CRM & Marketing Automation · Stage: Follow up
A CRM that follows up so your team does not have to remember
Every lead from every source lands in one pipeline. Within a minute it gets a personal text and email. It is reminded, nurtured, booked and reviewed automatically, and your team sees exactly where every opportunity stands.
The problem we solve
Leads do not die from lack of interest. They die from silence.
A form submission that waits until morning. A missed call that never gets a callback. A quote that was sent and never chased. Every one of those is money already spent on marketing, lost at the last step. Automation closes that gap, every time, without anyone having to remember.
What is included
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CRM setup and migration
Contacts, pipelines, stages, custom fields and permissions designed around how your business actually sells. Existing data imported and cleaned.
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Instant lead response
New leads receive a personalized text and email within about a minute, day or night, and your team is notified.
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Missed-call text-back
When a call goes unanswered, the caller gets a text within seconds and the conversation continues by message.
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Nurture sequences
Multi-week SMS and email sequences for new leads, quotes sent, no-shows and past customers, written in your voice.
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Scheduling and reminders
Online booking synced to your calendar, with confirmations and reminders that reduce no-shows.
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Reviews and reputation
Automatic review requests after the job, routed to Google, with monitoring and response.
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Email marketing
Newsletters, promotions and reactivation campaigns to your database, segmented by what each contact needs.
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Reporting
Pipeline value, response time, conversion by stage and source, on one dashboard.
How it works
From kickoff to results
- 01
Map the sales process
How a lead becomes a customer today, where it stalls, and what should happen automatically at each step.
- 02
Build
Pipeline, automations, messaging, calendars, phone numbers and integrations built and tested with real scenarios.
- 03
Train
Your team learns the pipeline in a working session, with short guides they can return to.
- 04
Refine
We review response times and conversion monthly and tune messages and timing.
Connected to
CRM & Marketing Automation hands off to these stages
- AI Business Tools AI that answers, qualifies and books while your team is on the job or asleep. Explore
- Digital Advertising Meta, Instagram, Google and retargeting campaigns that feed the system, not a spreadsheet. Explore
- Website & Funnel Design Fast, search-ready websites and landing pages designed around one job: turning visitors into leads. Explore
We already have a CRM. Do we have to switch?
Not always. If your current CRM can handle the automation and messaging, we build on it. If it cannot, we migrate your data and show you the difference before you decide.
Is automated texting compliant?
Yes, when it is done correctly. Messages go only to people who contacted you or gave consent, every message carries an opt-out, and quiet hours are respected. We configure consent capture and registration as part of the build.
Will customers know they are talking to automation?
The first messages are written in your voice and read like a person sent them. When a conversation needs a human, it is handed to your team with the full history.
How fast is the follow-up?
Typically under a minute from form submission or missed call to first text.
Free Digital Growth Audit
Find out where your marketing is losing customers.
We review the seven places a business loses leads between the first click and the booked appointment, then show you exactly what to fix and in what order. No obligation, no generic report.