Grapefruit

Services

Marketing automation and CRM implementation for lead generation

Grapefruit implements marketing automation and CRM systems, such as HubSpot, that turn website visitors and campaign responses into qualified, tracked leads. We design the data model, lead scoring, nurturing flows and omnichannel journeys, integrate them with sales and your website, and report on pipeline, not just clicks, so marketing and sales work from one source of truth.

Clients for this service: Work for UNTOLD, Nestlé Romania, IQOS (Philip Morris Romania)

80% faster newsletter creation (UNTOLD)

Signs you need this

  • Leads arrive by email and spreadsheet, and nobody knows which campaign produced a customer.
  • Sales says marketing leads are poor quality; marketing says sales does not follow up.
  • You pay for a CRM or automation platform but use a fraction of it.
  • Follow-ups depend on someone remembering to send them.
  • Customer data sits in separate tools for the website, loyalty programme, e-commerce and sales.

What we deliver

  • CRM architecture and setup

    Data model, pipelines, properties, permissions and migration of existing data.

  • Lead scoring and routing

    Rules that qualify leads and hand them to the right salesperson at the right moment.

  • Lead nurturing flows

    Email and multi-channel sequences personalised by segment and buying stage.

  • Marketing automation

    Platform selection, workflows, forms and triggers across your tech stack.

  • Omnichannel campaigns

    Coordinated email, paid, social, web personalisation and offline touchpoints.

  • Pipeline reporting

    Attribution and dashboards from first touch to revenue.

How we work

  1. Map the funnel

    1-2 weeks

    Lead sources, stages, handovers and data flows documented with marketing and sales.

    You get: Funnel and data map · Lead definitions

  2. Design and configure

    3-6 weeks

    CRM model, scoring, workflows and integrations.

    You get: Configured CRM · Integration specs

  3. Launch journeys

    2-4 weeks

    Nurturing and omnichannel flows with content and tracking.

    You get: Live workflows · Tracking plan

  4. Optimise

    Ongoing

    A/B tests, cadence and scoring adjustments based on pipeline data.

    You get: Monthly pipeline report

AI in this service

How AI changes marketing automation & CRM at Grapefruit

AI now sits inside the CRM: predictive lead scoring, drafting personalised follow-ups, summarising sales conversations and flagging churn risk. We implement these features only where your data supports them, keep humans approving outbound messages, and can add an AI assistant on your website that qualifies enquiries and writes them straight into the CRM.

CRM management

A well-run CRM centralises customer data and aligns marketing, sales and service. We clean, structure and enrich your data, connect the CRM with marketing, sales and service tools, automate lead assignment and follow-ups, and track pipeline velocity, conversion rates and lifetime value.

Lead nurturing

Nurturing builds trust with prospects who are not ready to buy yet. We use behavioural data and segmentation to personalise email, retargeting and dynamic content by stage, and hand leads to sales when they are qualified, with the context sales needs for the first conversation.

Omnichannel campaigns

Omnichannel means one customer view and synchronised messages across email, paid media, social, search, website personalisation and offline touchpoints. We orchestrate journeys for complex B2B sales or fast consumer campaigns and measure attribution across channels.

Marketing automation

We help you choose the right platform for your stage, then build workflows, forms and triggers around real customer needs so automated messages stay relevant. Automation is integrated with your CRM, website and analytics, and designed to scale as campaigns and tools are added.

Industries we deliver marketing automation & CRM for

Ways to start

Fixed scopeHalf a day to 2 days, summary within 1 week

Discovery Workshop

Align business, IT and legal on what to build first, in one focused session.

  • Pre-workshop survey
  • Facilitated sessions with your decision makers
  • Prioritised initiative canvas with an owner per initiative
  • Written summary with the recommended next step
Book a discovery workshop
Free10 minutes

AI Readiness Assessment

See where your company stands on AI in 10 minutes, and what to fix first.

  • Instant score across strategy, data, technology, people, processes and governance
  • Top 3 opportunities for your industry
  • Personalised report you can share with colleagues
  • Team link that compares how colleagues see readiness
Take the free AI assessment

Marketing Automation & CRM: frequently asked questions

Cannot find your question? Ask a senior specialist directly.

Which CRM or marketing automation platform should we use?

It depends on your sales process, team size, existing stack and budget. We have hands-on experience with HubSpot and integrate other CRM and automation platforms. We recommend a platform after mapping your funnel and data, not before, and we will tell you if your current tool is enough.

How long does a CRM implementation take?

A focused implementation with pipelines, lead scoring, core workflows and website integration usually takes 6 to 12 weeks. Data migration from several legacy sources, many integrations or multiple business units extend that, so we scope it after a short discovery.

Will automation make our communication feel robotic?

Only if it is designed around the tool instead of the customer. We design flows around real questions and buying stages, write content that sounds like your team, and keep human handovers for the moments that matter, such as pricing and negotiation.

Can you integrate the CRM with our website, e-commerce and loyalty data?

Yes. Integration is usually the most valuable part: forms, e-commerce orders, loyalty activity and product usage flowing into one customer record. We document every integration and respect GDPR consent at each step.

How do you measure success?

By pipeline and revenue metrics: qualified leads, conversion rate between stages, time to first contact, sales cycle length and customer lifetime value. We set a baseline at the start so improvements are measurable, not anecdotal.

Portrait of Anca Mitrică
Anca Mitrică

Business Development Manager · talk to us about marketing automation & CRM

Book a 30-min call

Ready to talk about marketing automation & CRM?

Tell us what you need and by when. A senior specialist replies with a clear next step, not a sales deck.

We reply within 1 business day, usually the same day. Not ready to talk? Take the free AI assessment.