CRM demo

Your entire business.
One dashboard.

See exactly what we build for you — a fully loaded CRM that keeps every lead, conversation and deal organized and moving forward.

Included with Growth — $500/mo

Contact management

Every lead and customer in one place.

No more lost sticky notes or buried emails. Every contact gets a full profile — history, tags, notes, conversations and where they are in your pipeline. Your entire customer base, organized and searchable.

  • Unlimited contacts with full activity history
  • Smart tags to segment and filter your list
  • Notes and tasks attached to each contact
  • See every email, call and text in one timeline
Contacts — All leads

James Martinez

james@roofinpro.com · (561) 442-1890
Hot

Sarah Reynolds

sarah@beachproperties.com · (561) 882-3310
Warm

Dan Kim

dan@kimelectric.com · (561) 554-0021
New

Lisa Chen

lisa@chenspa.com · (561) 773-5500
Closed

Mike Russo

mike@russolandscape.com · (561) 221-6644
Warm

Sales pipeline

See exactly where every deal stands.

A visual pipeline shows you every lead, what stage they’re in and what needs to happen next. No guessing. No chaos. Just a clear picture of your revenue — what’s open, what’s close and what’s won.

  • Drag-and-drop deal stages built for your business
  • Deal value tracking so you know your pipeline worth
  • Automated stage progression based on activity
  • Forecast revenue at a glance
Sales pipeline

New

Russo Landscaping

Mike Russo$500/mo

SunSet Realty

Tom Park$200/mo

Contacted

Kim Electric

Dan Kim$500/mo

Chen Spa

Lisa Chen$200/mo

Proposal

RoofIn Pro

James Martinez$750/mo

Closed ✓

Beach Properties

Sarah Reynolds$500/mo

Gallo Plumbing

Ray Gallo$200/mo

Automated follow-ups

Follow up automatically. Close more deals.

The money is in the follow-up — and most businesses never do it consistently. We build automated sequences that reach every new lead instantly, then keep nurturing them until they’re ready to buy. No manual work required.

  • Instant SMS or email the moment a lead comes in
  • Multi-step sequences over days or weeks
  • Triggers based on actions — form fills, missed calls, no replies
  • AI-powered responses to handle questions 24/7
Automation — New lead flow

  • Trigger: new lead submits form

    Contact created, tagged “New Lead”

  • Instant SMS sent

    “Hey [Name], thanks for reaching out! We’ll call you within the hour.”

  • Wait 1 hour — no reply

    Checks if contact responded or booked

  • Follow-up email sent

    Personalized email with booking link and intro

  • Lead books → pipeline updated

    Moved to “Contacted”, team notified instantly

Appointment booking

Let customers book directly. No back-and-forth.

Built-in calendar booking on your website means leads can schedule themselves 24/7 without calling. Automated reminders cut no-shows. Every appointment syncs directly into your CRM so nothing falls through.

  • Booking page embedded directly on your site
  • SMS & email reminders sent automatically
  • Syncs with Google Calendar to prevent double-booking
  • Round-robin booking across multiple team members
Calendar — This week

James Martinez — RoofIn Pro

Discovery call · 30 min

Sarah Reynolds — Beach Properties

Onboarding · 1 hr

Dan Kim — Kim Electric

Demo call · 45 min

Unified inbox

Every message. One inbox. Zero missed leads.

Texts, emails, Facebook messages, Instagram DMs — all flowing into a single inbox tied to the right contact record. No switching apps. No missed conversations. Your whole team sees everything in one place.

  • SMS, email and social DMs in one view
  • Reply from any channel directly in the CRM
  • Every message logged to the contact’s history
  • Team assignment so the right person responds
Conversations — All channels

James Martinez · 2m ago

SMS — “Hey, can we push the call to 10?”
1

Sarah Reynolds · 18m ago

Email — “Attached the signed agreement…”
3

Mike Russo · 1h ago

Facebook — “Saw your ad, very interested…”
1

Dan Kim · 3h ago

SMS — “Sounds good, talk tomorrow”

Reporting & analytics

Know exactly what’s working — and what isn’t.

A clean dashboard shows your pipeline value, lead volume, conversion rates and campaign performance at a glance. No spreadsheets, no guessing. Just the numbers that tell you where to focus to grow faster.

  • Real-time pipeline value and deal forecasting
  • Lead source tracking — know which channels convert
  • Campaign performance across email, SMS and ads
  • Custom reports built around your goals
Dashboard — This month

42

New leads↑ 18%

$6.4K

Pipeline value↑ 24%

31%

Close rate↑ 5%
Website72%
Google Ads55%
Referrals88%
Launch

Want this
for your biz?

Book a free 15-minute call and we’ll walk you through the full CRM — built and customized for your business.

Book Your Free Call