Let's talk

CRM & Automation Agency

Turn your CRM into a growth engine.

We help brands automate intelligently — not blindly. At Matterz, we align your CRM setup with your marketing and sales goals, integrating the right tools, automations, and audience logic to increase retention, conversion, and operational efficiency. From lead capture to lifecycle messaging, we make your CRM work harder (and smarter) for your business.

CRM Audit & Strategy Alignment

Understand where you are — and where you could be

We evaluate your current CRM usage and identify gaps, redundancies, or missed opportunities. Then we align your contact structure and logic with your real funnel goals.

Automation Flow Design

Build smart sequences that engage and convert

We design automated email and workflow sequences across the funnel — from welcome journeys and re-engagement flows to sales nurturing and upsells.

Tool & Platform Integration

Connect your CRM to your entire ecosystem

We integrate your CRM with your CMS, ad platforms, forms, e-commerce, analytics, and more. One connected stack = better data, smarter campaigns.

Have a project or challenge in mind?

Whether you need strategic insight, creative execution, or a full digital rollout — we help ambitious brands turn ideas into impact. Let’s shape what matters together.

Let's talk

Segmentation & Lifecycle Logic

Talk to the right people at the right time

We help you build smart segmentation based on user behavior, source, activity, and lifecycle stage — so every message is timely and relevant.

Lead Scoring & Sales Enablement

Surface the right leads, faster

We implement lead scoring models and logic that prioritize qualified contacts for your sales team — and automate handoffs that save hours.

Monitoring, Reporting & Optimization

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

We build dashboards and reports so you can track automation performance, open/click rates, MQL progression, and real CRM impact.

Have a project or challenge in mind?

Whether you need strategic insight, creative execution, or a full digital rollout — we help ambitious brands turn ideas into impact. Let’s shape what matters together.

Let's talk

Related Services

More Services

Sales Enablement

Marketing

Content Marketing

Marketing

Performance Marketing

Marketing

Digital Marketing

Marketing

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.

Let's talk