Your whole business, one dashboard.

Who this is for

Most small businesses run on a patchwork of tools — leads in a spreadsheet, texts on a personal phone, appointments in a separate calendar app, reviews you have to remember to ask for. The CRM Package replaces all of that with one system: every lead, conversation, and appointment in a single dashboard, with the busywork automated so nothing falls through the cracks. This package doesn't include ad management — it's for businesses that already have leads coming in from somewhere and need a real system to actually handle them.

CRM & lead pipeline

Every contact who reaches out — whether from a form, a call, a text, or an ad — lands in one place, tracked through your pipeline from first touch to closed deal. You, or anyone on your team, can see exactly where every lead stands without digging through old texts or asking "did anyone follow up with this person yet?"

Missed-call text-back & two-way texting

If you miss a call, the system automatically sends a text back within seconds so the lead doesn't just move on to the next search result. From there, you can text back and forth with leads and clients right from the dashboard — no juggling a separate business phone or missing messages buried in a personal inbox.

Automated follow-up

New leads get automatic follow-up sequences — texts and emails that go out on a schedule you control, so a lead who doesn't answer the first message still hears from you again instead of going cold. The same automation handles reminders for upcoming appointments, cutting down no-shows without anyone having to manually call people the day before.

Booking & calendar

Leads can book directly onto your calendar without back-and-forth texting. You set your availability once, and the system handles the scheduling, confirmations, and reminders from there.

Review & reputation management

After a job's done, the system can automatically ask happy customers for a review — the single easiest way to build up your Google presence, and something almost nobody does consistently unless it's automatic.

One reporting dashboard

Everything above reports back into one place, so you can actually see what's working — how many leads came in, how fast they were responded to, how many turned into booked jobs — instead of guessing.

Add-ons, if you want them

Website Design, Meta & Instagram Ads, and the AI Agent are all available as add-ons on top of the CRM Package whenever you're ready. Plenty of businesses start here to fix the operational side first — get the follow-up system actually working — and add ads later once they know new leads won't just fall through the cracks.

Pricing

Like every package, pricing depends on your setup and what you need the system actually configured to do. Every project starts with a call, not a price list.