CRM Setup and Marketing Automation Services

For businesses with customer data but no system turning it into revenue.
Your CRM is not a database. It is the engine that should be driving your customer relationships, automating follow-ups, triggering retention campaigns, and telling you exactly where revenue is coming from. Most businesses have a CRM. Very few have one that is actually working. Digital FRK designs and builds CRM systems and automation infrastructure from the ground up, or restructures what you already have into something that performs.

Free 30-min call with Mateen Ansari, Co-founder (15+ years in marketing) · No obligation · Times shown in your time zone

Quick answer

Digital FRK designs, builds and fixes CRM systems and marketing automation for e-commerce, travel, SaaS and marketplace brands that have customer data but no system turning it into revenue. We’re London-based and work across the UK, Europe, the US and the Gulf, on HubSpot, Klaviyo, Zoho and the tools you already use.

  • Platforms: HubSpot, Klaviyo, Zoho, Shopify, WhatsApp Business API
  • Proof: $0 → 7 figures monthly CRM revenue
  • From: $1,050 one-time setup
  • Live in: 2–6 weeks by plan

Why isn’t your CRM making money?

✗ Before: disconnected
  • CRM configured oncenever meaningfully used
  • No lifecycle journeyslapsed customers ignored
  • Data in silosstore, ads and CRM disconnected
  • No attributionCRM revenue unknown
✓ After: one connected system
  • Unified customer profilespurchase events tracked
  • Lifecycle automationwelcome to win-back
  • Your CRM as a revenue engineunified profiles + automation
  • Behavioural segmentscategory, value, recency
  • Revenue dashboardsweekly CRM attribution

Summary: most businesses have a CRM; very few have one that works. We rebuild the data model, design lifecycle journeys and connect reporting, so existing customers become a reliable revenue stream.

What does a working CRM system include?

  1. 1Data architectureUnified customer profiles, purchase events and clean properties.
  2. 2SegmentationBehavioural segments by category, value tier and recency.
  3. 3Lifecycle automationWelcome, post-purchase, category triggers, lapse detection and win-back.
  4. 4ChannelsEmail, SMS and WhatsApp working from the same data.
  5. 5ReportingRevenue attribution dashboards and cohort retention.

What does the CRM implementation process look like?

  1. Audit

    Map your stack, data and channels, and find where revenue leaks.

  2. Design

    Data architecture, lifecycle journeys and attribution, around your tools.

  3. Build

    Configure the CRM, integrations and automated flows.

    Live in 2 weeks (Starter), 3 weeks (Growth) or 5–6 weeks (Scale)
  4. Hand over or run

    Documentation and training, or an optional monthly run plan.

How much does a marketing system cost?

A one-time setup, with an optional monthly run plan. Platform and message fees are paid by you.

  • Starter

    from $1,050 one-time setup

    Optional run plan $525/month

    • 1 channel (WhatsApp or email)
    • 3 automated flows and 5 templates
    • 1 integration (store or CRM)
    • Live in 2 weeks
  • Most popular

    Growth

    from $2,050 one-time setup

    Optional run plan $1,050/month

    • 2 channels (e.g. WhatsApp + email)
    • 6 flows: welcome, cart, browse, post-purchase, win-back, order updates
    • 12 templates in English and Arabic
    • Live in 3 weeks
  • Scale

    from $4,550 one-time setup

    Optional run plan $2,100/month

    • 3 channels (email + SMS + WhatsApp) and 10+ flows
    • 25 bilingual templates
    • Bilingual AI WhatsApp assistant with human handover
    • Live in 5–6 weeks

Prices are “starting from” in USD and exclude VAT and third-party fees; see full pricing in USD, GBP and AED.

Should you use vendor onboarding, DIY or Digital FRK?

CRM setup options compared
 DIYVendor onboardingDigital FRK
Who builds itYour teamYour team, with guidanceWe build it; you approve
Lifecycle journeysOften half-builtGuidance onlyDesigned, built and tested
IntegrationsNative connectors onlyAdviceStore, CRM, messaging and ad audiences
HandoverNone neededTraining sessionsFull documentation and team training

Choose us if you want the CRM, automation and messaging channels built as one system. If you have a dedicated admin and clean data, DIY can work.

What results have our CRM builds delivered?

  • $0 → 7 figures

    in monthly recurring revenue from existing customers within the first year

  • 40%+

    improvement in repeat purchase rate within 6 months of lifecycle flows going live

From our work with The Luxury Closet. We also built CRM and lifecycle marketing from near zero with Gulf Air Holidays.

For online stores, see our e-commerce retention system or a Klaviyo audit and rebuild.

Related services

Have a CRM that isn’t earning its keep?

Book a free 30-minute strategy call with Mateen Ansari, Co-founder. You’ll leave with clear next steps, whether or not you work with us.

The Proof

We have built CRM and retention systems that have taken businesses from zero automated revenue to over seven figures in monthly recurring revenue from existing customers. These are not drip campaigns. They are precision retention systems that compound as your customer base grows.

What This Is For

E-commerce brands
Travel & hospitality
SaaS products
Marketplaces

Next step

Ready to talk about your CRM and automation?

Book a free 30-minute strategy call. We look at what you have today and you leave with clear next steps, whether or not you work with us.

Free 30-min call with Mateen Ansari, Co-founder (15+ years in marketing) · No obligation · Times shown in your time zone

Frequently Asked Questions

Our marketing system builds start from $1,050 one-time (Starter: 1 channel, 3 flows), $2,050 (Growth: 2 channels, 6 flows) or $4,550 (Scale: 3 channels, 10+ flows), with optional run plans from $525 a month. Platform and software fees are paid by you.
We build on HubSpot and Klaviyo, as well as Zoho, and connect them to Shopify, WordPress, WooCommerce and WhatsApp Business API providers. We work with your existing stack wherever possible.
Starter systems go live in 2 weeks, Growth in 3 weeks and Scale in 5 to 6 weeks.
Yes. We audit what you have, rebuild the data model where needed and add the lifecycle journeys and reporting, which is what we did with The Luxury Closet.
Yes. Growth and Scale systems include templates in English and Arabic, which suits brands selling in the Gulf.

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