At Marked Up, we help businesses work smarter — not harder — by setting up and automating CRM systems that turn leads into loyal clients while keeping your data organized, accessible, and ready to drive smarter decisions.
Strategy & Planning
We take the time to understand your business goals, how customers find you, and what your sales process looks like. From there, we identify opportunities for a CRM to streamline your work, like automating follow-ups, organizing leads, and strengthening client relationships. I then recommend the platform that best fits your needs (whether HubSpot, Salesforce, Zoho, or Pipedrive) and deliver a clear, practical plan to get everything running smoothly
Setup & Integration
We set up your CRM platform and tailor it to the unique needs of your service business. We integrate it seamlessly with your website—connecting contact forms, booking systems, chatbots, and landing pages—so everything works together. We also link your CRM to email marketing tools, payment gateways, and analytics platforms to keep all your data in one place, ensuring every new inquiry from your website automatically flows into the system so no lead or opportunity is ever missed.
Process Automation
We’ll set up smart workflows to handle things like follow-up emails, appointment reminders, and lead nurturing — saving you time and keeping customers engaged. We’ll connect your CRM with the tools you already use, so data moves automatically between systems without the manual updates. And we’ll make sure your automations are simple, reliable, and easy to adjust as your business grows — no tech headaches, just smooth, consistent results.
Data & Reporting
We configure custom dashboards and reports that give you clear visibility into every part of your business—from sales performance and lead conversion rates to customer lifetime value and pipeline health. We also set up detailed tracking for marketing campaigns and ROI, so you can see exactly which efforts are driving growth and where to focus your resources. In addition, we ensure your CRM setup adheres to GDPR and other privacy regulations, keeping customer data secure and your business fully compliant.
Team Training
We provide hands-on training to ensure your team feels confident using the CRM to its full potential—whether it’s managing leads, tracking client communications, or automating daily tasks. We also develop clear, step-by-step standard operating procedures (SOPs) that make it easy for everyone to follow best practices and maintain consistency across your business. As your team grows, we offer onboarding support for new staff, helping them get up to speed quickly and ensuring they’re equipped to use the system effectively from day one.
A Mark Above
the Rest
Let’s make your business run smoother together.
Book a free consultation with Marked Up, and we’ll show you how the right CRM setup and smart automation can save you time and help you grow.