Automated CRM System Buildout

We scope out your processes, set up your CRM, and automate workflows so you can manage all your leads, clients, projects, tasks and teams in one place. Fully custom and done-for-you.

We'll scope out your processes, lead flow, metrics, and goals.

How our CRM System buildout works

We scope out your processes, set up your CRM, and automate workflows so you can manage all your leads, clients, projects, tasks and teams in one place.

STEP 1

Business audit

We scope out your processes, lead flow, metrics, leaks, sales stages, tech stack and goals so we can recommend a CRM that's right for you. Typically, we recommend either Monday Sales CRM, Pipedrive, GoHighLevel or HubSpot.

STEP 2

CRM set-up

We set-up and fully customize your CRM so it's super easy to use and you can manage all your leads, clients, projects, tasks and teams in one place. Then, we integrate it with all your apps so that it updates itself.

STEP 3

Process automation

First, we automate your most repetitive tasks and then we supercharge your workflows with custom trained AI to perform advanced, strategic work—you would otherwise need employees for. We aim to double output per employee.

CRM platforms we work with

We recommend and set up the CRM that's right for your business needs. Here are the platforms we specialize in:

Monday Sales CRM

All-in-one CRM and project management solution.

Pipedrive

Sales-focused CRM with intuitive pipeline management.

GoHighLevel

All-in-one marketing and sales platform.

HubSpot

Comprehensive CRM with marketing, sales, and service tools.

What you get with our CRM buildout

A fully automated CRM system that manages your entire sales and operations process.

All-in-one solution

Manage leads, clients, projects, tasks and teams in one place.

Sales process optimized

No leaks and faster sales cycles with automated workflows.

Team collaboration

Seamless collaboration across your entire organization.

Lead management

Track leads through your entire sales funnel with no leaks or delays.

Real-time dashboards

Get visibility into your metrics, KPIs, and business performance.

Automated workflows

Eliminate manual work and double output per employee.

App integrations

Connect all your tools so your CRM updates itself automatically.

Centralized data

One source of truth for all your customer and project data.

AI-powered automation

Custom trained AI to perform advanced, strategic work.

Ready to build your
automated CRM system?

Managing a CRM and operations should be simple and high converting. Let us help you build a system that works.

Why choose us for CRM buildout?

Most CRMs are over-complicated and require too much manual work only for leads and tasks to still get missed or delayed. Let's fix that.

Say bye to:

✗Over-complicated CRMs that require too much manual work
✗Leads and tasks getting missed or delayed
✗Disconnected tools and data silos
✗Lack of visibility into your sales pipeline

Say hello to:

✓Simple, intuitive CRM that your team will actually use
✓Automated workflows that eliminate manual work
✓All your tools integrated and updating automatically
✓Real-time dashboards and visibility into everything