Marketing automation and CRM are an effective combination of customer relationship management and smart marketing processes. Rather than using unrelated tools and manual reminders, you have a simplified system that captures leads, nurtures them, and turns them into paying clients.
At Mediaforce, we are experts in creating environments where it’s simple to scale client relationships without increasing the number of people.
It is not only about contact management, but it is about contact activation. We develop interconnected systems in which all actions, messages, or events are monitored and automated. The correct CRM for service providers ensures that your leads are responded to promptly, follow-ups are never missed, and data is synced across platforms in real-time.
At the heart of the system is your contact list. However, in contrast to traditional databases, modern CRM software for service businesses automates the transfer of contacts through various stages of the business. Tagging by actions, updating lead status, and sending custom notifications, your CRM works behind the scenes to organize and optimize every interaction.
Modern marketing automation and CRM software do not simply handle emails. They coordinate touchpoints through email, SMS, and even social integrations such as Facebook or LinkedIn. When you use CRM email automation, every campaign is linked to behaviours, and your leads will always receive the right message at the right time.
We also utilize complete CRM integration of the websites, allowing us to monitor all form submissions, chats, and clicks. When a visitor engages with your site, the information goes directly to your CRM. This configuration enables you to take immediate action, automate tasks, assign sales representatives, or enroll leads in workflows without requiring any manual intervention.
When the proper system is implemented, businesses do not only have a digital Rolodex. They unlock time-saving automation, accurate communication, and insight into all client interactions. An integrated CRM and marketing automation system provides you with complete control over the flow of leads, the interaction of prospects, and the retention of clients for your brand.
And when properly constructed, CRM for the small service business user can work like a large enterprise without the overhead.
The ability to have your campaigns and contacts under a single roof provides your team with immediate insight. An effective CRM marketing automation system streamlines the process of monitoring outreach, lead sources, and conversions in real-time.
The quality of leads is different. With CRM integration and marketing automation, we build scoring rules and nurturing workflows that adjust based on behaviour, interaction, or source, so your best opportunities never get overlooked.
Find your audience wherever they are, automatically. It could be email, SMS, or social media, but we configure your marketing automation CRM integration to operate across multiple channels with the same message.
We integrate your system with Gmail, and all interactions are monitored. No lead conversation is lost with a CRM that integrates with Gmail.
Get a clear picture of what is working and what is not. Decisions are data-driven with smart reporting integrated into your CRM and marketing automation software.
The majority of service providers waste hours every week on routine activities. Automated marketing solutions help you regain time and guarantee consistency across all customer touchpoints.
Mediaforce builds workflows that fit the way you work, whether you require a light integration or a complete rebuild.
The business continues to rely on email. By integrating your CRM with Gmail and Outlook, we ensure that communication history, follow-ups, and automation are easily managed within your daily tools.
Forms are not the end of lead capture. Your CRM will be integrated with funnels, chats, and pop-ups, utilizing advanced website CRM integration to automatically fill in the data and place it in the correct pipeline.
In the case of B2B outreach, a CRM that integrates with LinkedIn will enable you to track profile views, message activity, and engagement, ensuring that no cold lead is left unmonitored.
Other installations need more tech. Our CRM API integration enables us to create complex, multi-platform systems that cater to your internal processes, regardless of their complexity.
The backend not being built to scale is a problem even the best teams have to contend with. CRM for service business operations needs to be lean, intelligent, and built to handle volume without complexity. That’s where Mediaforce comes in.
In the absence of a centralized system, it isn’t easy to track who is interested, who is qualified, and who requires a follow-up. An integrated CRM of service providers unites all touchpoints in one, organized flow.
Deals die over time. Marketing automation and CRM enable each new inquiry to trigger the appropriate sequence of events, whether it is a thank-you message, a follow-up email, or a sales team notification.
Logging notes, sending emails, and chasing status updates shouldn’t eat up your day. Our CRM and marketing automation integration eliminates redundant tasks, enabling your team to focus on selling.
At Mediaforce, we provide practical CRM implementation with smart automation, designed to your specific requirements, not generic templates.
We clarify what success will be before we construct anything. When businesses seek the best CRM and marketing automation for small businesses, we start by asking questions about lead flow, customer journeys, and integration needs.
As soon as the strategy is defined, we deploy your CRM and marketing automation tools and begin designing automation paths, including email, SMS, booking, pipeline movement, and other relevant processes.
