Every lead followed up, every time
We set up your CRM, build the pipeline stages, automate the follow-up and connect every lead source. Your team works deals while the system works the list.
Clients on our crm and automation work
Leads get a text within seconds and the rep gets a task. Our contact rate jumped and nobody is copying data between systems anymore.
Round-robin routing ended the fights over leads. Reporting by source showed us which vendors to drop.
The re-engagement sequence revived leads we had given up on. Pure found money.
Reminders and confirmations run themselves. No-shows dropped noticeably.
Exclusive to you
Verified contact data
Real-time delivery
CRM and webhook ready
Nationwide reach
Custom filters
Compliance first
Dedicated support
Built to bring in business, not just look good
Most leads are lost in the gap between arrival and first contact. We close that gap with automation: instant text and email on arrival, round-robin assignment, reminders, re-engagement sequences and reporting that shows where deals stall.
We work with the CRM you already have or recommend one that fits, then connect your website, ads, lead vendors and phone system so nothing is typed in by hand.
Everything in the crm and automation package
Scope is set with you up front. These are the pieces every engagement includes.
CRM setup
Pipelines, stages, fields and views built for how you sell.
Speed to lead
Instant text, email and call tasks the second a lead arrives.
Follow-up sequences
Multi-touch nurture across SMS and email with smart stops.
Lead routing
Round robin, territory and skill-based assignment with escalation.
Integrations
Website, ads, vendors, dialers and calendars connected two ways.
Pipeline reporting
Conversion by stage, source and rep so you see what is working.
Pipelines built for how each team sells
Stages, automations and routing modeled on real sales processes across industries.
How we deliver crm and automation
Clear steps, clear owners, no surprises.
- 01
Map your sales process
Stages, hand-offs and the follow-up that should happen at each.
- 02
Configure the CRM
Pipelines, fields, automations and templates built out.
- 03
Connect everything
Lead sources, phone, calendar and reporting wired in.
- 04
Train and refine
Team onboarding, then monthly tuning as you learn.
Pair it with the rest of the growth stack
Most clients combine two or three services so leads, follow-up and reputation work as one system.
CRM and Automation questions, answered
GoHighLevel, HubSpot, Salesforce, Pipedrive, Zoho and the common MCA CRMs. If you have one, we build on it. If not, we recommend the best fit.
Yes. Webhooks, email parsing or direct integrations bring vendor leads straight into the pipeline.
We build around how they already work and train them live. Adoption is part of the project, not an afterthought.
Yes. Sequences are written for your offer and approved by you before they go live.
By scope: CRM complexity, integrations and sequences. Submit the survey and we send a proposal.
Ready for crm and automation pricing? Tell us about your business.
Answer a few quick questions about your goals, timeline and current setup. We reply with a scoped plan and pricing.
Takes about a minute. Pricing is tailored to the volume, filters and services you pick.