---
title: "CRM & Marketing Automation"
canonicalUrl: https://happywebs.co.uk/services/crm-and-marketing-automation/
serviceSlug: crm-and-marketing-automation
tier: secondary
---

# Stop enquiries and quotes going cold

Most lost work is not lost to a competitor. It is lost to a quote nobody followed up, an enquiry left in an inbox, or a customer who was never asked back. We set up the CRM and the automation that stop that happening.

## What is included
- **CRM choice and setup** — HubSpot, Pipedrive, Zoho or a lighter custom system, chosen around how your team actually works.
- **Enquiry capture and routing** — Website forms, calls and emails logged automatically and sent to the right person.
- **Quote follow-up sequences** — Timed, personal follow-ups after a quote, stopped automatically when the customer replies.
- **AI-drafted replies** — AI reads the enquiry and drafts a useful first reply; a person checks and sends it.
- **Email nurture and newsletters** — Occasional useful emails to past enquiries and customers, with consent managed properly.
- **Sales pipeline and reporting** — See every open enquiry and quote, its value and its stage, in one place.
- **Integrations** — Connect the CRM to your website, accounts, calendar and job system.
- **Training and handover** — Short training so the team uses it, plus written notes for new starters.

## Indicative pricing
All Happy Webs prices exclude VAT.
CRM and automation setups are fixed projects from £3,200 excluding VAT. CRM licence fees, if any, are paid directly to the provider. Ongoing improvements can be added through our support or development plans.

## Frequently asked questions
### Which CRM should a small B2B firm use?

It depends on the team and the process. HubSpot suits firms that want marketing and sales together; Pipedrive is simple for sales pipelines; some firms are better with a light custom system. We recommend after looking at how you work.
### Will automated follow-ups feel robotic?

Not if they are written well. Follow-ups are short and personal, sent from the real person, and stop the moment the customer replies.
### Can AI reply to enquiries for us?

AI can draft a useful first reply in seconds. We keep a person approving what goes out, especially prices and commitments.
### We already have a CRM. Can you fix it?

Yes. Often the fix is simplifying it, cleaning the data and automating the steps people skip, rather than replacing it.