CRM & automation packages
Respond faster. Follow up consistently. Keep every lead organized.
These managed CRM systems help local businesses turn more inquiries into conversations, appointments and customers without relying on someone to remember every follow-up.
Get a free reviewChoose your system
Three levels of lead follow-up
Start with the system that fixes your biggest leak. Each package is configured around your actual services, team and lead process.
Lead Response
For businesses that need every new inquiry answered and organized quickly.
$249/month
$750 one-time setup
- Instant SMS and email response to new leads
- Missed-call text back
- One website or lead-form connection
- Unified inbox for calls, texts and emails
- One organized contact pipeline
- Contact records, tags and lead-source tracking
- Basic system monitoring and support
Most popular
Follow-Up System
For businesses that need leads followed through to a booked appointment.
$497/month
$1,250 one-time setup
- Everything included in Lead Response
- Automated 7 to 14-day lead follow-up
- Online booking calendar
- Appointment confirmations and reminders
- Cancellation and rescheduling follow-up
- Automatic review requests
- Pipeline-stage automation
- Custom message copy written around your business
Growth CRM
For businesses ready to automate more of the complete customer journey.
$797/month
$2,000 one-time setup
- Everything included in Follow-Up System
- No-show and unbooked-lead recovery
- Estimate or quote follow-up
- Long-term lead nurture
- Quarterly past-customer reactivation campaign
- Birthday or customer-milestone campaigns
- Multiple pipelines or calendars
- Expanded workflow monitoring and support
CRM service is month to month after the initial setup. Phone numbers, calls, texts, emails and optional AI usage are billed separately based on actual platform usage.
What setup covers
Built, tested and ready for your team
The setup fee covers the concentrated implementation work required before reliable automation can begin.
Workflow planning
We map where leads come from, how your team responds, when follow-up should happen and what counts as a completed opportunity.
System build
We configure the pipeline, forms, inbox, calendar, messages, triggers and automations included in your selected package.
Testing and launch
Every workflow is tested before launch. We then show your team how to use the inbox, pipeline and day-to-day controls.