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CRM Automation

Nobody falls through the cracks again.

Quoted jobs go cold. Old leads get forgotten. We build the automatic follow up that happens whether or not you remember to do it yourself.

Serving the Okanagan and all of BC.

What we cover

What CRM automation actually does

Automatic quote follow up

Sent a quote and heard nothing back? Automated texts and emails follow up on your schedule so quotes don't just die in an inbox.

Missed call text back

The instant a call goes unanswered, the caller gets an automatic text so they don't just hang up and call the next name on Google.

Old lead recovery

We run a one time sweep through your old leads and past customers with a message that gets them talking again, often turning up jobs sitting in your inbox for months.

Pipeline visibility

See exactly which leads are new, quoted, following up, or won, instead of tracking it in your head or a dozen text threads.

Appointment reminders

Automatic reminders cut down on no shows for estimates and scheduled jobs, without you having to text every customer manually.

Works with what you already use

If you already run a CRM, we build the automation into it. If you don't, we set one up that's sized for your business, not enterprise software you'll never fully use.

How it works

How this gets built

1

Tell us what's going on

Fill out the quick form on this page. We map out where you're losing calls, leads, and reviews right now.

2

Custom build

I build the exact system your business needs. That might be phone answering, a chatbot, a website, or all three, scoped to your services and pricing.

3

You review it live

Before anything goes live, you test it yourself: call it, chat with it, watch it book an estimate. We tune it together until it sounds right.

4

Launch and adjust

Once it's live, I monitor the first few weeks of real calls and leads and tune it further. No waiting on a support ticket.

Pricing

What CRM automation costs

Pricing depends on your current lead volume and whether we're building on top of an existing CRM or setting one up from scratch. Fixed monthly rate, quoted after a free consultation.

What affects the price

  • Whether you already have a CRM or need one set up
  • Monthly lead and quote volume
  • How many automated follow up sequences you need, such as quotes, old leads, reviews, and reminders
  • Integration with your phone system, website, and chatbot if you use them
  • Size of your existing lead list for the one time recovery sweep

The one time recovery sweep for old leads is quoted separately from the ongoing monthly automation, since it's a single project, not a recurring cost.

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FAQ

Common questions

Usually not. Most common CRMs and scheduling tools support the automation we build. We'll check yours during a free consultation before recommending anything.

No. Messages are written to sound like they're coming from you personally, spaced out sensibly, and they stop the moment someone responds or books. It's built to feel like good follow up, not a robotic drip campaign.

It varies a lot by business, but it's common to turn up several real jobs from a list that looked dead. We'll give you a realistic expectation after looking at your actual lead list.

Yes. You review and approve every automated sequence before it goes live, and can pause or adjust any of it at any time.

How many jobs are sitting cold in your inbox right now?

Get a free quote and we'll help you estimate it. Most business owners are surprised by the number.

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