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Service · Part of one system

CRM — done for you

Contacts, context and pipeline in one place. Contacts, tags, notes, lead management — planned, built and connected for you.

What’s included

What we build for you

Every crm setup is shaped around your business during the strategy call and system audit — then built, connected and tested as part of the $3,004 one-time implementation.

  • CRM setup and configuration
  • Contacts, tags, notes and history
  • Pipeline stages matched to your sales process
  • Team access and ownership rules
  • Every conversation in one place

FAQ

CRM questions, answered

How do I track what stage each lead is in?

A CRM pipeline shows every lead in a stage — such as New, Qualified, Proposal and Won — so you can see where each one stands at a glance.

What does a CRM setup include?

We set up your pipeline stages, contact records, lead sources, team access and the automations that move leads between stages, then connect it to your ads, funnel and calendar.

Can my whole team use the same CRM?

Yes. Team members can share one CRM so handoffs are visible and leads are not lost between people.

Can I move my existing contacts into the new CRM?

Usually, yes. Existing contacts can be imported during the build so your history is kept in one place.

Let’s build the system behind your business.

CRM is one part of it. We build the whole connected system — $3,004 one-time setup and implementation.