We set up and manage your CRM so every lead, estimate, and follow-up gets handled — without you having to touch it.
Most small businesses lose more to bad follow-up than to bad leads.
Most businesses buy a CRM, import contacts, and stop there. Real setup takes 20+ hours of configuration your team doesn't have.
Without a dedicated admin, data rots, automations break, and your team stops trusting the system. Leads fall through the cracks.
You're choosing between doing sales work and managing sales systems — when you need both working at the same time.
We're your outsourced CRM department — built into your team without the full-time cost.
We build your CRM right the first time — data migration, custom fields, pipelines, and automations configured for your business.
Every lead captured, scored, and routed. Every stage tracked. Every follow-up triggered automatically.
We run your CRM every day — data hygiene, user support, automation maintenance, and continuous optimization.
Connect your CRM to the tools you already use — email, calendar, phone system, accounting software, and more.
Monthly reports showing exactly what's happening in your pipeline — lead sources, conversion rates, and what to improve.
We train your team to use the system properly and stay available when questions come up. No more "I don't know how to do that."
Three phases to a CRM you never have to worry about again.
We learn your business, your sales process, and audit whatever you're using now. Delivered in week one.
We configure your CRM, migrate your data, build automations, and train your team. Live in 2–3 weeks.
We run your CRM daily, report monthly, and continuously improve what's working. Ongoing, forever.
One-time setup fee plus a monthly management retainer. CRM software billed separately by the vendor.
Software subscription (Zoho, HubSpot, etc.) billed separately by the vendor directly to you. We work with most major CRM platforms.
Tell us how many users need access and we'll calculate exactly what you'll invest every month.
Estimated quote based on standard configurations. Your final quote may vary based on data migration, integrations, and specific requirements — we'll confirm everything on your free 30-minute consultation. Zoho software billed directly by Zoho.
30-minute consultation. We'll audit your current setup and show you exactly what we'd fix — at no cost.
We take on 3 new clients per month. Early slots fill fast.