CRM and sales
CRM setup and automation
We set up your CRM with your sales stages, connect your forms and messaging, automate follow-up and train your team.
Before we configure anything, we look at how your team sells today: where leads come from, who answers them and where they get lost.
Our team runs CRMs every day for US service companies, with forms, calls, texts and appointments connected.
We configure everything, migrate your contacts and train your team.
CRM and automation
What's included
Custom pipelines
The stages of your sales process, set up your way.
Automatic follow-up
Text, WhatsApp and email messages that go out on their own at the right moment.
Connected forms
Every inquiry from your site or ads lands straight in the CRM.
Data migration
We bring over your contacts and history from spreadsheets or other systems.
Clear reporting
How many leads come in, where they come from and how many close.
Training
Sessions with your team and short guides for daily use.
We also do
Related services
Questions
CRM and automation questions
Which CRM do you work with?
We are certified GoHighLevel admins and use it daily. If you already have another CRM, we review it with you and tell you honestly whether to stay or switch.
Can it connect to WhatsApp?
Yes. We connect WhatsApp, text, email and forms so every conversation lives in one place.
How long does setup take?
A typical setup takes two to four weeks, including team training.
Let's talk
Tell us what you want to build
We reply within one business day, in English or Spanish. The first conversation is free, with no commitment.
