Marketing Automation and CRM Solutions

Can marketing be automated?

Marketing is about identifying the key questions on people’s minds and providing the best answers. Manually doing this involves building a team to run campaigns, qualify leads, understand their needs, and nurture relationships—ultimately leading to sales. But when you’re dealing with thousands of leads daily, inefficiencies and errors can arise. Marketing automation simplifies this process, saving time and boosting ROI. Codewave integrates tools like Mailchimp, Zoho CRM, and Google Analytics to create seamless workflows that drive results.

Take Mailchimp, for example: it automates email delivery, sending personalized messages based on your audience’s recent activity and behavior. Zoho CRM organizes your customer database, tracks interactions, and highlights high-value prospects—so you can focus on closing deals, not manual data entry. Google Analytics gives you actionable insights into audience behavior, helping you optimize campaigns and boost engagement where it counts.

Let automation handle the routine so you can focus on relationships.

60%

Time saved in manual work

3X

Faster Lead Conversions

5x

More efficient

80%

Better Campaign ROI

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Why you'll love us?

We’re 10x thinkers and change makers, driving extreme-value innovation through human-centric design and emerging tech, defying the traditional.

With a track record of serving 300+ businesses globally, collaborating with VC firms, startups, SMEs, and governments, while also developing our own GenAI products – we’re obsessed with building high-impact products, ready for scale.

Reach, Connect, and Convert with Marketing Automation Services

Demand Generation

Attracting the right audience and keeping them engaged requires both strategic thinking and spontaneous value creation. We design custom solutions that help you identify key market segments, target the right people, and deliver relevant campaigns. With tools like HubSpot and Marketo, lead nurturing is automated based on user actions. For example, when a user visits your pricing page or downloads a resource, HubSpot triggers an automated email sequence—tailored to their behavior—with case studies, product comparisons, or demo invitations, moving them closer to conversion.

Campaign Management

Managing campaigns across channels like Instagram, YouTube, and Google is much easier with marketing automation. Imagine not having to manually reach out to thousands of people and write personalized messages for each one.

With marketing automation, you can start conversations at scale—just like you would do in a 1-1 conversation. Google Ads optimizes ad placements to ensure your message reaches the right audience. Marketo tracks engagement in real-time, refining campaigns based on user responses. HubSpot automates everything from initiating conversations and follow-ups to scheduling emails and personalizing interactions.

For example, if you offer a 20% discount, automated emails will remind interested customers about the deal. Google Ads will target people who have searched for similar products, showing the offer to the right audience. At the same time, Marketo will track engagement and adjust your campaign in real-time to optimize results.

Marketing Operations

We simplify how your marketing team manages the buyer journey—from awareness to active consideration, all the way to purchase. Using Pardot and Marketo, we map buyer stages (awareness, consideration, decision) to specific actions. Algorithmic lead scoring assigns value to activities like clicking an email or downloading content, ensuring sales teams focus on the most engaged prospects.

For example, when a lead downloads a product guide, Pardot triggers a follow-up email with additional resources to move them into the consideration stage. As the lead interacts more, their score increases, alerting your sales team to follow up at the right time.

Customer Engagement

One of the main reasons buyers drop off during the discovery process is when they don’t feel heard or actively engaged. Zendesk helps with proactive customer engagement by automating responses and resolving issues quickly. Klaviyo personalizes emails—like thank-yous or product recommendations—based on individual preferences. Sprout Social tracks reviews, comments, and sentiment on social platforms, providing valuable insights into customer perceptions of your brand.

For example, when a customer leaves a review on social media, Sprout Social tracks the feedback, and Klaviyo sends a personalized thank-you or discount offer—ensuring the interaction remains meaningful.

Custom Development & Integrations

One of the biggest issues with pre-built software is that companies often pay a premium but end up using only a fraction of its features—usually just 20%. 80% impact comes from using 20% features. So why buy at all? Instead, you could build custom solutions powered by AI that creates more value for your business. With tools like Zapier, you can create smart integrations that connect apps, update records in real time, and automate critical workflows. Postman tests these integrations for reliability, while AWS Lambda sends notifications and automates event-driven responses.

For example, when a customer submits a form on your website, Zapier updates your CRM, AWS Lambda notifies the sales team, and Postman ensures the workflow runs smoothly.

Advanced Reporting

Analytics is crucial in marketing. Timely data visualization and interpretation help you course-correct, re-strategize, and refine messaging to drive ROI. Tools like Power BI, Tableau, and Google Data Studio transform raw data into actionable insights, analyzing lead engagement, campaign ROI, and content performance to guide your next steps.

For example, if email campaigns are underperforming, Tableau can identify which audience segments need adjusted messaging or the best timing for engagement. These insights allow you to change content, timing, and delivery channels, leading to better engagement and higher conversions.

