CRM Setup & Automation
Stay Organized and Connect with Customers Automatically
Custom CRM Setup
We tailor your CRM system to align with your unique business goals and processes compared to other out-of-the-box CRM solutions that you can set up yourself.
Lead Tracking
Monitor your leads' journey through the sales pipeline— from inquiry to conversion— and pull key metrics to ensure no opportunity is missed.
Unified Communications
Call, text, and email leads all from one platform for seamless lead and customer management.
Technical Setup
We go through a comprehensive setup to ensure that your phone calls and text messages aren’t marked as spam, and that your emails get delivered to your lead’s inboxes.
Integration Setup
Connect your CRM with your Google, Zoom, Calendly, Shopify, Facebook, and more so we can set up seamless automations across these platforms.
Clearer Picture
At any time, you can see the exact status of any given lead, and see all the communication history between you and them.
Email Campaigns
Generate new business with your existing contact list without spending money on advertising. Monitor open rates, click-through rates, and conversions to measure the effectiveness.
SMS Campaigns
Notify existing customers about flash sales, instant promotions, limited-time offers, or special events with SMS Campaigns to generate more sales.
Let's connect!
Relationships matter in business. Without having a positive relationship with your clients, there is no opportunity for growth. With our CRM system, you can scalably build those relationships with current customers and new leads, which will yield an increase in sales.