CRM & Automation That Scales Your Revenue
Stop losing leads in spreadsheets and email. Build systems that capture every opportunity, automate follow-up, and turn prospects into clients without manual effort.
Our CRM & Automation Services
Complete CRM and automation solutions to streamline operations and scale revenue. Build systems that capture leads, automate follow-up, and close more deals.
Email Marketing Automation
Automated email sequences that nurture leads and drive conversions. Behavioral triggers, segmentation, and campaigns that work 24/7 to move prospects through your funnel.
Learn More →Lead Nurturing
Systematic nurturing that converts prospects into customers. Multi-channel sequences, behavioral targeting, and automated follow-up that keeps you top-of-mind.
Learn More →Marketing Analytics
Data-driven insights that optimize your marketing spend. Track ROI, identify what works, and make decisions based on data instead of guesswork.
Learn More →Sales Pipeline Automation
Automated pipeline management that ensures no lead falls through the cracks. Task automation, follow-up reminders, and systems that keep deals moving forward.
Learn More →Why Most Businesses Lose Revenue
They lack systems. Leads fall through the cracks. Follow-up is inconsistent. Sales and marketing are disconnected. Every day without automation costs you money.
Leads Get Lost
No centralized system. Leads in email, voicemail, spreadsheets, sticky notes. Nothing gets followed up properly.
Manual Everything
Every task requires human effort. Sending emails. Scheduling appointments. Data entry. Your team wastes time on tasks that should be automated.
No Visibility
You do not know what is in your pipeline. Where leads are in the process. What follow-up has happened. No data to make decisions.
The D.E.M.A.N.D. Method™ for CRM & Automation
Discover
We map your current sales and marketing processes. Where do leads come from? How do they move through your funnel? Where do they get stuck? What is manual that should be automated?
Engineer
We design and implement your CRM and automation infrastructure. Lead capture. Automated follow-up. Task automation. Pipeline management. Everything you need to scale.
Multiply
We build automated nurture sequences that convert leads on autopilot. Email sequences. SMS follow-up. Task triggers. Multi-touch campaigns that work 24/7.
Amplify
We integrate your entire marketing and sales stack. Website forms. Call tracking. Email. Calendar. Payment processing. Everything flows into one central system.
Nurture
We build intelligent automation that nurtures leads based on behavior. What pages did they visit? What emails did they open? Automation that adapts to prospect engagement.
Deliver
We provide complete visibility into your revenue pipeline. Real-time dashboards. Pipeline reports. Conversion tracking. You will know exactly where every lead stands.
Our CRM & Automation Services
CRM Implementation
- CRM selection and setup
- Custom field configuration
- Pipeline design and optimization
- User training and onboarding
- Data migration
- Ongoing support and optimization
Marketing Automation
- Email automation sequences
- SMS automation campaigns
- Lead scoring and segmentation
- Behavioral triggers
- Drip campaign development
- Multi-channel automation
Sales Automation
- Lead routing and assignment
- Task automation
- Follow-up reminder systems
- Appointment scheduling automation
- Proposal and contract automation
- Sales pipeline automation
Integrations & Systems
- Website and form integrations
- Call tracking integration
- Email platform connection
- Calendar sync
- Payment processing integration
- Third-party app connections
CRM Platforms We Work With
HubSpot
All-in-one CRM with powerful marketing automation. Ideal for businesses wanting integrated marketing and sales.
Salesforce
Enterprise-grade CRM with unlimited customization. Best for complex sales processes and large teams.
GoHighLevel
Marketing automation platform built for agencies and service businesses. Powerful automation at an affordable price.
ActiveCampaign
Advanced email marketing and automation. Perfect for sophisticated nurture campaigns and segmentation.
Pipedrive
Sales-focused CRM with visual pipeline management. Great for straightforward sales processes.
Custom Solutions
Need something specific? We build custom integrations and workflows to match your exact requirements.
Industries We Serve
We implement CRM and automation systems for service businesses across South Florida including Miami, Fort Lauderdale, Boca Raton, and West Palm Beach.
Professional Services
Manage complex B2B sales cycles with automated nurture and pipeline management.
Healthcare & Medical
HIPAA-compliant systems for patient management, appointment scheduling, and follow-up automation.
Legal Services
Automated consultation booking, case management, and client communication systems.
Home Services
Job scheduling, estimate follow-up, and seasonal maintenance reminder automation.
Financial Services
Compliant CRM systems with automated client onboarding and relationship management.
Real Estate
Lead management, property alerts, and automated buyer/seller nurture campaigns.
What You Get
Complete System Implementation
We handle everything. Platform selection. Setup and configuration. Integrations. Training. You get a turnkey system ready to drive revenue.
Automated Follow-Up
Never lose a lead to poor follow-up again. Automated sequences ensure every prospect gets timely, relevant communication.
Complete Visibility
Know exactly what is happening in your business. Pipeline reports. Revenue forecasting. Team performance. Everything in one dashboard.
Scalable Infrastructure
Systems built to scale with your growth. As you add team members and volume increases, your systems handle it effortlessly.
Serving South Florida
We implement CRM and automation systems for businesses across South Florida.
Miami
CRM implementation for Miami-Dade County businesses.
Learn More →Fort Lauderdale
Marketing automation for Broward County service businesses.
Learn More →Boca Raton
Business automation for Palm Beach County businesses.
Learn More →West Palm Beach
CRM services for West Palm Beach area businesses.
Learn More →Frequently Asked Questions
What CRM platform do you recommend?
We work with several platforms and recommend the best fit for your business size and needs. For most local service businesses, we implement solutions that combine CRM, marketing automation, and pipeline management in one system.
How long does CRM implementation take?
Basic CRM setup takes 2 to 4 weeks. Full implementation with automation workflows, integrations, and team training typically takes 4 to 8 weeks. We phase the rollout so your team can adopt the system gradually.
Do you provide training for our team?
Yes. Every implementation includes comprehensive team training. We create custom training materials for your specific setup and provide ongoing support as your team gets comfortable with the system.
Will the CRM integrate with our existing tools?
Most modern CRMs integrate with common business tools including email, calendars, phone systems, and accounting software. We audit your current tech stack and ensure seamless integration during setup.
How much does CRM implementation cost?
Implementation starts at $2,500 depending on complexity. This includes setup, customization, automation workflows, data migration, and training. Monthly software costs vary by platform but typically range from $97 to $497 per month.
Still have questions?
Contact UsReady to Automate Your Revenue Engine?
Let's build CRM and automation systems that scale your business without adding headcount. Book a free systems audit and we will show you what is possible.