Projects done
Higher profit margin
Higher close rate
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We’ll build you an easy to use, all-in-one CRM and automate your sales process 100% done-for-you.
We scope out your processes, lead flow, metrics, leaks, sales stages, tech stack and goals so we can recommend a CRM that’s right for you. Typically, we recommend either Monday Sales CRM, Pipedrive, GoHighLevel or HubSpot.
We recommend and set-up a CRM that’s super easy to use, so you can see and work all your leads in one place. Then, we integrate the CRM with your website, tools, email and marketing channels so that it updates itself.
First, we install an AI setter to instantly reply, qualify, and book leads on any platform via two-way SMS, email and/or direct messages. Then, we automate all your sales stages and follow-up like proposals, payments, reminders, etc.
We guarantee successful adoption by you and your team through 1:1 training. Then, we set-up a reporting dashboard with clean views of your most important metrics so you know what’s working and what’s not.
Most CRMs are over-complicated and require too much manual work only for leads to still drop off at high rates. Let’s fix that.
One source of truth where you can run all your marketing and sales out of.
Cut unneeded costs and subscriptions by consolidating your marketing apps.
End manual work and lift conversion rates with automated sales stages, proposals, etc.
We’ll integrate all these features so you can fully manage your pipeline, sales process, email and follow-up directly out of your CRM.
Easy-to-use lead filters
Leads automatically added
Follow-up system
Email management
Metrics dashboard
Scheduling
Call recording and AI summaries
AI call setter (two-way SMS & email)
Speed-to-lead system
Automated follow-up
Auto-create and send proposals
Auto-accept signatures
Integrated payments
Automated notifications
Personalized touch points
Sales metric tracking
Project management board set-up
Standardized task management
Automated hand-offs
Accountability systems
Automated onboarding
Deadline reminders
Automated approvals
Quality assurance system
Centralized documents and assets
Form creation
2-way voice, chat and SMS
Inbound or outbound calling
AI replies in emails, Meta or website
Qualifying and scheduling
Sounds human and replies fast
CRM integration
Custom trained on your data
Concurrent calls and live transfers
Call transcripts and recordings
Features
Replaces or integrates with
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Combined 30+ years in engineering, sales, project management and automation. Ex-Google, Ex-Zapier, 300+ CRMs built, hundreds of millions of dollars generated.
Because our service is custom, pricing may vary due to extras like AI Voice agents. We have no hidden fees, but you must pay for the CRM and other tools directly.
CRM Set-up
100% done-for-you, custom and fully integrated
CRM and tech recommendations
Simple lead filters and stages
Leads automated added
Calendar and form integration
Email integration and tracking
1:1 training by an expert
$10M+ growth masterclass
You own everything 100%
1-2 week implementation
CRM + Automated Sales Process
100% done-for-you, custom and fully integrated
Sales process audit
Speed-to-lead system
Automated follow-up at every stage
Automated scheduling
Automated notifications
Mass email system
Automated stale lead reactivation
Appointment reminders
Custom metrics dashboard
You own everything 100%
CRM + AI Automated Sales System
100% done-for-you, custom and fully integrated
AI appt setter (two-way SMS & email)
Integrated VOIP and call tracking
Automated hand-off to fulfillment
AI call recording and summaries
Integrated estimates and proposals
Integrated invoices and payments
Accountability system
Centralized document storage
Professional email templates
You own everything 100%
Use us instead of spending 40+ hours building out your own CRM, only to still lose sales along your sales process.
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