Systems
Stop losing leads in your inbox.
Leads come in from your website, Google, and your phone — then die in an inbox. We set up a CRM and the automations around it so every inquiry gets tracked, followed up, and either closed or learned from.
What’s included
- CRM setup and pipeline design
- Website forms wired straight into your CRM
- Automated follow-up emails and texts
- Review requests after completed jobs
- Missed-call text-back
- Team training so it actually gets used
How it works
01
Map
How a lead becomes a customer today — where inquiries come from, who responds, and where they fall through.
02
Set up
CRM configured to your actual sales flow, with your website forms and phone wired in.
03
Automate
Follow-ups, reminders, review requests, and missed-call text-back — each message approved by you before it runs.
04
Train
A working session with your team, plus a simple reference guide. A CRM nobody uses is worse than no CRM.
Best for
- Home services that quote jobs
- Medical & dental recall
- Real estate teams
- Any business where more than one person touches a lead
Pricing
Setup at $1,495, $2,495, or $4,500+ one-time depending on complexity. Optional CRM Ongoing Support at $199/mo covers maintenance — new automation work is quoted as its own project.
Full pricing →Common questions
Which CRM do you use?
The one that fits your size and budget — we set up and work with the mainstream small-business CRMs rather than forcing one. The recommendation comes out of the free consult, not before.
Is a CRM overkill for a small business?
If every lead reliably gets a same-day response and a follow-up, maybe. For most owners the honest answer is that leads slip — and the follow-up automation alone recovers jobs that would have gone to whoever called back first.
Will my team actually use it?
That is the real risk with any CRM, which is why training and simplicity are part of the setup. We configure the minimum your team needs, not every feature the software has.
Will automated messages annoy my customers?
You approve every message and its timing before anything runs. The goal is a response they were hoping for — “got your request, here’s when we’ll call” — not a drip of marketing.
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See what crm & automation looks like for your business.
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