Automation & Analytics
Turn leads into customerswith better systems.
We help businesses capture leads, follow up faster, measure performance, and improve conversion across the entire customer journey. CRM, automation, email, messaging, analytics, and CRO — built properly, connected end-to-end, and measured against revenue.
What we build
Six systems. One connected pipeline.
A CRM only works if it's set up for the way your team actually sells. We configure HubSpot, Zoho, GoHighLevel, Salesforce, or a custom solution around your pipeline — with stages that reflect real buyer behaviour, automations that remove manual work, and reporting that tells you where deals are getting stuck before they go cold.
- CRM configuration
- Contact organisation
- Lead stages
- Sales pipelines
- Team access & roles
- Lead assignment
- Data migration
- Reporting setup
Speed-to-lead is the biggest variable in conversion rates — and most businesses respond hours or days after a lead arrives. We build automations that capture every lead, route them to the right person instantly, trigger follow-up sequences, and update the pipeline — so your team is always working live opportunities, not chasing cold ones.
- Form-to-CRM automation
- Instant lead notifications
- Lead assignment
- Follow-up reminders
- Appointment booking
- Quote request automation
- Lead qualification
- Pipeline updates
Email is still the highest-ROI channel — but only when the timing, segmentation, and content are built for the person receiving it. We design and build automated sequences and broadcast campaigns that move contacts from first touch to first purchase and back again: nurture, transactional, win-back, and everything in between.
- Welcome sequences
- Lead nurture sequences
- Newsletter campaigns
- Abandoned cart emails
- Post-purchase emails
- Review request emails
- Cross-sell sequences
- Win-back campaigns
WhatsApp and SMS open rates are above 90%. We build opt-in, consent-based messaging flows that respond instantly, remind at the right moment, and route complex queries to a human — without the brand feeling like a bot. Every flow is built to compliance standards and tied into your CRM so conversations don't happen in a vacuum.
- Lead response flows
- Appointment reminders
- Order updates
- Follow-up sequences
- Promotional campaigns
- Customer support routing
Most businesses are making decisions on incomplete data — missing conversions, misattributed campaigns, or dashboards no one trusts. We implement GA4, Google Tag Manager, Meta Pixel, and custom event tracking correctly, then build dashboards that connect marketing spend to revenue so you know exactly what's working and what to cut.
- Google Analytics 4
- Google Tag Manager
- Meta Pixel
- Conversion tracking
- Form tracking
- Ecommerce tracking
- Funnel tracking
- Custom events
- Marketing dashboards
- Campaign attribution
Every visitor who doesn't convert is value you've already paid for and lost. We audit your site and funnels using analytics, heatmaps, form data, and session recordings — then build a prioritised roadmap of changes backed by evidence. A/B tests confirm what moves the number before anything ships permanently.
- Website audit
- Funnel analysis
- Heatmap review
- Form analysis
- Landing page review
- User journey analysis
- A/B testing
- Prioritised recommendations
- Implementation roadmap
CRM Setup
Every lead tracked. Every deal visible.
A CRM only works if it's set up for the way your team actually sells. We configure HubSpot, Zoho, GoHighLevel, Salesforce, or a custom solution around your pipeline — with stages that reflect real buyer behaviour, automations that remove manual work, and reporting that tells you where deals are getting stuck before they go cold.
Platforms
What's included
- CRM configuration
- Contact organisation
- Lead stages
- Sales pipelines
- Team access & roles
- Lead assignment
- Data migration
- Reporting setup
How We Build The System
Six systems power up, one at a time.
Every dial in this panel is a real part of your growth engine — by the last one, the whole system is wired, tracked, and live.
Systems Audit
Every existing tool, spreadsheet, and manual step gets mapped before anything changes.
CRM Connection
Your CRM becomes the single source every other system reads from and writes to.
Automations Built
Lead capture, routing, and follow-up all run without anyone touching a keyboard.
Instant Response
New leads get a reply in minutes, not hours — every single time, day or night.
