System Builds

    CRM SETUP

    One place for every customer.

    Contacts in your phone. Texts in another app. Invoices in a third. We set up one CRM for your contacts, conversations, pipeline, calendar and payments, so no customer gets lost between apps.

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    The CRM Health Check

    Eight questions show whether your CRM helps you or only holds names.

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    Your customers are scattered across six apps.

    A lead texts your cell. Another fills out your website form. A third messages your Google profile. The estimate lives in one app, the invoice in another, the calendar in a third.

    When a customer calls back, you scroll three apps to remember who they are. When an estimate goes quiet, nobody notices. Disconnected tools are where leads disappear.

    You're tired of being the only person who knows where everything is.

    Good customers shouldn't fall through the cracks between your apps.

    What is CRM setup?

    CRM setup is the work of building a customer relationship management system around how your business runs: importing and cleaning your contacts, creating a sales pipeline with your real job stages, connecting your phone, text, email and web forms, and adding the automations, templates and payment tools your team uses every day.

    Your CRM, built around how you work

    • Contacts, cleaned and imported. We bring in your contacts from your phone, spreadsheets and old apps, remove duplicates and tag them by type.
    • Leads to: One clean list you trust.
    • One inbox. Texts, emails, calls, web forms, Facebook and Google messages land in one thread per customer.
    • Leads to: The whole conversation in one place.
    • A pipeline with your real stages. New Lead, Estimate Sent, Won, Scheduled, Complete, or whatever your jobs move through.
    • Leads to: Every job visible on one board, with the next step clear.
    • Calendar and booking. Your availability, booking links and reminders, connected to each contact.
    • Leads to: Fewer no-shows and no double bookings.
    • Invoices and payments. Send an invoice from the contact record and take payment by text or email.
    • Leads to: Faster cash without another app.
    • Automations. Instant replies, estimate follow-up, payment reminders and review requests.
    • Leads to: The CRM works while you're on a job.
    • Your team, set up. Logins, permissions and a mobile app for everyone in the field.
    • Leads to: Everyone works from the same up-to-date record.

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    The CRM Health Check

    Answer for the CRM or tools you use today. A spreadsheet counts.

    1. 1. Is every customer in one list, with no duplicates across apps?
    2. 2. Do texts, emails and calls live in one thread per customer?
    3. 3. Does your pipeline show every lead and its next step?
    4. 4. Can you send quotes and invoices from the customer record?
    5. 5. Do routine steps run without anyone pressing a button?
    6. 6. Does your whole team use the same system and mobile app?
    7. 7. Do you review the pipeline every week?
    8. 8. Could you find any customer's full history in under a minute?

    How we set up your CRM

    1. Map.

    On a free systems call, we walk through your tools, your job stages and where customers get lost.

    2. Build.

    We import your contacts, build your pipeline, connect your channels and set up your automations.

    3. Walk through.

    We show you and your team every piece before launch, so everyone knows where to look and what happens next.

    We build the system. You grow the business.

    Nobody opens a business to dig through three apps for a phone number. We're here to change the ending.

    We helped a duct and vent company quit paying for HomeAdvisor leads. Today their Google Business Profile keeps their calendar full, and every lead lands in one place.

    What changes with one CRM

    Without a CRM

    Leads sit in voicemail. Estimates go quiet. You pay for overlapping apps and copy data by hand.

    With a CRM

    • Every customer has one record with the whole history.
    • Every lead has a next step on the board.
    • Fewer subscriptions. No copy and paste.
    • You decide what's next. More trucks. A bigger crew. A day off.

    Questions owners ask

    What does CRM setup include?

    CRM setup includes importing and cleaning your contacts, building a pipeline with your real job stages, connecting your phone, text, email and web forms into one inbox, and adding calendar, payment and automation tools around each customer record.

    Do I have to set up the CRM myself?

    No. We build the CRM, import your contacts and connect your tools, then walk you and your team through every piece.

    Will I lose my contacts when I switch?

    No. We import contacts from your phone, spreadsheets and current apps, clean duplicates, and check the list with you before launch.

    Does an all-in-one CRM save money?

    Often, yes. One platform holding your CRM, texting, email, scheduling and invoicing replaces several separate subscriptions. We compare your current tools on your free systems call.

    Does the CRM work on my phone?

    Yes. A mobile app lets you and your crew see contacts, reply to messages and update jobs from the field.

    What does CRM setup cost?

    Cost depends on how many contacts, tools and automations we bring over. We share pricing on your free systems call.

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    Put every customer in one place.

    Book a free systems call. We'll look at your tools and show you what one connected CRM looks like for your business.

    Read the full guide: How to Set Up a CRM for a Small Business: A Step-by-Step Guide