CRM & Lead Automation
Stop losing leads between the inquiry and the sale
You do not have a lead problem. You have a follow-up problem. The leads you already paid for are sitting in an inbox going cold.
From $1,500 setup. Fixed scope before we start.
What you get
- Instant text and email response the moment a form is submitted
- A pipeline with stages your team will actually move cards through
- Missed-call text-back so a busy phone stops costing you jobs
- Nurture sequences for the people who were not ready the first time
- Existing contacts migrated and de-duplicated, not dumped in
- Lead source tracked from ad click to closed job
- Reporting that shows speed-to-lead and close rate by source
The problem
The gap where the money leaks out
Speed to lead is the whole game. A form submitted at 2pm and answered at 6pm is competing against three companies that replied in minutes. The business that responds first wins a disproportionate share of the work, and it is almost never the best business — just the fastest.
Missed calls are silent losses. Nobody leaves a voicemail any more. They call the next result. A missed call with no automated text back is a lead that never appears in any report, so you never know what it cost you.
Most leads are not lost, they are dormant. The majority of people who enquire are not ready today. Without a sequence that stays in touch, they are gone — and you will pay to acquire the same person again in six months.
None of this requires more traffic. It requires a system that does the follow-up when your team is on a job.
How we work
What the engagement looks like
Map
We trace what happens to a lead today, minute by minute, from submission to close. The gaps are usually obvious once it is on paper.
Build
Pipeline, automations, templates, and routing rules configured around how your team actually works — not a generic template.
Migrate
Existing contacts moved in, de-duplicated, and tagged by source so historical data is usable rather than noise.
Train
A short session with the people who use it daily, plus written steps. A CRM nobody updates is worse than a spreadsheet.
Specifics
Where this goes deeper
Lead Follow-Up Automation
Instant text and email response the moment a form is submitted.
CRM Setup & Migration
A pipeline your team will actually use, with your existing data moved in cleanly.
SMS & Email Nurture
Sequences that reactivate the 60% of leads who were not ready the first time.
Not sure which one you need? Book a call and we will tell you straight — including when the answer is “you do not need this yet”.
By location
CRM & Lead Automation in your city
We work remotely with businesses nationwide. Pick a city to see how this applies to that market.
Questions about crm & lead automation
Which CRM do you use?
We work with what you already have where it makes sense, and recommend one where it does not. The CRM matters far less than whether the automations around it are set up properly and whether your team will use it.
Will automated texts annoy my customers?
An immediate "got your request, calling you within the hour" text is the opposite of annoying — it is the reassurance most people are looking for. What annoys people is silence, and then a generic drip campaign three weeks later.
Is automated texting legal?
There are real rules — TCPA in the US — around consent, opt-out, and timing. We build consent language into your forms, wire STOP handling, and keep sends inside permitted hours. This is a genuine compliance area, not a checkbox.
How long does setup take?
Two to four weeks for most businesses. Migration from a messy existing system is usually what extends it, not the automation build.
Can this connect to my website forms?
That is the point. Every form on your site posts straight into the pipeline with the lead source, the page it came from, and the campaign attached — so you can finally see which marketing produced which job.
Want to see where your leads are leaking?
Tell us what you need. You will get a straight answer on scope, price, and timeline — not a discovery-call runaround.