CRM Creation

Gain Hands Free Set up of Your CRM That Helps You Engage, Serve and Retain More Clients and Customers - Effortlessly

Manage your customer relationships, and create an irresistible experience for every person that engages with your business with a personalised CRM set up for you. Our team of experts will do the heavy-lifting to set up, migrate, and integrate your system, so your business can experience the exponential growth you deserve.

GREENFISH MARKETING email automation
Active Campaign Certified Consultant

Real Breakthroughs From Incredible Clients…

Mary Van Orsouw

I was referred to Stephen at Greenfish in 2021 and I am so glad that we were able to connect and work on my CRM. My specialty is Pilates not marketing so Stephen was great being patient with me in getting my CRM up and running. With a closed business through the lockdowns Stephen was able to tailor to my budget and get me started. Since then I have managed to save hours of time and pickup over a 100 leads for my online and studio business. Stephen has also made himself available at all times to help me problem solve and optimise getting the best results for a small business like mine. It has opened my eyes up to all the potential things I can do to nurture my clients and keep them in my funnel. Thank you Stephen!

Daniel Walsh

We’ve seen our business almost double in the last eight months. And that’s just because of the systems that are in place that now we can effectively use our time to scale our business, thanks to Greenfish Marketing. Working with Stephen, we were able to solve all the problems within our business before we scaled, making sure that we really built a great foundation to give our clients the most quality high service that there is in our space. We knew that with their help, we were going to systemise and automate our business in the most efficient and effective way. Once you’ve been able to automate and systemise your business, you will realise just how much more quality work you can do and how much more you can do for your clients. If you want to get back your time in your business, you need to get in contact with Greenfish Marketing and Stephen because, ultimately, they will be able to get your business to the next level.

Simon Hilton

We knew we needed a digital marketing strategy, but in a space that changes every day we didn’t know where to start. Greenfish Marketing and Stephen Berry took the time to understand our business and create a digital solution that aligned our business strategy with our digital marketing strategy. The result has been a dynamic website that works for existing and new clients, an engaged an active internal team and a communication and marketing strategy that attracts the right customers. I highly recommend Greenfish Marketing to any business that needs to transform their marketing function.

A CRM can Help you Grow Your Business by Making Sure no Sale Slips Through the Cracks

At Greenfish Marketing, we’ll take the set up and management of your CRM off your hands, so you can enjoy a more efficient and profitable business without the stress. Keep track of leads, engage with more clients, automate your tasks and more with a personalised CRM created for you.

Your CRM can help you to…

Boost retention, and increase engagement with your ideal clients and customers.

Nurture and follow up leads automatically so you can close more sales.

Keep track of your clients’ contact details, activity, and sales history all in one place.

Scale your business and capacity, without needing to expand your team.

Many Business Owners Struggle to Scale Their Business Without a Personalised CRM

Have you faced any of the following challenges with your business?

Are you keeping track of leads, client details, and follow-up reminders in your head?

And you need a better way to store all that information…

Are you wasting your valuable time chasing sales that have already run dry?

And you need a simple way to know which leads to follow up and when…

Do you or your team struggle to find the time to follow-up leads that could become ideal clients?

And you know you’re leaving sales on the table…

Do you want to scale and grow your business, but you feel as if your capacity is capped?

And you don’t have the budget to expand your team…

Are you still trying to manually nurture contacts with email marketing?

And you don’t know where to start in automating your client experience…

Have you worked hard to close new clients, only to have them cancel or request a refund?

And you want to increase your retention rates…


If you answered ‘Yes!’ to any of the questions above, we can help. Whether you’re looking to optimize or migrate your existing system, or set up a new CRM from scratch, our expert team makes the process simple and easy.

At Greenfish Marketing, We’ll Set Up And Fully Integrate Your CRM For You…

So You Can Increase Customer Retention And Set Your Business Up For Growth

Our team of ActiveCampaign Certified Consultants & Klaviyo Masters will take the time to understand your business’ unique needs, so we can design a personalised CRM that works for you. While you stay focused on what you do best, our team will help to:

Build a simple and reliable CRM that boosts client retention and satisfaction

Set up lead score tracking so you know what contacts to engage with and when

Automate your sales pipeline so you can turn more leads into loyal, high-paying clients

Organize, segment, and re-engage contacts so no client gets missed

Make following up leads and sales easy with automatic reminders for your team

Integrate your CRM to your current systems to make your transition seamless

Take advantage of automation to create a more efficient business

Build high-quality campaigns to nurture new contacts with personalised email marketing

Utilize every marketing tool available so you can get a strong return

From the set-up, to migration, to optimization and management, we’ll be on-hand to help you achieve your goals. Let a personalized CRM system run your business, so you don’t have to!

Customized CRM Set Up Across Multiple Platforms

At Greenfish Marketing, our goal is to help your business succeed – whatever that looks like for you. We offer specialized support across both ActiveCampaign and Klaviyo, so you can experience results in any industry.


The #1 CRM, Automation & Email Marketing Tool for Coaches, Consultants & Services Based Businesses

As ActiveCampaign Certified Consultants, we can help you take advantage of the full suite of benefits this powerful platform has to offer. As a one-stop hub for your CRM, client engagement, sales pipeline, email marketing and more, you can finally harness the power of automation in your business without the overwhelm. We’ll take the heavy-lifting off your plate to help you save more time, drive more profit, and create more freedom.


Fully-Integrated CRM And Email Marketing For Ecommerce Businesses Of Any Size

Our team of certified Klaviyo Masters can help you make the most of this revolutionary platform, designed to help eCommerce businesses manage customers and create more profitable email campaigns effortlessly. Build unlimited high-value relationships with your customers through email, mobile and on the web. Klaviyo’s powerful features will make your marketing stand out from your competitors, and drive more sales.

We Engage You And Your Team Across Every Stage Of The Journey

Our Process is Simple:


Book a Discovery Call with Our Expert Team

Chat with our team of marketing and automation specialists to discuss how we can help transform your email automation to drive new growth.


Receive a Review of Your Current Systems

Work with our team to take a closer look into your current situation, so we can see clearly what is holding you back from success right now.


Design & Implement Your New Strategy

From designing your customer journey, to setting up the detailed automations, we’ll take care of all the details, so you can focus on what you do best.


Track & Optimize Your Incredible Results

Using powerful tracking tools, we’ll help you monitor and optimize your approach, so you can save even more time and money, and boost greater sales.

Are You Ready to Take Your Business to the Next-Level With a Customized CRM That Works for You?