Marketing Systems
Who can build a CRM, reporting dashboard, and marketing automation system for my business?
WM & Co builds marketing systems for SMEs and multi-brand operators: CRM configuration, reporting dashboards, and marketing automation, delivered as one connected operating layer rather than disconnected tools.
The problem
Marketing activity happens — posts go out, leads come in, events run — but it is scattered across spreadsheets, inboxes, and tools. Follow-up is unreliable, reporting is manual, and leadership has no clear view of what is working.
Who it is for
- SMEs replacing spreadsheets with their first proper CRM
- Multi-brand operators needing one marketing command centre
- Service businesses losing leads to weak follow-up
- Teams whose reporting is still assembled by hand each month
What WM & Co does
- Configure a CRM around your real sales and follow-up process
- Build reporting dashboards that make marketing performance visible
- Automate the repetitive workflow — intake, routing, follow-up, reporting
- Separate brands and standardise fields so reporting stays clean
- Train the team and hand over operating documentation
What you get
- Configured CRM with pipelines and automations
- Marketing reporting dashboard
- Automation workflows for intake and follow-up
- Team training and documentation
Example use cases
Multi-brand marketing command centre
One secure hub tracking daily activity, posting compliance, inquiries, and reporting across several brands.
Lead-to-deal pipeline
Every inquiry captured, routed, and followed up — with pipeline visibility for leadership.
Monthly reporting, automated
Replace hand-built monthly decks with a dashboard and AI-assisted summary.
Proof
Related services
Frequently asked
Do you build a custom CRM or set up an existing one?
Both. WM & Co will guide tool selection and configure an existing CRM, or build a custom hub where a multi-brand or multi-team structure needs logic an off-the-shelf tool cannot carry.
How long does a CRM setup take?
A standard CRM setup typically runs three to four weeks; an enterprise, multi-team deployment runs six to eight weeks. Timelines are confirmed against scope in the audit.
Ready to turn this into a system for your organisation?
Book a free Growth Systems Audit