We connect your current CRM
Calls, leads and form fills flow straight into the CRM you already use, so your team works from one place.
Your CRM, connected. No CRM? Now you have one.
Every call, lead and job should land in one place without anyone retyping it. We connect your phone, website and lead sources to the CRM you already use. If you don't have one, we build one around how your business actually works.
What we build
Practical systems that replace group texts, sticky notes and copy-and-paste.
No CRM? We build you one
A simple, custom CRM built around your process: contacts, jobs, follow-ups and notes, in tools your team can actually use.
Every call logged automatically
Your AI phone assistant creates or updates the customer record, with a summary of every call.
Dashboards and trackers
See what's coming in, what's in progress and what's stuck, at a glance.
Intake forms with photos
Forms that collect the right details and photos up front, so jobs start with everything you need.
Runs on its own
Once it's set up, it keeps working in the background. We keep it tuned on a monthly plan.
How it works
- We map how calls, leads and jobs move through your business today, and which systems you already use.
- If you have a CRM, we connect it. If you don't, we design one around your process.
- We connect your phone, website, email and lead sources so every record is created automatically.
- We test it with your team, launch it, and keep it running on a monthly plan.
Who it's for
A good fit if your leads live in five places, or you're running the business on group texts and a spreadsheet.
- Businesses with a CRM nobody updates
- Teams copying details between apps
- Owners with no CRM at all
- Offices that lose track of follow-ups
- Companies that want reports without the busywork
- Anyone outgrowing their current setup
Pool plastering and renovation company
Call log · Southern California
Every call logged with a summary as part of their AI phone assistant, so leads and service calls are tracked in one place.
Questions about custom CRMs and automation
Can you connect to my CRM?
Most likely. If your CRM or software has an API or works with connector tools like Zapier, we can connect it. We confirm exactly what's possible during scoping, before any work starts.
What if I don't have a CRM?
Then we build you one as part of the project: simple, custom to your process, and set up in your name so you own it.
Do I need to switch software?
Usually not. We build around the tools you already use instead of making you adopt a new app.
Who maintains it?
We do, on a simple monthly plan. If something changes in your business, we adjust the system to match.
Other systems we build
Most clients start with one system and add the others as they grow.
Get every call and lead in one place
Tell us what's slipping and we'll get back to you personally within one business day. Or call our own AI assistant and hear it for yourself.