A sales pipeline thatruns itself.

Done-for-you CRM setup and sales automation. We build the pipeline, automate the follow-up, add AI-powered lead scoring, and integrate the whole stack, so leads stop falling through the cracks and reps stop living in spreadsheets. Platform-agnostic, transparent, and you own everything.

Book a free CRM audit ↗See how it works ↓

Certified: HubSpot, Salesforce & GHL Platform-agnostic recommendations Transparent published pricing You own everything

Where your sales revenue leaks

You don’t have a pipeline problem. You have a system problem.

Leads come in and disappear. Follow-ups slip. Reports nobody trusts. Every leak in your CRM costs closed deals, here’s where the money goes.

Leads never touched

Of inbound leads that never receive a single follow-up call or email.

0min

Response window

Leads contacted within 5 minutes are 21× more likely to convert than after 30.

Deals need 5+ follow-ups

Of sales require five or more follow-ups, but 44% of reps give up after one.

A CRM without automation is a spreadsheet with more buttons. Sales automation is what turns it into a revenue machine, by automating capture, scoring, routing, follow-up, and reporting, so your team does the part that closes deals.

The 5-stage sales automation framework

Every high-performing pipeline runs on the same five.

We build automation into each stage, so leads flow through without dropping. Miss one and leads leak; build all five and revenue compounds.

Capture

Every lead into the CRM, no matter the source.

Website forms
Ad platforms
Calls + SMS
Email replies

Score

AI + rule-based scoring separates hot from cold.

ICP fit scoring
Behavior signals
Intent data
Auto-priority

Route

Right lead, right rep, right time, automatically.

Round-robin
Territory rules
Skill-based
Load balancing

Nurture

Follow-up sequences that fire when reps forget.

Email drip
SMS follow-up
Task reminders
Re-engagement

Close

Proposals, contracts, e-sign, triggered from the pipeline.

Proposal automation
E-sign integration
Payment collection
Onboarding trigger

Miss any one stage, leads leak. Build all five right, revenue compounds.

Which CRM is right for you?

HubSpot vs Salesforce vs GoHighLevel vs Pipedrive.

The four dominant platforms for small & mid-market in 2026. We’re certified across all four, and recommend based on your business, not our commission.

Platform

Best for

Starting price

Superpower

Watch for

HubSpot

Inbound-heavy teams, mid-market SaaS, marketing + sales alignment

$20/user → $890+/mo

1,500+ integrations, deep reporting, polished UX

Pricing scales fast with users + contacts

Salesforce

Enterprise sales orgs, complex pipelines, ERP integrations

$25 → $150+/user

Unmatched customization, custom objects, Flow

Needs a dedicated admin; steep learning curve

GoHighLevel

Agencies, local service businesses, all-in-one buyers

$97/mo (unlimited)

Built-in SMS + calling + funnels + AI, no extra tools

Fewer native integrations; Zapier for niche apps

Pipedrive

Small sales teams that want a visual, no-fuss pipeline

$14 → $79/user

Simplest pipeline UX on the market

Weak marketing automation; no built-in SMS

Not sure which fits? Our free CRM audit answers this in plain language, no upsell to whichever pays the biggest commission.

Sales automations we build most

Trigger → auto-actions, no human touch.

Real automations we’ve built for real businesses. Pick one to see the trigger and everything that fires from it.

Instant Lead Response

Trigger

New lead submits your website form.

Auto actions

AI scores the lead against your ICP in under 60 seconds

Hot leads: Slack alert + instant SMS to rep

Cold leads: added to nurture email sequence

Rep gets full contact record + form answers

Calendar link auto-delivered for pre-qualified leads

Every automation is built to your process, not a generic template. Most clients start with 3–5 and add more as they see the ROI.

What’s included

Audit to adoption, one team.

Everything a CRM & sales-automation program needs to deliver revenue, eight parts.

CRM & process audit

Map your sales process, find where deals leak, and design the automation that fixes it, with a 30-60-90 roadmap.

Setup or migration

Full implementation on HubSpot / Salesforce / GHL / Pipedrive, pipeline stages, custom fields, roles, clean data migration.

Lead capture & routing

Every lead into the CRM in seconds, forms, ad platforms, funnels, call/SMS logging, round-robin & territory routing.

AI lead scoring

The 2026 differentiator: AI scores every lead against your ICP + behavior + intent, in real time. A/B/C tiers, score decay.

Sequence & follow-up

Multi-step email + SMS sequences per stage, task creation, AI-drafted replies, re-engagement and win-back flows.

Sales stack integration

Email & calendar two-way sync, meetings, e-sign, Slack, accounting, your CRM becomes the center, nothing in silos.

Reporting & dashboards

Dashboards your team actually opens, pipeline health, rep performance, forecast, attribution, deal velocity.

