follow-up · crm

Run Your Marketing & Sales From One Platform.

CRMs allow you to manage email marketing, SMS, booking, landing pages, chat, review management, and reporting within one platform. The problem: most businesses barely scratch the surface. We build it out completely.

Basic CRM setup included in Essentials. Full build with advanced automations in Growth System. Custom enterprise build in Premium. CRM sub-account fees ($97 to $297/month) are separate and passed through at cost.

R
Conversations
All Channels
SM
Sarah Mitchell
Is my appointment still on for tomorrow?
2m ago
SMS
MR
Mike Rodriguez
RE: Quote follow-up. Still waiting
14m ago
Email
LK
Lisa Kim
Sent you a message on Instagram
1h ago
IG
TB
Tom Briggs
What time works for the site visit?
3h ago
SMS
JW
Jen Wallace
See you tomorrow at 3!
5h ago
FB
Type a reply...
Calendar
Tuesday, April 7
9:00 AM
Sarah M. Estimate
Confirmed
10:00 AM
Mike R. Follow-up
Confirmed
11:00 AM
Available
12:00 PM
Lunch
1:30 PM
Lisa K. Consult
Confirmed
3:00 PM
Jen W. Walkthrough
Pending
4:30 PM
Available
Pipeline
47
LEADS
31
BOOKED
12
WON
New Lead
Mike R.
Follow-up
Google Ads
Lisa K.
Consult
Instagram
Contacted
Tom B.
Site Visit
Referral
Booked
Jen W.
Walkthrough
Meta Ads
Dave S.
Estimate
SEO
Won
Amy P.
$4,800
Google Ads
New Lead
Sarah Mitchell
Kitchen Remodel Estimate
Est. $6,200
Source: Google Ads
Automation Triggered
Welcome SMS sent
Email Sequence started
Booking link delivered
HOW WE DO IT

3 Steps. No Guesswork.

Step 01

System Audit and Pipeline Design

We map your current tools, your sales process, and your lead flow. Then we design custom pipeline stages, contact fields, and automation triggers for your specific business.

Step 02

Build and Automate

CRM, booking, email sequences, SMS flows, review requests, lead routing. Every automation tested before it touches a real lead.

  • Email and SMS nurture sequences
  • Booking confirmations and no-show recovery
  • Review request automation
  • Lead routing and scoring
Step 03

Train and Launch

We train your team on the system. Not a generic walkthrough. Specific training on their pipeline, their workflows, and the dashboards they’ll use daily. Then we go live and monitor for 30 days.

Get Your Free Growth Game Plan →
We'll assess your CRM during the session.
COMMON QUESTIONS

CRM FAQs

What is a CRM?

An all-in-one marketing and sales platform that replaces your, email, SMS, booking, landing pages, chat, reviews, and reporting. One platform instead of 8 to 12 separate tools.

CRM sub-account fees are $97 to $297/month depending on features. Passed through at cost, never marked up. Our build and management fees are part of your tier pricing.

Yes. Contact imports, pipeline migration, and data mapping are part of the build process.

Find Out What a Fully Built System Would Do for Your Business.

The Growth Game Plan includes a full assessment of your CRM and automation. 45 minutes. We do the homework before you show up.