Marketing automation only works when it’s built around how your business actually generates revenue. Too many companies have automation that runs — but doesn’t convert. Sequences that fire but don’t move people forward. CRMs full of data nobody acts on.

Search & Systems builds marketing automation systems that connect your CRM, paid media, email, and sales process into a single revenue-generating engine. We work with growth-stage companies, SaaS brands, franchise operators, and e-commerce businesses that need their automation to do more than just run.

The Problem We Solve

Most businesses have leads sitting in their CRM going cold. They have email lists they don’t mail. Sales handoffs that break down. Automation that was set up once and never touched again. We fix that. We build automation systems that work the way your business actually works — and connect them to your revenue outcomes.

Who This Is For

Businesses with a CRM they’ve outgrown or underutilized. Companies running paid media that need better lead nurturing and follow-up. SaaS companies with free-to-paid conversion gaps. Franchise brands that need consistent automation across locations. E-commerce brands with lifecycle and retention gaps. If your leads come in but don’t convert at the rate they should, this is where we start.

What Our Clients Say

What We Build

CRM Automation

We work across HubSpot, Salesforce, ActiveCampaign, GHL, and other CRM platforms to build automated workflows that move leads through your pipeline without manual intervention.

Email & SMS Journeys

We build and manage email and SMS lifecycle sequences — welcome series, nurture campaigns, re-engagement flows, post-purchase sequences, and sales follow-up automation.

Lead Routing & Scoring

We design lead routing systems that get the right leads to the right sales reps instantly, with lead scoring models that prioritize your highest-value prospects.

Lifecycle Workflow Design

From prospect to closed-won to retention — we map and build the automation that keeps customers moving forward at every stage of the lifecycle.

Webhook & Integration Support

We connect your tools. Whether it’s Zapier, Make, n8n, or direct API integrations — we make sure your CRM, ad platforms, landing pages, and analytics are talking to each other.

AI-Assisted Automation

We build AI-assisted workflows that reduce manual work, improve response times, personalize outreach at scale, and help your team focus on closing — not admin.

Platforms We Work With

HubSpot · Salesforce · ActiveCampaign · GoHighLevel · Klaviyo · Dotdigital · Mailchimp · Customer.io · Zapier · Make (Integromat) · n8n · Twilio · Google Tag Manager · Segment

What Gets Delivered in the First 30 Days

Full CRM and automation audit. Workflow mapping for your top 3–5 revenue-critical paths. Lead scoring and routing framework. Quick-win automation fixes deployed immediately. A 90-day automation roadmap with clear priorities and expected impact.

Ideal Engagement

Most automation clients start with a Growth Audit focused on CRM and lifecycle gaps. From there, we move into a 60–90 day systems build, followed by an ongoing optimization retainer. We work best with teams that already have a CRM and some existing automation — even if it’s broken or outdated. If you’re starting from scratch, we can help with platform selection and initial setup too.

Why This Isn’t Just Another Automation Setup

Most agencies set up automation once and walk away. Workflows go stale. Leads fall through the cracks. The CRM becomes a tool nobody trusts.

We take a different approach. Every system we build is mapped to a revenue outcome — not just a sequence or a trigger. We audit before we build, so we’re not layering complexity on top of broken foundations. And because we sit across paid media, CRO, and analytics as well, we understand the full funnel — not just the email side of it.

That means the automation we build connects to where leads come from and where they need to go, not just what happens in the middle.

Campaign Automation in Action

Frequently Asked Questions

What CRM platforms do you support?

We work across HubSpot, Salesforce, ActiveCampaign, GoHighLevel, Klaviyo, Dotdigital, and most major CRM/marketing automation platforms. If you’re not sure whether we support yours, ask — we probably do.

Do you replace our CRM or work within it?

We work within your existing CRM. If your current platform genuinely can’t support what you need, we’ll recommend a migration path — but we never push a switch unless it’s the best move for your business.

How long does it take to see results?

Quick wins (lead routing fixes, broken workflow repairs, re-engagement campaigns) are usually live within the first 2 weeks. Larger lifecycle builds take 60–90 days to fully deploy and measure. Most clients see meaningful improvement in lead follow-up speed and conversion rates within the first month.

What does a typical engagement cost?

Engagements vary based on the complexity of your CRM setup and what we’re building. Most clients start with a Growth Audit (flat fee), which gives you a clear picture of gaps and priorities before any build begins. If you’re not sure what fits your situation, book a call — we’ll tell you straight.

Do you offer one-off projects or just retainers?

Both. Some clients need a specific workflow built or a broken automation fixed — we handle that as a scoped project. Others want ongoing optimization and management. We’ll recommend the engagement model that fits what you actually need, not the one that’s easiest to sell.

We already have someone managing our CRM internally. Can you work alongside them?

Yes — often that’s the best setup. We’ve worked alongside in-house ops and marketing teams many times. We typically focus on strategy, architecture, and builds that the internal team then owns day-to-day. If there’s overlap, we figure that out before the engagement starts.