Your CRM & operations stay up to date.
Forward a meeting note, an email thread, a new inquiry.
Our team logs the contact, updates the pipeline and drafts the follow‑up for your review.
You approve anything that goes out.
What we handle: CRM & operations
- New contacts logged with source, notes and next step
- Pipeline stages updated as deals move forward
- Follow-up drafts for stalled leads, ready to review and send
- Meeting notes turned into CRM entries and tasks
- Duplicate and inactive records cleaned up on a schedule
- A weekly pipeline report in plain language — which deals moved or stalled, and what needs your decision
How we handle an update
Send what changed
Forward an email, a meeting note or a one-line update. No forms, no fields to fill.
Our team updates your CRM
If the update needs a follow-up, our team drafts that too.
You approve
Nothing is sent until you approve it. Internal updates happen automatically and appear in the weekly report.
Your tools connected so nobody retypes between tabs. Running in about two weeks, and the monthly buys changes, not just repairs.
Your website built or rebuilt, then hosted with unlimited edits, plus 4 search articles a month and your listings kept consistent. Search takes about 90 days to move; you see the week’s work before then.
Ad budget separate. See every line and price
Questions about CRM & operations
Which CRM do you work with?
The one you already use, if it can be connected — and we check that before we quote the build rather than after. If you do not have a CRM yet, setting one up and then running it is part of the same Automation line. Either way you get a number at the consultation, before any work starts.
Will AI email my clients on its own?
No. Our team drafts the follow-up and waits for your approval before anything is sent. Internal record updates happen automatically and show up in the weekly report.
What does the weekly report look like?
A short plain-language summary: deals that moved, leads that went quiet, follow-ups sent, and the two or three things that need a decision from you.
Want this off your plate?
Book a free consultation and we’ll work out which parts of your CRM & operations we should handle.
Book a Free Consultation