Never Lose Track of a Lead Again
Stop juggling spreadsheets, sticky notes, and memory. Our CRM puts every customer interaction in one place—so you can follow up faster, close more deals, and grow your business.
Are You Losing Money to Chaos?
If you're tracking leads in spreadsheets, forgetting follow-ups, or letting deals slip through the cracks, you're leaving revenue on the table.
Customer information spread across spreadsheets, sticky notes, email folders, and your team's memory. 67% of sales reps say they can't find key customer details when they need them.
Research shows 80% of sales require 5+ follow-ups, but 44% of sales reps give up after just one. Without a system to track interactions, leads slip through the cracks and deals go cold.
You have no clear view of your sales pipeline. Which deals are likely to close? Which leads need attention? Without visibility, you're flying blind and missing revenue opportunities.
When sales reps leave, their customer knowledge goes with them. Team members duplicate efforts or contradict each other. There's no single source of truth for customer interactions.
The Solution: A CRM That Actually Gets Used
Our CRM is simple, powerful, and designed for small business owners who don't have time for complicated software. Here's what you get:
Centralized Contact Hub
All customer data in one searchable database
Visual Sales Pipeline
See every deal's status at a glance
Automated Reminders
Never forget a follow-up again
Smart Reporting
Track performance and forecast revenue
Team Collaboration
Everyone on the same page, every time
Features That Drive Real Results
Every feature is built to help you sell more, faster—not to overwhelm you with complexity.
Store every detail about your customers and leads in one secure, cloud-based system. Search, filter, and segment contacts instantly. Never lose track of a customer again.
Key Benefits:
- Import contacts from spreadsheets, Gmail, Outlook, etc.
- Custom fields for industry-specific data
- Duplicate detection and merging
- Contact activity timeline (emails, calls, meetings)
Real-World Example:
Example: A real estate agent can quickly pull up all contacts who are interested in 3-bedroom homes in a specific zip code, see their last interaction, and send a personalized follow-up.
Drag-and-drop pipeline shows exactly where each deal stands. Customize stages to match your sales process. Instantly see which deals need attention and which are ready to close.
Key Benefits:
- Customizable pipeline stages (Lead → Qualified → Proposal → Closed)
- Drag-and-drop deal management
- Deal value and close date tracking
- Win/loss probability scoring
Real-World Example:
Example: A B2B consultant can see that 3 deals are stuck in the 'Proposal Sent' stage for over 2 weeks, prompting a follow-up call to move them forward.
Automatically rank leads based on engagement, demographics, and behavior. Focus your energy on the hottest prospects first. Increase close rates by targeting the right leads at the right time.
Key Benefits:
- Automatic lead scoring based on activity (email opens, site visits, downloads)
- Manual scoring adjustments
- Hot/warm/cold lead segmentation
- Priority alerts for high-value leads
Real-World Example:
Example: A SaaS sales team gets an alert when a lead from their ideal customer profile visits their pricing page 3 times in one week, signaling it's time to reach out.
Set reminders for follow-up calls, emails, and tasks. Get notifications on your phone, desktop, or email. Never let a lead go cold because you forgot to check in.
Key Benefits:
- Task scheduling and assignment
- Email/SMS/push notifications
- Recurring task automation (e.g., quarterly check-ins)
- Overdue task alerts
Real-World Example:
Example: A financial advisor sets a reminder to call a prospect 3 days after sending a proposal. The CRM sends a desktop notification with the prospect's contact info and conversation history.
Send emails, make calls, and log SMS messages directly from the CRM. Every interaction is automatically recorded. No more switching between tools or forgetting to log a conversation.
Key Benefits:
- Gmail & Outlook integration (send/receive emails in CRM)
- Click-to-call phone integration
- Email templates and tracking (open/click rates)
- SMS integration (text customers from CRM)
Real-World Example:
Example: A sales rep sends a follow-up email from the CRM. The system logs it, tracks opens, and notifies the rep when the prospect clicks the 'Book a Demo' link.
