CRM setup
Contacts and companies, custom fields and tags designed around the information you actually use.
CRM & pipeline automation
A CRM your team actually keeps up to date.
Every call, message, booking and quote should land in one place. We set up your CRM around how you really sell — import your existing contacts, define your stages, and add automations that create tasks and raise a flag when something stalls.
What's included
What we set up for you
Data import
We bring in your existing contacts and history from spreadsheets via CSV import, cleaned up along the way.
Lifecycle stages and deal board
Clear stages from new lead to customer, and a visual deal board so you can see what's moving.
One timeline per customer
Calls, messages, bookings, emails and notes all on a single customer timeline.
Tasks and escalations
Automatic tasks when something needs a person, and escalations when nobody follows up.
Dashboards and summaries
Reporting across your pipeline, threshold alerts, and scheduled summaries in your inbox.
How it works
How we set it up
- 1
We learn your process
How a lead becomes a customer at your business, and where things tend to stall.
- 2
We design your pipeline
Stages, fields and tags that match your process — no clutter you'll never use.
- 3
We import and connect
Existing contacts come in, and your forms, calls and chats start creating records automatically.
- 4
We train your team
A short walkthrough so everyone knows where to look and what to do.
Who it's for
A good fit if you're…
- Businesses running on spreadsheets, sticky notes and memory
- Teams that can't see who's following up with whom
- Owners who want a weekly picture without building reports by hand
- Anyone adding AI agents who needs one place for every conversation
People stay in charge
AI agents hand off to a person whenever they're unsure or a customer asks. Texts go only to people who've agreed to hear from you, and opt-outs are honored automatically. We'll never promise specific results — we build so fewer leads slip through.
Our principlesFAQ
Questions about crm & pipeline automation
Can you move our existing contacts over?
Yes. We import contacts from CSV files and map them to the right fields, tags and stages.
Do we need to change how we sell?
No. We design the pipeline around your current process and only suggest changes where they clearly help.
How do leads get into the CRM?
Every form submission, call, chat and booking creates or updates a contact automatically, with the conversation on their timeline.
What's an escalation?
A rule that notices when a lead or task has been sitting too long and alerts the right person, so nothing quietly falls through.
Works well with
AI phone agentAnswers every call around the clock, handles common questions, qualifies new leads and books — then hands off to your team with context.AI chat & text repliesOne AI agent replying on website chat, text, email, Messenger and Instagram DMs — all in one shared inbox where your team can take over.Lead follow-up automationsSpeed to lead, missed-call text-back, quote follow-up sequences and reactivation campaigns — so fewer leads go cold.
Let's make sure every lead gets an answer.
Tell us how leads reach you today and where things get stuck. Every engagement is scoped to your goals — talk to us for pricing.