The problem
Before: work lives in texts, sticky notes and spreadsheets.
Where you are: You’re winning work, but nobody can see all of it in one place.
You’ll recognize this if:
- A spreadsheet of contacts that’s always out of date.
- Sticky notes for callbacks and missed calls on a phone.
- Quotes in an inbox with no reminder to follow up.
- Only the owner knows which accounts need attention.
Our fix
After: one custom CRM your team actually uses.
What we do: We build your custom CRM around how you sell, then move your team onto it with training and a documented handoff.
What we build and deliver:
- Every lead, account and quote in one place
- Lead scoring and a clear next step for each prospect
- Follow-up reminders on the calendar
- A pipeline from first contact to signed account
- Up to 10 logins with two-step sign-in
What changes: Nothing depends on memory: every follow-up is scheduled, and anyone on the team can see where an account stands.
What’s included
Where to start
- Level 1 · Custom CRM is where every client starts.
- Builds take 2–4 weeks for every Level.
- Each level includes the ones before it.
- Level 1 · Custom CRM starts at $3,500; final price confirmed after the assessment.
FAQ
Common questions
Do we have to give up our spreadsheets on day one?
No. Your contacts can come over with the Data Migration add-on, and we train your team before go-live.