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South Florida · CRM and Automation

Stop losing leads in Broward County.

We build the system behind your sales: fast follow-up, clear pipelines and reports you can trust, for growing businesses across Broward County.

01Part 1

Five signs your sales system is costing you deals

You do not need an audit to know something is wrong. Owners across Broward County usually recognize at least two of these the moment they read them.

  1. You cannot say how many leads came in last month without someone pulling numbers from three places.
  2. Follow-up depends on memory. If a salesperson is out sick, their leads wait.
  3. The CRM is half empty. Fields go unfilled, duplicates pile up and nobody trusts the totals.
  4. Marketing and sales disagree about which campaigns produce real customers.
  5. Your team copies data by hand between the website, email, the calendar and the CRM.

Each one is a symptom of the same problem: tools that were never connected into a single system. Adding another app rarely fixes it. Designing the flow from first contact to closed deal does.

That design is the core of our CRM and automation in Broward County work. We map how a lead actually becomes a customer in your business, decide what should happen automatically at each step, and then build it, either as a custom CRM or on a platform you already own.

The goal is not more software. It is fewer dropped balls, faster replies and numbers you can make decisions with. When the system works, your team spends its hours on conversations that need judgment, and the machine handles the rest.

02Part 2

Custom-built or the CRM you own: choosing CRM and automation in Broward County that fits

The first real decision is whether to build or to fix. We do both, and we will tell you honestly which one fits your business.

Improve your current CRMBuild a custom CRM
Best whenThe platform fits and adoption is the problemYour process does not fit any template
Main workCleanup, simpler fields, automation, trainingData model, interface, integrations, migration
Pricing modelYour existing subscriptionNo per-seat fees to a platform
TimelineUsually a few weeksLonger, scoped to your objects and integrations

Many CRMs fail on adoption, not features. Salespeople skip a tool that asks for twenty fields and gives nothing back. When that is the issue, our CRM improvement work cuts the clutter, automates the busywork and makes the tool save time instead of costing it.

Other businesses have outgrown off-the-shelf software. They bend their process around someone else's data model, pay for seats and features they never touch, and still keep a spreadsheet on the side. For them, a custom build is often cleaner and easier to live with over time.

We also look at what your team will tolerate. A brilliant system that salespeople avoid is worse than a simple one they open every morning, so adoption shapes every recommendation we make.

Whichever path you choose, the outcome we hold ourselves to is the same: every lead captured, every follow-up on time and a pipeline report leadership believes.

03Why Unified

Why Broward County businesses choose Unified.

The right fit for CRM and automation in Broward County behaves like part of your team. That is the standard Unified has held since 2006 for businesses across Broward County.

  1. Found. Understood. Chosen.

    Every engagement follows one framework. Found: rank in Google, own the Map Pack, get cited by AI answers. Understood: clear entities, structured content and schema. Chosen: proof, reviews and pages built to convert.

  2. Measured to the dollar

    Pipeline, qualified leads, customers and revenue. Not impressions. Calls, forms and bookings are tracked to their source, so you always know what each channel produced.

  3. Built in-house, by hand

    Websites are hand-coded, campaigns are built by the people who manage them, and reporting comes from the same team. Nothing is outsourced and nothing is a template.

  4. Local, and close

    Our office is at 1002 E Newport Center Drive in Deerfield Beach, minutes from I-95, and we have a second office in Florham Park, New Jersey. South Florida is our home market.

04Part 3

Proof: attribution from every form and every call

A CRM is only as good as what flows into it. For Nusbaum Medical Centers, a physician-led weight loss and aesthetics practice, we wired lead attribution from every form and every call into the practice's CRM, alongside its Google Ads program.

That wiring is why the practice can report its results with confidence. Over the last 12 months, Nusbaum logged 1,645 tracked inquiries from ads, including 676 lead forms and 783 calls. Those are not estimates. Each one landed with its source attached.

When every lead arrives tagged with where it came from, budget decisions stop being opinions.

The same approach applies to CRM and automation in Broward County for any business with more than one way to get in touch. Calls need tracking numbers mapped to campaigns. Forms need hidden fields that carry the source. The CRM needs to keep both, then show the result by channel.

Marketing teams everywhere are putting CRM data at the center of their planning, a trend tracked in HubSpot's annual State of Marketing report. The hard part is not the idea. It is the plumbing, and that is the part we do.

