Never Lose Another Lead
The average business loses 40% of leads due to slow follow-up and disorganized pipelines. A smart CRM eliminates that waste.
The Spreadsheet Graveyard
Your leads live in six different places: sticky notes, text message threads, email inboxes, voicemails, spreadsheets, and your head. This chaos is not a personality quirk — it is a revenue leak. Every lead that sits in a spreadsheet for more than 5 minutes without follow-up has a dramatically lower chance of converting. The businesses that win are not the ones with the most leads. They are the ones with the best systems for managing and converting the leads they already have.
Leads scattered across email, text, voicemail, and social media with no central view
Manual follow-up that depends on memory, leading to missed opportunities
No visibility into which stage leads are in or when they were last contacted
Booking friction — customers have to call during business hours to schedule
Unified inbox that captures leads from forms, calls, texts, social DMs, and live chat
Visual sales pipeline with drag-and-drop stages and automated status updates
Two-way calendar sync with Google, Outlook, or iCal for real-time availability
Automated lead scoring that prioritizes hot leads and defers cold ones
One System. Zero Gaps.
We replace the chaos with a single, intelligent CRM that captures every lead from every source, assigns them to a visual pipeline, and triggers automated follow-up sequences based on behavior. Paired with an online booking system that syncs to your existing calendar, you create a frictionless path from first contact to confirmed appointment — without hiring more staff.
What’s Included
Every component is designed to work together as a unified system.
Visual Pipeline
Kanban-style deal tracking with customizable stages that match your actual sales process — from new lead to closed won.
Unified Inbox
Every lead communication — email, SMS, calls, DMs — in one threaded conversation view. No more tab-switching.
Online Booking
Self-service scheduling that syncs with your calendar, sends confirmations and reminders, and reduces no-shows by 40%.
Lead Scoring
Automatic scoring based on behavior (pages visited, emails opened, forms submitted) so you focus on the most qualified leads.
Follow-Up Automation
Speed-to-lead sequences that send an SMS within 30 seconds of form submission — before your competitor even checks their email.
Reporting Dashboard
Real-time visibility into pipeline value, conversion rates, lead sources, and team performance metrics.
How It Works
From discovery to results in as little as 14 days.
Pipeline Design
Map your current sales process and design optimal CRM stages with automation triggers.
System Setup
Configure CRM, connect lead sources, set up booking pages, and sync calendars.
Automation Build
Create follow-up sequences, lead scoring rules, and notification workflows.
Train & Launch
Train your team on the system, migrate existing contacts, and go live with full support.
Frequently Asked Questions
We build on a platform that combines CRM, booking, SMS, email, and automation in one place. No franken-stack of disconnected tools. Everything works together natively.
Yes. We handle full data migration from your current system — whether that is a spreadsheet, HubSpot, Salesforce, or even paper files. No lead left behind.
When a lead submits a form on your website, our system sends a personalized SMS within 30 seconds and triggers an email sequence. This instant response dramatically increases the chance of conversion.
No. Our booking system syncs bi-directionally with Google Calendar, Outlook, and iCal. Your availability is always accurate without double-entry.
See It in Action
Live sites we’ve built — each one powered by our full service stack.
Lumera Medspa
A high-performance digital platform for aesthetic clinics. Engineered to drive appointment bookings, showcase treatment results, and elevate your brand prestige.
Echo Smart Living
The ultimate lead generation platform for smart home integrators. Showcases complex systems with clarity and positions your brand as the market leader.
Parkview Dental Studio
A patient-centric platform for modern dental practices. Streamlines the new patient journey from discovery to appointment booking.
Westridge Legal Group
An authority-building platform for law firms. Establishes immediate trust and converts visitors into qualified case leads.
ProFlo Plumbing & HVAC
A high-urgency platform for home service providers. Optimized to capture emergency traffic and convert it into immediate calls.
Aurelia Dermatology
A premium platform for medical aesthetics and dermatology. Balances clinical expertise with high-end beauty branding.
ClearMark Tattoo Removal
A specialized platform for lazer treatment clinics. Educates patients on the process and drives consultation bookings.
Summit Orthodontics
A family-focused platform for orthodontic practices. Demystifies treatment options and encourages parents to schedule the first visit.
Precision Endodontics
A referral-optimized platform for specialists. Provides clear clinical information to build trust with patients and referring dentists.
VoltPro Electrical Services
A high-trust platform for electrical contractors. Highlights safety, certifications, and reliability to win commercial and residential bids.
Northshore Realty Group
A visual-first platform for real estate agencies. Immerses clients in property listings and positions agents as local market experts.
Related Insights
Deep dives and strategies on smart crm & booking.
Industries We Serve
Our smart crm & booking stack is built for high-value service businesses.
Aesthetics & MedSpa
Related Services
Ready to Get Started?
Book a free growth audit and see exactly how smart crm & booking can transform your business.