CRM Workflow Automation · For marketing teams
Every lead handled. No manual middle.
Between the form fill and the sale sits the manual middle - inboxes, spreadsheets and handoffs where hard-won leads quietly leak. We automate the journey end to end: capture, routing, scoring and nurture wired through your CRM, with the data hygiene that keeps every report honest.
The follow-up happens. Every time.
What it is
Your CRM, finally doing what it promised.
Most CRMs are installed, populated and then quietly demoted to an address book - because the workflows that make one valuable never got built. Leads land in a shared inbox, someone copies them across, follow-up depends on whoever's least busy, and marketing's report and sales' report disagree by Friday.
We build the connective tissue: journeys mapped from first touch to revenue, automated where a machine is faster and flagged to a human where judgement matters - on the CRM you already run, integrated with the channels you already use.
Journeys, wired end to end
From capture to close: routing, assignment, follow-up and nurture sequences that fire on behaviour - not on someone remembering.
Scoring that means something
Leads ranked on what they do, not just what they typed into a form - so sales opens the right conversation first.
Data that stays clean
Dedupe, validation and enrichment running continuously - because every automation is only as good as the record it fires on.
Who it's for
For teams generating leads their systems drop.
This is for marketing teams doing the hard part - earning attention, capturing intent - and losing the result to the plumbing. If the CRM is an expensive contact list, if 'speed to lead' is measured in days, and if nobody fully trusts the attribution numbers, the problem isn't the leads. It's the manual middle they fall into.
- Leads sit untouched for days because routing means someone forwarding an email.
- Follow-up depends on individual discipline, and it shows in the numbers.
- Marketing and sales run on different truths from the same CRM.
- The nurture programme exists as a strategy document, not as running workflows.
How it works
Map the journey. Automate the middle.
Map
Follow a lead through
We trace what actually happens from form fill to closed - every handoff, every wait, every place a lead can fall - and put numbers on the leaks.
Design
Decide what fires when
Journeys designed with your team: what's automated, what's flagged to a human, and the rules for routing, scoring and escalation - written down, agreed, then built.
Build
Wire it into your stack
Workflows built on your CRM and connected to your forms, ads, email and analytics - tested against real journeys before anything goes live.
Tune
Measure, adjust, extend
Once it's running we watch the funnel move, tune the rules on evidence, and extend automation to the next manual step worth removing.
What you get
A revenue engine, not an address book.
Routing and speed to lead
Every lead assigned in minutes with the context attached - source, behaviour, history - so the first call is an informed one.
Nurture that runs itself
Behaviour-triggered sequences that keep the not-yet-ready warm, and hand them to sales the moment they heat up.
One funnel, one truth
Attribution and pipeline reporting marketing and sales both trust, because the data underneath is captured and cleaned automatically.
Documentation your team owns
Every workflow mapped and explained, so the system survives staff changes and your team can adjust rules without calling us.
The case for speed
The first hour decides the lead.
Lead response is the highest-leverage number in the funnel, and it's the one manual processes are worst at. Automated routing and follow-up make the first hour a certainty instead of a hope - which means the spend that earned the lead gets its chance to become revenue. That's the whole argument for removing the manual middle.
Source: Harvard Business Review lead response study
Proof
Workflows running in production.
Journeys we've automated and still run - a retail group, a student housing brand and a mixed-use precinct.
Growthpoint
Scattered student data, one connected view
Helping Thrive define, document and execute on the moments that matter in the student lifecycle - purpose-built CX and martech automations on a HubSpot foundation.
V&A Waterfront
Tenant value, made measurable
Tenant value reframed from lease economics into a measurable relationship - then the model and the live system built to score it, grow it and act on it.
In their words
“Touchfoundry excelled in both technological and business orientated delivery. I was super satisfied working with them and continually improve our websites and integrating customer facing applications with the core marketing workflows, together.”
Daniel Biethsieda
Managing Director of Technology at Basecamp
Common questions
Asked before almost every engagement.
The major platforms and the awkward ones. The constraint is almost never the CRM - it's the process design around it - so we automate on what you already own, and only propose replacing a tool when it's genuinely the blocker.
Leads leaking somewhere?
Let's follow one through.
Walk us through what happens after the form fill. We'll map the journey, show you where it leaks, and tell you which workflows would close the gaps - before you commit to anything.