A CRM that doesn't sync is just an expensive spreadsheet.
We connect every channel into one pipeline that updates itself — no manual entry stitching it together by hand.
A lead fills out your website form. Another calls and leaves a voicemail. A third messages you on Instagram. None of these live in the same place — so nobody owns the follow-up, and by the time someone remembers to check, the lead's already called your competitor. Your CRM, if you have one, only knows about the leads someone manually typed in. Everything else just... disappears.
Map every place a lead currently enters your business
Find exactly where leads are falling through right now
Build the pipeline structure and automation rules around your actual sales process
Connect every source, migrate existing data, train your team on the new system
Adjust automation rules based on real lead behavior in the first 30 days
Whatever you're already running, or whatever makes sense for your business if you're starting from scratch — we're not tied to pushing one platform.
Yes — getting your existing data in cleanly, without duplicates or dropped leads, is part of the job.
We'll recommend and set one up — most businesses this size don't need an expensive enterprise platform.
No — it makes sure every lead reaches them before it goes cold, nothing more.
Depends on how many sources need connecting and how messy the current data is — we'll give you a real timeline once we've seen what you're working with.
We'll look at what you've got first.