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Lifecycle & CRM

What happens after someone raises their hand. Email, WhatsApp, SMS, automation and segmentation, plus the CRM discipline that stops leads dying in a spreadsheet.

Timeline3–5 weeks to build, then ongoing

From$4,500 as the Lifecycle BuildIncluded in Swell and Surge

Built for

Businesses generating leads they don't follow up systematically — which is most of them.

What you get

  • CRM setup or clean-up — HubSpot, Pipedrive, Klaviyo, Brevo


  • Lead scoring and routing


  • Welcome, nurture, abandoned-cart and win-back flows


  • Segmentation strategy


  • Retention and referral programmes


  • Sales enablement: sequences, one-pagers, objection handling

Available as a fixed-scope sprint

Start with the Swell Check.

Book a 30-minute call. We'll ask what you sell, what you've tried and what the numbers look like. If we can help, we'll show you how. If we can't, we'll tell you who can.

No pitch deck. No proposal you didn't ask for.