CRM & marketing automation: follow up every lead in seconds
Leads go cold while you're on a job. Automation replies in seconds, follows up for days and reminds customers to show up and review you.
- Replies in seconds
- Follow-ups that run themselves
- More reviews
CRM and marketing automation puts every lead in one pipeline and follows up automatically: missed-call text-back, instant replies, follow-up sequences, appointment reminders and review requests. US$299 (CA$399) setup, then US$149 (CA$199)/month.
The follow-up loop, on autopilot
Instant text
Thanks, here's how to book
Details, prices, reviews
Follow-up
Still need help?
Last nudge
Easy one-tap booking
Example sequence. We write yours with you.
Sound familiar?
Tap a card to see the fix.
What's included
CRM and pipeline
Set up around how you sell
Missed-call text-back
Seconds after a missed call
Follow-up sequences
Texts and emails you approve
Reminders
Fewer no-shows
Review requests
Sent after every job
Monthly report
Leads, bookings and response time
Is this right for your business?
- Leads live in several inboxes
- Follow-up depends on someone remembering
- No-shows leave gaps in your day
- You rarely ask for reviews
- You have very few enquiries to follow up
- You already run a CRM with these automations working
A contractor sends 20 quotes a month and follows up on none. If a two-day check-in recovers one extra job worth $1,200, the US$149 (CA$199) plan has paid for itself eight times. Illustrative figures.
CRM & Marketing Automation pricing
Simple setup fee, flat monthly price. Prices shown in US dollars (USD).
CRM & Marketing Automation
Every lead tracked, followed up and reminded automatically
- CRM and sales pipeline set up for you
- Missed-call text-back and instant lead replies
- Email and text follow-up sequences
- Appointment reminders and review requests
- Monthly pipeline report
Answer Every Lead
Never miss a call, chat or follow-up.
The most common starting point for service businesses.
Book a callFounding client offer. setup fee waived and your monthly price locked for 12 months. Open to the first 3 clients per service.
Month to month, cancel with 30 days' notice. Setup fees cover onboarding and are non-refundable once work starts. Ad spend is paid directly to Google, Meta, LinkedIn or Amazon.
All plans are billed in Canadian dollars (CAD). USD prices are shown for reference; your card issuer converts at its own rate. Prices plus applicable taxes.
Questions, answered
Still curious? Book a free call or send a message.
What is CRM and marketing automation?
A CRM is one place where every lead and customer lives. Marketing automation sends the right text or email at the right time without anyone remembering to: instant replies to new leads, follow-ups, reminders and review requests.
Which CRM do you use?
We choose and set up the platform that fits your business and budget, or work in the one you already have. You own the data.
How much does it cost?
US$299 (CA$399) one-time setup, then US$149 (CA$199) a month. Software and messaging fees may apply depending on the platform; we tell you up front.
Will it spam my customers?
No. Every sequence is built on consent, includes your business name and an easy opt-out, and follows CASL in Canada and US carrier rules (CRTC).
What's missed-call text-back?
When you can't answer, the caller gets a text within seconds asking how you can help, so the conversation continues instead of going to a competitor.
How long does setup take?
Most setups go live in 2 to 3 weeks.
Works well with
Most clients combine two services. Bundles cost less.
AI Search
Get found on Google, in the Map Pack and in AI answers
AI Front Desk
Answer every call, chat and text, day or night
Websites & Apps
AI-built websites and custom business tools
Shopify & E-commerce
Shopify SEO, AI shopping visibility and Amazon Ads
Ads & Content
Google, Meta and LinkedIn ads plus AI creative
See exactly what you get, then talk to Garry
Every service lists what's included and what it costs. When you're ready, book a free 30-minute call and we'll recommend the smallest plan that will move the needle.