CRM and marketing automation is the infrastructure that captures every lead, follows up automatically and shows what is working. PMHQ sets up and configures CRM systems, automation workflows and AI-powered routing for growing businesses and organizations in South Florida and nationwide that are losing leads to slow or manual follow-up.
A connected marketing engine that captures, nurtures and converts leads without manual effort, so nothing falls through the cracks.
Automation carries a lead from first contact to a sales conversation. A form or event registration creates the contact, a nurture sequence keeps the conversation going, routing sends qualified leads to the right person, and dashboards show what happened at each step.
| Manual follow-up | Automated system | |
|---|---|---|
| Speed of first response | Depends on who is available | Immediate and consistent |
| Lead records | Scattered across inboxes and spreadsheets | One CRM record per contact |
| Nurture | Occasional, when someone has time | Planned sequences that run on schedule |
| Hand-off to sales | Informal | Rules-based routing |
| Reporting | Rebuilt by hand | KPI dashboards |
Not by default. PMHQ's marketing audits include a CRM and automation workflow analysis. The recommendation depends on what you have, what it can do and where the gaps are.
PMHQ does not publish pricing. CRM and automation work is scoped after the Visibility Intelligence Assessment, based on the systems you have and the workflows you need.
CRM and automation is the core of Leads and Sales, the fourth of PMHQ's Four Pillars. It turns the visibility created by brand and marketing work into qualified opportunities and revenue.
Led by Diana Agenor, MS, with 20+ years across all facets of marketing, recipient of the BBB Champion Award, Goldman Sachs 10,000 Small Businesses alumna, Cohort 38, and Chair, Local Procurement Working Group, South Florida Anchor Alliance (2026-present).
Diana Agenor, MS has also overseen $9M+ in event budgets. CRM systems, marketing automation and AI-powered routing are core PMHQ services.
A customer relationship management system is the single record of every contact, conversation and opportunity in your business.
Software rules that send the right message or task at the right time, such as a welcome email after a form fill or a reminder before an event.
Not when it is planned well. Good sequences are written for the stage the contact is in and hand off to a person when the lead is ready.
Yes. Data tracking and KPI dashboards are part of the service.
Request the Visibility Intelligence Assessment. It shows where your current systems stand and what to build first.
Request the Visibility Intelligence Assessment. It shows where your current systems stand and what to build first.
Request the Visibility Intelligence Assessment