Drip Email Marketing

Customers are at different stages in their journey, and reaching them at the right moment with the right messaging is key. ActiveCampaign nurtures leads with targeted content and Mailchimp re-engages inactive users with personalized offers. Klaviyo handles onboarding emails introducing new subscribers to your brand.

For instance, when a subscriber joins your mailing list, they receive a welcome email with an introduction to your brand. A follow-up email shares a relevant problem solved, and a final email offers an exclusive discount to encourage their first purchase.

Transform Your Marketing with Automation 2.0

Your Business Deserves Automation X.O

We’ve helped 400+ businesses exploit the power of Marketing Automation, that automates customer outreach and proactive engagement, simplifies workflows, and makes decision-making faster.

Here’s how we apply Automation to drive change in your industry:

Education

Missed deadlines or unclear expectations can frustrate students and parents. Marketing Automation ensures that customers and users get timely notifications like enrollment reminders, class schedules, and follow-ups.

For example, if a parent pauses enrolment, a follow-up email provides a link to resume. Once completed, confirmation and next steps arrive instantly.

Healthcare

Patients expect timely, personalized updates on their healthcare journey—not generic messages. Automation ensures every interaction, at every touchpoint on the patient journey feels meaningful, no matter at which stage they’re in, from appointment confirmations and reminders to post-visit follow-ups.

For example, after a checkup, patients can get instructions to receive care at home along with a prompt to connect with a personal physician for assistance. This keeps communication patient-centric and value creating.

Travel

Travel planning should feel exciting, not stressful. Automation creates a more personal connection by delivering personalized recommendations for the trip, timely notifications, booking reminders, and follow-ups.

For instance, if someone explores destinations but doesn’t book, they might receive a follow-up with exclusive deals or travel inspiration. This keeps their journey with your brand alive.

Fintech

If you’re a fintech company, demonstrating speed and responsiveness in your communication with customers, is key in building trust early. Missed notifications or confusing messages can make customers lose confidence in your brand. Marketing Automation can bridge these gaps with personalized messages, updates, reminders, and insights that keep users engaged.

For instance, when a user opens a bank account but doesn’t complete the process, you can proactively nudge them to finish the process to claim benefits.

Frequently asked questions

What is marketing automation and how can it benefit my business?

Marketing automation is the use of software to automate repetitive marketing tasks and workflows. It can benefit your business by saving time, increasing efficiency, improving lead generation and nurturing, personalizing customer experiences, and providing valuable analytics for data-driven decision-making. Codewave’s design-led approach ensures that your marketing automation solution is tailored to your specific business needs and goals.

Does Codewave offer customized marketing automation solutions?

Yes, Codewave specializes in providing customized marketing automation solutions. We understand that every business is unique, so we leverage our design thinking methodology to create tailored strategies and implementations that align with your specific objectives, industry, and target audience.

How does Codewave's design thinking approach apply to marketing automation?

Codewave’s design thinking approach ensures that your marketing automation solution is user-centric and results-driven. We start by deeply understanding your business challenges, empathizing with your customers, and ideating innovative solutions. This approach leads to more effective automation workflows, improved user experiences, and ultimately better marketing outcomes.

Can Codewave integrate marketing automation with my existing systems?

Absolutely. Codewave has extensive experience in integrating marketing automation platforms with various existing systems, including CRM software, e-commerce platforms, and other business tools. Our team ensures seamless integration to create a cohesive ecosystem that maximizes efficiency and data flow across your organization.

What industries does Codewave typically work with for marketing automation?

Codewave works with a diverse range of industries, particularly focusing on SMEs and startups. Our experience spans across technology, e-commerce, healthcare, finance, education, and more. Our global presence and design thinking approach allow us to adapt our solutions to various industry-specific needs and challenges.

How long does it take to implement a marketing automation solution with Codewave?

The implementation timeline can vary depending on the complexity of your requirements and the scale of the project. Typically, a basic implementation can take 4-6 weeks, while more complex, enterprise-level solutions may take 3-6 months. We work closely with you to establish a realistic timeline and ensure a smooth, phased implementation process that aligns with your business priorities.

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Marketing Automation and CRM Solutions

Marketing Automation

Marketing X.0: Personalized. Intelligent. Automated.

Can marketing be automated?

60%

3X

5x

80%

Download The Master Guide For Building Delightful, Sticky Apps In 2025.

Why you'll love us?

Reach, Connect, and Convert with Marketing Automation Services

Demand Generation

Campaign Management

Marketing Operations

Customer Engagement

Custom Development & Integrations

Advanced Reporting

Drip Email Marketing

Transform Your Marketing with Automation 2.0

Your Business Deserves Automation X.O

What to expect working with us.

Frequently asked questions

Snail paced sites?

Most in demand

GenAI Development

Idea to Product

Ecommerce Services

Design thinking