Custom CRM & Lead Routing
A CRM built around how you actually sell, with every lead sent to the right person instantly.
What it is
We build and configure CRMs that fit your business instead of forcing your business to fit the software: pipelines, lead routing, call and inbox history, scheduling and reporting in one place.
Who it's for
- Businesses with leads scattered across inboxes, sheets and phones
- Multi-location or multi-service companies that need leads sent to the right team
- Owners who want one screen that shows what is happening
What's included
- Pipeline and stage design
- Lead capture from every form, call and ad
- Automatic routing and assignment rules
- Email, SMS and call history per lead
- Booking and calendar integration
- Dashboards and user permissions
The process
Discover
We map how leads arrive and who handles them today.
Design
Pipelines, fields and routing rules are designed with your team.
Build
The CRM is set up and every lead source is connected.
Train
Your team is onboarded and we adjust based on real use.
Questions
Can you move my data from my current system?
Yes. We import contacts, deals and history from spreadsheets and most common CRMs.
Is it a monthly subscription?
That depends on the setup we agree on. We explain the costs before we build anything.
Pairs well with
Google Ads & Meta Ads
Paid search and social campaigns built around calls, forms and booked jobs, not clicks.
Learn moreSEO & Local SEO
Rank in search and on Google Maps with on-site SEO and Google Business Profile optimization.
Learn moreLead Generation
Inbound lead systems and landing pages that turn visitors into calls and booked appointments.
Learn more
Ready for more leads and less busywork?
Book a free call. We'll look at where you are and tell you honestly what would move the needle.