Revenue & Retention Automation

CRM Setup & Sales Pipeline

One place for every call, text, lead and deal, with automations that move customers forward.

Book a strategy call What’s included

Why it matters

The problem we solve

Leads arrive by phone, form, email and text, and each one lives in a different place, so nobody can say how many came in last week.
Deals stall quietly because there is no reminder when a quote goes unanswered or a promised callback is missed.
Owners cannot see which marketing source turns into revenue, so budget decisions are made on instinct.

What’s included

What you get with CRM Setup & Sales Pipeline

Ideal for: Businesses tracking leads in spreadsheets, sticky notes or several disconnected tools.

CRM setup with your pipeline stages
Lead capture from every source
Automated follow-up sequences
Team training
Dashboards

Optional add-ons

Custom integrationConnect a system outside our standard set, where the vendor provides API access.
Live results dashboardCalls, leads, bookings and revenue by source in real time.

In practice

Bringing order to a growing freight brokerage

Illustrative example with a fictional business.

Varrick Freight Brokerage, a fictional company with six brokers, tracked shippers in a shared spreadsheet and personal inboxes. Quote requests arrived by email, phone and the website, and nobody knew which ones had been answered. We mapped their process into a pipeline: inquiry, lane details collected, quote sent, follow-up, booked and repeat shipper. Website forms and a shared quote inbox now create records automatically, calls are logged with notes, and a quote that gets no reply in two business days creates a task for the broker who sent it. Lost deals require a reason. After a few weeks the owner can see which lanes and lead sources turn into booked loads, and which brokers need help with follow-up.

How it works

From kickoff to live

Map your sales process

We interview the people who sell and serve, then draw your real pipeline: where leads come from, the stages they pass through and who owns each step.

Build the CRM

We configure pipelines, fields, lead capture, tags and permissions in GoHighLevel, HubSpot or the CRM you already use, and import your existing contacts cleanly.

Automate follow-up

We add automations for the moments that slip: new-lead response, quote follow-up, stalled deals, won-deal handoff and lost-deal reasons.

Train and hand over

Your team gets role-based training and short written guides, and we stay on to adjust the setup as you learn what you need.

Deliverables

What you receive

A documented pipeline with stages, entry and exit rules and an owner for each step
CRM configuration: fields, tags, permissions, lead capture forms and a unified inbox where supported
Clean import of your existing contacts and open deals
Follow-up automations for new leads, quotes, stalled deals and handoffs
Dashboards showing lead sources, pipeline value and conversion by stage
Role-based training sessions and short written guides for your team

Honest fit check

When we’re not the right fit

Teams unwilling to log activity in the CRM. Any CRM only works if people use it, and we will be direct about that during discovery.
Businesses whose process is so specialized that every off-the-shelf CRM fights it. A custom CRM is the better fit, and we will say so.

CRM Setup & Sales Pipeline connects with

GoHighLevel
HubSpot
Salesforce
Zoho CRM
Pipedrive
QuickBooks Online
Stripe
Google Workspace
Microsoft 365
Zapier

Plus most tools with an API. We connect where the vendor provides API access; names are trademarks of their owners.

FAQ

Frequently asked questions

Can we keep our existing CRM?

Yes. We can connect our agents to your current CRM instead of moving you.

When do we need a custom CRM instead?

When your process doesn’t fit an off-the-shelf tool or you’re paying for several tools that don’t connect. See Custom CRM Development.

How long does it take to move from spreadsheets to a CRM?

A focused setup with one pipeline and clean data can go live quickly. More pipelines, messy data or many integrations take longer. We give you a timeline after the mapping session, once we have seen your data.

Will we lose our history when we switch?

No. We import contacts, companies, open deals and notes where your old tools allow an export, and we keep a copy of the original data. We test the import on a sample first so nothing important is lost.

Who owns the CRM account and data?

You do. The CRM runs in an account in your business's name, and you keep full access to the data whether or not we keep working together.

Can the CRM connect to our AI agents?

Yes. Calls, texts, chats and bookings handled by our agents are logged to the same contact records, so your team sees the whole history in one place.

Let’s put AI to work in your business.

Tell us what you want to automate. We’ll show you a live demo built for a business like yours and send a tailored proposal.

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