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CRM & Follow-up

Every lead in one place, and nobody left waiting

We set up a simple customer list (a CRM) that collects every call, form and message, texts people back right away, and reminds you who to follow up with.

  • Calls, website forms and Google and Instagram messages land in one list
  • An automatic text goes out the moment someone reaches out
  • Reminders tell you who to call next, so no lead goes cold

What's included

Everything this service covers. Ask for the pieces you need, or all of it.

  • CRM setup
  • Lead capture from your website
  • Missed-call text back
  • Automatic text and email follow-up
  • Appointment reminders
  • Review requests after a visit
  • A simple lead board you can use from your phone
  • Training for you and your staff

How it works

CRM & Follow-up, step by step.

  1. 1. Step 1We map how customers reach you today
  2. 2. Step 2We set up the CRM and connect your website, phone and inboxes
  3. 3. Step 3We write the automatic messages with you
  4. 4. Step 4We train you and your staff
  5. 5. Step 5We check in after the first month and adjust

Tell us about your business

Reply within 24 hours. Free 30-minute call, no commitment.

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Let's build yours

Want this for your business?

Tell us about your place and we'll say plainly what crm & follow-up would do for it, and what it would cost.

A 30-minute call with the founder, then a written plan and quote. No commitment.