CRM & Marketing Automation
Stop losing leads to slow follow-up. Our CRM platform captures every enquiry, responds instantly, and nurtures leads automatically — so your team only talks to qualified, ready-to-buy prospects.
Everything you get with this service
Intelligent pipelines, lead nurture, and appointment automation. Delivered by a dedicated team with full transparency and reporting at every step.
Our delivery process
A structured, transparent approach from initial audit to ongoing optimisation.
Audit & Strategy
We analyse your current performance, competitors, and market opportunity to build a data-driven plan.
Build & Configure
Our team sets up, builds, and configures everything — from tracking to creative to campaign structure.
Launch & Optimise
Campaigns go live with daily monitoring. We optimise continuously based on real performance data.
Report & Scale
Monthly strategy calls, live dashboards, and clear recommendations on where to invest next.
Frequently asked questions
Everything you need to know about our crm & marketing automation service.
What CRM platform do you use?
We use an all-in-one CRM and marketing automation platform that handles lead capture, SMS/email follow-up, appointment booking, pipeline management, and review collection in one place.
How does the missed call text-back work?
When a customer calls your business and nobody answers, our system automatically sends them an SMS within 60 seconds saying something like: 'Hi, sorry we missed your call. How can we help?' This recovers leads that would otherwise be lost.
Can I see my leads and conversations?
Yes. You get a client-facing dashboard where you can see all leads, conversations (SMS, email, chat), appointments, and pipeline stages in real time.
What does the AI chatbot do?
The AI chatbot sits on your website 24/7, answers common questions, captures lead information, and books appointments — even when your team is asleep.
Do I need technical knowledge to use this?
Not at all. We set everything up and train your team. The dashboard is designed to be simple — if you can use a smartphone, you can use it.
Can this integrate with my existing systems?
Our CRM integrates with most major platforms via Zapier or native integrations. We'll map your current workflow and build the CRM around it.
What's included in the nurture sequences?
30 days of automated SMS and email follow-up designed for your industry. Messages are personalised, timed strategically, and designed to move leads from enquiry to booking.
Real results, real businesses
See how our clients have grown with this service.
“We went from worrying about where the next job was coming from to having to hire two new plumbers to keep up with demand.”
James M., Director
Brighton Plumbing Co.
“Our waiting list for new patients is now 3 weeks long. We've never had that before. The team at Prism understood exactly what we needed.”
Dr. Sarah H., Principal Dentist
Hartley Dental Practice
“Prism didn't just improve our marketing — they transformed how we think about growing the business. The data-driven approach is exactly what this industry needs.”
David K., Managing Partner
Kingsley & Partners
“We went from turning away work to actively pitching bigger retainers. Prism handles the delivery, we handle the relationships. Perfect partnership.”
Anonymous — NDA in place
A London Digital Agency
“Each location now has a full diary. We had to bring on an associate dentist at our Didsbury practice just to keep up with demand. The ROI has been exceptional.”
Dr. Raj P., Clinical Director
Manchester Dental Group
“We were spending a fortune on ads and getting tyre-kicker leads. Prism restructured everything — now we get fewer but far better-qualified leads, and our cost per signed case has dropped dramatically.”
Catherine G., Managing Partner
Greenfield & Associates
“The automated MOT reminders alone paid for the entire marketing spend. We went from chasing customers to having a full booking calendar three weeks out.”
Steve T., Owner
Apex Motors Ltd
“We went from worrying about where the next job was coming from to having to hire two new plumbers to keep up with demand.”
James M., Director
Brighton Plumbing Co.
“Our waiting list for new patients is now 3 weeks long. We've never had that before. The team at Prism understood exactly what we needed.”
Dr. Sarah H., Principal Dentist
Hartley Dental Practice
“Prism didn't just improve our marketing — they transformed how we think about growing the business. The data-driven approach is exactly what this industry needs.”
David K., Managing Partner
Kingsley & Partners
“We went from turning away work to actively pitching bigger retainers. Prism handles the delivery, we handle the relationships. Perfect partnership.”
Anonymous — NDA in place
A London Digital Agency
“Each location now has a full diary. We had to bring on an associate dentist at our Didsbury practice just to keep up with demand. The ROI has been exceptional.”
Dr. Raj P., Clinical Director
Manchester Dental Group
“We were spending a fortune on ads and getting tyre-kicker leads. Prism restructured everything — now we get fewer but far better-qualified leads, and our cost per signed case has dropped dramatically.”
Catherine G., Managing Partner
Greenfield & Associates
“The automated MOT reminders alone paid for the entire marketing spend. We went from chasing customers to having a full booking calendar three weeks out.”
Steve T., Owner
Apex Motors Ltd
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