CRM and Automation Agency to Scale Growth

Turn your CRM into a growth engine.

At Matterz, we’re a CRM and automation agency that helps you move from manual effort to scalable efficiency. We align your CRM platform, segmentation logic, and automation flows with real business goals — creating systems that drive conversion, retention, and smarter marketing.

CRM Audit & Strategy Alignment

Understand where you are — and where you could be

We audit your current CRM setup to identify friction points, redundancies, and missed automation opportunities. Then we realign your contact logic with your actual funnel stages and marketing needs.

Automation Flow Design

Build smart sequences that engage and convert

We create automated flows for every stage of the journey — welcome sequences, nurture campaigns, post-purchase upsells, and re-engagement drips. Each flow is personalized and performance-optimized.

Tool & Platform Integration

Connect your CRM to your entire ecosystem

We connect your CRM to everything that matters — CMS, analytics, ad platforms, e-commerce, forms, and more. This creates a seamless ecosystem where data flows cleanly and automatically.

Need your CRM to do more — with less manual effort?

Let’s build automation systems that bring in leads, nurture customers, and move faster than your competition. From platform setup to segmentation, we’ve got it covered.

Segmentation & Lifecycle Logic

Talk to the right people at the right time

We build segmentation logic that filters users by lifecycle stage, behavior, engagement level, or source — so every message feels timely, relevant, and contextual.

Lead Scoring & Sales Enablement

Surface the right leads, faster

We set up lead scoring systems that prioritize your most qualified contacts and trigger smart automations to your sales team. Faster handoffs. Better conversion rates.

Monitoring, Reporting & Optimization

Know what’s working, and improve what’s not

We create dashboards that show campaign performance, automation effectiveness, lead scoring movement, and contact health — all in one place, updated in real-time.

Need your CRM to do more — with less manual effort?

Let’s build automation systems that bring in leads, nurture customers, and move faster than your competition. From platform setup to segmentation, we’ve got it covered.

Frequently
Asked
Questions

A CRM & automation agency helps businesses turn their CRM into a growth engine. Through structured strategy, it automates repetitive tasks, personalizes communication, and integrates tools to improve data flow, team efficiency, and customer experience.
Our service is ideal for growing companies with expanding lead pipelines or customer bases that need to scale communication, increase team productivity, and convert more leads across the funnel.
Because without a clear strategy, your CRM is just a contact list. Smart automation saves time, increases relevance, and delivers consistent touchpoints — without manual effort.

We help you build, launch & scale

Starting from scratch or stuck in the middle?

We’ll help you find clarity, choose the right direction, and take action with confidence.