CRM Setup & Marketing Funnels
Complete CRM setup and marketing automation with HighLevel. From pipeline management to sales funnels—we help you convert more leads into customers.
What We Set Up
Complete CRM and marketing infrastructure to capture, nurture, and convert leads
Pipeline Setup
Custom sales pipelines designed around your sales process with automated stage transitions and task assignments.
Workflow Automation
Automated follow-ups, task creation, and notifications triggered by contact actions and pipeline movements.
Funnel Building
High-converting landing pages and sales funnels that capture leads and guide them through your sales process.
Email Campaigns
Automated email sequences that nurture leads, onboard customers, and re-engage cold contacts.
SMS Marketing
Text message campaigns and automated SMS follow-ups that get higher open rates than email.
Appointment Booking
Integrated scheduling with automatic reminders, confirmations, and calendar sync.
Platforms We Work With
Expert setup and configuration for leading CRM and marketing platforms
HighLevel (GoHighLevel)
All-in-one CRM with pipelines, funnels, email, SMS, and automation. Our primary recommendation for most businesses.
- Pipeline Management
- Funnel Builder
- Email & SMS
- Appointment Booking
- Reputation Management
Calendly Integration
Professional scheduling that syncs with your calendar and integrates with your CRM for seamless appointment booking.
- Calendar Sync
- Custom Booking Pages
- Team Scheduling
- Payment Collection
- Reminder Automation
Success Stories
Real results from CRM and marketing automation implementations
Sales Funnel Automation
Complete sales funnel with landing pages, email sequences, appointment booking, and pipeline automation for a coaching business.
Lead Capture to CRM Workflow
Automated lead capture system that integrates web forms with CRM, sends notifications, and triggers follow-up sequences automatically.
Real Estate Pipeline
Custom pipeline for real estate agents with automated follow-ups, transaction tracking, and client communication.
Our CRM Setup Process
Audit
Review your current sales process and identify automation opportunities
Configure
Set up pipelines, automations, and integrations tailored to your workflow
Build
Create funnels, email sequences, and marketing campaigns
Train
Train your team and provide documentation for ongoing success
Ready to Maximize Your CRM?
Let's set up a CRM system that actually works for your business—automated, organized, and designed to close more deals.