Map
Document the real lead and customer journey, owners, decisions and failure points.
Sales service · 08
CRM and marketing automation services that prevent leads from going cold.
CRM and automation organize customer information and trigger the right actions at the right time. Maqtrix designs the lifecycle, data, routing, reminders and communication flows that connect marketing activity to sales execution.
What it solves
Clear work tied to a commercial outcome.
CRM and automation organize customer information and trigger the right actions at the right time. Maqtrix designs the lifecycle, data, routing, reminders and communication flows that connect marketing activity to sales execution.
Leads sit unanswered or disappear between tools
Pipeline stages mean different things to different people
Teams rely on spreadsheets and manual reminders
Reporting cannot connect marketing activity to revenue
How Maqtrix does it
A practical process for crm & automation.
Each stage connects to the wider brand, demand, sales and retention roadmap.
Design
Choose lifecycle stages, fields, rules, permissions and useful reporting.
Build
Configure the CRM, integrations, automation and alerts.
Adopt and improve
Train users, clean data and refine the system using real workflow evidence.
What the work can include
Built around the constraint, not a generic checklist.
Final scope depends on the plan, priorities, existing assets and what the business needs first.
- CRM architecture and lifecycle stages
- Contact, company and deal data design
- Lead routing and ownership rules
- Email, task and reminder automation
- Dashboard and attribution setup
- Documentation, training and quality control
Common questions
Answers about crm & automation.
What is crm & automation?
CRM and automation organize customer information and trigger the right actions at the right time. Maqtrix designs the lifecycle, data, routing, reminders and communication flows that connect marketing activity to sales execution.
How does Maqtrix deliver crm & automation?
Maqtrix uses a four-stage process: map, design, build, adopt and improve. The work is connected to the same commercial goal, customer journey and measurement plan as the rest of V12.
Is crm & automation included in V12?
V12 Growth and V12 Pro include crm & automation when it is relevant to the agreed roadmap. Foundation activates four priority systems at a time around demand and lead generation.
How long does crm & automation take?
A focused CRM foundation may take four to eight weeks. Complex migrations, integrations and sales processes require additional phases.
Connect this service
Build it into one growth system.
Review every Maqtrix service and choose the right V12 level for your business.