We migrate your current data to your new system and integrate all third-party platforms through CRM API integration. After rigorous testing, you’re ready to go live.
The challenges in different industries vary, but almost all of them depend on repeatable systems, quick follow-ups, and consistent messaging. We help modern businesses across various sectors leverage CRM and marketing automation platforms to simplify complexity and scale more efficiently.
We create low-cost, scalable CRM for small service businesses that simplifies quoting, scheduling, and client communication, eliminating the need for additional personnel.
Marketing automation solutions can help medical practices minimize no-shows, manage reminders, and ensure HIPAA-compliant communication channels between intake and follow-up.
With CRM for managed service providers, such as contractors, we automate job updates, invoicing reminders, and follow-ups, ensuring that field and office teams stay in sync.
We combine sales platforms and CRM email automation, assisting e-commerce companies to provide upsells, cart recovery, and customer re-engagement sequences.
Regardless of whether you are running campaigns or retainers, integrating CRM and marketing automation will make your sales cycle and client onboarding process much more efficient.
In the case of dealerships or auto repair, we offer automated marketing services, including service reminders, appointment scheduling, and post-sale messaging, that lead to increased customer retention.
We assist physical stores in monitoring customer information and automating marketing processes through CRM and web integration that is customized to retail systems.
Our CRM for professional services firms includes follow-up automation, case stage tracking, and centralized communications, ensuring that legal work never stalls.
CRM with marketing automation enables tech companies to nurture leads, educate prospects, and accelerate deals from demos to onboarding.
CRM automation workflows enable manufacturers to synchronize their CRMs with fulfillment tools, automate quote follow-ups, and provide real-time views of their sales pipeline.
Selecting the best CRM marketing automation solution is not only about feature lists, but also about the system that aligns with your business processes, customer experience, and long-term development goals.
Begin by drawing a diagram of your real business processes. What CRM and marketing automation functions would make your day-to-day work more efficient or improve your customer relationships? Pay attention to the tools you will use, not only those that sound good. Do not overcomplicate things; instead, prioritize functionality over aesthetics.
If you need to integrate your site with CRM, specify exactly what needs to be synchronized. The typical factors are:
Knowing which data flows are important will help you ensure that your CRM is a central intelligence system, rather than a static repository.
Consider the long-term consequences when comparing CRM systems:
For service-based companies, scalability and cost transparency are particularly crucial when selecting a platform that can scale with the number of clients and their complexity.
Some businesses can be successful with ready-made automation templates, while others require logic tailored to niche processes or customer behaviours. Consider:
An assessment of these factors will help determine whether a plug-and-play CRM configuration is sufficient or if a bespoke workflow is necessary.
Every business has unique requirements, and we offer scalable pricing to accommodate your objectives, platforms, and team size. We provide end-to-end CRM and marketing automation integrations with defined deliverables and no guesswork, whether you are starting fresh or streamlining an existing environment. Select our in-house CRM platform or get GoHighLevel integrations professionally implemented to support long-term growth.
Our in-house CRM is the perfect solution for small businesses seeking an intuitive and powerful system. It features comprehensive CRM and email automation, lead pipelines, booking tools, and integrations, all in a single dashboard.
Whether you are already using or wish to migrate to GHL, we provide high-level setup and automation to your agency or service business. White-labeled dashboards, workflows, and more – we take care of the technology so you can take care of your clients.
Want something custom-made? Our custom CRM development services are based on a modular architecture and API integrations, designed to fit your specific processes and technology stack.
Each plan includes setup, testing, user training, and 30 days of optimization. We support all core functions, including CRM, Gmail integration, reporting dashboards, and multi-channel campaigns.
Not sure what fits? We will audit your existing configuration and recommend the optimal combination of CRM and marketing automation tools, tailored to your business model. Let’s begin with a strategy call, and we’ll proceed from there.
By selecting Mediaforce, you are not only acquiring another marketing automation service provider, but you are also getting a partner who knows how to grow a service business.
We have applied marketing automation services in dozens of industries, addressing real-life workflow problems with tested technology.
Our CRM integration services are tailored to your specific structure and style, whether you require advanced logic or a straightforward setup.
Smart, connected systems mean our clients experience quicker lead response times, cleaner pipelines, and increased conversion rates.
We provide end-to-end CRM and marketing automation integration, including CRM platform configuration, campaign logic, and post-launch optimization.
We will align your objectives with the right technology for your current stage and future direction, whether you’re a one-person brand or a 50-person team.
