CRM & Follow-Up Automation
Every lead in one inbox. Every follow-up automated.
Most service businesses lose more deals to bad follow-up than to bad pricing. We give you a CRM built for local service businesses — every lead from every channel in one place, with SMS + email sequences that work whether you do or not.
700+ businesses served · Since 2013 · One inbox, zero leaks
Leads die in voicemail boxes, email threads, and sticky notes
You quote a job. The customer says "let me think about it." You promise to follow up Friday. Friday comes — you forgot. They booked someone else. That's not a sales problem. That's a system problem. Our CRM solves it by automating the follow-up the moment the quote goes out. No willpower required.
- Centralizes every lead from Google, Meta, website, Voice AI, and referrals
- Auto-triggers SMS + email follow-up sequences after every quote, call, or form
- Gives you one dashboard for pipeline, revenue, and channel performance
- Tracks every conversation across SMS, email, and call in one timeline
Sequences built for how local customers actually decide
A homeowner getting roof quotes doesn't book in 5 minutes — they book after 4-7 days. A dental patient researching Invisalign doesn't decide in one visit — they decide over 2-3 weeks. We build sequences tuned to YOUR sales cycle: emergency-services flows are sharper and faster, healthcare flows are patient and educational, high-ticket flows nurture for weeks. No generic "thanks for your inquiry" auto-responders.
- Industry-specific follow-up cadences (emergency vs. considered vs. high-ticket)
- 2-way SMS — customer can reply, you see it in your CRM inbox
- Email sequences with brand-consistent design
- Stop-on-reply logic: when they answer, the sequence pauses
Pipeline + revenue reporting, not "open rates"
Most CRM dashboards show you "open rate" and "click rate" — vanity metrics that don't pay your mortgage. Our reports show pipeline by stage, revenue by source, conversion rate by campaign, and average days-to-close per channel. You see exactly which marketing dollars become which customers.
- Pipeline view: every deal, every stage, every dollar
- Revenue attribution: Google Ads → Meta → Voice AI → CRM → won deal
- Cohort reporting: this month's leads vs last month's, by source
- Custom dashboard for the metrics YOU care about
How we build and run this for you
Migrate your existing data
We pull your existing contacts, deals, and pipelines from whatever you're using now — spreadsheets, old CRM, sticky notes, your email — into one clean system. Zero data lost.
Build the sequences
We build the quote follow-ups, re-engagement campaigns, post-job review requests, and seasonal re-activation flows. You review every sequence before it goes live to your customers.
Train your team
Your team learns the one tool they actually need to open. 90-minute training session, recorded for new hires, plus a written quick-reference guide.
What you get
- CRM with full contact + conversation history across SMS, email, and call
- Online booking calendar (customers self-serve)
- Pro email + 2-way SMS from one inbox
- SMS follow-up sequences (we build them, you approve)
- Email follow-up sequences with brand-consistent design
- Pipeline + revenue reporting (not "open rate" reports)
- Lead source attribution from first click to closed deal
- Migration from your current system (spreadsheet, old CRM, anything)
Best for
Teams losing leads in voicemail, email threads, and sticky notes.
If you can't tell us where every lead from last week is right now, you need this. Works for any service business with a real sales cycle — plumbers tracking quotes, dentists tracking treatment plan acceptance, electricians managing project pipelines, med spas nurturing consultation leads, contractors juggling 12 active bids, lawyers tracking case intakes. If you have more leads than your memory can handle, this pillar fixes that.
Common questions
Combine with these services
Stack these to compound your results. Each service makes the others more effective.
Website Design
Conversion-focused websites built mobile-first, wired into your CRM from day one.
Learn moreGoogle Ads & SEO
Show up first when customers search for your service in your area.
Learn moreFacebook & Instagram Ads
Paid social campaigns that book customers — not vanity impressions.
Learn moreAI Receptionist
Voice AI and website chat answer, qualify, and book — 24/7.
Learn moreReputation Management
More 5-star reviews on autopilot. Win the trust click before your competitor does.
Learn moreReady to add this to your stack?
Book a free 30-minute audit. We'll show you exactly how this service fits your business — even if you never hire us.