CRM & Pipeline Setup
The central nervous system of your business. We build visual pipelines that track every lead from first contact to closed deal.
Book a Strategy CallWhat our CRM setup includes
We don't just hand you an empty software account. We architect a complete, customized CRM environment specifically for your sales process.
Centralized Inbox
See SMS, emails, web chats, and social DMs all in one single thread per contact.
Automated Tagging
Contacts are automatically tagged based on their actions, interests, or lead source.
Custom Fields
We build the specific data fields you need to collect for your unique business model.
Integration Setup
We connect your forms, calendars, and AI agents directly into the pipeline.
Sales Pipeline
How Contacts Move Automatically
1. Lead Capture
A prospect fills out a form, chats with the AI, or calls your tracking number.
2. Pipeline Entry
They are instantly added to the "New Lead" stage. Automated SMS/Email sequences begin immediately.
3. Engagement
If they reply to an automated message, they are automatically moved to "Hot Lead" and you are notified.
4. Conversion
When they book an appointment on your calendar, they move to "Appointment Booked" automatically.
Stop letting leads slip through the cracks.
Get a professional CRM pipeline tailored to your business.
Book Your Free Strategy Call