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Broward County · CRM and Automation

CRM and Automation in Tamarac.

Custom-built or on the tools you already pay for, we wire your forms, calls and pipeline together so Tamarac leads stop slipping through the cracks.

01Part 1

Five signs your sales system is costing you deals

You do not need an audit to know something is wrong. Owners across Tamarac 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 Tamarac 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 Tamarac 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 Tamarac 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 Tamarac businesses choose Unified.

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

  1. 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.

  2. 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.

  3. 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.

  4. 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.

04Part 3

Measured to the dollar, not the click

Pipeline, qualified leads, customers, revenue. Not impressions. That line sums up why CRM work matters to marketing, and why we treat it as part of growth rather than an IT project.

Without a connected CRM, your ad platforms report clicks, your website reports form fills and your sales team reports gut feel. None of them agree. With one, every inquiry carries its source from the first touch to the closed deal, so you can finally compare channels on the number that matters.

  • Which campaigns produce booked appointments, not just leads
  • How long each stage of your pipeline really takes
  • Where deals stall and which follow-ups revive them
  • What a customer from each channel is worth over time

We built exactly this for Nusbaum Medical Centers, wiring attribution from every form and call into the practice's CRM. In the last 12 months the practice logged 1,645 tracked inquiries from ads, 676 forms and 783 calls, each tied to its source.

That is the standard we bring to CRM and automation in Tamarac for every client. HubSpot's State of Marketing research follows how teams use CRM data, and the lesson is consistent: data only helps if it is connected and clean.

For a Tamarac business with several services or locations, the same view answers a question owners ask constantly: which part of the business is growing, and what is feeding it?

More results are on our case studies page.

05Part 4

Why Tamarac 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 healthcare, furniture retail and other Tamarac 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 Tamarac

Serving Tamarac, up close.

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

Tamarac is 11 miles from our Deerfield Beach office, so planning sessions, shoots and strategy reviews can happen in person. We know the commercial pattern here, from Commercial Boulevard and McNab Road to Kings Point.

The local economy leans on healthcare, furniture retail, electronics manufacturing, and our CRM and automation work is built around how those buyers search and decide. Major employers here include City Furniture and HCA Florida Woodmont Hospital, and their staff and customers search the way everyone now does: on Google, in Maps and increasingly in AI answers.

We serve Tamarac businesses across ZIP codes 33319, 33320, 33321, along with the rest of 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 Tamarac: 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 Tamarac, 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.

Do you meet with Tamarac businesses in person?

Yes. Our office is at 1002 E Newport Center Drive in Deerfield Beach, 11 miles from Tamarac, 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 Tamarac businesses does Unified work with?

We work with service businesses, medical and professional practices, hospitality and retail brands, contractors and B2B companies. In Tamarac that includes healthcare and furniture retail. 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 Tamarac. Call (954) 758-7200 or send us a note.