A CRM built around your workflow — then kept running.
We build and configure your CRM around the way your team actually sells, then help keep it clean, accurate, and working as your business grows. Your contacts, deals, and follow-ups finally live in one organized place.
Choose the CRM support that fits your business.
Compare the options below, or book a free consultation and we'll help you decide.
- Form integration (of 2 website forms)
- Instant lead response
- Automated follow-up message
- Lead scoring
- Account setup & branding
- Custom intake forms (up to 3), embedded on your site
- Sales pipeline mapped to your process
- Phone sync (calls, texts & voicemails)
- Missed-call text-back (if syncing with telephone number)
- Contact import
- Segmented pipelines by service or lead type
- Booking calendar & appointment reminders
- Automated review requests & post-purchase flows
- Influencer/Affiliate Outreach Kit
- Reporting dashboards & multi-user roles
- Team training
- Timeline is roughly 45-60 days & Rolls into CRM Management & Optimization, or ends
- One new feature rolled out each month
- Workflow tweaks
- Data cleanup
- Monthly review
- Ongoing optimization
- Monthly team training
- Minimum 6-month engagement
Your CRM keeps growing
Each month we add a new capability, chosen with you based on what your business needs next. For example:
- Email newsletter Branded template set up and your first send handled.
- Social media scheduling Connect your accounts for bulk scheduling from the CRM.
- AI Receptionist & Live Web Chat Together a two-month rollout, including extensive testing.
- CRO improvements Custom lead forms and conversion tweaks to capture more leads.
- Billing & invoicing Invoices and payments set up inside your CRM.
Looking for more ways to grow your business? Explore Go High Level (GHL) and Newsletter Management & Email Marketing.
What goes into building and managing your CRM.
How a typical CRM project runs, from your first discovery call to ongoing optimization.
Discovery Call
We talk through your sales process, contacts, and what you need your CRM to do.
Workflow Mapping
Mapping your workflow so the CRM matches how your team actually works.
Data Cleanup
Cleaning and organizing your existing contacts and deals before they go in.
CRM Configuration
Setting up pipelines, fields, and automations for your needs.
Automation Setup
Automating routine follow-ups and lead handling so nothing falls through the cracks.
Launch
Going live with your configured CRM.
Team Training
Showing your team how to use the CRM day to day, and again as new features are added.
Reviews & Ongoing Optimization
Regular check-ins on how the CRM is used, plus continued workflow tweaks and data cleanup as your business changes.
Every business is different, so we shape the process around your goals and team.
Set up on the CRM that fits your business.
We work with popular CRM and business platforms and help you choose the one that suits your workflow, your team, and the tools you already use.
Talk to us about your platform
From a few automations to a complete CRM.
Whether you need a few automations or a complete custom build, we'll scope the work to fit where your business is today.
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A CRM that stays accurate instead of going stale.
Ongoing management keeps your workflows tuned, your data clean, and your automations working, with regular reviews so small issues get caught before they pile up.
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Frequently Asked Questions
Quick answers about CRM setup and management.
