CRM setup where every lead has an owner
Website forms that dump into nowhere cost jobs. We wire capture, ownership and a pipeline so someone is responsible for every opportunity, then add follow-up so it sticks.
Shared-inbox chaos looks like this
- Leads sit in email until someone happens to notice.
- Nobody owns the next step, or three people think they do.
- Pipeline stages are wishful thinking in a spreadsheet.
- Source and campaign data never make it into the CRM.
- Managers cannot see what is stuck without asking around.
What we set up
If your current CRM can assign leads and track a pipeline, we wire it. If the tool is the bottleneck, we recommend a change, after mapping how you actually sell.
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Lead capture
Website forms and other lead sources wired into the CRM, with source data intact.
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Owners and pipeline
Assignment rules, owners and pipeline stages that match how you sell.
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Follow-up automation
Speed-to-lead alerts, missed-call and after-hours recovery, estimate follow-up and appointment reminders.
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Visibility
A clean handoff from marketing to sales and operations, and views for managers without digging through spreadsheets.
From form to owned opportunity
- 01 Map the path. Where leads come from and who should own them.
- 02 Wire the tools. Forms, CRM and notifications, connected reliably.
- 03 Define stages. A simple pipeline people will actually use.
- 04 Train and tighten. Habits plus automation, so it sticks.
At a glance
- Works with. Your current CRM, if it can assign leads and track a pipeline
- Follow-up. Priced like any automation, from $1,500 setup plus $199 a month per automation
- Setup and cleanup. Quoted after we see your current system
CRM questions
Which CRM do you use?
The one that fits your stage and tools. If your current CRM can assign leads and track a pipeline, we wire it. If the tool is the bottleneck, we help you choose and move carefully.
Do we need a CRM before automation?
Usually, for follow-up that lasts. Automation without a system of record creates noisy messages, so we often set up a lean CRM first, then add follow-up automation.
Leads slipping through?
Tell us where your leads come from today and where they end up. A person replies with next steps.