Services

CRM automation

Every lead followed up. Leads arrive from five places and follow-up depends on who remembers.

Book a call

What we build

A CRM set up around your sales process: capture from every source, pipelines that match your stages, and automated follow-up, booking, and reminders.

Lead capture
Leads from every source land in one CRM, so follow-up never depends on who remembers.
Pipelines
Pipeline stages that match how you sell.
Follow-up
Follow-up sequences that run on their own after each step.
Booking and reminders
Booking and reminders connected to the same records.
Reporting
Reporting on what comes in and what moves forward.
  • Pipeline design
  • Lead capture from every source
  • Follow-up sequences
  • Booking and reminders
  • Reporting

How it works

Price
Fixed, in your written scope
Timeline
Set in the scope, before work starts
You own
Your data, accounts, and content
After launch
30 days of support included

Questions

What does a build cost?

Every build gets a fixed price in the written scope, before any work starts. You know the number and what it covers before you commit.

Who owns the code and the data?

Your data, accounts, and content belong to your company from day one. The systems we build for you come with a perpetual license to run and change them in your business. We keep ownership of what we build, so it cannot be resold or repackaged, and we never reuse your data. If you want a specific feature to be yours alone, we can price it as an exclusive feature. Your written scope spells out which is which.

What happens after launch?

30 days of support are included with every build. If you want ongoing help after that, we can keep going on a monthly basis.

Do we have to replace the tools we already use?

Usually not. Most builds connect to what you already run, like your storefront, accounting, and CRM, and replace only the parts that are holding you back.

Where are you based?

Columbus, Ohio. We work with founder-led companies anywhere, by video and on site when it helps.

Your business

Want every lead followed up?