CRM & Automation
Never Miss a Lead Again
Capture, organize, and follow up with every lead automatically using our CRM and automation systems.
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Ad Strategy Deep Dive
Discover how smart ads drive real growth
What the Service Is: A complete CRM and automation ecosystem that acts as the central command center for your sales, marketing, and follow-up. It doesn’t just store leads — it automates how you manage them, tracks every call, form, and message, and ensures no potential customer slips through the cracks. Our system combines pipeline management, lead capture, text/email automation, and analytics dashboards into one cohesive platform.
Who It’s For:
Service-based businesses that need better organization and faster response times. Whether you’re a local contractor juggling multiple jobs, a dealership handling incoming leads, or a marketing agency managing clients, this system is built to fit your workflow and scale as you grow.
Proof/Results:
“Before the CRM, we lost leads daily. Now every call, form, and ad lead is tracked, followed up, and closed automatically. It’s like having a 24/7 sales assistant.” – Tristan S.
What Problems It Solves:
- Missed leads from forms, calls, or DMs
- Forgotten follow-ups that cost you sales
- Disconnected tools that make reporting difficult
- Manual lead tracking that wastes time and loses data
Benefits:
- Every lead automatically captured and organized in one place
- Smart automations that follow up instantly by text and email
- Custom pipelines for sales, services, or projects
- Real-time reporting and analytics dashboards
- Team task tracking, notifications, and accountability metrics
- Mobile-friendly access so you can manage your business anywhere
Want to see how automation can double your conversion rate?
Smart CRM System
Automate Leads, Follow-Ups, And Sales Flow
01
Custom-Built CRM
Custom CRM Tailored to Your Business – Every CRM we build is uniquely designed to match your exact workflow — from how you capture leads to how your team closes deals. We structure pipelines, tags, and automations around your process so you’re not adapting to software — it’s adapting to you.
02
All-in-One Lead Capture
Lead Capture from Every Source – Instantly capture leads from your website, paid ads, forms, Facebook messages, Google Business, phone calls, and more — all flowing into one system for total visibility.
03
Automated Follow-Ups
Automated Follow-Up Sequences (Text/Email) – Convert more leads with intelligent automation. Custom campaigns send timely messages, reminders, and updates automatically, so no opportunity is missed.
04
Smart Sales Pipelines
Smart Sales Pipelines & Drag-and-Drop Stages – Visualize your entire sales process with simple drag-and-drop pipelines. Track where each lead is, assign tasks, and move deals forward efficiently.
05
Missed Call Text-Back
Missed Call Text-Back & Central Inbox – Every missed call triggers an instant text response, keeping you connected even when you can’t answer. All messages — texts, emails, and calls — live in one unified inbox for your whole team.
06
Performance Dashboards
Reporting Dashboards for ROI & Team Performance – Access live metrics on leads, conversions, revenue, and team response time. Know exactly what’s working, who’s closing, and where improvements can be made.
07
Mobile CRM Access
Mobile App for Managing Leads on the Go – Get full access from your phone. Receive notifications, respond to leads instantly, and monitor performance anywhere.
- Multi-channel automations (email, SMS, voicemail drops, and DMs)
- Task reminders and internal notifications for team accountability
- Appointment scheduling and two-way calendar sync
- Integrations with Stripe, QuickBooks, and Google Workspace for seamless operations
How It Works
1. Discovery & Mapping
We start by learning your entire lead flow — from where leads come from to how your team follows up. This deep dive lets us design a CRM pipeline that mirrors your sales process exactly, ensuring nothing falls through the cracks.
2. System Setup
We build your CRM structure from the ground up, including tagging, custom fields, automations, and pipelines tailored to your business model. This means your system is ready to organize leads by stage, service type, or rep — whatever makes sense for how you operate.
3. Automation Build
Here’s where the real power kicks in. We design multi-step automation campaigns that instantly text or email new leads, remind your team to follow up, and even handle missed calls automatically. From onboarding sequences to nurturing cold leads, everything runs hands-free.
4. Training & Launch
Once the system is live, we personally walk you and your team through every feature. You’ll know exactly how to monitor leads, trigger automations, and track results in real time. Within a single day, you’ll be operating like a systemized powerhouse.
Want to see how this system transforms your sales flow?
Multiply Your Results
How It Pairs with Other Services
Works even better when paired with…
Paid Ads
Capture and nurture new leads instantly
Website Development
Connect forms directly to pipelines
Organic Social
Turn inbound interest into conversations
Scale faster with the full system
Marcus White, MW Auto Spa | 6 mo. ago
"The website alone made a huge difference."
I already had a solid local reputation, but once we launched my new site and ran ads, leads picked up fast. I finally feel like I have a system.
Alyssa Green, GreenFit Personal Training | 4 mo. ago
"More leads, less stress."
I was spending hours messaging people manually. Now my fitness leads are captured, followed up automatically, and booking sessions through the CRM. website — it’s all covered. And it actually makes sense.
Ben Lehman, Parallel Projects | 5 mo. ago
"I had never done any advertising before."
Zack came in and built us a professional website, launched ads, and even set up software to handle leads, scheduling, and invoicing. Within 3 months, the dirt work business has exploded and we’re busier than ever.
Brandon Keller, Keller Roofing & Exteriors | 7 mo. ago
"I finally feel like we can compete with the big companies."
The combination of ads and reviews management positioned our roofing business as the local leader. We closed three new roofs in the first two weeks.
DIY CRM Masterclass
Build and Automate Your Own Growth System
Not ready to commit to full-service CRM & Automation yet? We’ve packaged the exact systems, templates, and strategies we use into a self-paced program.
Inside the Masterclass You’ll Learn How To:
- Set up a CRM to capture every lead automatically
- Build sales pipelines and track opportunities
- Create automation workflows for follow-ups via text/email
- Use tagging, reminders, and reporting to stay organized
- Integrate CRM with websites, ads, and social media
Enroll now for $497 and control your growth.
Prefer to do it yourself?
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Stop Losing Leads
Build your CRM and automate follow-ups
Let us build your CRM and automation system so you can focus on closing deals, not chasing leads.
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