Bearing 03 — CRM & Automation

CRM setup and sales automation that keeps leads moving.

Structured pipelines, tagging and automated follow-up configured inside the CRM you already use.

Bearing 03 — CRM & Automation

Turn a messy pipeline into a system.

A CRM only helps if it is set up around how you actually sell. We design pipeline stages, lead tags and follow-up rules so nothing depends on someone remembering.

We then automate the repetitive work: importing verified leads, assigning owners, triggering reminders and sequences, so your team spends time on conversations.

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01

Pipeline design

Clear stages from new lead to closed deal, matched to your sales process.

02

Tagging and segmentation

Organise leads by industry, source, title and status.

03

Workflow automation

Automatic assignment, reminders and follow-up triggers.

04

Lead import and hygiene

Verified leads loaded cleanly with no duplicates.

Ship's Log

Common questions

Which CRM do you work with?

Tell us what you use when you contact us and we will confirm how we can set it up.

Can you connect lead data to my CRM?

Yes. We deliver verified leads in a format ready to import and map to your CRM fields.

Will automation make outreach feel robotic?

Good automation handles timing and tracking while messages stay relevant to the segment you target.

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Ready to chart your next customers?

Send us your target industry and criteria — we'll outline a clear plan and propose a sample batch you can measure.

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