Are you a decision-maker in a growing business with 20+ employees, frustrated by disorganized processes and disconnected systems?

  • Scattered Data, Missed Opportunities

  • Disconnected Tools, Critical Work Falling Behind

  • Lack of Clarity, Lack of Control

  • Manual Processes, Wasting Time and Energy

We sort it by coming alongside medium to long term in order to automate it, systemize it, build it, train & coach it, embed it, measure it and then scale it!

Is this you - a CEO or business owner in a Renewable Energy, Ethical Finance or Tech for Good Company?

heat pumps | retrofitters | solar | wind | residential, commercial or utility | green hydrogen | ocean | biomass | hydroelectric | batteries | EV charging | electrification and sustainable infrastructure | impact investing | ESG (Environmental, Social, Governance) investing | green finance | climate friendly AI | digital health & wellbeing | cleantech | edtech

The key systems challenges across this Sustainable Innovation Sector are ...

Problem: 60% of all November 2024 CRM implementations are failing,* not helped by floundering agency & consultancy support

Solution: We support until embedded - guaranteed

Problem: 50% of managers say that a CRM is difficult to implement in 2024*

Solution: We fully set it up for you - we've now done it for over 150 companies like yours

Problem: Staff turnover shipwrecks successful systems, collective CRM expertise and 'institutional memory'

Solution: Some truth here - but we help minimize this risk by providing visual models, internal training videos & courses, 1-to-1 coaching, clear SOPs, staff onboarding resources and memorable metaphors

Problem: That business guru who wants to fit his expensive cookie-cutter strategy to your distinctive and unique business environment.

Solution: You are so much more than that. So many marketing and automation agencies (in order for them to make more profit) offer a high ticket 'one-size-fits-all' solution assuming, in a rather patronising way, that all businesses are the same and sell the same service in the same way in a similar locality. But we want to recognise your unique environment and craft a bespoke automation and software set-up designed for you and your staff.

Problem: Most All-in-One business software is over-priced and punish the growing business

Solution: Our ClickMovements/GHL software, similar in functionality to Hubspot, is provided for unlimited users and unlimited contacts at a flat rate - this is unique in the CRM industry

We build using Hubspot or ClickMovements (the GoHighLevel GHL platform)

Problem: When companies adopt powerful all-in-one software suites like HubSpot or GoHighLevel, they often face an overwhelming array of options. With so many tools, shiny features, and new possibilities, it's easy to become paralyzed by the sheer volume of choices. Digital empowerment, while beneficial, can come with a cost: decision fatigue and the struggle to prioritize effectively.

Solution: At Automate & Systemize, we help businesses break through this overwhelm by focusing on what truly matters, cutting through the noise to ensure that your software works for you, not against you.

So therefore, is having a CRM and automated business really worth it in 2024 ?

Emphatically yes. Companies that have CRMs, Automations and AI are also stating that the ROI is $1 spent, $8 made. $1.1 Trillion is the 2024 revenue from CRM solutions that use artificial intelligence. Additional benefits include improved customer experience, faster decisions based on data not hearsay, increased efficiency, and greater collaboration between sales and marketing*

All-in-One Business Software | Automations | AI Implementation | Data-Driven Decisions

We specialise in...

  • Growth Partnership - win/win synergies. We’re redefining the traditional agency-client relationship. We focus on building genuine, long-term partnerships based on trust, transparency, and mutual success, driving growth and profitability with a shared purpose.

  • CRM Optimization & Solving Data Chaos. We refine and enhance your business systems, ensuring every function of your automation tools and CRM stack is fully utilized. Our approach guarantees that your systems operate at maximum efficiency, driving significant improvements in productivity and profitability.

  • CRM Migration - Done for You. Transition from costly, outdated CRM systems to the more cost-effective and agile ClickMovements (GoHighLevel) platform, supporting unlimited users and contacts. Our flat-rate solutions can save your company tens of thousands of dollars each month. Additionally, we offer migration services to the widely-used HubSpot Professional or Enterprise editions.

  • Comprehensive CRM and Automation Setup. Our premium full-service implementation includes developing a tailored strategy, extensive staff training and coaching, and seamless integration with APIs and third-party services. We enhance your digital presence with website optimization, marketing automation, and sales enablement tools to ensure your business operates at peak efficiency.

  • Embedding AI and Automation - don't fall behind. Implement state-of-the-art AI and automation across your marketing, sales, service, and operations departments. Our solutions are designed to streamline processes, enhance productivity, and deliver superior customer experiences.

  • Visualisation & Internal Video Solutions - we all remember what we see. We create powerful visual tools to inspire and maintain focus among your staff. We craft detailed process diagrams, pipelines, funnels, road maps, SOPs, and data/KPI charts. Additionally, our made-for-you video based courses & training resources help embed new systems and develop software expertise among your current team and assist in onboarding new employees.

What a mess our systems were before we found you, Steve. We really appreciate your work. Thank you. Thank you for holding our hand while we got set up.

So the magic of how ClickMovements/GHL works is once I literally click on that customer on the pipeline, I dragged them from new inquiry to customer, BAM!, and then they receive automated emails and text messages at particular points of time maybe 10 minutes later, 30 minutes later, or whatever.

We were going to actually employ a new staff member and we don't need to now because ClickMovements/GHL has replaced the need for an extra staff member.

Michael Clark - Amazing Skills. Canberra, AUS

60% of all CRM implementations are failing*

Steve Jones - CRM, Automation & AI Consultant

Automation Specialist - world's #1 on Fiverr 2017-21 †

Helped automate and systemise over 150 companies, ranging from start-ups to billion dollar multinationals. Scaled my freelancing service into a full-blown SaaS and growth partnership company - ClickMovements / Automate & Systemize.

Learning

Masters Degree and PhD research into developing exponential movements in the digital space

Background

From UK with a lifelong passion to see business leaders empowered especially with a new set of 'digital superpowers'. I have served 45,000+ leaders over 30 years, started 8 businesses and completed an Ironman (a while back now 😉).

These are a sample of the seventy-eight successive 5 star reviews from my time on Fiverr that ranked me as the world's #1 Automation Expert on the platform, when I first started out 2017

Rob Husband

Co-Founder of Space2Think – an Eco-Training Agency working with clients like Comic Relief, CBI, YMCA & British Retail Consortium

More Digital Empowerment, more Focus, more Time, more Profits

I highly recommend working with Automate & Systemize and the team behind it – easy to work with, highly relational with an eye on the goals of increasing the size and quality of my community and ultimately bringing in more sales with the right clients.

50% of sales managers say that a CRM is difficult to implement*

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“Automate and Systemize” is a trading name of ClickMovements Ltd.

Exeter UK. Company Number 12732439