Share your booking link with leads. They choose a time from your available slots. Meetings sync to your calendar and reminders go out automatically. No more scheduling ping-pong.
Key Benefits:
- Customizable booking pages
- Google Calendar/Outlook sync
- Automated meeting reminders (email & SMS)
- Time zone detection
Real-World Example:
Example: A consultant includes their booking link in their email signature. Prospects book 15-minute discovery calls without any back-and-forth, and both parties get automatic reminders.
Real-time dashboards show pipeline value, conversion rates, and sales rep performance. Forecast revenue with confidence. Identify bottlenecks and optimize your sales process.
Key Benefits:
- Customizable dashboards and reports
- Sales leaderboard and rep performance tracking
- Conversion rate analysis by stage
- Revenue forecasting based on pipeline
Real-World Example:
Example: A sales manager sees that deals are getting stuck in the 'Proposal' stage for an average of 28 days. They coach the team on faster proposal delivery, cutting time-to-close by 40%.
Automate repetitive tasks with if/then rules. When a lead fills out a form, automatically assign it to a rep, send a welcome email, and create a follow-up task. Save hours every week.
Key Benefits:
- Visual workflow builder (no coding required)
- Trigger-based automation (form submit, deal stage change, etc.)
- Multi-step sequences
- Integration with email, SMS, and calendar
Real-World Example:
Example: A home services company sets up a workflow: When a lead is marked 'Interested,' send a pricing PDF, schedule a follow-up call in 2 days, and notify the assigned sales rep via SMS.
Assign deals to team members. Add notes and @mention colleagues. See who's working on what. Keep everyone aligned and prevent duplicate efforts.
Key Benefits:
- Deal and contact assignment
- Internal notes and @mentions
- Activity feeds (see what your team is doing)
- Role-based permissions
Real-World Example:
Example: A marketing manager @mentions a sales rep in a note on a lead who downloaded a whitepaper. The rep gets notified and follows up within an hour.
How We Get You Up & Running
We handle the setup, training, and optimization—so you can start seeing results in weeks, not months.
Discovery & Setup
Week 1We learn about your sales process, import your existing contacts (from spreadsheets, Gmail, etc.), and customize the CRM to match your workflow.
Pipeline Configuration
Week 1-2We set up your sales stages, lead scoring rules, and automated workflows. You'll see a working pipeline that reflects how you actually sell.
Team Training
Week 2We train your team on how to use the CRM, integrate it with their email/calendar, and leverage automation to save time.
Go Live & Optimization
Week 3+You start using the CRM daily. We monitor adoption, troubleshoot issues, and optimize workflows based on real-world usage. Ongoing support ensures you get ROI.
What Our Clients Say
“We went from losing 30% of leads to closing 85% within 90 days. The CRM's automated follow-ups and pipeline visibility were game-changers.”
Sarah T.
Owner, Home Remodeling Company
“Our sales team used to spend 2 hours a day on data entry. Now it's automated. They have 10 extra hours a week to actually sell.”
Mike R.
Sales Director, B2B SaaS
Choose Your Plan
Start with CRM only or get the complete marketing system for maximum impact.
Perfect if you already have a website and just need lead management.
- Unlimited contacts and deals
- Custom pipeline stages
- Lead scoring and segmentation
- Email & calendar integration
- Automated follow-up reminders
- Sales reporting dashboard
- Team collaboration tools
- 1-hour onboarding + ongoing support
Website + CRM + Marketing Automation working together seamlessly.
- Everything in CRM Only, PLUS:
- Custom website with lead capture forms
- SEO optimization (rank on Google)
- Marketing automation (email sequences, SMS campaigns)
- Analytics & conversion tracking
- Integrated chatbot for instant lead capture
- Monthly strategy calls
Frequently Asked Questions
Ready to Stop Losing Leads and Start Closing Deals?
Schedule a free CRM audit. We'll review your current process, show you what's costing you money, and map out a custom CRM strategy.
Get Your Free Audit Now