CRM & Marketing Automation Consultancy

Bring sales and marketing together across the customer journey.

Generating leads is only the beginning, the real opportunity is what happens next. When sales and marketing all work from a single view of the customer, you can stay in touch with the people who are not quite ready, keep customers engaged well after the sale, and free your sales team.

Marcx helps small and medium businesses put the right systems in place to do exactly that, with the systems and the single view working together.

AWARE ENGAGE NURTURE CONVERT
Our Position

"Every prospect, at every stage, deserves some attention."

Sales teams focus on the people who are ready to buy right now, but most prospects are not ready straight away. They need time, useful information, and consistent contact to get there.


Support your customer lifecycle with marketing automation and give your team a way to stay present with those prospects without adding to anyone's workload. When a prospect is ready to move forward, your business is already front of mind.

No manual chasing

Automation keeps your business present without adding to anyone's workload.

Right message, right time

Triggered by behaviour or data, not a fixed schedule or a best guess, with messages sent internally and externally.

Always front of mind

So when a prospect is ready to move, your business is already there, with sales prompted to begin engaging.

Our Services

We help you build a smarter engine

We help you build a smarter sales and marketing engine. Whether you're starting from scratch or wanting to get more from the tools you already have, we bring the strategy, technical knowledge, and practical support to make it happen.

CRM & automation setup

Salesforce, HubSpot, or GoHighLevel, working the way your business works.

Lead management & nurture

Programs that keep prospects engaged over time while your sales team focus on what matters now.

Lifecycle communi­cations

Consistent, meaningful contact at every stage that keeps prospects moving along the sales path.

Training & team support

Build your team's confidence with the tools that matter. We create and deliver training programs to enable you.

Ongoing fractional support

Senior marketing expertise as often or as little as you need, without the cost of a full time hire.

Learn more →

Not sure where to start?

Contact us

Tell us what you're working on and we'll point you in the right direction.

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Who We Work With

Industries we work in

Deep experience across the industries where long sales cycles and relationship-driven buying make lifecycle systems matter most.

Property

For developers, builders, project marketers and channel agencies selling new product. Off-the-plan journeys run for months or years, rewarding businesses that stay present from first enquiry to settlement and beyond.

Financial Services

Personalised, compliant communication at scale across insurance, lending, and asset management, so every client relationship keeps moving.

Professional Services

For accounting firms, advisors and consultancies, turning referrals, networks and past clients into a reliable pipeline with systems that nurture relationships between engagements.

Also supporting Logistics·Manufacturing·SaaS
Platforms we work with
Why Marcx

18+ years of hands-on marketing and CRM experience

I started Marcx to bring that experience directly to small and medium businesses. Over the past 18 years I have led marketing and CRM work for more than 80 businesses, including five years running the digital marketing division of a Salesforce partner and digital agency.

Marcx is a young practice, but it is built on all of that, so you get senior thinking from day one without the layers, the overhead, or the slow start.

The track record behind Marcx, across an 18 year career

18+ years
Hands-on marketing & CRM experience
150+
Projects delivered at an agency
80+
Businesses supported over my career
50+
Platform implementations delivered
Presenting a customer journey map on a whiteboard during a working session
Testimonials

What it's like to work with Caroline

"Her expertise, insight and calm approach gave us the confidence to successfully implement Salesforce and establish a meaningful client nurture and communication strategy that has added real value to our business."

L
Lara
Insurance

"Her professionalism and knowledge of SFMC Account Engagement and HubSpot are truly impressive, as is her work ethic, customer service and marketing expertise."

S
Sara
Asset Management

"What I valued most about working with Caroline was the way she combined deep technical and strategic knowledge with a genuine interest in understanding our business. She did not approach the work as an external supplier simply delivering a brief. She took the time to understand our objectives, challenges, stakeholders and commercial priorities, which made her advice far more relevant and valuable."

K
Kole
Logistics
Process

Straightforward from the start

01 — DISCOVER

Discover

A conversation to understand your business, your goals, and where the biggest opportunities are.

02 — PLAN

Plan

A tailored recommendation covering what we'd focus on and how we'd approach it.

03 — BUILD

Build

We build the systems, automations, and workflows your business needs to run smoothly.

04 — TEST

Test

We test everything end-to-end, so it works exactly as intended before it goes live.

05 — HANDOVER

Handover

We hand over with documentation and training, so your team owns it with confidence.

Let's have a conversation
Common Questions

FAQ

How do I get better reporting and visibility from my CRM? +

It usually comes down to three things working together: clean data, a setup that matches how your team actually works, and people who are confident using it. When reporting is unreliable, the cause is often patchy data or a CRM configured for a process no one really follows, so the numbers never reflect reality and adoption drops off. We tidy the data, shape the CRM around your real sales and marketing process, and bring your team along so the system is genuinely used. Once that is in place, the reporting and visibility follow, and you can finally see the full picture of every customer and where each opportunity sits.

What is automation, and how does it help sales and marketing? +

Automation uses software to handle repetitive, time based, or behaviour based tasks so your team does not have to. On the marketing side that might be a nurture sequence that keeps prospects warm until they are ready. On the sales side it might be a lead routed to the right person the moment it arrives, a reminder to follow up, or a deal stage that updates itself. Used across both, automation makes sure the right message and the right action happen at the right time, so nothing slips between marketing generating interest and sales closing it.

Do I need a CRM consultant? +

Whether you are implementing a CRM for the first time or trying to get more out of one you already have, a consultant is worth it. These platforms are powerful, but that power only pays off when the setup matches how your business actually works and your team knows how to use it. We often find businesses have the right platform but have never configured it to fit their process, so they use a fraction of what they are paying for. A consultant helps you get the most out of the investment, whether you are starting fresh or improving what is already there.

Which is better, Salesforce, HubSpot, or GoHighLevel? +

It depends on your business. HubSpot or GoHighLevel tends to suit smaller teams who want something powerful and relatively straightforward to use. Salesforce suits more complex sales processes or businesses that need deeper customisation. We work with all three and can help you choose, or help you get more from the one you are already using.

How does lead nurturing work? +

Lead nurturing is the process of staying in touch with prospects who are not yet ready to buy, sharing useful content, relevant updates, or timely follow-ups that keep your business front of mind. When they are ready to move forward, they already know you and trust you. Automated nurture programs do this consistently, at scale, without adding to your team's workload.

How is Marcx different from a marketing agency? +

Most marketing agencies focus on campaigns and lead generation, utilising things like ads, content, and social media. Marcx is not a marketing agency in that sense. We focus on the systems behind the scenes, the CRM, the automation, and the processes that make sure every lead is properly looked after, and we can work alongside your campaign agency rather than replacing them.

Can I get senior marketing support without hiring full time? +

Yes, and for many small and medium businesses this is the right approach. Rather than a full-time hire, you get access to senior-level expertise as required or for a set number of hours each month. Because we move quickly, you often get more done in fewer hours than you might expect.

Let's talk about what's possible for your business

Whether you have a clear objective, or just a sense that there is more to be done with your sales and marketing efforts, we're happy to start the conversation.