CRM, Lead and SMS Automation
Most inquiries go to the business that answers first. We set up your CRM and the automations around it, so every lead gets a reply right away, follow-up happens on schedule and your team works from one place.
Who it is for
- Businesses that lose leads to missed calls or slow replies
- Owners tracking customers in notebooks, spreadsheets or text threads
- Teams that forget to follow up on quotes and estimates
- Businesses with no-shows that reminders could prevent
What is included
- CRM setup and pipeline design
- Instant lead response by SMS and email
- Follow-up and reminder sequences
- Missed-call text back
How it works
- Strategy call. We map how leads reach you today, where they get lost and what should happen after each inquiry.
- CRM setup. We set up your CRM, design the pipeline stages and bring in your existing contacts.
- Automations. We build the instant replies, follow-up sequences, reminders and missed-call text back, and connect your website forms.
- Launch and tuning. We test every path, show your team how to use it and adjust the messages as the partnership continues.
Common questions
Which CRM do you use?
We recommend a CRM on the strategy call based on how your business works. If you already use one that fits, we can build the automations there.
What is missed-call text back?
When you miss a call, the caller automatically receives a text from your business number, so the conversation continues instead of going to a competitor.
Will the messages sound automated?
We write every message with you in your business's voice, in English, Spanish or both, and you approve them before anything goes live.
Do I need to register to send business texts?
In the United States, business texting requires registering your sending number with the carriers. We guide you through that registration and include opt-out handling in every sequence.
Can my team still reply personally?
Yes. Automations handle the first reply and the routine follow-up. When a customer responds, your team sees the full conversation in the CRM and takes it from there.
Other services
- Business Formation: Florida LLC filing and registered agent service.
- Websites: Fast, clear websites built to turn visitors into booked calls.
- Brand and Logo Design: A clean identity that looks established from day one.
- AI Agents for Daily Operations: AI assistants that handle the routine work of running the business.
- Google Business Profile and Local SEO: Be found by customers searching in your area.