CRM & AUTOMATION

Stop losing leads to slow follow-up. Automate your sales pipeline.

The problem

Most businesses lose 50–80% of their leads because they follow up too slowly — or not at all.

When someone fills out a form on your website, they're ready to talk right now. If you don't respond within 5 minutes, the chances of converting them drop dramatically. Most businesses respond in hours — or days — and lose the sale to a competitor who was faster.

A properly configured CRM with automation changes this entirely. Every lead gets an immediate response, a qualification sequence, and consistent follow-up — without anyone on your team having to do it manually.

78% of leads buy from the first company that responds to their inquiry
5min response time increases conversion rates by up to 900% compared to 30-minute response
80% of sales require 5+ follow-up contacts — most salespeople give up after 2
What we build

A complete lead management system for your business.

CRM Setup & Configuration

  • CRM platform selection and setup (GoHighLevel, HubSpot, Pipedrive)
  • Pipeline stages customized for your sales process
  • Contact fields, tags, and segmentation configured
  • Team user permissions and views configured
  • Mobile app setup and team training
  • Data import from existing spreadsheets or systems

Lead Capture & Routing

  • Web form integration — all form submissions enter the CRM automatically
  • Lead source tracking (which channels are producing leads)
  • WhatsApp, phone, and email lead routing
  • Instant notification to the right team member
  • Duplicate contact detection and merging
  • Lead scoring setup based on behavior and fit

Automation Flows

  • Immediate auto-response sequences (email + SMS + WhatsApp)
  • Nurture sequences for leads that don't convert immediately
  • Appointment booking automation and reminders
  • Follow-up task creation for your sales team
  • Lost deal re-engagement sequences
  • Client onboarding automation after close
Platforms we work with

We're platform-agnostic. We recommend based on your needs.

GoHighLevel

Best for service businesses and agencies. Includes CRM, email, SMS, WhatsApp, landing pages, booking, and automation in one platform. Our most recommended solution for businesses with active lead generation.

HubSpot

Best for growing companies that need a full marketing + sales + service suite. Strong reporting and a free tier to start. Ideal when your team is larger or your sales cycle is longer.

Pipedrive

Best for sales-focused teams that want a clean, simple pipeline view. Fast to adopt, easy to customize. Works well when deal tracking is more important than marketing automation.

Make + Zapier

Integration platforms that connect your existing tools when a full CRM migration isn't needed. We use these to automate specific workflows between your existing systems.

Our process

From audit to automation in 4 to 8 weeks.

01

Sales process audit

We map your current lead flow — where leads come from, how they're handled, where they're lost. This reveals the biggest automation opportunities.

02

System design

We design the CRM pipeline, the automation flows, and the integrations needed before we build anything. You review and approve the plan.

03

Build & test

We build every automation, test every flow with real data, and verify that nothing falls through the cracks before going live.

READY TO STOP LOSING LEADS?

Schedule a strategy call. We'll audit your current lead handling process and show you exactly where you're losing business.

Send us a message

No commitment · No sales pressure · Response in less than 24 hours