Which CRM do you recommend?

The one the team will use. HubSpot for most B2B and growth-stage companies, GoHighLevel for service businesses that live on the phone, Salesforce where it is already there. We build the system around it.

Can you connect it to our operating software?

Usually, yes. We have integrated moving software, e-commerce platforms, dealer management systems and project tools. Where an API exists, the lead becomes a record in it without re-keying.

What does 'lead nurturing' mean here?

Follow-up that runs on what happened: a quote not accepted, a cart abandoned, an appointment not booked. Timed sequences with a clear next step, and a handoff to a person when the lead is ready.

System

CRM and follow-up

The CRM is the ledger of demand. We set it up so every lead lands in it with its source, every deal moves through stages the business recognizes, and every booked job or order traces back to the click that started it.

What it is

Most companies have a CRM and do not trust it. Leads arrive from six places and land in three; sources are blank; the pipeline is a guess. That is the system beneath the marketing missing, and no amount of ad spend fixes it.

We wire the CRM to everything that produces a lead (the site, the quote funnel, the phone, the ad platforms) and to the software that produces revenue (the moving system, the order system, the project tool). Then marketing can be measured in money.

What we build

Built once, owned by the company.

Setup and pipeline
Stages, fields and ownership that match how the company sells, in HubSpot, GoHighLevel or Salesforce.
Every source in
Web forms, quote funnels, calls and chats write to the CRM with source, medium, campaign and click ID.
Ops integration
Won deals become jobs, orders or projects in the operating software, with no re-keying, so revenue traces back to the lead.
Scoring and routing
Leads scored by intent and routed to the right branch or rep, automatically.

What we run

Run monthly, against the number.

Follow-up
Sequences for new and open leads, and alerts for the ones that need a person now.
Pipeline reporting
Leads to booked revenue by source, stage and month. One dashboard, one set of numbers.

How it's measured

Leads to booked revenue by source and month, with nothing unattributed.

Questions

Which CRM do you recommend?: The one the team will use. HubSpot for most B2B and growth-stage companies, GoHighLevel for service businesses that live on the phone, Salesforce where it is already there. We build the system around it.
Can you connect it to our operating software?: Usually, yes. We have integrated moving software, e-commerce platforms, dealer management systems and project tools. Where an API exists, the lead becomes a record in it without re-keying.
What does 'lead nurturing' mean here?: Follow-up that runs on what happened: a quote not accepted, a cart abandoned, an appointment not booked. Timed sequences with a clear next step, and a handoff to a person when the lead is ready.

Works with

Where we have run it

CRM and follow-up by market: Sartell, Sauk Rapids, Waite Park, St. Joseph, Minneapolis, St. Paul, Rochester, Duluth, Mankato, Eden Prairie, Bloomington, Woodbury, Plymouth, Maple Grove, Los Angeles, Tampa, Dallas–Fort Worth.

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