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CRM Automation

CRM Automation specialists.

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A messy CRM makes every report a guess and every handover a headache. We build the structure and automation that make your CRM the source of truth it's supposed to be.

Q4
66% Booked
Q1
25% Booked

What it is

Sound familiar?

If two or three of these ring true, CRM Automation is usually where we start.

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Half your records are duplicated, blank, or out of date.

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Sales and marketing don't trust the same numbers.

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Every lifecycle stage change happens manually.

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Nobody's sure who owns what in the CRM anymore.

What do we do

The building blocks.

01
CRM architecture

A clean, opinionated setup your team and tools can rely on.

02
Lifecycle automation

Records move stage automatically, based on real behaviour.

03
Data hygiene & deduplication

Clean records in, clean records staying that way.

04
Custom fields & properties

Built around how you actually sell, not a generic template.

05
Reporting dashboards

Numbers your team actually trusts.

06
Handover & docs

Everything documented so it's yours to run.

Schedule an intro call
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How We Actually Work

From audit to autopilot.

Step 1
Audit

Map your current CRM setup, data quality, and gaps.

Step 2
Design

Blueprint the architecture and automations you actually need.

Step 3
Build

Rebuilt and automated in stages, tested against real data.

Step 4
Handover

Documentation and walkthrough so your team owns it.

Our Reviews

“I’m absolutely amazed by the new website, it frames the last six years of the charity so well, while also fizzing with excitement for the future - it already has search results we never expected!”

Ben Fagan
Creative Director @ Motif
Verify reviewer on LinkedIn
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“Jimmy is a true powerhouse marketer able to translate complex analytics into campaigns that work, while excelling across web, comms, and strategy.”

Liam Thomson
Senior Marketing Manager
Verify reviewer on LinkedIn
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“We had a product and vision, Wayward gave it structure and scale. The site, the automations, the search presence, it’s all taken Wildfire to the next level.”

James Varga
Co-founder @Wildfire Spirit
Verify reviewer on LinkedIn
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Good to know

Common questions...

Do you migrate us from our current CRM?
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Only if your current CRM genuinely can't do the job, we usually rebuild inside what you already have first.

Who owns the CRM once it's built?
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You do, fully documented.

How long does a rebuild take?
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Most CRM rebuilds take 2-4 weeks depending on how messy the existing data is.

Is this a one-off or ongoing?
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A one-off rebuild, followed by ongoing maintenance to keep it clean.