CRM & marketing automation

Do what you do best, and automate the rest.

Process

How email marketing and automation works at TMD

As certified ActiveCampaign partners with years of experience across multiple industries, we’ve built automated systems that save time, streamline your sales process, and deliver personalised experiences that keep customers coming back. Our methods don’t just automate tasks—they create meaningful connections and drive results. Here’s how we do it.

Building and segmenting your database

We kick things off by organising your customer data in ActiveCampaign, turning it into a powerful tool for targeted communication. We’ll work with you to import and segment your contacts based on whether they are new leads, existing clients, or lapsed clients.

Here’s how we do it:

Importing Your Contacts: We bring in your existing customer lists—no matter where they’re stored—consolidating all contact information into ActiveCampaign for easy access and management.
Creating Relevant Groups: We’ll structure contacts into clear segments, like new leads, existing customers, or high-engagement users, so every interaction is meaningful and personalised.
Setting Up Tags and Fields: By adding specific tags or custom fields, we can identify unique customer preferences or behaviours, letting us design campaigns that feel directly relevant to each group.

Using these insights, we develop a tailored strategy to ensure every email, SMS and automation flow is relevant and engaging for your contacts.

Building your core messages and automation workflows

With your audience segments in place, the next step is to build out the foundational messaging and automation workflows that will drive your customer interactions. We work with you to create emails, SMS messages, and follow-up sequences that align with each segment, ensuring each message is relevant, timely, and engaging.

Our process includes:

Developing Core Campaigns: We craft personalised messages tailored to each segment, whether it’s a welcome series for new leads, re-engagement for lapsed customers, or loyalty campaigns for repeat buyers.
Mapping Customer Journeys: Using ActiveCampaign’s automation tools, we outline the customer journey, setting triggers and actions that move each contact seamlessly from one stage to the next based on their behaviour and engagement.
Automating Follow-Ups and Reminders: From automated follow-ups to periodic reminders, we ensure your business stays top of mind without manual intervention.

By building these automation workflows, your marketing not only becomes more efficient but also more impactful, delivering the right message to the right person at precisely the right time.

Lead scoring and prioritisation

Once the workflows are ready, we introduce lead scoring—an ActiveCampaign tool that helps identify high-intent leads. By assigning points based on customer actions (like visiting specific pages or opening key emails), we prioritise hot leads and send them to your team.

This ensures you can focus your energy on the most engaged prospects who are most likely to convert into a customer.

Launch nurture sequences across email and SMS

Next, we roll out the nurturing sequences, using both email and SMS to keep leads engaged. We optimise each channel to reach your audience where they’re most likely to respond, whether it’s a reminder about an appointment or additional information about your products and services.

By balancing both channels, we ensure your prospects stay informed and interested without feeling overwhelmed. Your new CRM integrates seamlessly with your website so you can track every customer and prospect interaction, and use that to drive automated responses.

Ongoing monitoring, reporting and optimisation

Once the automations are live, our team closely monitors their performance, providing regular reports on open rates, click-through rates, and conversions. With ongoing optimisation, we fine-tune campaigns to improve results, making adjustments based on what resonates best with your audience.

By staying proactive, we ensure your CRM, email, and SMS strategies continue delivering value month after month.

Automation

Automate and scale your business processes

Sales automation that lets you focus on the work that drives business. TMD’s small business marketing system allows you to manage leads, prioritise opportunities and keep your deals moving.

Smart task assignment: Automatically assign tasks to sales reps based on the highest priority opportunities.
Pipeline management: Easily track deals, updates, and follow-up actions in one place.
Focus on closing deals: Let automation handle the admin so your team can focus on selling.
Integrate with your emails: Never miss another email or SMS from your prospects or customers – they all live in your CRM where the whole business can see.

Save 20+ hours every month

Imagine gaining back 20 hours each month to focus on what truly matters—growing your business, nurturing leads, and connecting with customers. That’s what our automation system can do for you. With every repetitive task, follow-up, and customer engagement automated, you’ll have more time to spend on strategy and servicing your clients

For small businesses, time saved means more opportunities to prioritise high-value clients, personalise communication, and build stronger connections—all while your CRM and email marketing handles the behind-the-scenes work.

Automate across multiple channels: Connect with customers on email, SMS, and even social media.
Effortless customer journeys: ActiveCampaign’s automation keeps leads and customers engaged, no matter where they are in the buyer’s journey.

Short-term growth. Long-term success.
Our clients achieve both.

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Our CRM, automation, and digital ad strategy have turned our lead acquisition strategy onto autopilot and helped us sell multiple off-the-plan projects faster than expected.
Anthony CarrocciManaging Director, Buildtec Group

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We're continuously achieving year on year growth of upwards of 20%, which we can tie back to TMD. The results have been outstanding!
Chris WebberManaging Director, Webber Insurance Services

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We've seen a 500% increase in leads since working with TMD, which saw us rank in the 2021 AFR Top 100 Fast Starters!
Dimitri NinosManaging Director, Esena Energy Consultants

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We have had a 250% increase in sales from the internet since the launch of our digital campaign and new website.
Michael MerlinoSenior Product Designer, Resource Furniture

CRM & marketing automation FAQ's

How can CRM and automation save my business time?

Automation helps streamline repetitive tasks like follow-up emails, lead assignment, and nurturing sequences. By automating these, you can save hours each week, allowing you to focus on more important areas of your business.

If you’re managing more leads than you can keep up with or find it challenging to track follow-ups and customer touch points, a CRM can help streamline and organise your sales process for better efficiency.

Is ActiveCampaign a CRM?

ActiveCampaign is a marketing and sales automation platform, which includes a CRM built for small-medium-sized businesses.

Can I customise the emails and messages sent?

Every message is customised to your business and to speak to your audience. From personalised email templates to SMS campaigns, we make sure your communications resonate with your customers – at exactly the right time they need to see the message.

Will I be able to keep track of customer interactions?

Yes! A CRM records every interaction, whether it’s an email, SMS, or phone call, all in one place. This visibility helps ensure you never miss a follow-up, and you get a clear view of where each lead is in the sales process.

Once you sign up, our system can track the entire lifecycle of your customer – from initial enquiry, all the way to purchase and beyond!

Is ActiveCampaign better than HubSpot?

For many small and medium-sized businesses, ActiveCampaign offers a better balance of functionality and cost. It provides excellent automation, CRM tools, and customer segmentation at a lower price point, without the high overhead and complexity associated with platforms like HubSpot.

Why should I work with an ActiveCampaign certified partner?

As a certified ActiveCampaign partner, we’re trained and experienced in setting up, optimising, and managing ActiveCampaign for various business needs. We can unlock advanced features, troubleshoot issues, and provide tailored strategies that maximise the platform’s impact on your business.

We have the ability to provide complex integrations across all the platforms you currently use to ensure data flows seamlessly from your existing systems into your new CRM and email marketing platform.

Do you do SMS and email marketing?

Yes! We have tools that allow you to reach your audience including by email, SMS, Facebook, and Google retargeting. This multi-channel approach ensures your messages are seen across the platforms your customers use most, improving engagement and conversions.

Why switch email marketing providers to ActiveCampaign?

Switching to ActiveCampaign can enhance your email marketing with advanced segmentation, automation, and CRM capabilities. We handle the entire migration process, ensuring your contacts, campaigns, and data move seamlessly, so you can take advantage of ActiveCampaign’s robust features without disruption.