CRM Setup & Lead Management Systems for Growing Businesses

    Stop losing leads in spreadsheets and forgotten emails. We build complete CRM systems that capture, organize, and nurture every prospect automatically — so you close more deals with less chaos.

    The Hidden Cost of Poor Lead Management

    Here's what's actually happening to your leads:

    79% of marketing leads never convert to sales — poor follow-up is the #1 reason

    35-50% of sales go to the vendor who responds first. Are you first?

    Leads scattered across email, forms, texts, and voicemails

    Forgetting to follow up because there's no system

    No idea which leads are hot vs. cold

    Manually copying contact info into spreadsheets

    Team members not seeing the full customer history

    Can't track where leads came from or what's working

    The result? You're working harder, but revenue isn't growing proportionally because you're hemorrhaging opportunities.

    A CRM System That Actually Works

    We set up complete, automated lead management systems customized for your business.

    Automatic Lead Capture

    Forms, website chats, phone calls, emails — every lead flows into one central system automatically. Zero manual data entry.

    Visual Pipeline

    See exactly where every prospect is in your sales process. Drag-and-drop leads through stages: New → Contacted → Qualified → Proposal → Closed.

    Smart Organization

    Every lead gets tagged, scored, and categorized. Filter by source, status, value, or any custom field you need.

    Automated Follow-Ups

    Set it once, run forever. Leads get timely follow-up emails, SMS reminders, and task assignments without you lifting a finger.

    Team Collaboration

    Everyone sees the same information. Full activity history on every contact. No more duplicate outreach.

    Never Miss a Lead

    Instant notifications when high-value leads come in. Automated reminders for follow-ups. Nothing falls through the cracks.

    How We Set Up Your CRM

    1
    Week 1

    Discovery & Planning

    We map your current sales process, identify bottlenecks, and design a pipeline that matches how you actually sell.

    2
    Week 2

    System Setup

    Configure your CRM platform, custom fields, pipeline stages, lead sources, and automation rules. Import existing contacts.

    3
    Week 3

    Integration & Automation

    Connect your website forms, email, calendar, and any other tools. Set up automated workflows for common scenarios.

    4
    Week 4

    Training & Launch

    Team training sessions (recorded for reference). Documentation. Go-live support. You're confident using it before we're done.

    What's Included in Your CRM Setup

    Lead Capture & Management

    • Website form integration
    • Email sync (Gmail/Outlook)
    • Manual lead entry interface
    • Bulk import of existing contacts
    • Lead deduplication
    • Custom fields for your data
    • Tags and categories
    • Lead source tracking

    Pipeline & Sales Process

    • Custom pipeline stages
    • Drag-and-drop interface
    • Deal value tracking
    • Win probability scoring
    • Pipeline reporting
    • Visual funnel views
    • Sales forecasting
    • Lost deal tracking

    Automation

    • Automated lead assignment
    • Follow-up email sequences
    • Task creation rules
    • Lead scoring automation
    • Status change notifications
    • Internal team alerts
    • Reminder scheduling

    Team Features

    • Multi-user access
    • Role-based permissions
    • Activity logging
    • Internal notes & mentions
    • Contact ownership
    • Shared calendars
    • Team performance dashboards

    Real CRM Implementation Results

    STR Rebuilders

    Truck Repair
    Challenge: Leads from 6 sources going to personal cell phones, no tracking
    Solution: Centralized CRM with automated routing and follow-up
    Results: 40% increase in conversion rate, 2.5 hours/day saved on admin work

    Priority Consulting

    Professional Services
    Challenge: Lost track of proposals, missed follow-ups, couldn't track ROI
    Solution: Pipeline management with automated reminders and source tracking
    Results: 67% faster response time, closed 34% more deals in first quarter

    CRM Setup Investment

    Starting at $3,500

    CRM setup starts at $3,500 (when bundled with website). Standalone CRM projects start at $6,000. Includes platform configuration, automation setup, team training, and 60 days of support.

    What affects price:

    • Number of users
    • Complexity of sales process
    • Integration requirements
    • Automation sophistication
    • Data migration volume

    Monthly software costs (separate from our setup fee): Most clients spend $45-$300/month on their CRM platform depending on features and user count.

    Frequently Asked Questions

    Build Your Complete Growth System

    Stop Losing Leads. Start Closing More Deals.

    Let's map out how a CRM would work for your specific business. We'll show you exactly what we'd build — no generic sales pitch.