Get a Proposal

Broward County · CRM and Automation

Stop losing leads in North Lauderdale.

Custom CRMs, clean data and automations that move every North Lauderdale lead from first click to closed deal without dropping one.

01Part 1

Five signs your sales system is costing you deals

You do not need an audit to know something is wrong. Owners across North Lauderdale 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 North Lauderdale 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

What CRM and automation in North Lauderdale includes with Unified

Strategy like a CMO. Hustle like your sales floor. Discipline like your CFO. Here is what that looks like in a CRM engagement for a North Lauderdale business.

Lead capture and routing

Every website form, tracked call and chat flows into one record with its source attached. Leads route to the right person by service, territory or availability, and nobody has to forward an email.

Follow-up automation

Instant confirmations, reminders for the team, nurture sequences for buyers who are not ready yet, and alerts when a promising deal goes quiet.

Pipelines and clean data

Stages that match how you really sell, required fields only where they earn their keep, duplicate handling and a cleanup of the records you migrate in.

Reporting leadership reads

Lead volume, conversion by source, deal velocity and revenue by campaign, in one view that does not need a spreadsheet to explain it.

Training and support

Short, practical training for your team, written guides for each workflow and an in-house team that answers when something needs to change.

Every piece is documented, so the system is never a black box that only one person understands. If your team grows or your process changes, the build can change with it.

Each of those pieces connects to our intelligent workflows service, which links your CRM to the rest of the tools you already rely on every day.

03Why Unified

Why North Lauderdale businesses choose Unified.

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

  1. 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.

  2. 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.

  3. 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.

  4. A department, not a vendor

    Most agencies show up as a vendor. We show up as a department: strategy like a CMO, hustle like your sales floor, discipline like your CFO, working inside your goals instead of around them.

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 North Lauderdale 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

Why North Lauderdale businesses hand us the system

Unified Marketing has worked with more than 1,100 businesses since 2006, from our office in Deerfield Beach. That history matters for CRM work, because we have seen how marketing, sales and operations collide inside real companies, not just in software demos.

We are also a full-service team. The people who build your CRM sit next to the people who run your website, ads, SEO and analytics. When a new campaign launches, the tracking, the routing and the reporting are ready on day one, because nobody has to brief an outside vendor.

  • Senior specialists run every account, start to finish
  • Custom builds when templates do not fit, implementations when they do
  • No lock-in tricks: your data stays yours, in a format you can take with you
  • Plain reporting on leads, deals and revenue

Businesses in retail, customer service centers and other North Lauderdale sectors all share one need: answer fast, follow up every time and know what is working. The details of the pipeline change. The discipline does not.

We also do not oversell automation. Some steps in your sales process deserve a human, every time. Our job is to remove the repetitive work around those moments so your people have more time for them.

Want to see where your current system leaks? Book a free strategy call and walk us through how a lead becomes a customer today. We will show you where the gaps are, even if you decide to fix them yourself.

06Serving North Lauderdale

Serving North Lauderdale, up close.

CRM and automation in North Lauderdale: planning and building the work for local businesses

North Lauderdale is 10 miles from our Deerfield Beach office, so planning sessions, shoots and strategy reviews can happen in person. We know the commercial pattern here, from McNab Road and Kimberly Boulevard to the Kimberly Boulevard and Rock Island Road area.

The local economy leans on retail, customer service centers, grocery, and our CRM and automation work is built around how those buyers search and decide. Major employers here include Teleperformance and Home Depot, and their staff and customers search the way everyone now does: on Google, in Maps and increasingly in AI answers.

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 North Lauderdale: 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 North Lauderdale, answered.

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.

How long does a CRM and automation project take in North Lauderdale?

A focused improvement or implementation on an existing platform usually runs a few weeks. A custom build takes longer, depending on your data, objects and integrations. We map your process first and give you a written plan with firm dates before any build starts, so you know exactly what launches and when.

Will we lose data when we switch CRMs?

Not if the migration is planned properly. We export everything, clean and de-duplicate it, map each field to the new system and run a test import before the final cutover. Your team reviews the test, and we only switch over once the records match. Your old system stays available until you are confident.

What can marketing automation replace in a small business?

The manual work between steps: confirming new inquiries, assigning leads, reminding staff to follow up, updating deal stages, syncing tools and sending appointment reminders. Automation handles the routine so your team spends its time on calls, quotes and conversations that need a person. We start with the steps that cost you the most leads.

Do you meet with North Lauderdale businesses in person?

Yes. Our office is at 1002 E Newport Center Drive in Deerfield Beach, 10 miles from North Lauderdale, and we meet clients in person for kickoffs, shoots and strategy reviews. Day-to-day work runs on calls, shared dashboards and a direct line to the specialists doing the work.

Which North Lauderdale businesses does Unified work with?

We work with service businesses, medical and professional practices, hospitality and retail brands, contractors and B2B companies. In North Lauderdale that includes retail and customer service centers. The common thread is that customers search before they buy, and we make sure they find you.

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 North Lauderdale. Call (954) 758-7200 or send us a note.