🧠 CRM Setup –

Clarity, Control, and Conversion in One Dashboard

Most businesses lose deals because they can’t see what’s happening in their pipeline.
We fix that by building you a fully integrated CRM system that tracks every contact, conversation, and opportunity — in real time.

Here’s what we implement:

• Lead Tracking Pipelines: Stage-by-stage deal flow (Lead In → Contacted → Appointment Set → Closed) so you always know where every dollar sits.

• Calendar Integration: Automatically syncs with your sales team’s schedules for frictionless booking and follow-up.

• Automated Notifications: New lead alerts, task reminders, and missed call texts so no opportunity slips through.

• Performance Dashboards: Daily reporting on conversion rates, appointments set, and revenue per rep.

We also train your team on how to use it — so they can close faster, follow up smarter, and make data-driven decisions without needing ten different tools.