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CRM & Sales Automation

Lead routing, follow-up, and reporting, so deals move faster and nothing slips through the cracks.

Your CRM should do work, not just store contacts. We set it up to route leads, follow up automatically, and show you exactly what's happening in your pipeline, so your team spends time selling, not updating fields.

The platform

Built on Go High Level

We run all of this on Go High Level, a proven, all-in-one platform, not a patchwork of disconnected apps. Beyond CRM and sales automation, the same system can also handle your calendar bookings, funnels and landing pages, review requests, social media scheduling, and even built-in AI chat, all from one login, if that's useful to you.

What's included

Full Platform Setup

Calendar, pipelines, forms, and automations built and configured from scratch, tailored to how your business actually runs, not a generic default setup.

Migration & Integration

We move your existing contacts, tools, and workflows into Go High Level, so nothing gets lost in the switch.

Automation Build-Out

Follow-up sequences, booking flows, and review requests, all running automatically inside the platform.

Training & Handoff

We show your team exactly how to use it, so you're never locked out of your own system or dependent on us to make a simple change.

How we work

The same four steps, every project

01

Audit & Research

A free 30-minute consultation and a real look at where the opportunity is.

02

Strategy Proposal

A fixed-price proposal with a clear timeline. No surprise invoices.

03

Implementation

We build it, test it, and ship it, checking in every week.

04

Analyze & Iterate

We keep monitoring and improving so results don't plateau.

FAQ
What exactly is included in a setup?

It depends on your business, but options include CRM and pipelines, calendar booking, email and SMS marketing, funnels and websites, forms, automations, reputation management, social scheduling, and built-in AI chat. We set up whichever pieces actually make sense for you, not everything, just what's useful.

Do I need a separate calendar app and booking tool?

No. Booking and scheduling is built in and syncs with your existing calendar, so clients can book directly without back and forth emails.

Can it handle my email and text message marketing?

Yes, from the same platform, including automated sequences triggered by what a lead does or does not do.

Does it replace my website or landing pages?

It can. There is a built-in funnel and website builder. For a lot of small businesses, this replaces a separate website tool, or works alongside your existing site.

What about online reviews?

It automatically requests reviews after a job or appointment and lets you monitor and respond from one dashboard. This ties directly into local SEO too.

Why does this matter for a small or medium-sized business specifically?

Because most small businesses cannot afford, or do not need, five separate subscriptions for a CRM, a calendar tool, an email platform, a texting service, and a website builder. One system, one login, nothing falling through the cracks between tools.

Ready to Get Your CRM Working for You?

Book a free 30-minute strategy call. We'll review your current systems, identify growth bottlenecks, and show you where AI can create the biggest impact.

Projects typically start at $2K, with most engagements ranging from $4K to $30K.

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