CRM + Follow-Up Automation
Every Lead Gets the Attention It Deserves.
You finished a job. The customer was happy. You never asked for a review. You never followed up. They forgot your name. Our CRM automation ensures every customer gets personalized follow-ups, review requests, and re-engagement — all without you lifting a finger.

47
Google reviews gained in 90 days
50%
Reduction in no-shows
3x
Customer retention improvement
0
Manual follow-ups needed
Automate the Busywork — Focus on Your Craft
Follow-ups, reminders, review requests, and re-engagement — all happening automatically while you do what you do best.
3-Touch Follow-Up Sequences
Every lead automatically receives 3 personalized follow-ups across email and SMS. No lead falls through the cracks, ever.
SMS & Email Campaigns
Personalized outreach at scale. Seasonal promotions, appointment reminders, and re-engagement campaigns — all automated.
Appointment Reminders
Automated reminders reduce no-shows by up to 50%. Customers get a text the day before and morning of their appointment.
Review Request Automation
After every completed job, the system automatically sends a review request. Build your Google reputation on autopilot.
Re-Engagement Campaigns
Past customers get seasonal offers and check-ins. Turn one-time buyers into lifetime clients without lifting a finger.
Pipeline Analytics
See exactly where every lead is in your pipeline. Track conversion rates, response times, and revenue per lead source.
The Before & After
Without CRM Automation
- ✗ Leads go cold because you forgot to follow up
- ✗ Happy customers never leave reviews
- ✗ No-shows waste your valuable time
- ✗ Past customers forget you exist
- ✗ No visibility into your sales pipeline
With CRM Automation
- 3 personalized follow-ups sent automatically
- Review requests sent after every job
- Appointment reminders cut no-shows in half
- Seasonal re-engagement brings customers back
- Full pipeline dashboard with analytics
Included in the Growth plan
CRM + Follow-Up Automation comes standard from $997/mo
Best for: Growing businesses, 5–20 employees. No long-term contracts.
Works even better with
AI Receptionist
Answers every call 24/7. Books appointments. Handles FAQs. Never takes a sick day.
Automated Lead Capture
Website visitors become booked calls. Forms, chat widgets, and AI follow-up — all on autopilot.
AI-Powered Website
SEO-optimized, mobile-first, built to convert. Not a template — a revenue machine.
Real-World Result
"A landscaper in Edison went from 2 Google reviews to 47 in 90 days using automated review requests. His Google ranking jumped from page 3 to the top 3."Get the Same Results