Marketing Automation & CRM

Never let another good lead go cold.

You work hard to bring leads in. What happens next is where deals are won or lost. We set up and run the automation behind your CRM so every lead gets followed up with, on time, every time, without you lifting a finger.

Leads don't wait around

Most leads are lost in the follow-up.

The hard part isn’t always getting leads. It’s what happens after. Someone fills out your form or misses your call, and then life gets busy, the follow-up slips, and a week later they’ve hired someone else. It’s rarely a bad lead. It’s a follow-up that never happened, or happened too late.

That’s exactly what automation fixes. The right setup replies in seconds, nurtures the people who aren’t ready yet, and keeps every lead moving through your pipeline without anything falling through the cracks. We build that system inside your CRM and keep it running, so your business follows up like clockwork whether you’re at your desk or on a job site.

Sound familiar?

Signs your follow-up is costing you deals.

If any of these hit home, you’re likely losing customers you already paid to bring in.

Leads slip through the cracks

A lead comes in, nobody follows up fast enough, and by the time you circle back they've already gone with someone else.

Follow-up is all manual

Every reminder, text, and email is done by hand, so it only happens when someone remembers, which isn't always.

Your CRM sits half-used

You're paying for a CRM but it's a glorified contact list. All that automation power is just sitting there unused.

Your CRM, actually working for you

We turn your CRM into a growth engine.

A CRM is only as good as what you’ve built inside it. We turn yours into a system that captures every lead, follows up instantly, nurtures the ones who need time, and tells you exactly where every deal stands. Less slipping through the cracks, more booked jobs, all running on autopilot.

What we do

Automation handled end to end.

From the first setup to ongoing fine-tuning, we cover the whole system so it keeps working as you grow.

CRM Setup

We get your CRM set up right from the start, contacts, pipelines, and integrations, so it fits how your business actually runs.

Automation Building

We build the workflows that do the work for you: instant replies, follow-up sequences, reminders, and reactivation campaigns.

Lead Nurture & Follow-Up

We set up email and text sequences that keep every lead warm until they're ready to buy, so no one gets forgotten.

Pipelines & Reporting

We build clear pipelines and dashboards so you always know where every lead stands and what's driving revenue.

Ongoing Management

We run and maintain your automation for you, keeping everything connected, updated, and firing the way it should.

Optimization

We watch how your workflows perform and keep refining them, so your follow-up gets sharper and your close rate climbs.

Whatever you're already on

The CRMS we work with.

Already have a CRM? Great, we’ll work in it. Not sure which to use? We’ll help you pick the right fit. Either way, we know these platforms inside out.

GoHighLevel

The all-in-one platform we know deeply, ideal for agencies and local businesses that want everything in one place.

HubSpot

A powerful CRM and marketing suite we set up and automate for businesses ready to scale.

Keap

Formerly Infusionsoft, built for small businesses that want serious automation without the complexity.

ActiveCampaign

Email and automation power we use to build smart, behavior-based nurture campaigns.

Salesforce

The enterprise standard, configured and automated to fit how your team actually sells.

And more

Zoho, Mailchimp, Pipedrive and others. Tell us what you run and we'll make it work harder.

Start with an automation audit

First, we map how your leads flow today.

Before we build anything, we trace what happens to a lead from the moment it comes in. Where does it land? Who follows up, and how fast? Where do people stall or go quiet? That map shows exactly where you’re losing deals and where automation will make the biggest difference.

From there you get a clear plan and a team that builds it. Want us to set it up and hand it over? Done. Want us to run and optimize it for you month after month? Even better.

How we work

From manual to automatic, step by step.

No tangled tech, no guesswork. Here’s how we get your follow-up running on its own.

STEP 01

Automation audit

We map how leads flow through your business today and find where they're stalling or slipping away.

STEP 02

Build the system

We set up your CRM and build the workflows, sequences, and pipelines around how you actually sell.

STEP 03

Automate it

Instant replies, nurture sequences, and reminders go live, so every lead gets handled without you thinking about it.

STEP 04

Manage & optimize

We keep it running and keep refining it, so your follow-up sharpens and your close rate keeps climbing.

Automation that fits how you actually work.

We’re not here to guess or apply cookie-cutter workflows. Every automation we build is backed by how your leads actually behave and what the data shows is working. Our goal isn’t just to get your CRM set up, it’s to make it perform, turning more of your leads into real business growth. Automation handles your leads after they come in. To get more of them in the first place, see our full list of optimization services.

With Local Marketing Solutions, you don’t just get your automation set up, you get a partner committed to turning every lead into measurable results.

We're dedicated to getting your business results.

We pride ourselves in being the best Digital Marketing Agency in Philadelphia. But don’t just take our word for it, here what some of clients are saying…

"Samantha went above and beyond to help my real estate business with marketing. She helped me with Facebook advertising. She was incredibly knowledgeable and very professional. She was willing to do whatever it took! I could not give a higher recommendation if I tried! I could not give a higher recommendation if I tried!"

"I had the best experience ever! From the moment we started working together, I could feel that she cared as much about the success of my site and the vision I had pictured in my head. The end result came out 10x better than I even pictured in my head. I cannot thank Local Marketing Solutions enough!

"Samantha came to my rescue when I wanted to redesign my website for my photography business. She was there every step of the way for advice and my constant questions. I highly recommend her..."

"Sam created an amazing website for my small business. She worked with me on every detail and I am obsessed with the final results! Within days of hiring her, my website was up and running smoothly. Thank you Sam!! Would highly recommend."

Frequently Asked Questions.

Below, you’ll find answers to some of the most common questions about marketing automation and CRM services. If you have any other questions or need personalized advice, feel free to reach out, we’re ready to help.

What is marketing automation, in plain terms?

It's setting up your tools to handle repetitive follow-up for you, automatically. Instead of manually texting every new lead or remembering to send a reminder, your CRM does it the moment it's triggered. You stay in front of leads without doing it all by hand.

Which CRM should I use?

It depends on your business. GoHighLevel is a great all-in-one for local businesses and agencies, HubSpot suits teams ready to scale, and Keap or ActiveCampaign work well for focused automation. If you already have one, we'll work in it. If not, we'll help you pick the right fit.

Do you work with the CRM I already have?

Almost certainly, yes. We work across GoHighLevel, HubSpot, Keap, ActiveCampaign, Salesforce, Zoho and more. Tell us what you're running and we'll build inside it rather than making you switch.

Can you just set it up, or do you manage it too?

Either way. Some clients want us to build it and hand over the keys. Others want us to run and optimize it every month so they never have to think about it. We're happy to do setup only or full ongoing management.

What kinds of things can you automate?

Instant lead replies, follow-up sequences, appointment reminders, review requests, reactivation campaigns for old leads, pipeline updates, internal notifications, and more. If it's a repetitive step in your follow-up, chances are we can automate it.

How soon will I see a difference?

Fast. The moment instant follow-up goes live, leads start getting a response in seconds instead of hours, and that alone tends to lift your close rate quickly. The nurture and optimization then compound the results over time.

Have a project in mind?

Book a call with our team!