CRM & Marketing Automation

We start with what the business needs to be able to see, then work backwards to the process, the data model and, last of all, the platform. We start with  scoping first, so the plan is priced on facts.

Implementation follows how your teams actually work, not how the software demo assumed they would. Whether that’s a first CRM or a rebuild of one that grew messy, the roadmap is agreed before anything gets configured.

Lifecycle stages sound like admin until you realise every report, handoff and ad audience depends on them. We define what a lead, an opportunity and a customer actually mean for your business, then automate the moves between them.

Handoffs from marketing to sales to customer success, with the insight carried across rather than lost at each step. Retention and re-engagement flows for the customers you already paid to win once.

Trickle | PPP is a HubSpot Solutions Partner, which mostly means we know how to avoid expensive mistakes. We onboard, audit portals that have grown noisy, and help you buy the right licences in the first place.

We set up multi-brand portals, custom objects, and Breeze AI that works because the data underneath it is clean. Complex setups are where we’re most useful, and where a quick setup tends to get rebuilt in year two.

Nurture flows, campaign sends, lead scoring and the reporting that shows whether any of it worked. HubSpot, MailChimp, Klaviyo or whatever you already run. We’d rather fix the platform you have than sell you a new one.

Most automation isn’t broken, it’s just unwatched. Flows built for a campaign three years ago are still sending emails. We audit what’s running, cut what isn’t earning its place, and monitor the rest to make improvements that matter.

Webshops, payment and shipping, quoting tools, webinar platforms, your own software; if it holds customer data, it should talk to the CRM, and it should do it without someone exporting a spreadsheet every Friday.

API work and middleware when it’s the smarter option, plus documentation your next hire can read – we’d rather build one integration that holds than three that need babysitting every month.

Your ad platforms only know what your CRM tells them. We keep that feedback loop running, so qualified leads, pipeline and revenue flow back into Google, Meta and LinkedIn. That way the budget goes where customers actually come from.

Conversions API, offline conversions, and lifecycle stages defined so Google and Meta can actually use them. This only works when the CRM specialists and the media buyers sit in the same room. Ours do.

Marketing, sales and customer success working off the same numbers. We own data quality and process, with monthly hygiene sweeps and quarterly reviews of where deals actually stall, not where the dashboard says they do.

It’s the difference between doing what you ask and telling you what to do next. When the CRM is trusted, it stops being a sales tool and starts feeding forecasting, production planning and budget decisions.