Your Business. On Autopilot.
Stop letting leads slip through the cracks. We set up, organize, and automate your CRM pipelines so you can manage clients, track opportunities, and automate follow-ups with zero manual work.
CRM Setup
Zapier Automation
Lead Routing
Custom Pipelines
Core Capabilities & Deliverables
CRM Architecture Setup: Complete setup of your CRM (Follow Up Boss, KVCore, HighLevel, Hubspot) with custom client tags and pipelines.
Workflow Trigger Automation: Create automations that route leads, update statuses, send emails, and assign tasks based on client actions.
Third-Party App Integrations: Sync your CRM with website forms, paid ads, calendar managers, and email marketing apps using custom APIs or Zapier.
Database Optimization: Deduplicate, clean, segment, and tag your existing list of contacts to prepare them for targeted campaigns.
What Every Project Includes
- Tailored CRM pipeline map designed around your business sales stages.
- Integration of up to 5 external lead sources directly to your CRM.
- Setup of automated lead routing rules for teams.
- Custom fields, tags, and client statuses configuration.
- Creation of 3 automated follow-up sequences (welcome, buyer list, referral request).
- Zapier webhooks setup and integration audits.
- 1-on-1 CRM tutorial call and custom video handbook.
Detailed Integration Process
- Pipeline Discovery & Mapping: We map your lead stages, client touchpoints, and document custom variables.
- Database Migration: We clean, format, segment, and import your existing contact database.
- Trigger Workflow Build: We code automations, setup email templates, and organize dashboard pipelines.
- Integration Testing: We run test leads through the system, verifying notifications, tags, and routing rules.
- Team Walkthrough & Hand-off: We host a training call and deliver a video guide so you can run the system easily.
Frequently Asked Questions
For real estate teams, Follow Up Boss is excellent. For all-in-one automation, GoHighLevel is extremely powerful. We analyze your requirements and recommend the perfect fit.
No. Software subscriptions are paid directly by the client. We design and build the integrations inside your accounts.
Yes. We consolidate files, clean duplicates, assign source tags, and organize them into a single, unified database.