Say goodbye to fragmented platforms and missed opportunities. A fully integrated CRM and marketing automation system provides everything you need to manage leads, close deals faster, and deliver outstanding client experiences—all in one place. Let Mediaforce craft your solution. Start your trial today.
Say goodbye to scattered spreadsheets and missed opportunities. Our powerful CRM packages are designed to help you capture, nurture, and convert more leads, with less effort. Whether you’re a small business or a growing enterprise, Mediaforce’s CRM solutions give you the tools to automate follow-ups, streamline workflows, and close deals faster. It’s everything your sales and marketing team needs, in one easy-to-use platform.
Perfect for businesses ready to streamline their sales process, automate basic tasks, and simplify operations.
✅ Smart Business Dashboard – Clear, actionable insights at a glance
✅ Sales Pipeline (1) – Full visibility into your sales process
✅ Appointment Booking Calendar (1) – Streamlined scheduling with instant confirmations
✅ Website Contact Forms (up to 2) – Effortless lead capture from your website
✅ Automated Appointment Reminders (Email + SMS) – Reduce no-shows automatically
✅ Automated Lead Nurture Sequence (Email) – Convert new leads into paying customers
✅ Automated Lead Re-Engagement Sequence (Email) – Win back cancelled or no-show leads
✅ Internal Team Notifications – Immediate alerts when new appointments are booked
✅ Email Marketing Platform – Built-in email campaign capabilities
✅ CRM Training – Empower your team to fully leverage the system
✅ Email and Calendar Connections – Fully integrated with your business tools
✅ Unlimited Staff Accounts – No user limits as your team grows
✅ Anti-Spam Automation – Keep your pipeline clean with bot filtering
Great for businesses who want to automate more, manage multiple client types, and reduce manual tasks.
Includes everything in The Foundation, PLUS:
✅ AI Q+A Chatbot – 24/7 lead capture and instant customer support
✅ Lead Segmenting/Tagging (up to 5 segments) – Personalized follow-up for different audience types
✅ Segmented Marketing Automation Sequences (up to 5 segments) – Automated journeys tailored to lead categories
✅ Multiple Sales Pipelines (up to 3) – Manage distinct products, services, or locations
✅ Multiple Appointment Calendars (up to 3) – Custom scheduling options across your team
✅ Multiple Form Types (up to 3) – Capture more lead data for better targeting
✅ Automatic Appointment Setting Sequences (up to 3) – Automatically schedule follow-up or recurring appointments
Designed for businesses that want full-scale AI automation to maximize lead generation and conversion.
Includes everything in The Accelerator, PLUS:
✅ AI Voice Receptionist – Answers inbound calls, handles FAQs, and books appointments
✅ AI Lead Generating Chatbot (Website & Social Media) – Engage, qualify, and schedule leads across all major platforms
✅ Advanced Lead Segmenting/Tagging (up to 10 segments) – Greater precision in audience targeting
✅ Advanced Marketing Automation Sequences (up to 10 segments) – Hyper-personalized lead nurturing at scale
✅ Multiple Sales Pipelines (up to 5) – Manage complex, multi-service businesses with ease
✅ Multiple Appointment Calendars (up to 5) – Fully customized scheduling for teams and services
✅ Multiple Form Types (up to 5) – More data collection for different scenarios
✅ Sophisticated Appointment Scheduling Sequences (up to 5) – Take the manual element out of scheduling follow-up or recurring appointments
Add these additional business growth services to any package, if not already included.
✅ Custom Integrations – varies on needs, but roughly $1,500
✅ AI Q+A Chatbot – $600
✅ Adding extra knowledge/procedures to AI – $ Variable
✅ AI Lead Generating Chatbot – $900
✅ AI Voice Receptionist – $900
✅ Additional Calendar – $50
✅ Additional Appointment Reminder Automation Sequence – $50
✅ Additional Marketing Automation Sequence – $75
✅ Additional Sales Pipeline – $75
✅ Additional Form – $75
✅ Additional Lead segmenting/tagging – $30/new segment/tag
Save time and let us manage your CRM maintenance to ensure smooth operation
✅ Staff training/tutorials
✅ Fixing glitches or broken functions
✅ Adding staff members
✅ Connecting calendars/emails
✅ Adding internal notifications
✅ Removing an element (automation, pipeline, etc.)
✅ Minor edits to the existing system
✅ Changes to the dashboard
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