CRM Marketing

Turn the leads you already have into sales conversations, with up-to-date contacts and email and SMS follow-up.

CRM Marketing is AIPoint’s follow-up service for specialist B2B firms. We keep the contacts in your CRM up to date, then run email and SMS follow-up, so enquiries, past clients and quiet quotes turn into sales conversations.

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Why follow-up matters

Most firms have more leads than they think: website enquiries, people met at events, past clients, quotes that went quiet. Without follow-up, they go cold.

Contact details also go out of date fast. People move roles and companies, and emails bounce. Up-to-date contacts mean your messages reach the right people.

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What’s included

  • CRM data enrichment: contacts updated, gaps filled, duplicates removed
  • Email marketing and follow-up sequences
  • SMS follow-up for inbound leads
  • Set up and run in your CRM
  • Consent and opt-out on every message
  • Monthly reporting and optimisation

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How it works

  1. Clean: We update your contacts and remove duplicates.
  2. Set up: We set up email and SMS in your CRM, with consent and opt-outs in place.
  3. Follow up: We write and run sequences for new enquiries, past clients and quiet quotes. You approve every message.
  4. Hand over: Interested buyers come back to you with notes. Every month we review the results and adjust.

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Works with our other services

AI search brings new enquiries in. Outreach starts new conversations. CRM Marketing makes sure none of them go cold.

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Best for

Firms with a CRM full of contacts nobody follows up, a steady flow of inbound enquiries, or a CRM in place and no one to run it.

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Get in touch
Tell us what you want to achieve. We'll contact you within 24 hours to discuss your inquiry.
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Frequently Asked Questions

Common Questions About Working With AIPoint
frequently asked questions
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