CRM implementation that turns leads into revenue on autopilot
Leads come in while you’re with clients, in meetings, or on calls. By the time you follow up, they’ve moved on. We build CRM systems for healthcare practices, law firms, and financial advisors that respond instantly, nurture automatically, and book appointments without anyone touching a keyboard. Pipelines, automations, and follow-up sequences built and ready to run from day one.
Client Win:
51.89% lead-to-patient conversion rate for healthcare practice
Your leads aren’t waiting around
You spend money on ads. A lead comes in. Your front desk is busy with a client, or jots a note on paper that never makes it to anyone. By the time someone follows up, that lead already called your competitor. 82% of leads expect a response within 10 minutes. Most practices don’t have a sales team. They have a receptionist doing three jobs with no system and no incentive to chase cold leads.
Speed wins: Respond within 5 minutes and you’re 100x more likely to connect than if you wait 30. Most businesses take 42+ hours. Many never respond at all.
Your front desk isn’t a sales team: Receptionists answer phones, check patients in, and juggle admin work. Following up on leads from last Tuesday isn’t their priority.
No system means no accountability: Notes on paper. Contacts in spreadsheets. Leads that “fell through the cracks.” Without a system, nobody knows who’s responsible for what.
A CRM that follows up for you
We build CRM systems that work leads while your team works patients, clients, and cases. New inquiry? Instant response. Automated nurture sequences. Missed call text-back. Conversations logged. Every lead gets follow-up without adding to your staff’s plate.
Instant response and automated nurture sequences that keep working until the lead engages
Built-in accountability with automatic tasks, reminders, and every touchpoint logged
Runs in the background so your front desk stays focused on the people in front of them
Done-for-you CRM implementation services
Everything you need from day one
Strategy and system build in month one.
Pipelines, automations, and workflows configured for your business.
Instant lead response and nurture sequences ready to run.
Missed call text-back so nothing slips through after hours.
Staff training so your team knows exactly how to use it.
Direct access to the strategist who built it.
No empty software. No figuring it out yourself.
Results that speak for themselves. Every lead followed up.
We don’t hide behind dashboards and feature lists. We track what matters: response time, follow-up rate, and leads that convert into revenue. These are real results from real implementations.
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Consult-to-client conversion rate
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Above industry average after CRM implementation
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Automated touchpoints handled monthly
Transparent pricing. No surprises.
Setup includes strategy, build, training, and your first month of platform access. Monthly pricing starts month two. Pick the tier that matches your sales process complexity.
Starter
For businesses that need a functional CRM with basic automation.
$1,500 setup
Then $299/mo + usage
Single sales pipeline with opportunity tracking
Calendar with availability and online booking
Website forms integrated
Lead notifications
Basic follow-up sequence (3-5 touchpoints)
Appointment reminders
1-hour training call
Most Popular
Growth
For businesses ready to systematize their entire lead-to-client process.
$3,500 setup
Then $299/mo + usage
Everything in Starter, plus:
Lead nurture sequence (7-10 touchpoints)
Missed call text-back
Review request automation
Re-engagement campaign for stale leads
No-show follow-up
Custom tags and segmentation
Lead source tracking
2-hour training
Premium
For multi-location practices or complex sales processes.
$5,000 setup
Then $299/mo + usage
Everything in Growth, plus:
Multi-pipeline setup
Multi-location configuration with lead routing
Advanced engagement scoring
Complex conditional workflows
External integrations
Custom reporting dashboard
3-hour training + recorded SOPs
HIPAA Compliance Add-On
For healthcare clients who need HIPAA-compliant lead management.
+$500 setup / +$99/mo
HIPAA-compliant environment
Role-based access controls
Multi-factor authentication
Audit logging
PHI handling guidelines
BAA coverage
Monthly includes 60 minutes of support. Overage rate: $125/hour (30-minute increments, pre-approved). Usage covers SMS, calls, and email volume based on actual activity.
Ready to own your market?
We partner with service businesses past the DIY phase who are ready to invest in marketing that actually compounds. If that sounds like you, book a strategy call. We’ll dig into what’s working, what’s not, and where the real growth opportunities are. Straight conversation, no pitch deck.
Every strategy call ends with actionable insights you can use, whether we work together or not.
Frequently asked questions
Common questions about our CRM implementation services.
What platform do you use?
We use a professional CRM platform built for local service businesses. It includes pipelines, automation, two-way texting, calling, email, calendars, and reputation management. You don’t need to purchase separate tools or stitch together multiple subscriptions.
Do I own my data?
Yes. Your contacts, conversations, and data are yours. You can export everything at any time.
What does “usage” include?
Usage covers SMS messages, phone calls, and email volume. These are billed monthly based on actual activity. Most local service businesses see $20-50/month in usage depending on lead volume and follow-up frequency.
How is this different from buying CRM software myself?
You could buy CRM software directly. But you’d get an empty platform and spend 40+ hours figuring out how to build pipelines, write sequences, and configure automations. We deliver a system built for your business, tested, and ready to run from day one.
Can you integrate with my existing tools?
Yes. Growth and Premium tiers include integration capabilities. We can connect to most tools via Zapier, Make, or direct API. Complex integrations are scoped separately.
What if I already have a CRM?
We’ll assess what you have. If it’s working, we’ll tell you. If it’s a glorified contact list that nobody uses, we’ll build you something that actually drives follow-up and conversions.
How long does implementation take?
Most implementations launch within 2-3 weeks. Starter tier can be faster. Premium with complex integrations or multi-location setup may take longer. We’ll give you a timeline during discovery.
What happens if I cancel?
You can cancel anytime with 30-day notice. Your data exports with you. No penalties, no hassle.