Tracking Wired In
GA4, pixels, and CRM events all point to the same numbers, finally.
Reporting & Iteration
Dashboards show exactly what's working, so the system keeps getting better.
Systems Audit
Every existing tool, spreadsheet, and manual step gets mapped before anything changes.
Let's Close the Gap
The first five minutes decide the deal.
Most leads wait hours for a reply. We build the CRM, routing, and follow-up so every enquiry gets a response in seconds — while your team is still the first name they remember.
Automation & Analytics FAQs
System questions, clear answers.
Straight answers about CRM setup, lead and messaging automation, GA4, conversion tracking, dashboards, attribution, integrations, CRO, privacy, ownership, timelines, pricing, and realistic outcomes.
What marketing automation and analytics services does Rex Digital provide?
Rex Digital provides CRM setup, lead capture and routing, follow-up automation, email marketing workflows, WhatsApp and SMS automation, GA4 and Google Tag Manager implementation, conversion tracking, marketing dashboards, campaign attribution, reporting automation, funnel analysis, and conversion rate optimization. The scope is designed around the customer journey and systems the business already uses.
Which CRM, analytics, and automation platforms do you work with?
Rex Digital can work with platforms such as HubSpot, Zoho, GoHighLevel, Salesforce, Monday.com, Google Analytics 4, Google Tag Manager, Looker Studio, Meta Pixel, email platforms, booking tools, and messaging providers. Platform selection depends on requirements, budget, data ownership, integrations, team capability, and the complexity of the sales process rather than one tool being universally best.
How can I tell whether my analytics or conversion tracking is broken?
Common signs include leads or sales missing from reports, duplicate conversions, unexplained differences between ad platforms and analytics, self-referrals, incorrect source data, inconsistent UTM values, sudden traffic changes after a website update, or dashboards that cannot reconcile with CRM revenue. An audit compares tags, events, consent behavior, platform diagnostics, browser tests, and business records before recommending fixes.
Can you set up Google Analytics 4, Google Tag Manager, and advertising pixels?
Yes. Setup can include GA4 properties and data streams, Google Tag Manager containers, event and conversion definitions, cross-domain measurement, Google Ads tags, Meta Pixel, ecommerce events, form and call tracking, UTM standards, and testing in each platform's diagnostic tools. The implementation plan documents what is collected, why it matters, and how each event maps to a business outcome.
Do you implement server-side tracking and first-party measurement?
Server-side or first-party measurement can be scoped when it is appropriate for the website, advertising stack, consent requirements, and available infrastructure. It can improve control, resilience, and event quality, but it does not bypass user consent, platform policies, browser restrictions, or privacy law. Rex Digital evaluates the technical and operational tradeoffs before recommending a server-side implementation.
What conversions and customer journey events can you track?
Tracking can cover form submissions, phone calls, booked appointments, quote requests, downloads, account creation, qualified leads, sales stages, purchases, refunds, product views, add-to-cart actions, checkout steps, video engagement, and other meaningful interactions. Events are prioritized around decisions the business will actually make rather than collecting every possible click without a measurement purpose.
Can you build automated marketing dashboards and reports?
Yes. Rex Digital can build dashboards that combine analytics, advertising, CRM, ecommerce, and other relevant data sources using tools such as Looker Studio or the reporting capabilities of the chosen platforms. Reports can be automated on an agreed schedule and tailored for leadership, marketing, or sales teams, with definitions that explain each metric and reduce conflicting versions of performance.
Can marketing attribution ever be completely accurate?
No attribution model captures every influence with perfect accuracy. Consent choices, cross-device behavior, offline conversations, platform privacy controls, dark social sharing, sales-cycle length, and data loss all create gaps. Rex Digital improves tracking quality, connects available CRM and revenue data, documents assumptions, and uses multiple views of performance so attribution supports better decisions without pretending to be absolute truth.
Can you set up or migrate our CRM without losing customer data?
