Smart CRM Automation

Follow-ups shouldn’t fall through the cracks—they should run themselves.
Capture leads, trigger texts & emails, and move deals forward without the manual grind.

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Why smart CRM matters
  • 80%

    of sales require 5+ follow-ups — automation ensures they actually happen

  • 74%

    of businesses see better customer retention with an integrated CRM

  • 29%

    average increase in sales revenue after implementing CRM automation

A CRM isn’t just storage for contacts — it’s your always-on sales assistant.

How We Help

We make follow-up automatic—and deals predictable.

  • Capture every lead (forms, chat, DMs, calls) into one inbox.
  • Auto-tag, assign, and stage leads in the right pipeline.
  • Hands-free follow-ups: SMS, email, and voicemail drops.
  • Two-way texting & unified threads keep context in one place.
  • Real revenue tracking: calls, bookings, and closed-won.
The System (powered by our built-in tools)

Your sales control center—built for speed-to-lead.

  • Drag-and-drop pipelines with stage automations & SLAs.
  • Smart tasks & reminders so no lead sits idle.
  • SMS/email templates & sequences for instant follow-up.
  • Call tracking & recordings logged on the contact timeline.
  • Reports on conversion rate, speed-to-lead, and pipeline value.

No more spreadsheets. No more missed follow-ups. Everything in one place.

FAQs

We’re not “set-and-forget.” You get hands-on, one-to-one help from a pro who actually builds with you—live on Zoom. We bring the playbooks, wire up the tech, and stay with you until it’s producing results. Clear metrics, fast iterations, and a real partner who cares about your revenue (not just your “reach”).
We focus on booked calls and sales—not vanity metrics. Together we define KPIs (leads, show rate, close rate, revenue per lead). Your dashboard shows ad → lead → pipeline → revenue, so you know exactly what’s working. Most clients see quick wins in weeks, with compounding gains as automations and content mature.
We automate low-value, high-volume tasks so you can focus on selling and service: instant lead capture & routing, missed-call text-back, smart follow-ups across SMS/email/DM, review requests, appointment reminders, no-show rescues, and pipeline updates. Less copy-pasting—more closing.
Our platform (GHL) is an all-in-one: CRM, calendars, funnels, forms, websites, reputation, SMS/email, automations, payments, and reporting. We can run standalone or integrate with what you have via native connections and Zapier/Make. We handle migrations for forms, calendars, numbers, and funnels when needed.
Absolutely. We can embed forms/widgets in your existing site, track conversions, connect your ad accounts, or spin up fast landing pages. For content, we’ll set up calendars, AI-assisted captioning, repurposing, and a single inbox so you can reply to every DM/comment in minutes.
Quick-start wins usually go live within 48–72 hours (lead capture, calendars, missed-call text-back, basic pipelines). Full implementations typically run 1–3 weeks depending on scope. We move fast, then optimize based on real data.
Ongoing Slack/email support, same-week Zoom sessions, and short Loom walkthroughs when you need them. You’ll also get SOPs, templates, and a growing lesson library. We’re your partner, not a ticket queue.
Transparent plans, month-to-month. Choose DIY with coaching, Done-With-You implementation, or full Done-For-You. Start small, scale up when it’s printing results. Compare plans →
Still have questions? Book a FREE discovery call

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