CRM Setup & Automation
One pipeline for every lead, built around how you sell.
CRM automation for home service businesses and clinics
Every lead, handled. Automatically.
We find where leads slip through your forms, CRM, and follow-up, then build the automation that catches every one of them.
Free · 30 minutes · Written Leak Map in 48 hours · No obligation
Works with the tools you already use
Find the leaks. Fix them in 14 days. Keep them fixed.
Free Lead Leak Audit
Find every place leads slip away
On a 30-minute call, our founder traces one lead from first inquiry to booked appointment. Two days later you get a written Leak Map: every leak, what it costs you, and how to fix it.
Features
Speed to lead
How long a new inquiry waits for its first reply, on every channel you get leads from.
Follow-up gaps
Where leads go quiet because the next step depends on someone remembering to do it.
Handoffs between tools
Forms, ads, calendars, and inboxes that don't pass leads cleanly into your CRM.
HighAuto text-back
Missed calls get no reply
Phone to CRM
High3-step follow-up
Follow-up stops after one text
CRM sequences
Medium24h + 2h reminders
No reminders before calls
Calendar
Flow Fix · 14-day leak fix
Fix your 3 biggest leaks in 14 days
A fixed price, agreed in writing before we start. Our team builds inside your CRM, connects the tools you already use, and tests every path end to end before it goes live.
Features
Replies in under 5 minutes
Every new lead gets a personal reply within minutes, day or night. It's guaranteed.
Follow-up that never forgets
Texts, emails, and reminders that keep going until the lead books or says no.
One CRM for every lead
Web forms, calls, ads, and directory listings all land in one pipeline.
Flow Fix summary · Sample
What was leaking
Web leads waited 4 to 24 hours for a first reply.
What we built
- Instant reply from your number
- AI step that reads the reply
- Booking with two reminders
Client results
What changed for our clients
“A new lead used to wait most of the day for a reply. Now every lead hears from us within minutes, and nobody on the team has to remember to do it.”
< 5 minLead response, down from 4 to 24 hoursTrailside Tidy
“Our leads came in from the website, directory listings, and the phone, and we handled each one by hand. Now they all land in one place, every new lead gets an estimate within minutes, and follow-up, confirmations, and review requests run without us.”
< 5 minEstimate sent to every new leadClutch Cleaning
“We were losing jobs between the quote and the contract. Now the follow-up and the contract go out on their own, and customers sign the same day.”
Same dayFrom lead to signed contractR2 Sealing
“Our old CRM was a mess we didn't even own. The move was seamless: no downtime, nothing lost, and the system is finally ours.”
0Data lost in migrationWomen in Dentistry
“Every lead used to need one of us to qualify it, chase it, and book it. Now the system replies around the clock, answers the usual questions, and puts the booking on our calendar without anyone stepping in.”
24/7AI lead responseAI MOTOX
“Our consultation bookings were up and down, and nobody qualified a lead before it hit the calendar. Now every lead is qualified before it books, old contacts we had given up on are coming back, and bookings are finally predictable.”
AIQualifies every lead before bookingLeadAdvisor
“We were tracking referrals by hand, with no tiers and nothing to stop people gaming it. Now rewards go out on their own at every milestone, abuse gets caught automatically, and nobody has to watch over it.”
4 tiersRewards delivered automaticallyGyro Republic
Client 1 of 7
From automation to AI
The right amount of AI, not the most
Most leaks are fixed with simple rules. We add AI only where it does a job better, and your team stays in control of every step. Most clients start with rules, then add AI where it earns its place.
- New web lead
- Text in 60 seconds
- Reminders set
Rules: New lead follow-up
Every web lead gets a text within 60 seconds, lands in your pipeline, and gets reminders before the call.
- Missed call
- Text back
- AI summarizes the reply
Rules + AI: Missed call text-back
A missed call gets a text back. AI reads the reply and writes a note, so your team calls back knowing the job.
- AI answers questions
- AI qualifies the lead
- Call booked
AI assistant: After-hours questions
An AI chat on your site answers pricing and availability questions at 11 PM, then books the qualified ones.
- Agent reaches old leads
- Handles the replies
- Books the job
AI agent: Old lead reactivation
An agent follows up with old leads, handles replies and objections, and books appointments. Anything unusual goes to your team.
Monthly Tune-Up
Keep every system working
Tools change and connections break. Every month we check your automations, fix anything that drifted, and add new ones as you grow. Optional, and you can cancel anytime.
Features
A monthly check of every connection
Forms, calendars, phone, and CRM, tested end to end every month.
Fixes for anything that breaks
Small changes and repairs are included, with no new quote needed.
New automations as you grow
Add a service, a location, or a team member without starting over.
Website form to CRM
Missed-call text-back
Booking reminders
Calendar changed its settings
Review requests
Quote follow-up
What we build
CRM automation services that close the leaks
Six services, one goal: every lead gets a fast reply and a steady follow-up until it books.
Workflow Automation
Follow-ups and reminders that run without anyone remembering.
AI Automation
AI that answers questions, qualifies leads, and texts back missed calls.
Sales Pipeline Automation
Quotes and bookings that move forward on their own.
Marketing Automation
Campaigns, reviews, and referrals on a schedule.
Integrations & Migrations
Your tools connected, and clean moves off old systems.
Built to be yours
Everything we build stays yours
You own it
Your accounts, your data
Fixed price
Agreed in writing first
Documented
Every automation written up
5-minute guarantee
Or we keep working free
No lock-in
Cancel the Tune-Up anytime
Connects to the tools you already use
- Website forms
- Phone and SMS
- Calendars
- Ad platforms
- Booking and job software
- Payments
- Review sites
FAQ
Questions owners ask
Do we need to already have a CRM?
No. If you don't have one, we set one up as part of the build. If you already have one, we work with it or migrate you cleanly to something that fits better.
How is this different from just buying CRM software?
Software alone doesn't set itself up. We configure the CRM, build the automations, and connect your tools around how your business actually sells, instead of a generic template.
Which tools do you work with?
Most major CRMs, plus the forms, calendars, phone and SMS tools, ad platforms, and booking or job software around them. If you already have a CRM, we usually build inside it. If you don't, we recommend one that fits your business and budget before anything is set up.
Do I own what you build?
Yes. Your CRM, your data, and every automation we build stay in your own accounts and belong to you. We work with the access you give us, and you can remove it anytime. Everything is documented, so you're never dependent on us to keep it running.
How much does it cost?
The audit is free. Fixing your 3 biggest leaks is a fixed-price Flow Fix, our 14-day leak fix, starting from $1,500. You get the exact price in writing before any work starts. The Monthly Tune-Up starts from $300 a month, is optional, and you can cancel anytime. We take on 4 new clients a month so each one gets full attention.
Stop losing leads you already paid for
Book a free 30-minute Lead Leak Audit. Your written Leak Map arrives within 48 hours, yours to keep.
We take on 4 new clients a month, so every build gets full attention.