See the full Nusbaum story, along with our other client results, on our case studies page. Then ask how your current setup would answer one question: which campaign produced your last ten customers?

05Part 4

The first ninety days

The best time to start was last year. The second best is now. Every week without a connected system is another week of leads answered late and deals nobody followed up on. Here is how most Broward County engagements unfold.

WeeksWhat happens
1 to 3Process mapping, tool review, data audit and a written plan
4 to 8Build or configuration, integrations with your site, phones and email, data migration
9 to 12Team training, launch, first automations live and baseline reporting

Timelines vary with the size of your data and the number of systems involved, and we set firm dates once the plan is approved. A focused improvement on a CRM you already own often moves faster than this. A large custom build can take longer.

What does not vary is the order. We never automate a broken process, and we never migrate dirty data into a new system. Fix the flow, clean the records, then build. It sounds slow and it is the fastest path to a CRM people trust.

Throughout, you get a weekly update in plain English: what shipped, what is next and anything we need from your team. No surprises at launch.

Ready to start? Talk to us about where your leads go today, and we will map the quickest route to a system that catches every one.

06Serving Broward County

Serving Broward County, up close.

CRM and automation in Broward County: planning and building the work for local businesses

Unified works with businesses across Broward County, from Downtown Fort Lauderdale, Sawgrass International Corporate Park, Plantation Midtown to the smaller towns in between. Our Deerfield Beach office is 18 miles from the county's center, so meetings happen in person when they should.

CRM and Automation by city in Broward County

07How we work

Four phases. One result.

The best time to start was last year. The second best is now.

  1. Step 01

    The audit

    We map where you stand in Broward County: rankings, Map Pack position, AI visibility, site speed, tracking and what competitors are doing.

  2. Step 02

    The strategy

    A written plan with priorities, owners and timelines, tied to the leads and revenue you need, not to activity.

  3. Step 03

    The launch

    Senior specialists build and ship the work in-house: pages, campaigns, content and tracking, checked before it goes live.

  4. Step 04

    The compound

    Monthly reporting on calls, forms and customers, and steady improvement on what is working, so results build over time.

09Questions

CRM and Automation in Broward County, answered.

Should I build a custom CRM or use HubSpot or Salesforce?

If an existing platform fits your process and your team will use it, keep it and improve it. A custom build makes sense when your workflow does not fit a template, when per-seat costs keep climbing, or when your team keeps a spreadsheet on the side. We do both and will recommend the one that fits before you commit.

What is speed to lead and why does it matter?

Speed to lead is how quickly your business responds after a new inquiry arrives. Buyers often contact more than one company, and the first to respond has the best chance of earning the conversation. Automation helps by sending an instant reply, alerting the right person and starting a follow-up timer, even after hours and on weekends.

Can you fix a CRM my team already ignores?

Usually, yes. Most CRMs fail on adoption, not features. We review how work really flows, remove fields nobody fills in, clean up duplicates, and automate the busywork so the tool gives time back instead of taking it. Then we train your team on the simpler version and watch adoption for the first months.

How do you connect phone calls to my CRM?

We use call tracking numbers mapped to your campaigns and website, so each call carries its source. The call record then flows into your CRM next to form leads, which lets you compare channels on real inquiries. We did exactly this for Nusbaum Medical Centers, wiring every form and call into the practice's CRM.

Which Broward County businesses does Unified work with?

We work with service businesses, medical and professional practices, hospitality and retail brands, contractors and B2B companies. In Broward County that includes marine industries and aviation and aerospace. The common thread is that customers search before they buy, and we make sure they find you.

How fast can a Broward County business get started?

Most engagements start with a free audit and strategy call. We review your site, rankings, Map Pack position and AI visibility, then come back with a written plan, a timeline and a clear first step. Call (954) 758-7200 to book it.

Adam Segall, founder and CEO of Unified Marketing

Written and reviewed by

Adam Segall

Founder & CEO, Unified Marketing · Since 2006

Adam founded Unified Marketing in 2006 and still oversees the strategy behind every account. He brings more than 25 years of media relations, with national placements on CNBC, FOX News, the Today Show and Good Morning America, and holds the agency to one standard: senior specialists run every account.

Be the answer they find.

Get a free audit of your CRM and automation in Broward County. Call (954) 758-7200 or send us a note.