CRM & Automation
A system that follows up on every lead, even the ones you forget about by Friday.
A CRM (customer relationship manager) tracks every lead and job from first contact to invoice. We help pick or set up the right one, build the pipelines and follow-up sequences, and clean up whatever messy spreadsheet or half-used tool you're currently patching together.
CRM & automation setup
from $750 + $150/mo
Sound familiar?
What usually goes wrong
- Leads come in through three different channels and none of them talk to each other.
- An estimate goes out and nobody follows up unless the customer calls back first.
- You're using a CRM you paid for and never actually set up properly.
- Invoices sit unpaid because there's no automatic reminder.
- Your team is tracking jobs in a group text and a notebook.
What you get
What's included
CRM selection or setup
Based on your trade and team size, not a one-size-fits-all pick.
Pipeline structure
Lead, estimate, scheduled, completed, invoiced, laid out clearly.
Follow-up sequences
Automated for estimates and invoices, so nothing depends on memory.
Form and call integration
Leads land in the CRM automatically, from your site and your phone.
Cleanup
Existing tools or spreadsheets you want to keep, tidied up rather than replaced.
Basic training
So your team can actually use what's built.
Map the process
From first contact to paid invoice, as it actually happens today.
Pick or clean up
The CRM that fits your team, new or rebuilt.
Build pipelines
Automated follow-up sequences built into each stage.
Connect sources
Forms, calls, and other lead sources wired in.
Train and adjust
Your team trained, then the system tuned based on real use.
The process
How it runs
Honest limits
- A CRM only works if your team actually uses it. We can build the system, not force adoption.
- We can't guarantee it prevents every dropped lead, only that the follow-up happens automatically instead of depending on memory.
- Some CRMs have real monthly costs beyond our setup fee. We'll tell you that cost upfront.
Questions
CRM & Automation FAQ
Which CRM do you use?
It depends on your trade, budget, and team size. We'll recommend one based on your actual needs, not a single tool we push on everyone.
Can you fix the CRM I already have?
Often, yes. A lot of CRMs get set up once and abandoned. We can clean up and rebuild what's there instead of starting over.
Will my team need training?
A short walkthrough, usually. Most modern CRMs are simple once the pipelines and automations are already built.
Does this replace my invoicing software?
Not necessarily. Many CRMs handle invoicing, but we can also connect your existing invoicing tool instead.
Works well with
Want to see what we'd fix first?
Book a short call and we'll email you a free audit of your website and Google listing before we talk. Keep it either way.