CRM Setup & Custom CRM: Every lead and customer in one place, with nothing left to memory
We set up the CRM you already pay for and connect it to your phone, website, and ads, or build a lean custom one when the big platforms are more than you need.
How It Works
From scattered contacts to one list you can work from
Leads come from
- Creating the record
- Tagging the source
- Moving it along
- Scheduling the follow-up
What your team sees
What’s Included
Built for how your business actually works
Every lead lands here
Calls, web forms, Facebook leads, and Yelp messages each create a record on their own, tagged with where they came from.
In Practice
Common use cases
A few of the ways businesses like yours put this to work. Every build is shaped around your tools and your process.
- Setting up HubSpot or another CRM so your team actually uses it
- Cleaning up duplicate and half-filled contacts
- Connecting the CRM to your phones, website, and ad accounts
- Moving off spreadsheets and sticky notes
- A custom CRM for a process no platform fits
Where It Fits
Solutions built with this
Most businesses don't buy one service on its own. These are the solutions it's part of.
Common Questions
CRM questions, answered
Which CRMs do you work with?
HubSpot, Salesforce, and most CRMs that let other software connect to them. If your industry software already keeps customer records, we can often work with that instead of adding another tool.
Should we use an existing CRM or have you build one?
Most businesses should start with an existing CRM. We suggest a custom build only when you'd be paying for a large platform to use a small part of it, or when your process doesn't fit any of them. We'll tell you which camp you're in.
Can you move our data from spreadsheets or an old system?
Yes. We import it, merge the duplicates, fill gaps where the data allows, and check it with you before anyone relies on it.
Will my team have to type everything in?
No. Leads from calls, forms, and ads arrive on their own, and the daily view shows only what needs doing. The less typing a CRM asks for, the more likely it gets used.