CRM and Automation

Follow-up that does not drift.

CRM and marketing automation for southern Idaho teams that need cleaner lead capture, faster follow-up, and fewer dropped conversations.

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Operating system

Leads, conversations, and next steps in one place.

The goal is simple: the business can see what came in, what happened, and what should happen next.

01

Unified inbox

Calls, texts, and emails land where the team can actually work them.

02

Pipelines

Leads move through the stages you already use to sell and serve.

03

Workflows

Follow-up, reminders, and review requests run without waiting on memory.

04

Reporting

Managed packages can include monthly reporting when the business needs a clearer read.

CRM options

Run it yourself or have us set it up.

For most clients, the CRM is built into a managed package. Standalone options stay available when that is the right fit.

CRM DIY

Full CRM and unified inbox. You handle the setup.

$50/mo

CRM Pro

Full CRM suite and unified inbox, with pro setup handled for you.

$50/mo

+ $500 setup

Managed packages

Launch, Elevate, and Ascend include CRM, unified inbox, workflows, and package-level monthly capacity.

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Useful add-ons

Add the pieces that make follow-up sharper.

Additional Workflow SetupA new automation built for a repeatable follow-up path.$75
Additional Phone NumberAnother line tied into the account.$8/mo
Conversation AISMS chatbot layer for questions and booking.$29/mo + $250 setup
FAQ

Common CRM questions

What is the difference between CRM DIY and CRM Pro?

CRM DIY gives you the CRM and unified inbox for self-setup. CRM Pro includes the full CRM suite, unified inbox, and pro setup.

What counts as a workflow?

A workflow is an automation that moves a lead or customer through follow-up, reminders, review requests, or another repeatable step.

Do the managed packages include workflows?

Yes. Launch includes two workflows, Elevate includes four workflows, and Ascend includes unlimited workflows.

Can automation include SMS and email?

Yes. Launch includes monthly SMS and email capacity, with higher monthly amounts in Elevate and Ascend.

Can we add AI chat later?

Yes. Conversation AI can be added as an SMS chatbot when the business is ready for that layer.

Need follow-up to stop leaking?

Send the current process. We will map the CRM and workflow pieces that make sense.

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