B&S Advisory · Digital engine

CRM & automation

The system of record for every relationship — capture, qualification, pipeline, automation and attribution, connected to acquisition.

What it includes

What it includes

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01CRM setupPipeline, stages, fields and segmentation designed around your sales reality.
02Lead routing & scoringThe right lead to the right person, ranked by fit and intent.
03Automation & nurtureEmail, retargeting and task automation that keep relationships warm.
04Attribution & reportingFrom click to closed opportunity.

What does CRM and automation at BIZ & STYLE cover?

CRM and automation means designing how leads enter, are scored, routed, nurtured and followed up — with lead source, campaign, persona and intent recorded from the first visit — and automating the steps that should not depend on someone remembering.

It is a capability under Advisory that feeds the Digital Engine — vendor-agnostic, operated from Miami Beach HQ for companies across the Americas.

Connected to acquisition — not a standalone tool project

A CRM that nobody feeds is a database. BIZ & STYLE designs CRM and automation as part of digital business infrastructure — the same loop we run for our own divisions — so capture, scoring, routing and nurture sit next to acquisition rather than in a side project.

Stages, fields and automation are built around your sales reality in the United States and Latin America. Follow-up does not depend on memory. Attribution runs from click to closed opportunity. This is not a marketing-agency retainer and not a competing acquisition SERP.

Vendor-agnostic architecture (webhook → your CRM)

The lead architecture is vendor-agnostic. Normalized, scored leads forward to any CRM or automation platform through a webhook — your stack, your fields, your owners.

From Miami Beach HQ we implement the handshake: source, campaign, landing page, persona and intent on the first visit, then routing rules that send the right lead to the right person. You keep the system of record. We keep the loop honest.

Where this sits vs Digital Engine and Lead Generation

CRM & automation is a capability under Advisory. Digital business infrastructure — the owned loop from click to client — lives on the Digital Engine. Digital Growth Engine™ is the packaged programme that can include CRM with web, paid, SEO/GEO and attribution.

High-ticket lead generation remains a separate offer. This page does not rewrite it. Most clients enter via Digital Engine or a signature programme scoping call. Email info@bizandstyledna.com or call +1 305-549-4289.

FAQ

Can you integrate with our existing CRM?

Yes. The lead architecture is vendor-agnostic and forwards normalized, scored leads to any CRM or automation platform through a webhook.

Is this a marketing-agency retainer?

No. We design and operate CRM and automation as part of digital business infrastructure — the same loop we run for our own divisions.

How does this relate to the Digital Growth Engine™?

CRM & automation is a capability. Digital Growth Engine™ is the packaged programme that can include CRM with web, paid, SEO/GEO and attribution.

Do you replace our sales team’s process?

We design stages, fields, scoring and automation around your sales reality — then connect capture to pipeline so follow-up does not depend on memory.

How do I start?

Email info@bizandstyledna.com or call +1 305-549-4289. Most clients enter via Digital Engine or a signature programme scoping call.

Is your CRM a database or a system?

CRM & automationin the Americas.

Business. Wealth. Lifestyle. — Miami

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