Transform your business

We help small business turn disorganized customer data and disconnected apps into a streamlined, automated system that will increase sales, improve follow up, and simplify operations. Cut down on time wasted and get back to what your business does best — providing a great product or service.

Our Service Plan to Streamline, Automate, and Grow Your Business

Discovery & Strategy

We begin with a deep dive into your business to design the right system for your goals.

  • Business Process Review – We uncover inefficiencies, missed revenue, and time-consuming tasks.

  • CRM Recommendations – We match you with the best-fit platform (HubSpot, Zoho, Salesforce, etc.).

  • Data Audit – We assess your customer records to prep for import.

  • Implementation Plan – You receive a clear roadmap with timelines and pricing.

  • Free Consultation – No risk. Keep all insights even if you don’t move forward.

Training and Support

We go live with your system with training and 30 days of included support and weekly check ins.

  • Team Training – Live sessions to get your team up and running

  • Go-Live Support – Launch day help and immediate issue resolution.

  • 30-Day Optimization – Weekly check-ins to fine-tune performance.

  • Optional 90-Day Add-on – Unlimited email support + weekly calls post-launch.

Implementation

We set up, configure, and launch your new centralized system so it fits your business like a glove.

  • Custom Setup – Fields, pipelines, permissions, integrations – all tailored to you.

  • Data Migration – Secure, clean import of all your customer info.

  • Workflow Automation – We automate lead follow-up, email sequences, and task reminders.

  • Dashboards & Reporting – Visualize sales, retention, and key KPIs.

Additional Services

We offer powerful add-ons for growing businesses:

  • AI & Automation – Make use of upcoming Agentic Workflows and AI automations. Smart lead scoring, behavior-based journeys, predictive insights, automatic task handling or customer support.

  • Systems Integration – Sync with additional services such as ERPs, accounting, inventory, or custom software.

  • Marketing Automation – Personalized campaigns, loyalty programs, and content tools to keep your customers coming back.

  • Operations Optimization – Quarterly audits, sales coaching, or strategic CRM consulting.

Questions before getting started? Get in touch.