Yes. CRM work can include pipeline design, lifecycle stages, fields, permissions, lead assignment, imports, deduplication, integrations, dashboards, and workflow setup. Before migration, Rex Digital maps the source data, identifies required cleanup, defines field relationships, tests sample records, and plans validation and rollback steps. Final migration risk depends on the quality and accessibility of the existing data and systems.
How does lead automation improve follow-up?
Lead automation can capture enquiries from forms or campaigns, create or update CRM records, assign the right owner, send immediate notifications, trigger an acknowledgment, schedule tasks, score or tag the lead, and move pipeline stages when defined actions occur. The goal is to reduce response delays and manual handoffs while preserving clear ownership and a route to a human when automation should stop.
Do you build email, WhatsApp, and SMS automation?
Yes. Depending on the platform and audience permissions, Rex Digital can build welcome, nurture, appointment, abandoned-cart, post-purchase, review, win-back, order-update, and lead-response sequences. Messaging flows are designed around consent, frequency, opt-out handling, escalation, and the role of each channel. The client remains responsible for approving claims, contact permissions, and industry-specific requirements.
Can you connect our website, CRM, advertising, booking, and sales tools?
Yes. Integrations can connect website forms, ecommerce platforms, CRM records, calendars, email systems, advertising platforms, spreadsheets, dashboards, and internal notifications through native integrations, APIs, webhooks, or approved automation tools. Rex Digital maps the source of truth, field ownership, triggers, failure handling, security requirements, and monitoring before building the workflow.
What is included in conversion rate optimization?
Conversion rate optimization can include analytics and funnel review, landing-page audits, heatmaps, session recordings, form analysis, user-journey research, hypothesis development, prioritization, copy or design recommendations, and A/B testing where traffic and tooling support a valid experiment. Recommendations are tied to evidence and business impact instead of changing pages based only on preference.
Can analytics measure SEO and AI search performance?
Analytics can measure organic landing-page traffic, conversions, assisted journeys, and identifiable referrals from search engines or AI platforms. Search Console can add query, impression, click, and indexing data, while CRM outcomes can show which enquiries became qualified opportunities or revenue. Some AI discovery and zero-click behavior remains difficult to observe, so reporting should state what is measured directly and what is inferred.
How do you handle privacy, consent, and data security?
Rex Digital minimizes unnecessary collection, documents measurement requirements, uses appropriate access controls, and configures consent-aware behavior where the selected tools support it. Privacy obligations vary by country, industry, data type, and business model, so technical implementation does not replace legal advice. The client should approve its privacy notices, retention rules, consent language, and regulatory interpretation with qualified counsel.
How long does an automation or analytics implementation take?
A focused tracking repair or dashboard can take less time than a CRM migration or multi-channel automation system. Timing depends on platform access, data quality, integration complexity, consent requirements, testing, stakeholder availability, and whether website or CRM development is needed. Rex Digital defines phases, dependencies, acceptance checks, documentation, and training requirements before implementation begins.
Who owns the accounts, data, dashboards, and automations after delivery?
Where platforms allow it, core accounts and business data should remain under client-controlled ownership with Rex Digital receiving the access needed for implementation. Delivery can include configuration notes, event definitions, workflow maps, dashboard documentation, and team training as agreed in scope. Third-party software subscriptions, connector limits, and platform-specific export restrictions remain subject to their providers' terms.
How much do marketing automation and analytics services cost?
Cost depends on the number of platforms, current data quality, CRM complexity, event volume, integrations, dashboards, automation logic, migration needs, custom development, and ongoing support. Rex Digital audits the required systems and recommends a defined scope with milestones, responsibilities, software costs, testing, documentation, and investment rather than applying one package to every technology stack.
Can automation or analytics guarantee more leads, accurate attribution, or higher ROAS?
No responsible implementation partner can guarantee a fixed number of leads, perfect attribution, or a specific return. Better systems can reduce data gaps, response delays, and manual errors while making optimization decisions more reliable, but results also depend on demand, traffic quality, the offer, creative, website experience, sales execution, consent, and platform behavior. Rex Digital defines measurable system outcomes without presenting forecasts as guarantees.