CRM Setup & Automation

Build a CRM that grows revenue, not admin work.

Build a CRM that grows revenue, not admin work.

Simple beats fancy. Precision beats hustle.

Most small teams don’t need a "big enterprise" setup. You need a clean pipeline, clear next steps, and automatic nudges that keep deals moving. We design your CRM to be obvious, fast, and hard to mess up.

Outcomes we deliver

  • More replies and booked meetings from consistent, timed follow‑ups

  • Shorter sales cycles with clear next actions on every deal

  • Higher conversion from lead to customer with structured nurturing

  • Reliable forecasts your team can plan around

  • Less busywork. More selling, serving, and shipping

What you get

  • CRM fit: choose and configure the right platform for your stage

  • Pipeline design: stages, definitions, and SLAs that everyone understands

  • Automations: follow‑ups, tasking, hand‑offs, and reminders that run themselves

  • Data foundation: fields, tags, and reports that give true visibility

  • Integrations: email, calendar, forms, and payments tied into one flow

  • Training: short Looms and live walkthroughs so the team actually uses it

  • Launch support: we stay through go‑live to make sure it sticks

WHAT SETS US APART

  • Operator‑first, not tool‑first: we design around your real workflow

  • "Simple by default" builds your team will actually adopt

  • Clear KPIs and dashboards aligned to revenue, not vanity metrics

  • Fast sprints: from discovery to live in weeks, not months

  • Small‑business experience across service, local, and B2B teams

Ready to start yOur Growth Journey?

One conversation to reduce chaos.

No pressure.

Just clarity.

Let’s Think. Let’s Build. Let’s Share.

Let’s Think. Let’s Build. Let’s Share.

Contact Info

(915) 292-2800

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