Digital & Growth
Marketing Automation Services
Capture, nurture, and follow up with every lead automatically, and see what converts.
Schedule a Free Strategy CallThe Challenge
Where teams get stuck
Leads come in through forms, calls, and events and then sit in inboxes. Follow-up depends on whoever remembers, email goes out in batches with no segmentation, and no one can connect a campaign to a signed client or a new patient.
How We Help
What Clarivon does
We connect your website, CRM, and email platform, set up lead capture, scoring, and nurture sequences, and automate the hand-offs to your team, with tracking end to end so you can see which campaigns produce revenue.
What You Get
What is included
Website, CRM, and email connected into one lead flow
Automated nurture, follow-up, and hand-off sequences
Segmentation and lead scoring built on your own data
Campaign-to-revenue reporting in your existing dashboards
Related work
Marketing automation only works on a clean, connected CRM. See how we set up and integrate the systems underneath it.
Website Development
A fast, findable website with tracking built in, so it produces leads you can measure.
SEO
Get found for the searches that matter, with results you can see in a report.
Marketing Analytics & Attribution
One view of which channels actually bring in business, so you know where to spend.
FAQ
Marketing Automation questions answered
What is marketing automation?
It is using your CRM and email platform to capture, nurture, and follow up with leads automatically, so no one falls through the cracks and your team only steps in when a person is needed.
Which tools do you work with?
HubSpot, Salesforce, Mailchimp, ActiveCampaign, and the CRMs common in healthcare and nonprofits. We connect whatever you already use rather than forcing a switch.
Can this work with our existing CRM?
Yes. Most of our marketing automation work starts by cleaning up and connecting the CRM you already have. See our CRM and integrations work for the data side of that.
How do you measure results?
Every sequence and campaign is tracked through to the outcome you care about, whether that is a booked appointment, a signed contract, or a donation, and reported alongside your other metrics.
Let us take marketing automation off your plate.
Book a free 30-minute strategy call. No cost, no commitment, just a clear look at how this could work for your team.
Schedule a Free Strategy Call