CRM, Tech & Data Optimisation

Turn your systems into a competitive advantage - smart, data-driven, automated.

In many SMEs, marketing and sales technology stacks sit under-utilised - email here, spreadsheets there - leaving insight, automation and opportunity untapped. At CopsonRae, we help you bring everything together; CRM, automation, data, and AI - so your business runs smarter, faster, and with clarity.

We can help you align people, processes and technology to turn marketing into measurable revenue.

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What we deliver…

CRM & automation implementation

We help you select, configure or optimise your CRM - so that lead, contact, deal and customer data are captured cleanly and usable across the business. We layer automation to streamline workflows; lead capture, nurture sequences, segmentation, follow-up tasks - removing friction and reducing manual effort.

Integrated data & insight systems

Good data means nothing if it's in silos. We evaluate, recommend, and shape data processes and integrations - connecting CRM, marketing tools, analytics, customer databases, and more - so you get a unified view of customer behaviour, pipeline health, and campaign performance.

Automated workflows & campaigns

From first contact to post-sale customer engagement, we automate repetitive tasks. Lead follow-up, nurture flows, re-engagement, cross-sell and upsell sequences - you build a smarter, more efficient engine that works around the clock, with consistency and precision.

AI-Driven scoring, segmentation & predictive analytics

We bring practical AI use-cases into your marketing and sales stack: predictive lead scoring, behavioural segmentation, churn prediction, response timing optimisation and more. This means you spend less time chasing leads that won’t convert — and more time prioritising the ones that will.

Reporting, measurement & Continuous optimisation

We build dashboards and reporting frameworks so you can track every part of your funnel: lead source, nurture success, conversion rates, customer behaviour and revenue outcomes. With data driving every decision, you can spot what works, iterate fast, and scale what delivers.

Why SMEs work with us

  • End-to-end commercial tech delivered - not just advised

  • Efficient systems so your team can focus on selling, not admin

  • Data-driven visibility - no guesswork, just insight

  • AI-powered lead & customer intelligence - smarter prioritisation, better conversion

  • Flexible engagement model: project, retainer, or fractional support - no burden of hiring full-time specialists

If you’re ready to stop treating CRM and marketing tech as an afterthought - and instead make them the backbone of your growth engine - we’re here to build, integrate, and optimise your processes for today and tomorrow.

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Let’s chat…

Or message us or WhatsApp… whatever works best for you, but lets see how we can help you.

We’d love to collaborate. If you feel the same, give us your details and we’ll come straight back to you.