04 — CRM & Pipeline Management
Every Lead, Deal, Follow-Up. One Place.
Stop losing deals in spreadsheets. Get an automated CRM with pipeline stages, notifications, and reporting.
Growth
Scale
The Problem
Spreadsheets are killing your deals
- Leads scattered across email, notes, and spreadsheets
- No visibility into where deals stand
- Follow-ups get forgotten
- No data to make better decisions
The Solution
A CRM that runs itself
- Automated pipeline with customized stages
- Lead scoring and prioritization
- Automatic follow-up reminders
- Deal tracking and revenue forecasting
- Team activity logging
- Monthly pipeline reports
By Package
CRM features per tier
Growth
- CRM setup & configuration
- 3 pipeline automations
- Lead capture integration
- Email notification triggers
- Monthly pipeline report
Scale
- Everything in Growth
- Unlimited automations
- Advanced lead scoring
- Multi-pipeline support
- Custom reporting
- Team management
FAQ
We use a platform optimized for SMBs that integrates seamlessly with our entire system — website, lead engine, AI receptionist, and email. No need for expensive HubSpot or Salesforce licenses.
Absolutely. We handle the migration from your current spreadsheets, email lists, or existing CRM. All your data comes over cleanly.
We set up everything and provide a walkthrough. The interface is intuitive, but since we manage the system, you only need to check in when you want to — we handle the automations and maintenance.
Those platforms are powerful but expensive and complex. Most SMBs use 10% of HubSpot's features but pay for 100%. We give you exactly what you need, fully configured and managed — at a fraction of the cost.
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