AI-powered CRM and email marketing, set up and migrated
We set up and migrate CRM and email marketing platforms for small and mid-sized businesses, including Klaviyo, Braze, HubSpot and Zeta, and build AI into the work around them: Claude-powered data clean-up, scoring, tagging and drafting, with a person approving anything that sends. Philip Morris is a Klaviyo partner and has built and managed automation and CRM systems at Google, Moonpig and Buyagift.
Right fit when
- You are launching a CRM or email programme and want it set up properly the first time.
- You are moving platforms and worried about losing automations, segments or consent records.
- Your email platform bill rises with every contact and you want to know if it still earns its place.
- Your CRM, email platform, forms and ad leads do not talk to each other cleanly.
- You want AI doing the repetitive CRM work, such as cleaning data, tagging, scoring and drafting, without handing it control of your list.
What is included
- Setup from scratch
- Account structure, data model and fields, lists and segments, forms and tracking, and the core automations a business needs first.
- Migration
- Audit of what you have, with Claude reading your exports to flag duplicates, malformed records and inconsistent fields, and writing existing segment and automation logic out in plain English for review. Then mapping, and a cutover plan that runs the old and new platforms side by side until the new one is proven.
- Automations rebuilt, not imported
- Contacts and templates usually export. Automation logic rarely does, so flows are rebuilt and tested in the new platform.
- AI scoring, tagging and enrichment
- New leads and customer records tagged, scored against criteria you set and enriched, using the Claude API through n8n or Make.com, with the results written back into your CRM.
- AI-drafted campaigns, approved by you
- Subject lines, variants and flow copy drafted in your brand voice, plus a plain-English weekly summary of list health and flow performance. Nothing sends without a person approving it.
- Consent and suppression
- Unsubscribes and suppression records carried across so people who opted out do not reappear on an active list.
- Deliverability groundwork
- Sending domain authentication and a sensible warm-up approach, so a new platform does not start with a damaged reputation.
- Integrations
- Connecting the CRM, email platform, website forms and lead sources using n8n or Make.com, with errors flagged rather than silently dropped.
How it runs
Audit
What exists today: lists, fields, automations, forms, integrations, and what depends on what.
Plan and mapping
What moves, what is rebuilt, what is retired, and how consent records travel.
Build and rebuild
Set up the new platform and rebuild automations, forms and integrations against the plan.
Parallel run and cutover
Test sends, checks against the old platform, then switch once results match.
Handover
Documentation, and training for the team who will run it day to day.
Background
- Klaviyo partner, with hands-on experience of Braze, HubSpot and Zeta.
- Built and managed automation and CRM systems at Google, Moonpig and Buyagift.
- Built a Meta Lead Gen to ESP integration in-house.
Pricing
Scoped after a discovery call, because it depends on list size, the number of automations and the integrations involved.
AI-Powered CRM and Email Marketing: common questions.
Setting up or moving your CRM and email platform?
Book a free 30-minute call. Walk us through what you run today and we'll tell you what a clean setup or migration would involve.
Book a Discovery CallOr email hello@automated-digital.com