Lead & CRM System
Capture every lead, see every status, and follow up without relying on memory.
A connected system for service businesses that already get opportunities but lose money because calls, forms, texts, quotes, and follow-up are scattered.
Starting Point
$6,500+
Monthly system plans can start at $750/mo depending on scope and support.
This is the bridge between a website and a full operating system.
The CRM does not need to be complicated. It needs to show what came in, what happened next, who owns it, and what follow-up is scheduled.
Inbox leads
Form submissions land in email and get buried.
Text threads
Customer details live across personal phones.
No next step
Nobody knows which leads were called, quoted, booked, or lost.
Forgotten reviews
Happy customers are not asked when the moment is warm.
What the system can include.
We start with the highest-value leak first, then build the rest of the workflow around how your team actually works.
Lead capture from website forms
Central CRM pipeline
New lead notifications
Automated email or SMS follow-up
Quote and booking status tracking
Review request workflow
Simple reporting dashboard
Ready to stop losing leads between tools?
Tell us where leads come from today and where they get lost. We will map the CRM and follow-up path.