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CRM

CRM & Pipeline Automation

GHL + N8N — a pipeline that runs itself.

Leads flow into your CRM automatically. Pipeline stages, tags, reminders, task assignments — all managed by AI. Powered by GHL + N8N, fully customized to your sales process.

agencuim.co/services/crm-pipeline
CRMEngagement
GHL + N8N — a pipeline that runs itself.
GHL · N8N
Stack
−72%
Admin time cut
2.3×
Deals / rep
The problem
Where most teams are stuck
  • The site loads slowly and looks dated next to competitors.
  • Marketing can't ship a landing page without engineering.
  • Conversion on the pages that matter is flat or sliding.
How we solve it
What we actually do
  • A premium design system built around real audience needs.
  • A fast headless front-end on a CMS your team can actually use.
  • SEO, analytics, and CRO wired in from the first commit.
The outcome
What changes after launch
  • Higher conversion on key pages within the first ninety days.
  • Marketing ships vertical landing pages without engineering.
  • A platform you can grow on — not start over from in two years.
GHL · N8N
Stack
−72%
Admin time cut
2.3×
Deals / rep
Capabilities

What's inside this engagement.

Custom pipeline stages
Auto tagging & segmentation
Task assignment & reminders
Deal-based automations
Slack / email alerts on key events
Reporting dashboards
Process

How we ship.

01
Audit

Current CRM, gaps, wasted steps.

02
Design

Stages, fields, automations.

03
Build

GHL + N8N wiring, dry-run.

04
Train

Team onboarding + tune-ups.

Deliverables

What lands in your inbox.

Workstream
Cadence
Owner
CRM Roadmap & KPI tree
Week 1
Strategist
Design system & specifications
Weeks 1–3
Design Lead
Production engineering
Weeks 2–8
Engineering Pod
QA, eval & performance audit
Weeks 6–9
QA + Eng
Launch + 30-day stabilisation
Week 10+
On-call team
FAQ

Common questions.

Most engagements kick off within two or three weeks of a signed scope. Urgent work can begin in days under a sprint contract.

A senior strategist plus a dedicated build pod — design and engineering. No juniors, no offshore hand-offs.

We co-sign a one-page KPI tree before kickoff and report against it weekly — every dollar tied to a metric.

Yes. We have templates ready for most enterprise procurement flows and are happy to redline yours.

Ready to start

Let's scope crm for your team.

Book a discovery call
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