Business AI Solutions / CRM & Lead Follow-Up

CRM setup and lead follow-up automation.

Our CRM setup services for small business connect agreed pipelines, forms, calendars and automated lead follow-up. Each workflow is scoped to your business process, with clear points for your team to take over.

Compare options & build a planRequest a fit review

Make the enquiry-to-appointment path explicit

Illustrative workflow: a website form creates an enquiry, a pipeline tracks its stage and an agreed workflow prompts the next action. Calendar and follow-up behavior are defined during setup, including when staff take over and when automated messages should stop.

Choose by contacts, messages and workflow needs

Essentials provides a starting setup with one pipeline, one form, one calendar, up to three standard workflows and a clean import of up to 500 contacts. Larger imports, more workflows or higher usage need the corresponding scope review. Included email volume and service-work limits are shown below.

Check external integrations before committing

CRM Advanced and external integrations require a quote and feasibility review. API or webhook work is scoped separately. A CRM setup does not automatically replace field-service dispatch, accounting or every industry platform.

Listed pricing and complete scope

USD per business/location. Setup/project charges and recurring fees are separate. These are listed rates, not an amount due. Final fit, scope, eligibility, usage limits, applicable taxes and third-party costs need written confirmation before payment. Monthly service billing begins at activation.

CRM Essentials

Setup / project$399Recurring$99/month

One pipeline; One form; One calendar.

Included scope
  • One pipeline
  • One form
  • One calendar
  • Up to 3 standard workflows
  • Clean import of up to 500 contacts
  • 1,000 email sends/month
  • 30 minutes total service work/month, including monitoring, QA, reporting and changes
Conditions & exclusions
  • Available by written quote after scope, eligibility and delivery review. No instant purchase.
  • Monthly allowances do not roll over. Extra usage or scope changes require agreed billing rules.
  • Excluded: automatic replacement of field-service dispatch/accounting software
Compare in the service planner →

CRM Growth

Setup / project$999Recurring$249/month

Up to 3 pipelines; 2 forms/calendars; Up to 8 standard workflows.

Included scope
  • Up to 3 pipelines
  • 2 forms/calendars
  • Up to 8 standard workflows
  • Defined reporting
  • Clean import of up to 2,000 contacts
  • 5,000 email sends/month
  • $5 monthly premium execution credit at provider cost
  • 45 minutes total service work/month, including monitoring, QA, reporting and changes
Conditions & exclusions
  • Available by written quote after scope, eligibility and delivery review. No instant purchase.
  • Written quote required to resolve the listed scope clarification before purchase or activation; the approved rate-card amounts do not resolve that ambiguity.
  • Confirm whether 2 forms/calendars means two of each or two combined before publishing a numeric breakdown.
  • Funnel design is purchased only if needed.
  • Monthly allowances do not roll over. Extra usage or scope changes require agreed billing rules.
  • Excluded: funnel design
  • Excluded: automatic replacement of field-service dispatch/accounting software
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CRM Advanced / external integrations

Setup / projectUsually from $1,499RecurringFrom $399/month

Multiple systems; Custom API/webhook work; Complex migrations.

Included scope
  • Multiple systems
  • Custom API/webhook work
  • Complex migrations
  • Richer reporting
Conditions & exclusions
  • Available by written quote after scope, eligibility and delivery review. No instant purchase.
  • Quote only after technical feasibility review and an actual delivery estimate.
  • Final allowances and service-work scope are set in the quote.
  • Monthly allowances do not roll over. Extra usage or scope changes require agreed billing rules.
  • Excluded: unscoped or unlimited custom integration work
Compare in the service planner →

Questions about crm & lead follow-up

Do I need to replace all my existing software?

No. We first review your current tools and the workflow you want. Supported integrations and any custom work must be confirmed in writing.

How are email and SMS charges handled?

Use the allowances and conditions in the selected scope. SMS registration, credits or other third-party and usage costs are separate where disclosed. Messaging requires the appropriate permissions and agreed stop and opt-out rules.

Can I combine CRM with phone or reviews?

The service planner includes connected bundles. It shows the applicable package rate once and preserves the full component conditions for review.

Website enquiry follow-up for contractors

For a home-service team, the first gap may be between the website form and the person who arranges an estimate. Start with one enquiry source, one pipeline and a named staff next action. Check what your existing tools can already handle before adding another system.

Illustrative planning example: a homeowner asks about a fence repair. The office coordinator reviews the service area and request, then arranges the next step. The agreed process should record a reply, a confirmed estimate visit or a request to stop, so later follow-up reflects the conversation. This is a workflow to scope and test, not a customer result or a working-integration demonstration.

CRM Essentials lists one pipeline, one form, one calendar and up to three standard workflows, with the import, email-send and service-work limits shown in the scope cards on this page. Website connection, messaging permissions and stop rules need confirmation for your setup. Custom API or webhook work is scoped separately; dispatch and accounting replacement are not assumed.

Use the existing-tools decision checklist and reply, booking and opt-out checks to prepare for a fit review.

Read the CRM lead follow-up guide

Choose your next step.

Use the service planner to compare options, see recommendations from your checked business needs and review the listed setup and recurring charges. You can change or remove any suggestion. Selecting services does not create an order or charge.

Open the service planner

The planner contains the approved billing, cancellation and scope-review terms. Review the written agreement before signing or paying.

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