Lead Flow + CRM
Every lead captured, routed, and followed up — automatically.
We build CRM pipelines that capture leads from every channel, route them to the right person, and run follow-up sequences until you get a clear yes or no. Your team focuses on conversations, not chasing.
What we build for lead management
Multi-channel lead capture
Forms, ads, referrals, and calls into one pipeline.
Auto-assignment rules
Leads routed by territory, type, or round-robin.
Pipeline stage management
Custom stages, required fields, and deal progression rules.
Live pipeline dashboard
Stage, owner, age, and next step for every deal.
Source tracking and reporting
Know which channels produce and which waste budget.
This is one piece of the system. See what else goes into it.
All servicesCommon
questions
What CRM platforms do you work with?
HubSpot, Monday.com, Airtable, Salesforce Essentials, GoHighLevel, and custom-built pipelines. We recommend based on your team size, complexity, and budget — not our preference.
We tried a CRM before and the team stopped using it.
That happens when a CRM is set up based on features instead of how your team actually works. We build around your existing workflow first, then layer in automation where it reduces effort. If the system creates more work, we have failed.
How long until we are up and running?
Most CRM builds go live in 4 to 6 weeks. That includes mapping your lead flow, configuring the platform, building automations, testing with real data, and training your team.
How much does this cost?
Most CRM builds for teams of 5 to 50 fall between $3,000 and $15,000 depending on the number of lead sources, automation complexity, and integrations. We scope it after the audit so the number reflects what you actually need.
Can you connect leads from Google Ads and Facebook directly into the pipeline?
Yes. We wire ad platforms directly into the CRM with full source tracking. When someone fills out a lead form, they are in your pipeline with a follow-up sequence running before your team sees it.
Industries where this makes
the biggest impact
Automotive
We build the digital backbone for dealerships and shops — lead routing, deal tracking, RO management, and follow-up that turns internet leads and floor traffic into closed deals and repeat service visits.
Learn moreReal Estate & Property
We wire lead response, deal tracking, and property operations together so agents win the speed-to-lead race and managers stop losing maintenance requests.
Learn moreProfessional Services
We connect your sales pipeline, project delivery, and billing so deals stop dying in inboxes and projects stop losing margin at every handoff.
Learn moreHome & Field Services
We connect lead intake, dispatch, job tracking, and invoicing so your office stops chasing paperwork and your field crews stop getting crossed signals.
Learn moreFood & Beverage
We wire your order intake, prep workflow, and invoicing into one system so nothing falls through between the sale and the bill.
Learn moreTell us what's broken.
Every project starts with a conversation. We'll find your biggest bottleneck and tell you exactly what to build.
Get in Touch