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CRM & AutomationStop losing leads. Start booking more appointments.
Every new lead gets a text and an email in under a minute, a link to book, and reminders so they actually show up. Your team sees every lead in one pipeline.
- Every lead contacted in seconds
- Booking and reminders built in
- Set up and run by our team
- 1Text goes out instantly
- 2Email with a booking link
- 3Reminder before the appointment
- 4Follow-up sequence if they don’t book
The first business to call back usually wins.
If any of these sound familiar, you’re losing leads you already paid for.
- Someone on your team texts leads by hand, when they remember.
- Calls after 5pm go to voicemail and nobody calls back.
- Leads live in four different tools.
- Follow-up depends on who’s working that day.
- You don’t know how many leads went cold last month.
One platform for the whole follow-up.
Most CRMs store contacts. This one books appointments.
1Automated lead follow-up
- Instant text and email
- Missed-call text back
- Sequences that stop when they reply
2Appointment booking
- Online calendar
- Confirmations
- Reminders 24 hours and 1 hour before
3Sales pipeline
- Every lead has a stage
- Every stage has a next step
- Nothing sits without a date
4Email and SMS marketing
- Campaigns to past customers
- Nurture for leads who aren’t ready
- Opt-in and STOP handled for you
5Reputation management
- Review requests after the job
- Alerts on new reviews
- Reply from one place
6Reporting and tracking
- Lead source on every contact
- Booked and show rates
- Closed revenue by source
Faster response. More people showing up.
What changes when follow-up runs on its own.
- Leads contacted in seconds, not hours
- More booked appointments show up
- Follow-up happens every time
- You see the whole pipeline
- You know which source made money
From the form to the calendar.
SBA Loan Guy brought in 470 leads in six weeks. Every one was tracked from the form to the calendar, and 56 appointments were booked and confirmed. Nobody had to remember to follow up. The system did it.
Built for you. Not handed to you.
You don’t get a login and a tutorial. We build it, connect it and run it with you.
- Week 1
Map your follow-up.
Where leads come from, what happens to them today, and where they fall through.
- Week 2
Build and connect.
Pipeline, texts, emails, booking calendar and reminders, connected to your forms, ads and phone.
- Week 3
Go live.
We test every workflow with real leads and train your team on the pipeline.
- Every month
Tune it.
Response time, booked rate and show rate. We fix what’s slowing leads down.
One build. One flat monthly fee.
A one-time setup fee to build it, then a flat monthly fee for the platform and our support. You get the number on the first call, in writing, before you sign anything.
| Setup, one time | Pipeline, automations, booking and reminders, connected to your lead sources |
|---|---|
| Monthly | One flat fee for the platform, updates and support |
| Quote | On the first call, in writing, before you sign |
| Your data | Your contacts and pipeline are yours |
CRM questions, answered straight.
How fast does a new lead get a response?
The first text and email go out within 60 seconds, any time of day.
Do I have to learn new software?
Not much. We build and run it. Your team works from one pipeline and a phone app, and we train them on both.
Can it work with the leads I already get?
Yes. Website forms, ads, calls and texts all land in the same pipeline. You don’t have to run ads with us.
How much does it cost?
A one-time setup fee and a flat monthly fee. We quote both on the first call, in writing.
Is this the same as the Acquisition System?
The CRM is the software and automations. The Acquisition System adds our SDRs calling your leads, sales scripts and the full process around it.
What if every lead was contacted in seconds?
How many more appointments would you book? Let’s figure it out with your numbers.
Book a 20-minute call