CRM setup and complete automation — one system instead of five apps
Every call, message, appointment and customer in one place, with the follow-ups running themselves. This is the service that ties the other three together: the chat assistant, the voice agent and the review requests all writing into the same system, so nothing gets typed twice and nobody gets forgotten.
Replace the pile of apps with one system that runs your follow-up for you — working in 30 days, or you don't pay.
PS — we move your existing customers and history across. You don't start from an empty screen.
Built on GoHighLevel, so you own the account and everything in it — not locked into us.
The stack most local businesses are quietly paying for.
A calendar here, a texting app there, a spreadsheet of customers, a separate inbox for Instagram, and a sticky note reminding you to chase last week's quote. Each one fine on its own, none of them talking to each other.
- Your CRM built and configured around how your business actually works
- Existing customers, history and calendars migrated across
- One inbox for calls, texts, WhatsApp, Instagram, Facebook and email
- A pipeline that shows exactly where every lead has got to
- Automatic follow-up for unbooked leads, no-shows and old quotes
- Appointment reminders that cut no-shows without you sending them
- Review requests firing after every completed visit
- A dashboard that answers "where did this month's customers come from?"
- Training for you and your team, plus written handover notes
- You own the account — if we part ways, the system stays yours
Three weeks, and you're never left staring at a half-built system.
We map what you do now
One session walking through how a customer currently reaches you, gets booked, and gets followed up — including the bits held together by memory.
We build it and move your data
Pipelines, automations, reminders and inbox, with your existing customers imported. You review it before a single message goes out.
We hand it over properly
Training for whoever runs the front desk, written notes for the rest, and 30 days of us watching it with you.
Straight answers before you book a call.
Do I have to throw away the tools I already use?
Not necessarily. If your calendar or accounting software is working, we connect to it. What we replace is the manual copying between tools — that's where the time and the dropped leads go.
What happens to my existing customer list?
We migrate it, including appointment history and notes where they exist. You don't start from an empty database, and we show you the imported records before going live.
Am I locked in to you?
No. The account is in your name and you keep it if you stop working with us — data, automations and all. We'd rather you stay because it's working.
Is my team going to be able to use it?
That's a real risk with any new system, so it's part of the build, not an afterthought: we train whoever answers the phone, leave written notes, and stay close for the first 30 days.
Do I need the other three services for this to be worth it?
No — the CRM and automations stand on their own. But this is where the other three become one thing instead of three, so most clients end up adding them.