Instead of wasting months duct-taping tools together, let us deliver a complete, automated CRM that’s ready to run your client journey from day one.
With the CRM Automation Suite, you can automate lead capture, follow-ups, and reminders while streamlining contracts, proposals, and digital signatures. All of your client communication—whether by email, SMS, or forms—is centralized in one place, making it easier to stay organized and responsive. Track performance with clear dashboards and reports, and integrate everything seamlessly with your website and marketing tools so your entire client journey runs on autopilot.
What’s Included
- Complete CRM installation and configuration
- Custom pipeline and workflow design (lead → nurture → conversion)
- Automated email + SMS follow-ups and reminders
- Proposal + contract + e-signature templates integrated
- Dashboard + reporting setup tailored to their KPIs
- Website and marketing tool integrations (forms, calendars, payment links, etc.)
- Onboarding call + walk-through so they can start using it right away
Optional $147–$297/month ongoing for:
- Hosting the CRM
- Tech support
- Updates/optimization
- Adding new automations as they scale
