Stop Wrestling With Your CRM.
Start Growing.
We build, configure, and launch your complete CRM system in just 10 days — so you can focus on what you do best: closing deals and growing your business.
Everything You Need, Built For You
No templates. No DIY tutorials. We handle the entire setup so you can hit the ground running from day one.
Inbox Connection
2-way email communication synced directly to your CRM
Calendar Setup
Fully configured scheduling with automated reminders
Contact Import
Migrate all your contacts with proper tags and segmentation
Automation Installation
Pre-built workflows, pipelines, and notification sequences
Phone System + A2P
Complete phone setup with business text messaging compliance
Domain & Email Configuration
SMTP authentication and custom domain connection
Social Integrations
Connect your social media accounts for unified messaging
Full QA Testing
End-to-end testing to ensure everything works perfectly
From Kickoff to Launch in 10 Days
A proven, structured approach that delivers results without the chaos. Here's exactly how we build your CRM.
01
Client Kickoff & System Setup
- • Inbox connection for 2-way communication
- • Calendar activation + configuration
- • Email service setup (SMTP / domain authentication)
- • Social media account connections
- • Brand + campaign registration (A2P 10DLC)
- • Domain connection (if required)
02
Data Migration & CRM Configuration
- • Import client contact lists
- • Apply tags and segmentation rules
- • Create smart lists
- • Map fields needed for workflows and pipelines
- • Test form submissions and contact routing
03
Automation Deployment & Launch
- • Install snapshot workflows
- • Customize automation steps to client preferences
- • Configure pipeline stages + movement logic
- • Set internal notifications and follow-up sequences
- • Test the full customer journey end-to-end
- • Onboarding confirmation and handoff
Transparent, All-Inclusive Pricing
One package. Everything included. No hidden fees or surprise charges.
Most Popular
CRM Setup & Automation Package
What Our Clients Say
Real feedback from professionals who transformed their business with our CRM setup.
"I've used a bunch of CRMs — this is the first one that actually runs my mortgage business. From lead → docs → follow-ups → funded → referral check-ins, it's all mapped out. No more sticky notes, no more missed updates, and my clients feel taken care of automatically."
"The communication is unreal — clients AND realtors stay updated without me chasing. Every stage triggers the right message at the right time. My pipeline looks cleaner, my deals move faster, and I'm not answering the same "any update?" text 20 times a day."
"This CRM paid for itself fast. It helped me recover dead leads, improve my conversion, and stay consistent with past clients. The best part? It feels white-glove, but it runs in the background like a machine."
Ready to Grow?
Schedule your free consultation today and take the first step toward a CRM that actually works for you — built, tested, and launched in just 10 days.
No commitment required • Free 15-minute consultation
CRM setup and automation, done for you.