A CRM built aroundhow youactually sell.
Most CRMs fail because they are set up around the software, not the sales process. We build yours the other way around: your pipeline stages, your follow-up rules, your reporting. Then we connect it to the rest of your stack (QuickBooks, your inbox, your phone system, Slack) and automate the work that sits between the steps, so a new lead flows through to a booked job without anyone re-typing anything.
9:41
Thursday
New lead · Website formnowDana Whitfield asked for a home valuation.- Interest alert4mMarcus Lee viewed 412 Oak St again.
- Lead routed12mPriya Raman went to the listing agent.
The first half hour
This is what we are actually building. Not a database your team has to remember to update, a path a lead travels whether or not anyone is at their desk.
- 0:00
The lead lands
A form on your site, a missed call, a form fill from an ad. One record, with the source attached, before anyone has looked at it.
- 0:02
They hear back
Missed-call text-back or an acknowledgement email goes out in your voice. The window where a lead is still comparing you to two other companies is minutes wide.
- 0:05
It reaches the right person
Assigned by service and service area, with a Slack ping. No shared inbox, no lead sitting in a queue nobody owns.
- 0:30
Follow-up starts on its own
No answer yet means the sequence begins (day one, day three, day seven) and stops the moment they reply. Nothing sits untouched past your response window.
- Booked
And the paperwork follows
The job hits the calendar, the invoice drafts itself in QuickBooks, and the pipeline number you look at on Friday is already correct.
What we build into it
The CRM is the spine. The value is in what runs alongside it, the follow-up, the integrations, and the reading nobody should be doing by hand.
Pipeline & setup
- Setup and configuration: Go High Level, HubSpot, Salesforce, Zoho
- Pipeline and stage design around your real sales process
- Reporting that reflects reality and updates itself
Follow-up that runs itself
- Drip sequences and trigger-based email sends
- Phone and voicemail: routing, transcription, missed-call text-back
- Slack and inbox notifications so nothing sits untouched
AI where it earns it
- Email and ticket classification, routed to the right person
- Document and meeting summarization into the record
- Data extraction from PDFs, forms and spreadsheets
- Guardrails and human review on anything consequential
Operations automation
- Excel and Word: VBA macros, Power Query, generated templates
- Google Suite: Apps Script, Drive automation, Sheets-to-Docs pipelines
- QuickBooks sync and cross-app integration via Zapier, n8n or direct APIs
- Scheduled reports and one-click processes
How an engagement runs
- 01
Map the pipeline
We start with how a lead becomes a customer today: every stage, handoff and follow-up.
- 02
Build & connect
We configure the CRM to match, then wire in email, phone, Slack and your other tools.
- 03
Automate & hand over
Trigger-based sequences cover the follow-up, and we document what we built so it runs without us.
- No lead falls through
- One team automated follow-up so no lead sat untouched past 48 hours.
- Less double entry
- Leads, quotes and invoices flow between tools instead of getting re-typed.
- Hours back every week
- One engineering team cut 12 hours a week of manual report generation with a single pipeline.
Plug into the tools you already use
Your CRM, your books, your inbox. We wire them together so data moves on its own and nothing gets typed twice.
- Go High LevelCRM & pipeline
- HubSpotCRM & pipeline
- SalesforceCRM & pipeline
- ZohoCRM & pipeline
- QuickBooksAccounting
- ZapierAutomation
- n8nAutomation
- SlackMessaging
Using something else? If it has an API, we can connect it.
Work we have written up
The workflow that was costing hours, the system that replaced it, and the numbers afterward.
All case studies →The tools we wire it into
What we build with each one, and where each one stops being the right answer.
Everything we connect →Run a real estate brokerage?
The brokerage site includes one CRM for the office, with lead routing to each agent and interest alerts. A CRM built around how your business runs is still scoped and quoted on its own.
CRM work across Sacramento and the foothills
We are based in the region and work on-site when it helps. Pick your city.
AI integration
Classification, summarization and extraction, inside the CRM rather than in a separate tab.
AI integration by city →Operations automation
Excel, Word, Google Suite and the scripts that move data between systems that will not talk.
Operations automation by city →Walk us through how a lead becomes a customer
That conversation is the whole first step. If a CRM is not the answer, we will say so.
Start a conversation