Included
What's Included
CRM pipeline setup and customization
Automated email and SMS workflows
Form and lead capture integration
Appointment scheduling and reminders
Custom reporting dashboards
Team access and training
Ongoing automation support
Integration with ad platforms and website
Ideal For
Who It's For
Businesses needing better lead follow-up
Sales teams managing multiple pipelines
Service businesses with appointment booking
Companies wanting all-in-one marketing automation
Process
How It Works
Map Your Process
Understand your sales process, touchpoints, and follow-up needs.
Build Pipelines
Set up CRM stages, automations, and lead routing.
Integrate Sources
Connect website forms, ads, and other lead sources.
Train Your Team
Walk through the system and provide documentation.
Optimize & Scale
Refine workflows based on performance and feedback.
Technology
Tools & Platforms
FAQ
Frequently Asked Questions
Why use your CRM platform instead of buying my own?
We provide access to our white-label CRM platform as part of service packages, saving you the cost of a separate subscription. You get enterprise features at better overall value.
Can I move my existing contacts into the CRM?
Yes, we can import your existing contact lists and set up integrations with your current tools.
What kind of automation can you build?
Lead nurture sequences, appointment reminders, follow-up workflows, review requests, abandoned cart recovery, and more.
Is training included?
Yes, we provide team training and documentation as part of setup. Ongoing support is available on retainer.