Organize your leads and never miss a follow-up
A CRM setup that matches how your business actually works — not a bloated system you'll never use.
Book a Free ConsultWhat's included
Everything you need to get results — scoped to your specific situation after a consultation.
- CRM selection guidance (if needed)
- Pipeline and stage configuration
- Lead capture integration (forms, website, ads)
- Tags, stages, and reminder setup
- Basic team training and handoff
- Data migration from spreadsheets or old systems
How it works
A clear process from start to finish — no guesswork.
Assess your needs
We understand your sales process and what you're tracking today.
Configure CRM
Pipelines, fields, tags, and automations set up to match your workflow.
Connect lead sources
Your website, forms, and ads feed directly into the CRM.
Train your team
Hands-on training so your team actually uses it.
What you'll get
Who this is for
- Businesses tracking leads in spreadsheets or sticky notes
- Teams that forget to follow up on quotes
- Companies with no visibility into their sales pipeline
- Anyone who's outgrown their current system
Frequently asked questions
It depends on your size, budget, and needs. We work with several platforms and will recommend the best fit — not just the most expensive one.
Yes. We can import contacts, deals, and notes from spreadsheets, other CRMs, or even email threads.
A basic CRM setup typically takes 1-2 weeks. More complex configurations with data migration may take 3-4 weeks.
That's the whole point. We configure it to match your process (not the other way around) and provide hands-on training.
Ready to get more booked jobs?
Book a free consultation and we'll map out exactly what your business needs.
Book a Free Consult