CRM & Marketing Automation
Most businesses lose leads not because the marketing failed, but because the follow-up did. We build the CRM and automation systems that capture every lead, follow up automatically, and turn missed opportunities into closed clients.
Who This Is For
CRM & automation is for any business that generates leads but struggles to follow up consistently, track where leads stand, or know which ones need attention today.
What's Included
Every CRM setup is built with the core tools your business needs to capture leads, follow up faster, and close more deals.
CRM Setup & Customization
Full contact management system configured around your sales process, lead stages, and team workflow.
Sales Pipelines
Visual pipelines that track every deal from first contact to closed client — no more leads falling through the cracks.
Automated Workflows
Trigger-based automation that takes action the moment a lead comes in, fills out a form, or misses a call.
Missed-Call Text Back
When someone calls and you can't answer, the system automatically texts them back within seconds to keep them engaged.
Email & SMS Automation
Multi-step nurture sequences that follow up with leads over days, weeks, or months on autopilot.
Review Request Automation
Automatically request Google reviews after a job is complete — build your reputation without lifting a finger.
Booking & Calendar Integration
Let prospects book directly into your calendar through automated links, reducing back-and-forth phone calls.
Team Notifications
Instant alerts when new leads come in so your team follows up faster than your competition.
How It Works
From discovery to launch, here's exactly what the CRM setup process looks like.
Discovery & Audit
We review your current lead flow, sales process, and communication gaps to map your ideal CRM setup.
CRM Build & Configuration
We configure your CRM, build pipelines, set up contact stages, and create the foundational structure your team will use daily.
Automation Setup
We program your workflows — missed-call text back, lead nurture sequences, review requests, and booking automations.
Testing & Launch
We test every automation, ensure the system flows correctly, and walk your team through how to use it effectively.
Ongoing Optimization
Monthly reviews to optimize sequences, adjust pipelines based on performance, and expand automation as your business grows.
Real-World Use Cases
See how CRM automation solves real problems for businesses like yours.
The Local Service Business
The Problem
Missing calls while on the job means losing leads to competitors.
The Solution
The missed-call text-back fires within seconds. The prospect receives 'Hi! Sorry we missed you — how can we help?' They reply, you capture the lead, and an automated sequence books them before your competitor even calls back.
The Growing Sales Team
The Problem
Reps spend too much time manually following up and forgetting to re-engage old leads.
The Solution
Automated email and SMS sequences engage leads over 30, 60, and 90 days. Only leads that respond get routed back to reps — who now spend 100% of their time closing, not chasing.
The Service Brand Going Digital
The Problem
Clients book inconsistently and reviews are sparse because nobody asks for them.
The Solution
Post-appointment automations send review requests and rebooking prompts automatically. The result: more 5-star reviews and a consistent rebooking rate without any manual follow-up.
CRM & Automation Pricing
Clear, structured pricing to fit your business stage.
CRM Starter
- CRM access
- 2 users
- Lead pipelines
- Forms
- Calendar integration
- Missed call text back
- Email setup
- Mobile app access
CRM Growth
- Everything in Starter
- AI chatbot
- SMS automation
- Email workflows
- Funnel templates
- Reporting dashboard
- Review automation
CRM Pro
- Unlimited users
- AI Employee setup
- Advanced workflows
- Call tracking
- Reputation management
- Advanced reporting
- Quarterly strategy review
Final pricing based on complexity, number of automations, integrations, and team size.
Common Questions
What CRM platform do you use?
We work with modern CRM platforms built for small to mid-sized businesses, offering pipelines, automation, email, SMS, and call tracking in one place.
Do I need to change my current phone system?
In most cases, no. We can integrate missed-call text back with most phone setups and also provide forwarding numbers as part of the CRM build.
How long does setup take?
Most CRM builds are completed within 7–14 business days depending on the complexity of your pipelines and automation requirements.
Can my team actually use this?
Yes — simplicity is part of the design. We train your team after launch and make sure the system fits how you actually work, not the other way around.
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Ready to Stop Losing Leads?
Book a strategy call and we'll map out the exact CRM and automation system your business needs.
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