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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 rebuild the structure, automate the upkeep and enrich the records, so it becomes the source of truth it was meant 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Half your records are duplicated, blank, or out of date.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
event

Tools we use

The tech behind it

Our Reviews

“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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“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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“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.

How do we buy this?
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Three ways. A Growth Audit if you are not sure what to fix first, a Build Sprint if you know what needs building, or a Fractional Growth Team to build and run it month to month.