Map
We document how a lead becomes a customer and where delays or confusion occur.
Organize leads, clients, and follow-up
CRM Systems and Sales Pipelines
We configure practical CRM systems that give your team one place to manage contacts, opportunities, tasks, communications, documents, and pipeline activity.
A CRM should help your team follow a clear process and see what needs attention, not become an expensive address book nobody uses.
Ideal for
- Businesses managing leads in spreadsheets
- Teams with inconsistent follow-up
- Companies with multiple sales stages
- Owners who need reporting and accountability
Problems we solve
- Leads are scattered across email, texts, and notebooks
- Team members do not know who owns the next step
- Follow-up is inconsistent
- Pipeline status is unclear
- Customer history is difficult to find
What we can build
- Contact and company records
- Custom opportunity pipelines
- Tasks and reminders
- Automated follow-up
- Lead-source tracking
- Dashboards and reporting
- Role-based access
- Forms and workflow integrations
What your project can include
- CRM requirements map
- Pipeline design
- Field and status configuration
- Automation rules
- User permissions
- Templates and notifications
- Data-import guidance
- Training and launch support
Our process
Configure
We create the records, fields, stages, permissions, and views your team needs.
Automate
We add reminders, assignments, messages, and status changes where appropriate.
Migrate
We prepare and import usable data while avoiding unnecessary clutter.
Adopt
We test the process with users and provide guidance for consistent use.
Business outcomes
- Centralized customer information
- Clear ownership
- More reliable follow-up
- Improved pipeline visibility
- Better reporting
- A repeatable sales process
Common integrations
- Website forms
- SMS
- Calendar
- Cloud storage
- Accounting tools
- Automation platforms
- Customer support channels
Available Options
Book a free 30-minute consultation to find the right option and its pricing.
For a business that already has a website that works.
Basic CRM
Stop losing calls. We do not touch your website.
- Ready in
- 5 to 7 business days
What you get
- Contacts and sales pipeline
- Your own business phone number
- Carrier registration so your texts are not blocked
- Missed-call text back
- One online booking calendar
- Automatic appointment reminders
- Google review requests
- One automation
- Messages in English and Spanish
- One 60-minute training session
- One change request per month
What is not included
- Website
- AI chatbot or voice receptionist
- Follow-up sequences
- More than one calendar
- Invoices and estimates
- Monthly reporting
Best for: Any business already online that just misses too many calls
Standard CRM
Follow-up on autopilot. Your site brings them in, this makes sure nobody is forgotten.
- Ready in
- 10 to 14 business days
What you get
- Everything in Basic CRM
- Sales pipeline with reporting
- Instant response to every new lead, plus an alert to you
- Five-touch follow-up by text and email
- Up to three automations
- Up to three calendars or staff members
- No-show recovery and automatic rebooking
- Win-back campaign for lapsed customers
- Review requests, monitoring and reply templates
- Estimates, invoices and pay-by-text
- Monthly performance report
- Three change requests per month
- Priority support, answered within one business day
What is not included
- Website
- AI voice receptionist or chatbot
- Social media
- Paid advertising
- More than three staff calendars
Best for: Contractor, auto shop, salon or office with a website that already works
Premium CRM
An AI receptionist on your phone, in both languages, without touching your website.
- Ready in
- 15 to 21 business days
What you get
- Everything in Standard CRM
- AI voice receptionist answering 24 hours a day in English and Spanish
- Books appointments straight into your calendar
- Routes urgent calls to you
- Texts you a summary of every call
- 500 AI voice minutes included every month
- AI chatbot on your website, texts and social messages
- Unlimited automations
- Up to three pipelines
- Document collection from customers
- Deposits collected at booking
- Advanced dashboard with call recordings
- Monthly AI tuning
- Up to two hours of changes per month
What is not included
- Website
- Paid advertising and ad budget
- Social media posting
- Custom software development
- AI voice minutes beyond the 500 included
Best for: A busy phone and Spanish-speaking customers calling after hours
Free 30-minute consultation
We talk through your business, recommend the package that fits, and walk you through its pricing. No sales pressure, in English or Spanish.
Third-party platform fees (hosting, domains, software, messaging, advertising) are billed separately.
Third-party software, hosting, domains, SMS, advertising, and platform fees are separate unless specifically included in writing.
Frequently asked questions
Can you customize the CRM to our process?
Yes. We design the pipeline, fields, automations, and access rules around the approved workflow.
Can you import our existing data?
We can assist with structured imports when the source data is usable. Cleanup and complex migration may require additional scope.
Is there a monthly cost?
CRM projects may include a setup fee and ongoing monthly service. Third-party platform subscriptions are separate unless stated otherwise.