Marketing Automation & CRM Services in New York and Nationwide

Turn disconnected interactions into unified customer journeys

Manual follow‑ups and scattered tools cost you revenue. When website forms don’t sync with your CRM, emails go unsent, and leads fall through the cracks, it’s impossible to scale. At The TSG Group, we bring your marketing, sales and customer communications together with AI‑powered automations and a unified CRM. Our team customizes GoHighLevel workflows, integrates them into your WordPress website and layers on our AI voice automation to ensure every lead gets a timely, personalized response.

The marketing automation & CRM problems you face

You have a website and a few tools, yet your pipeline still leaks. Leads arrive in one place, conversations happen in another and follow‑ups get lost in inboxes. Teams spend more time managing software than improving results.

Fragmented systems

Your forms, emails, texts and CRM don’t talk to each other, leading to duplicate contacts and missed opportunities.

Manual follow‑ups

Staff must remember to call, email or text every lead. Without automation, messages are inconsistent and late.

No behavioral triggers

Workflows run on schedules instead of reacting to real actions like link clicks, calls or no‑shows.

Lack of personalization

You send the same messages to everyone instead of tailoring content based on interest or behavior.

Limited visibility

Without unified analytics, it’s hard to see which campaigns drive revenue.

What marketing automation & CRM optimization from The TSG Group delivers

You don’t need more tools you need an integrated system that responds to prospects in real time and feeds your sales pipeline. With The TSG Group you get:

Unified platform

CRM, automation, email, SMS, chat and phone live in one system, so every interaction updates the same contact record.

AI‑powered lead capture & follow‑up

Web forms and chatbots on your WordPress site automatically create or update CRM records and send welcome messages. AI drafts messages and refines tone for email and SMS nurture sequences.

Conversational AI & voice assistants

Our AI voice automation answers calls, qualifies leads and schedules appointments across phone, SMS and social channels.

Integrated analytics

Track campaign ROI, conversions and engagement from one dashboard. Scheduled reports arrive automatically in your inbox.

Appointment scheduling & reminders

Automations confirm bookings and send reminders without manual input, reducing no‑shows.

Lead scoring & segmentation

Engagement and demographic data automatically prioritize prospects so you focus on the most promising leads.

Multi‑channel campaigns

Trigger personalized email, SMS and chat sequences based on actions (opening an email, clicking a link, booking a call, missing an appointment).

Integration with WordPress

We embed forms, chat widgets and booking calendars into your site. Your website becomes the front end of a powerful automation engine.

Scalability

Whether you handle dozens or thousands of leads, our automations grow with you. If/Else branching and web hooks allow complex logic and third‑party integrations.

How our marketing automation & CRM process works

You have a website and a few tools, yet your pipeline still leaks. Leads arrive in one place, conversations happen in another and follow‑ups get lost in inboxes. Teams spend more time managing software than improving results.

01

Discovery & strategy

We start by mapping your sales process and identifying bottlenecks. We review existing workflows and data sources, then recommend the right automations and integrations for your goals.

02

Workflow design & configuration

Our team designs workflows using GoHighLevel’s visual builder. We set up triggers based on actions (form submissions, link clicks, appointments) and define the next best step: send an email, schedule a call, assign a task or move a deal in the pipeline. We also build lead scoring models and segmentation rules.

03

AI voice & conversational automations

We deploy conversational AI across chat, SMS and phone. Voice AI answers inbound calls, collects information and books appointments, while chatbots qualify leads and answer common questions.

04

Integration with WordPress

We embed forms, chat widgets and schedulers directly into your WordPress website and landing pages. Your site becomes a conversion engine that feeds data to your CRM and triggers automations instantly.

05

Testing & launch

We test every workflow to ensure messages fire correctly, appointments sync with calendars and leads flow to the right pipelines. We refine copy and timing based on early results and launch your automation system.

06

Reporting & optimization

After launch, we monitor performance with unified dashboards. We adjust workflows, messages and scoring based on results and schedule automated reports to keep you informed.

Lead capture & welcome workflows

Forms and chatbots capture information, create CRM records and deliver instant welcome emails or SMS messages.

Behavior‑based nurture sequences

Email/SMS campaigns that adapt to opens, clicks, replies or appointment bookings.

AI chat & voice bots

24/7 agents that handle inquiries, qualify leads and route conversations on web chat, social media or phone.

Appointment scheduling & reminders

Automated booking confirmations, calendar integrations and follow‑up reminders.

Lead scoring & segmentation

Data‑driven prioritization that routes high‑intent prospects to sales.

Pipeline automation & task assignment

Automatically move deals through stages, assign tasks and notify team members using if/else logic and web hooks.

Multi‑channel campaign triggers

Unified email, SMS and chat messages triggered by user actions across your website and CRM.

Analytics & reporting

Real‑time dashboards and scheduled reports that tie performance to revenue.

Core automations & tools

We tailor a mix of automations to each client’s needs. Some of the most impactful include:

Who we serve with automation & CRM

Small & mid‑sized businesses

looking to scale without adding staff.

Professional services & home contractors

wanting to convert more web leads into booked appointments.

Political campaigns & nonprofits

needing consistent follow‑ups and volunteer management.

E‑commerce & lead‑gen sites

seeking abandoned‑cart and retargeting workflows.


Frequently Asked Questions

Marketing automation uses software to automate repetitive marketing tasks, such as emails, SMS, social media posts and lead nurturing, so you can scale campaigns and focus on strategy. It spans email, SMS, social media, ads, segmentation, analytics and more.

Our AI voice system answers inbound calls, collects information and books appointments automatically. It ties directly to your CRM and workflows, so every call triggers the right follow‑up sequence.

Yes. We embed forms, chat widgets and appointment calendars into your WordPress site. Data flows from your website into the CRM and triggers automations immediately.

Ready to automate your customer journey?

Tell us about your sales process and goals. We’ll outline a marketing automation strategy, map workflows and provide a demo of our AI voice and GoHighLevel integration.