3
CRM & Automation
Your sales machine, systematized
What We Build
Lead Integration
Auto-capture from Google, Meta, calls
Sales Pipeline
Custom stages for your process
Lead Qualification
Smart forms to identify hot leads
Automation Sequences
Reminders, no-show recovery, follow-ups
Reporting Dashboard
Lead volume, conversion, pipeline health
Calendar Booking
Automated scheduling & reminders
Nurture Campaigns
Not Ready Yet
Long-term value nurture
Price Sensitive
Financing options, payment plans
Post-Proposal
Urgency triggers
Referral Request
Post-install satisfaction + ask
We Design Together
You handle selling. We handle the system.
→ What messaging hits at each stage
→ When AI hands off to human
→ What "qualified" actually means
→ Success metrics we both track