CRM & Automation
CRM and automation services that follow up for you
Our CRM and automation services make sure every lead is captured, tracked, and followed up, without you chasing anyone. We set up GoHighLevel or Zoho CRM, automate your emails and texts, and connect the tools your team already uses.
Our CRM and automation services
GoHighLevel Setup
A complete GoHighLevel system built around how your business sells.
- Pipelines, forms, and calendars
- Workflows for follow-up and reminders
- Dashboards to track leads and sales
Zoho CRM
Zoho CRM and Marketing Automation, set up and customized for your team.
- Modules, fields, and pipelines
- Workflow rules and email campaigns
- Data migration from spreadsheets or old CRMs
Marketing Automation
Automated messages that nurture leads and bring customers back.
- Email and SMS follow-up sequences
- Appointment and payment reminders
- Review requests after each job
Integrations & Custom Development
Connect your website, CRM, store, and tools so data flows automatically.
- Website forms to CRM
- WooCommerce, payment, and booking integrations
- Frappe/ERPNext and custom solutions
Pricing
Starter Setup
Capturing and tracking every lead
$599
Advanced
A full system that follows up for you
$1,499
Enterprise & ERPNext
Custom implementations and migrations
Custom quote
CRM software subscriptions (GoHighLevel, Zoho) are paid separately. See full details on our Pricing page.
How it works
Frequently asked questions
Which CRM should I use, GoHighLevel or Zoho?
GoHighLevel is great for marketing and lead follow-up. Zoho suits sales teams and larger operations. We’ll recommend the best fit on a free call.
Can you move my data from my current CRM or spreadsheets?
Yes. We migrate contacts, deals, and notes so nothing is lost.
Is the CRM software included in the price?
No. You pay for the software directly so you own the account. Our price covers setup and automation.
Will you train my team?
Yes. Every setup includes a walkthrough and simple guides for your team.
Do you offer ongoing support?
Yes. We can maintain and improve your workflows monthly as your business grows.
Ready to get started?
Book a free strategy call and get a clear plan, timeline, and quote for your project.
