Sales
A CRM your team actually uses.
We set up or rebuild your CRM so every lead has a source, every deal has a next step, and follow-up happens automatically.
What changes
- Every lead tracked to its source
- Automated follow-up so nothing goes cold
- Clean pipeline reporting for the owner
What's included
- Pipeline and stage design
- Lead capture from web, ads and phone
- Email and SMS sequences
- Data clean-up and migration
- Team training
Questions
Which CRMs do you work with?
Pipedrive, HubSpot, Salesforce, GoHighLevel and most industry CRMs. We recommend staying on what you have unless it is holding you back.
How long does a CRM overhaul take?
Most are live in two to four weeks, depending on data volume and how many lead sources you have.
Tell us what's eating your team's week.
15 minutes on Zoom. We'll tell you where AI pays back first, even if it's not with us.
Book a call