Projects done
Higher profit margin
Higher close rate
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We’ll build you an easy to use, all-in-one CRM and automate your sales and project management tasks 100% done-for-you.
We scope out your processes, lead flow, metrics, leaks, sales stages, tech stack and goals so we can recommend a CRM that’s right for you. Typically, we recommend either Monday Sales CRM, Pipedrive, GoHighLevel or HubSpot.
We set-up and fully customize your CRM so it's super easy to use and you can manage all your leads, clients, projects, tasks and teams in one place. Then, we integrate it with all your apps so that it updates itself.
First, we automate your most repetitive tasks and then we supercharge your workflows with custom trained AI to perform advanced, strategic work—you would otherwise need employees for. We aim to double output per employee.
We guarantee successful adoption by you and your team through 1:1 training. Then, we set-up a reporting dashboard with clean views of your most important metrics so you know what’s working and what’s not.
Most CRMs are over-complicated and require too much manual work only for leads and tasks to still get missed or delayed. Let’s fix that.
One source of truth to run your
entire business out of.
Cut unneeded costs and subscriptions by consolidating your marketing apps.
End manual work and lift conversion rates with automated sales stages, proposals, etc.
We’ll integrate all these features so you can fully manage your pipeline, sales process, email and follow-up directly out of your CRM.
Easy-to-use lead filters
Leads automatically added
Follow-up system
Email management
Metrics dashboard
Scheduling
Call recording and AI summaries
AI call setter (two-way SMS & email)
Speed-to-lead system
Automated follow-up
Auto-create and send proposals
Auto-accept signatures
Integrated payments
Automated notifications
Personalized touch points
Sales metric tracking
Project management board set-up
Standardized task management
Automated hand-offs
Accountability systems
Automated onboarding
Deadline reminders
Automated approvals
Quality assurance system
Centralized documents and assets
Form creation
2-way voice, chat and SMS
Inbound or outbound calling
AI replies in emails, Meta or website
Qualifying and scheduling
Sounds human and replies fast
CRM integration
Custom trained on your data
Concurrent calls and live transfers
Call transcripts and recordings
Features
Replaces or integrates with
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Combined 30+ years in engineering, sales, project management and automation. Ex-Google, Ex-Zapier, 300+ CRMs built, hundreds of millions of dollars generated.
Use us instead of spending 40+ hours building out your own CRM, only to still lose sales along your sales process.
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