Design & Development Services

Marketing Automation & CRM Integration Services

Connect your marketing stack, automate your workflows, and give your sales team the data they need to close. We build the systems behind high-performing revenue operations.

Discuss Your Automation RequirementsOur Work

Trusted By

Brands That Have Automated Their Revenue Operations With Envigo

hertz
thrifty
a23
citrus
gateway
metro
oben

Marketing Automation Services That Connect Strategy to Execution

We build, integrate, and optimise the systems that move leads through your pipeline.
CRM Implementation and Configuration

We implement and configure CRM platforms to match your sales process. Contact properties, pipeline stages, deal structures, and automations are all set up around how your team actually works.

Marketing and CRM Integration

We connect your marketing platforms to your CRM so that lead data, campaign activity, and engagement signals flow accurately between systems. Sales teams work with complete, up-to-date information.

Lead Nurture Workflow Automation

We design and build automated nurture sequences that move leads through the funnel based on behaviour, engagement, and lifecycle stage. Every workflow is built around a defined commercial objective.

Lead Scoring and Qualification Automation

We implement scoring models that surface your highest-intent leads automatically. Sales teams focus their time on the leads most likely to convert, not on manual qualification.

Campaign Tracking and Attribution Setup

We configure UTM structures, campaign tracking, and multi-touch attribution so your marketing team has accurate data on which campaigns and channels are driving revenue.

CRM Data Cleanup and Migration

We audit, clean, and migrate CRM data to ensure your system is built on an accurate foundation. Duplicate records, incomplete contact data, and legacy pipeline structures are resolved before new automation is built.

Every integration is scoped to your existing stack, not a theoretical ideal state.

Why Envigo

What Makes Our Marketing Automation Agency Different

We Build for Revenue

Automation that generates reports but does not move deals forward is not delivering value. Every workflow and integration we build is tied to a commercial outcome, whether that is lead volume, pipeline velocity, or sales efficiency.

Strategy and Technical Execution Together

Most automation projects fail at the gap between strategy and implementation. At Envigo, the team that defines your automation logic is the same team that builds it. There is no translation loss between the brief and the build.

CRM and Automation Platforms We Integrate and Build On

We work across the platforms your team is already using or evaluating.

HubSpot

HubSpot

Salesforce

Salesforce

Zoho

Zoho

Custom Integrations

Custom Integrations

MailChimp

MailChimp

PipeDrive

PipeDrive

The Commercial Case for Marketing Automation and CRM Integration

A well-integrated, automated revenue stack changes how efficiently your business grows.
A Sales Team Working With Complete Information

When your CRM reflects accurate lead behaviour and campaign engagement, your sales team has everything they need to prioritise and personalise outreach without manual research.

Faster Lead Response and Shorter Sales Cycles

Automated nurture and timely internal alerts mean leads are followed up faster. Shorter response times and relevant follow-up sequences reduce the time from first enquiry to closed deal.

Marketing Spend Tied to Revenue

Accurate attribution and closed-loop reporting mean your marketing team can see which campaigns are generating revenue. Budget decisions become evidence-led.

These outcomes depend on the quality of the integration and the logic behind the automation. We build both.

The gap between a CRM that stores data and a CRM that drives revenue is almost always an integration and automation problem. When your systems talk to each other and your workflows reflect how your team actually sells, the commercial impact is immediate and measurable.

Vivek Gupta Design & Development Head

Vivek Gupta

Design & Development Head

Your CRM Should Be Driving Revenue, Not Just Recording It

Tell us about your current stack and sales process, and we will identify where automation and integration can make the most immediate difference.

Common Questions

Frequently Asked Questions About Our CRM Consulting and Automation Services

1What CRM platforms do you work with?

2We already have a CRM in place. Can you improve what we have?

3How long does a CRM implementation or integration project take?

4Do you handle data migration from an existing CRM?

5How do you measure the success of a marketing automation project?

6Can you train our team to manage the system after it is built?

Get Started

Tell Us About Your CRM and Automation Requirements

Share the details of your current setup and objectives and we will come back with an informed view of where to begin.