CRM + Automation That Helps You Capture More Leads (and Lose Fewer)
- Built for contractors and service businesses
- Fast setup, clean workflows, real follow-up
- Wisconsin-based company (Sun Prairie) • No long-term contracts required
If you’re getting calls, form fills, and messages but you’re not consistently following up fast enough this is where leads get lost.
We set up a white-labeled CRM + automation system that helps you:
- Capture every lead in one place
- Respond quickly (even after hours)
- Track every opportunity from “new lead” to “booked job”
- Follow up automatically so estimates don’t go cold
Get Your Free Website Audit
What This System Can Do (Without a Patchwork of Apps)
- Lead capture from forms, chat, and booking requests
- Missed-call text back and after-hours lead response
- Two-way texting with leads and customers
- Email follow-up sequences (new lead, estimate follow-up, reactivation)
- Pipeline tracking (new lead → estimate sent → booked → won/lost)
- Review request automation to build your online reputation
- Team notifications + lead routing so the right person responds
- Basic reporting so you can see what’s happening
If you want this connected to your marketing, we can align it with:
Who This Is For
This service is a great fit if you’re saying things like:
“We’re busy, but we’re not sure how many leads we’re missing.”
“We follow up… eventually.”
Packages + Pricing
Starter Setup
$1,500 (one-time)
- White-label account configuration + branding
- Pipeline setup (stages that match your sales process)
- Lead intake setup (forms/contact capture)
- Basic automations (new lead notifications + simple follow-up)
- Calendar/booking setup (if needed)
- Tracking + basic reporting setup
- Training + handoff (recorded walkthrough)
Best for: businesses that want the system in place and will manage follow-up internally.
Growth Automation
$1,500 setup + $500/mo maintenance
- Missed-call text back + after-hours response
- Two-way texting setup + templates
- Email + text nurture sequences (new leads, estimate follow-up, reactivation)
- Review request automation
- Monthly maintenance + optimization (updates, tweaks, monitoring)
Premium Lead System
$1,500 setup + $850/mo maintenance
- Multi-step workflows by service type (example: roofing vs siding vs gutters)
- Advanced lead routing (by location, service, or team member)
- Pipeline cleanup + conversion improvements (stages + follow-up timing)
- Monthly performance review + workflow improvements
- Priority support for new campaigns/specials updates to automations
How It Works
Discovery + access (lead sources, services, service area, goals)
Build + configure (pipelines, automations, messaging, tracking)
Launch + test (we test every lead path end-to-end)
Train + support (handoff + monthly maintenance if you choose it)
What people ask
FAQs
No. This is delivered as a white-labeled system, so it fits your brand.
Yes. We can connect forms, chat, tracking, and follow-up so your marketing turns into measurable leads.
Yes setup covers configuration, workflows, testing, and training so the system is ready to use.
Yes. If you have a spreadsheet or another CRM, we can import contacts (scope depends on list size/format).