CRM & Sales Automation
Stop losing leads
to slow follow-up.
CRM setup, pipeline visibility, and automated follow-up sequences that make sure every lead gets worked, without adding hours to your day or another tool to your stack.
Direct Answer
A Leads to Sales CRM build connects your forms, phone, calendar, and email into one pipeline with automated follow-up. Standard builds take two to three weeks.
A Leads to Sales CRM build wires your website forms, phone, calendar, and email into a single pipeline with automated follow-up so a new lead gets a reply in under a minute. Standard builds take 2 to 3 weeks and include training, documentation, and a 30-day check-in.
60s
Avg response on a new web lead
35%
Lift in lead-to-booked-call
12+
Automations live per build
The Problem
The lead is rarely lost. The follow-up is.
Most service businesses do not have a lead-generation problem. They have a follow-up problem. Forms come in, phones ring, and the best leads cool off because nothing automated catches them while they are still warm.
Leads come in from your site or ads and sit untouched for hours or days
You have a CRM but nobody actually uses it because setup was never finished
Follow-up depends on whoever has time, which means the best leads cool off first
You have no idea which marketing source produced the deals you actually closed
The Engagement
A real system, not just a software install.
Every CRM engagement ships with the same baseline build, training, and 30-day adoption support so the system actually sticks.
Get this service
CRM & Sales Automation
Done-for-you CRM build with pipeline, automations, integrations, and team training that drives real adoption.
Investment
From $2,500 setup, $400/mo
Final scope and price confirmed in proposal.
- Pipeline designed around how you sell
- Lead capture, attribution, and routing
- Email and text follow-up automations
- Booking and reminder workflows
- Live training plus 30 days of adoption support
What you get
Scope of work, in writing.
Every CRM engagement ships with these deliverables. Custom integrations and multi-team rollouts add scope on top, but the core build never changes.
- 01
CRM platform setup
We configure the platform of your choice (or recommend one), import existing contacts, and set up users with the right permissions.
- 02
Pipeline and stage design
Sales stages, statuses, custom fields, and required data points mapped to how your team actually closes deals.
- 03
Lead capture integration
Site forms, phone calls, and inbound texts piped directly into the right pipeline with source attribution attached.
- 04
Automated follow-up workflows
Email and text sequences for new leads, no-show reminders, post-quote follow-up, and reactivation of cold leads.
- 05
Booking and reminder system
Calendar integrations, automated booking confirmations, reminders, and reschedule links connected to the pipeline.
- 06
Reporting dashboards and team training
A simple weekly dashboard plus a live training session so the team actually adopts the system on day one.
CRM setup and pipeline buildout
Stages, statuses, custom fields, and automations configured around how you actually sell, not a generic template.
Automated follow-up sequences
Email and text drips that run the second a lead lands. Nothing slips, even on weekends, holidays, or busy days.
Booking and scheduling integration
Direct booking from your site, automated confirmations, reminders, and reschedule links wired into the pipeline.
Two-way text and unified inbox
Texts, emails, and form submissions all in one place. Your whole team can see and respond from a single conversation thread.
Review and reputation flow
Automated review requests after a job, smart routing to Google, and quick alerts on anything below five stars.
Pipeline reporting that ties to revenue
Source attribution, lead-to-close rates, and conversion funnels you can actually read in 30 seconds.
Results
What changes after the system goes live.
Averaged across CRM engagements that completed onboarding and ran for at least 90 days.
0s
Average response time on a new web lead, down from hours
0%
Lift in lead-to-booked-call conversion in the first 90 days
0x
Google reviews collected per month with automated requests
“The lead is rarely the problem. The follow-up is. We have watched businesses double their close rate the month they stopped relying on memory and let automation do the chasing in the first five minutes.”
Jamison Sloan
Co-Founder & Systems Lead, Leads to Sales
“From start to finish, they were professional, responsive, and truly committed to understanding my vision. The quality exceeded my expectations, and they consistently went above and beyond.”
Jared Davis
Next Chapter RM
Outcome: Connected build engagement delivered with full client adoption
Key Takeaways
- Harvard Business Review's MIT-backed study found firms that contact a web lead within 5 minutes are 100x more likely to qualify the lead than those that wait 30 minutes.
- A standard Leads to Sales CRM build takes 2 to 3 weeks and ships with pipeline, automations, integrations, training, and written documentation.
- We work with whichever platform fits your business: HighLevel, HubSpot, Pipedrive, or Zoho, recommended only after we look at team size and deal complexity.
- Every build includes a 30-day post-launch check-in so the system gets adjusted to how your team actually sells, not a generic template.
Client voices
Words from real CRM clients.
“We used to lose leads in inboxes. Now every form fill gets a text in under a minute. Our close rate jumped within a month.”
“First time I have ever been able to see which marketing source actually generated revenue. Game changer for budgeting.”
“The automated review requests doubled our Google reviews in 90 days without anyone on the team having to remember.”
“My team finally uses the CRM because it actually fits how we sell. They walked us through it like real partners, not vendors.”
“We pulled in 18 cold leads from a list nobody had touched in months. The reactivation sequence alone paid for the year.”
Real work
CRM and pipeline builds we have shipped.
A few of the businesses we have wired up with sales pipelines, automations, and lead capture.
Common questions
Honest answers before you commit.
The four questions every business owner asks before handing CRM setup to someone outside the team. Straight, no hedging.
Get a ProposalProposal in 24 hours
Ready to stop losing leads?
Send us a quick note about how leads come in today and we will return a 24-hour proposal showing exactly what we would build, in what order, and what it costs.