Training & documentation

If the team doesn’t use it, none of it matters, recorded training per role, cheat sheets, docs, ongoing support.

Who this is for

The right fit if you’re…

A SaaS or B2B software company with a growing sales team that needs a real pipeline, not a shared spreadsheet.

An agency or service business using (or wanting) GoHighLevel to unify CRM, funnels, SMS, and client work.

A local service business losing leads because response times are slow and follow-ups slip.

A team stuck in spreadsheets, you bought HubSpot/Salesforce but nobody uses it because it was never set up right.

A business scaling past 5–10 reps where the “founder in their inbox” model has broken and you need real systems.

A team migrating CRMs, outgrown Pipedrive, moving off Salesforce, or consolidating tools onto GoHighLevel.

How it works

A structured 3–8 week build.

Every phase ends with a working deliverable and your sign-off before we move on.

Week 1

Audit + strategy

Discovery with sales leadership, process mapping, CRM health check, platform recommendation, plain-language roadmap.

Weeks 2–3

Setup or migration

Full implementation, pipeline stages, custom fields, roles, data migrated and cleaned, access verified.

Weeks 3–5

Automation build

Lead capture from every source, scoring model, routing rules, sequences launched, integrations connected, AI layer added.

Weeks 5–6

Testing + training

End-to-end testing with real data, recorded rep training, documentation, admin walkthrough, manager reporting review.

Ongoing

Optimize & grow

Monthly health checks, new automations as you scale, report refinement, API monitoring so nothing breaks silently.

Pricing

One clear price, published up front.

Priced by scope, not billed hourly. No “custom quote” runaround.

CRM Audit

One-off audit + roadmap of your CRM setup and sales process, no commitment.

Published

Starter CRM Setup

Small teams, implementation, pipeline design, 3–5 core automations, basic integrations.

Published

Asked before every build.

Which CRM is best?

HubSpot for inbound-heavy mid-market, Salesforce for enterprise, GoHighLevel for agencies/local all-in-one, Pipedrive for simple pipeline UX. We’re certified across all four and recommend per business, not per commission.

How much does it cost?

Depends on scope. The CRM Audit shows what you actually need. Starter covers 3–5 core automations; Growth (10+ automations, AI scoring) is most popular; Scale handles complex multi-pipeline. Full pricing is published, no “custom quote” wall.

Can you migrate us between CRMs?

Yes, a core part of what we do. HubSpot ↔ Salesforce, either ↔ GoHighLevel, Pipedrive → anything. Data migration, deduplication, pipeline rebuild, and team re-training on the new platform.

How long does setup take?

Starter 3–4 weeks, Growth 5–6, Scale 6–8. Migrations add 1–2 weeks. Timelines depend on how quickly your team provides access, signs off, and attends training.

Do you build AI lead scoring?

Yes, the 2026 differentiator. We combine ICP-fit signals (Clearbit, ZoomInfo, RB2B) with behavior signals and score every lead in real time, so reps know who to call first.

Do you set up follow-up automation?

Yes, one of the biggest revenue-recoverable areas. Multi-step email sequences per stage, SMS follow-ups (Twilio/GHL), task creation, and AI-drafted reply suggestions.

Can you integrate my whole sales stack?

Yes, email two-way sync, calendars (Calendly/Chili Piper), meetings (Zoom/Meet/Teams), e-sign (DocuSign/PandaDoc), and accounting (QuickBooks/Xero). Whatever you use, we integrate.

What if my team won’t use the CRM?

Adoption is the #1 killer of CRM projects, so we build training into every engagement. If reps still resist, it usually means it was over-configured. We simplify until they use it.

Can you set up GoHighLevel white-label?

Yes, a specialty. Sub-account structure, white-label branding, snapshots for client onboarding, agency-level automations, and reseller pricing. Perfect for agencies serving multiple clients on GHL.

Custom Salesforce Flow or Apex?

For Growth & Scale, custom Flow, custom objects, permission sets, and lightweight Apex where declarative tools can’t. For heavy Apex/LWC, we partner with certified Salesforce developers.

Do I own everything?

Yes, 100%, all configs, automations, dashboards, and docs are built in your accounts with full admin access. If you leave, you keep everything. No lock-in.

Ours is already a mess, can you fix it?

That’s the most common situation we walk into. Our audit maps what’s working, broken, and worth fixing. Most clients don’t need to switch platforms, they need theirs done right.

CRM & Sales Automation

Ready to stop losing deals to bad follow-up?

Book a free CRM audit. We’ll look at your current setup (or where you’re starting), map your revenue leaks, and come back with a clear plan and price, usually within 48 hours. No obligation, no jargon, no commission-driven upsell.

Book a free CRM audit ↗See full pricing ↗