Automation and Business Systems

Automation and business systems help connect the everyday parts of your business so tasks feel more organized, easier to manage and less time-consuming. Instead of handling enquiries manually, sending emails one by one or switching between multiple tools, the right system brings everything together in one workflow. This can include managing leads through a CRM, collecting enquiries from your website, sending email campaigns, creating automatic follow-ups and organizing customer lists. It can also include AI-powered workflows that reduce repetitive tasks, improve response times and keep communication running smoothly.

At Emma Websites, we help businesses set up and connect CRM platforms, email marketing tools and automation systems directly with their websites. From forms and customer lists to email templates, workflows and AI-powered tools, every system is built around how your business works online, making it easier to manage and ready to grow.

Customer journey workflow
Marketing automation workflow
CRM sales funnel
Lead management automation
CRM dashboard insights
CRM AI automation
Emma Websites CRM infographic displayed on iMac screen
Customer journey flow and benefits infographic displayed on PC screen
Email marketing dashboard displayed on iMac from Emma Websites
Automated marketing workflow overview displayed on desktop PC
CRM sales funnel overview displayed on PC screen
Automating lead management workflow displayed on desktop screen

Our Tools

Choose the right platform for your business

Every business manages customers differently. Some need a full CRM with automation and sales pipelines, while others need strong email marketing tools for campaigns and customer follow-up. Below are the tools we work with and fully set up based on your goals, website and workflow.

Zoho CRM

Zoho CRM is one of the most flexible customer relationship management platforms for growing businesses. It helps manage leads, customer communication, sales pipelines, forms, automation workflows and reporting from one dashboard.

Standard Zoho CRM Plan Icon

Standard Plan

A professional Zoho CRM setup built around your customer management workflow.

  • Zoho CRM account setup
  • CRM dashboard configuration
  • Website contact form integration
  • Lead capture setup
  • Contact fields and tags
  • Email connection setup
  • Customer pipeline structure
  • Basic workflow testing
Premium Zoho CRM Plan Icon

Premium Plan

A more advanced Zoho setup with automation and better workflow management.

  • Everything in Standard
  • Lead stage customization
  • Multiple contact forms connected
  • Automated email follow-up setup
  • Customer segmentation
  • Up to 3 email templates
  • Workflow automation
  • CRM cleanup and organization
  • Testing and launch support
$1,000
Continue
Business Zoho CRM Plan Icon

Business Plan

A complete Zoho CRM setup, automation and business workflow support.

  • Everything in Premium
  • Full CRM customization
  • Multiple workflow automation
  • Customer pipeline improvements
  • Internal task automation
  • Website + CRM integration
  • Form and lead routing
  • Reporting dashboard setup
  • Up to 5 email templates
  • AI-powered workflow suggestions where suitable
  • Priority support after launch
$1,500
Continue

Why businesses use Zoho CRM

  • Lead capture and enquiry management
  • Sales pipelines and deal tracking
  • Customer database management
  • Email automation workflows
  • Website form integration
  • Internal task automation
  • Reporting and analytics

Pricing

  • Free plan available for smaller teams
  • Standard starts around $20/user monthly
  • Professional and advanced plans available depending on business size
Zoho CRM Dashboard Interface from Emma Websites

Shopify Email

Shopify Email is built for ecommerce businesses using Shopify and helps manage marketing emails directly inside your store dashboard. It helps promote products, recover abandoned carts and keep customers engaged without needing extra complicated tools.

Shopify Standard Plan Icon

Standard Plan

Basic Shopify Email setup with branded campaigns and store email integration.

  • Shopify Email setup
  • Store integration
  • Basic email template setup
  • Newsletter campaign setup
  • Brand styling customization
  • Campaign testing
Shopify Premium Plan Icon

Premium Plan

Advanced Shopify Email campaigns with automation and customer segmentation.

