
We set up the CRM, migrate data, connect tools and switch on automation in phases.
- 5
Train and optimise
Your team is trained and handed guides, then we keep refining.
Built for businesses that sell through conversations
Choose your starting point.
Every package starts with a tech stack audit and pipeline map. Your fixed project fee is confirmed once the audit shows exactly what needs building.
GET ORGANISED
CRM Foundations
For businesses running sales from inboxes, spreadsheets or boards that need one reliable system.
- Tech stack audit and pipeline map
- CRM setup, branding and user access
- Data migration and clean-up
- Deal pipelines for each service line
- Forms, calendars and booking links
- Team training and handover guide
FOLLOW UP AUTOMATICALLY
CRM + Automation
The most common fit for businesses that want every lead followed up on time, without adding headcount.
- Everything in CRM Foundations
- Email and SMS nurture sequences
- Meeting reminders and no-show follow-up
- Integrations with the tools you keep
- Review requests and re-engagement
- Live pipeline reporting dashboard
QUALIFY AT SCALE
AI-Powered Pipeline
For businesses with high lead volume that need instant, consistent first responses.
- Everything in CRM + Automation
- AI lead triage agent to qualify and score
- Automatic routing to the right person
- Human handover rules and on/off switch
- AI conversation reviews in your first month
Fixed project fees confirmed after your audit. Built in phases. Platform licence billed monthly. Support retainers month-to-month.
Ongoing CRM support
Optional monthly retainers once you're live, so your system keeps improving.
Care
Platform health checks, fixes and user support.
Growth
Care, plus new automations, reporting and monthly optimisation.
Partner
Growth, plus a dedicated CRM specialist and priority builds.
What's included, and what's not.
Your audit sets the exact scope. Work outside it is quoted separately.
Included in every build
- Tech stack audit and written recommendations
- CRM and AI automation pipeline map
- CRM setup, pipelines and custom fields
- Contact and deal data migration
- Lead capture forms and booking calendars
- Testing before anything goes live
- Team training sessions and handover guides
Specialist add-ons
Quoted separately, so you only pay for what you need.
- Custom API integrations with industry software
- White-label CRM for multi-brand or broker networks
- Website design and build
- Paid ads management and ad spend
- Campaign content and copywriting
- Third-party software subscriptions
- Fractional Marketing Manager support
Automation built by marketers, not just tech setup.
We are a marketing consultancy first. We build systems around how your customers buy, then make sure your team can run them.
Audit before invoice
You see your tech stack review, pipeline map and fixed fee before any build starts. No surprise scope.
Fewer tools, not more
We consolidate where it makes sense and connect what stays, so your team logs into less and sees more.
AI with a human in charge
AI handles the first response and qualifying questions. Clear handover rules mean your team steps in where judgement matters.
Your system, your data
Your team is trained, documented and confident running it. Keep us on for support, or run it yourselves.
What our clients say.
5.0
★★★★★
from 13 Google Reviews
★★★★★
“Their professionalism, creativity, and attention to detail really stand out. Passionate, dedicated, and genuinely committed to helping businesses grow.”
★★★★★
“Tina has honestly been so wonderful to work with! She's been so supportive throughout the whole process, always quick to respond.”
★★★★★
“MarketHub have been great to work with. Tina and the team were easy to deal with, professional, and great communicators.”
Before you book a call
Do we have to replace our current CRM?+
Not necessarily. The tech stack audit decides that. If your current CRM is working, we connect to it and build around it. If it is holding you back, we'll show you why and migrate your data into MKTHUB.
What does the tech stack audit involve?+
A working session with your team plus a review of your tools, lead sources and data. You receive a current-state map, a recommendation for each tool, your pipeline map, and a phased build plan with a fixed fee.
Will AI be talking to our customers?+
Only where you want it to. AI lead triage handles first responses and qualifying questions, then routes the lead to your team. You set the handover rules, and it can be switched on or off at any time.
How long does a build take?+
Most builds go live in 4 to 8 weeks, delivered in phases so your team can start using the CRM before every automation is switched on.
What are the ongoing costs?+
A monthly platform licence, plus an optional support retainer. Both are quoted upfront alongside your build fee.
Is this the same as hiring an agency?+
No. MarketHub is a consultancy. Our CRM specialists design, build and hand over a system you own, rather than locking you into an outsourced service.
Ready to stop losing leads between tools?
Book a free 20-minute discovery call. We'll talk through your current tools and sales process, and give you a straight answer on whether automation is the right next step.