Lead Pipeline + CRM
Always know who to call back and what was said
Every contact, note and conversation in one place, with each lead sitting at the stage they're actually at.
Included in the $297/mo growth system
The CRM gives every customer one record — calls, texts, emails, quotes and notes on a single timeline — and a visual pipeline showing who is new, quoted, booked or needs chasing. Stages trigger automatic tasks and follow-ups so nothing is forgotten.
- Setup
- Built around your existing sales steps
- Contacts
- Existing customers imported for you
- Automation
- Tasks and follow-ups per stage
- Price
- Included in $297/mo
Notes on your phone, quotes in your email, numbers on a scrap of paper — that's where revenue leaks.
We set up a simple pipeline built around how your business actually sells, so you can see at a glance who's new, who's quoted, who's booked and who needs chasing today.
What you get
Built to turn interest into booked work
One record per customer
Calls, texts, emails, quotes and notes in one timeline.
Visual pipeline
Drag a lead from new to quoted to won in one tap.
Nothing forgotten
Automatic tasks and reminders on every stage.
How it works
Set up for you, start to finish
- 01
Map your sales steps
We copy how you already sell, not a template.
- 02
Import contacts
Existing customers and leads brought in.
- 03
Automate stages
Follow-ups and tasks attached to each stage.
- 04
Review
Pipeline value and win rate in your monthly report.
What clients say
"Our website is PERFECT, WOW! You are such a rockstar. I love and appreciate you AJ!"
"AJ I just had a quick look at the website and it's beautiful. Thank you!"
"AJ wow you did an amazing job we are so blessed to have you! Thank you for all you do. I'm very grateful."
Don't Be Shy.