  • Everything in Standard
  • Abandoned cart email setup
  • Customer segmentation
  • Automated email campaigns
  • Discount email campaigns
  • Analytics integration
  • Up to 3 email templates
  • Store email workflow setup
Shopify Business Plan Icon

Business Plan

Full ecommerce email automation and customer retention setup.

  • Everything in Premium
  • Advanced automations
  • Repeat customer workflows
  • Upsell email campaigns
  • Product recommendation emails
  • Advanced segmentation
  • Email performance reporting
  • Priority launch support
  • Customer retention workflows
$1,250
Continue

Why businesses use Shopify Email

  • Product promotion campaigns
  • Customer newsletters
  • Abandoned cart emails
  • Order follow-up emails
  • Discount campaigns
  • Easy ecommerce integrations
  • Customer segmentation

Pricing

  • Free monthly email allowance included
  • Extra email sends billed based on volume
Shopify Email Dashboard

Campaign Monitor

Campaign Monitor focuses on beautifully designed email marketing and automated customer communication for modern businesses. It helps businesses create professional campaigns, automate customer journeys and improve engagement through better email experiences.

Campaign Monitor Standard Plan Icon

Standard Plan

Professional Campaign Monitor setup with branded email campaign support.

  • Campaign Monitor account setup
  • Email template customization
  • Newsletter setup
  • Audience import and organization
  • Brand styling setup
  • Campaign testing support
Campaign Monitor Premium Plan Icon

Premium Plan

Advanced Campaign Monitor setup with automation and audience targeting.

  • Everything in Standard
  • Customer segmentation
  • Automated email workflows
  • Up to 3 custom campaigns
  • Performance reporting setup
  • Subscriber list organization
  • Campaign automation testing
Campaign Monitor Business Plan Icon

Business Plan

Full email automation, customer journey and branded campaign setup.

  • Everything in Premium
  • Advanced customer journeys
  • Multi-step automations
  • Advanced reporting dashboards
  • Audience behavior tracking
  • Priority support
  • Campaign optimization support
  • Advanced segmentation setup
$1,350
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Why businesses use Campaign Monitor

  • Branded newsletters
  • Email campaigns
  • Audience segmentation
  • Marketing automation
  • Performance reporting
  • Customer journeys
  • Visual email templates

Pricing

  • Starts around $12–$29 monthly depending on contacts
  • Advanced plans available for larger audiences
Campaign Monitor Dashboard

Klaviyo

Klaviyo is one of the strongest email marketing and automation platforms for ecommerce businesses and online stores. It helps businesses track customer behaviour, automate campaigns and improve repeat sales through advanced email automation.

Klaviyo Standard Plan Icon

Standard Plan

Essential Klaviyo setup with branded email campaigns and ecommerce integration.

  • Klaviyo account setup
  • Store integration
  • Basic email template design
  • Newsletter campaign setup
  • Brand styling setup
  • Email testing support
Klaviyo Premium Plan Icon

Premium Plan

Advanced Klaviyo automation and customer segmentation for growing ecommerce brands.

  • Everything in Standard
  • Abandoned cart automation
  • Customer segmentation
  • Automated sales workflows
  • Behavior-based email triggers
  • Up to 3 email automations
  • Analytics dashboard setup
$1,100
Continue
Klaviyo Business Plan Icon

Business Plan

Complete ecommerce retention and automation system powered by Klaviyo.

  • Everything in Premium
  • Advanced customer journeys
  • Repeat purchase automations
  • Advanced behavior tracking
  • Upsell and cross-sell campaigns
  • Product recommendation emails
  • Retention workflow optimization
  • Priority support and launch assistance
$1,650
Continue

Why businesses use Klaviyo

  • Customer behaviour tracking
  • Automated sales emails
  • Abandoned cart recovery
  • Product recommendation emails
  • Customer segmentation
  • Analytics and reporting
  • Ecommerce automation

Pricing

  • Free starter plan available
  • Paid plans increase based on contacts and email volume
Klaviyo Dashboard