Never miss a follow-up again.
Millennial Marketing Agency sets up and automates CRMs for growing businesses. We build your sales pipeline, lead capture, appointment booking and email and SMS follow-up, connect the tools you already use, and train your team, so every lead is tracked and every follow-up happens on time.
Everything handled, start to finish.
Every crm & automation engagement is scoped to your goals. These are the pieces we bring together.
- CRM setup and configuration
- Sales pipeline development
- Lead capture systems
- Appointment scheduling automation
- Email and SMS automation
- Workflow automation and integrations
- Reporting and analytics
- Team training and ongoing support
Businesses tracking leads in spreadsheets, inboxes or memory, and teams losing deals to slow follow-up.
- Hours saved every week
- No missed follow-ups
- Organized pipeline
- Clear reporting
Five steps. No guesswork.
You'll always know what's happening, why, and what comes next.
Discover
How leads come in today and where they get lost.
Design
Pipeline stages, automations and integrations mapped out.
Build
Workflows, booking, email and SMS set up in HighLevel.
Test
Every automation tested end to end.
Launch & train
Your team trained, with ongoing support.
Connect it to the rest of your marketing.
Every service we offer is built to feed the next. Add CRM & Automation to a custom package and we'll show you how the pieces fit.
- Financial services
- Mortgage
- Real estate
- Law firms
- Healthcare
- Coaches & consultants
- Construction & home services
- Professional services
- E-commerce
- Nonprofits
CRM & Automation questions, answered.
Still wondering? Ask us on a free strategy call. No pressure, no obligation.
Which CRM do you use?
We build primarily in HighLevel and integrate with calendars, payment tools and other software you already use.
Will my team be trained?
Yes. Every setup includes training and ongoing support.
Ready to get started with crm & automation?
Book a free 30-minute strategy call. You'll leave with a clear plan for your marketing, whether or not you hire us.