“Automate the routine. Accelerate the results.”

Fair Vantage Group builds CRM and automation frameworks that streamline operations, improve customer follow-through, and create predictable, high-performance acquisition systems.

Introduction

Your CRM is the backbone of your business.
But for most organisations, the CRM is

underutilised
poorly structured
filled with outdated data
missing automation
disconnected from marketing funnels
not aligned with the sales process
unable to support scale

When a CRM is not configured properly, the entire customer journey breaks

leads get lost
follow-ups don’t happen
data becomes unreliable
conversion rates drop
no-shows increase
reporting becomes meaningless

Fair Vantage Group fixes this.

We design CRM and automation systems that

route leads accurately
trigger follow-ups automatically
maintain clean data
support your sales workflows
reduce manual workload
provide real-time visibility
improve conversion at every stage

Our CRM and automation solutions turn your customer acquisition process into a predictable, scalable and measurable engine.

What We Offer: End-to-End CRM & Automation Services

CRM Setup & Configuration

We configure your CRM from scratch or optimise your existing structure.

This includes

pipeline creation
custom fields
tags and segments
automation rules
lead routing paths
status flows
permissions
dashboards and reporting

We ensure your CRM matches your real-world workflow.

Lead Routing & Distribution

We build systems that automatically send leads to the right teams based on:

lead source
customer interest
location (optional)
service type
partner assignment
advisor availability
time of day

No more manual sorting.
No more misrouted leads.

Automated Follow-Up Sequences

We design multi-touch automation workflows that include:

SMS reminders (with consent)
automated emails
missed-call follow-ups
abandoned-form nurturing
cold lead reactivation
onboarding steps
appointment reminders
satisfaction follow-ups

These dramatically improve:

• contact rates
• show-up rates
• retention
• conversion

Call Tracking & Attribution Setup

We implement

dynamic call tracking
click-to-call tracking
multi-touch attribution
funnel analytics
UTM and pixel tracking
conversion event mapping

This unlocks full visibility into your marketing ROI.

API Integration & Automation

We connect your CRM to external tools such as

landing pages
ads platforms
webhooks
call centre systems
scheduling tools
email/SMS providers
payment systems (where applicable)

Your entire tech stack becomes synchronised.

Automated Customer Journeys

We create automated flows for

new leads
pre-qualified leads
warm transfers
appointments
onboarding
aftercare
re-engagement

Every customer receives the correct communication at the correct moment.

Industries We Support With CRM & Automation

We tailor CRM and automation systems for

Financial Services (Non-Advisory)

lead routing
appointment workflows
document request automation

Debt-Solution Providers

multi-stage qualification tracks
consent documentation
call scheduling flows

Insurance Providers

policy enquiry funnels
callback workflows
CRM notes structure

Telecom Providers

broadband and mobile funnels
upgrade reminders
installation scheduling

Energy & Utilities

switching funnels
solar enquiry automation
bundle workflows

Home Services

service request routing
quote follow-up sequences
technician scheduling flows

Professional Services

client onboarding automation
meeting reminders
pipeline automation

Our systems improve efficiency, consistency and conversion across every sector.

Why Our CRM & Automation Systems Outperform Generic Setups

1. Built Around Conversion

We optimise every CRM stage to increase

contact
qualification
show-up
sales
retention

2. Clean Data = Better Decisions

No duplicated entries.
No missing fields.
No junk data.

3. Faster Team Performance

Automation replaces repetitive manual tasks.

4. Zero Lead Leakage

Every lead is tracked, tagged, routed and monitored.

5. Real-Time Reporting

Custom dashboards show the performance of:

campaigns
agents
funnels
lead sources

6. Consistency & Compliance

Scripted automation ensures predictable communication across all customer journeys.

7. Scalable Infrastructure

Your funnel can grow without breaking your systems.

Our Process

1
Step 1 — Discovery Session
We analyse:

• your workflows
• tech stack
• customer journey
• bottlenecks
• compliance requirements
2
Step 2 — Architecture Design
We map out:

• pipelines
• triggers
• data fields
• automations
• lead paths
3
Step 3 — Implementation
We set everything up:

• CRM configuration
• automation build
• tracking setup
• integrations
4
Step 4 — Testing & QA
We test every aspect of:

• trigger logic
• routing rules
• tagging automation
• event tracking
• funnel flow
5
Step 5 — Rollout & Training
Your team is trained to use:

• pipelines
• dashboards
• notes structure
• automation rules
6
Step 6 — Ongoing Optimisation
We refine systems as performance data grows.

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Tools & Platforms We Work With

We support:

HubSpot
Zoho
Salesforce
Pipedrive
GoHighLevel
ActiveCampaign
Monday
Trello
AirTable
Zoho Desk
Bitrix
Zapier / Make (automation tools)

If you use another CRM, we can configure that too.

FAQs

Q1: Can you build a CRM from scratch?

Yes — from architecture to implementation.

Q2: Do you integrate landing pages and ads with the CRM?

Absolutely — CRM syncing is essential for clean data.

Q3: Do you create automated email and SMS flows?

Yes, all sequences are fully customisable and consent-driven.

Q4: Do you work with multiple industries?

Yes — our CRM setups support all major service sectors.

Q5: Can you optimise our existing CRM?

Yes — we rebuild outdated, messy or underperforming CRMs into clean, scalable systems.

Q6: Do you offer ongoing CRM management?

Yes — ongoing management and optimisation are available.