Actualize
A CRM that scales
A customizable CRM and marketing platform to leverage integrated data


Our Approach to CRM
Understanding
· Understanding of campaign and CRM objectives
· Identify target market
· Customer journey mapping
· Identify potential touchpoints for the targets
Planning
· Channel selection based on customer behaviours
· ‘Plug-In’ channels to CRM system
· Develop a messaging strategy that resonates with your target audience
· Customize CRM workflows
· Set-up multi-channel sequenced campaigns
Execution & Monitoring
· Monitor campaign engagement within the CRM across channels including LinkedIn, SMS, Email, Phone, WhatsApp & social media
· Manage engagement and correspondence with leads generated directly from the CRM
· Collate results for A/B tests across Paid Ads, Landing Pages & email copies
· Track conversion and successes & dial the switches on the future campaign based of the data collected
· Re-market to prospects that have clicked through to your website
Automate Your Sales & Marketing Workflows
Increased Efficiency and Productivity
By automating repetitive tasks through our CRM such as email campaigns, social media posts scheduling, and ad reporting, we free up your team to focus on strategic initiatives and creative efforts.
Enhanced Customer Experience
Automation allows for timely and personalized interactions, improving customer satisfaction and loyalty. By delivering relevant content based on user behavior, we ensure a more engaging customer experience.
Data-Driven Insights
Our automation tools provide detailed analytics and reporting, allowing you to track performance, measure ROI, and make data-driven decisions to continuously improve your marketing campaigns.
Cost-Effectiveness
Marketing automation optimizes your budget by reducing manual labor costs and improving the efficiency of your marketing spend. This leads to a higher return on investment and a lower CPA.

CRM Implementation
Understanding your customer's journey is crucial. We map out each stage, from awareness to conversion, ensuring every interaction is meaningful and effective. By integrating customer relationship management (CRM) systems with workflow automation tools, we enable seamless data flow and enhanced customer insights. This integration helps track customer interactions, manage leads, and optimize sales efforts, embedding funnels and touchpoints for a comprehensive view of the customer journey.
Marketing Automation
We utilize automated workflows to nurture leads through personalized email campaigns, social media interactions, and targeted content. Our automation tools track user behavior to send the right message at the right time, increasing engagement and conversion rates.
Integration & Analytics
A unified dashboard to consolidate all your marketing data including paid and social ads, offering a comprehensive view of campaign performance. Our CRM solution provides analytics tools that track key metrics like open rates, click-through rates, and conversion rates, providing insights to optimize marketing campaigns.