Marketing Automation and CRM
Keep every inquiry, quote and customer in one place, with friendly follow-up that happens automatically.
Leads are expensive to earn and easy to lose. A form comes in while you are on a roof, a quote goes out and nobody follows up, a customer finishes a job and never hears from you again. A simple CRM and a few automations close those gaps.
We set up a system that fits how you work. Every call, form and message lands in one place, new leads get an instant friendly reply, quotes are followed up on a schedule, finished jobs get a thank-you and a review request and past customers hear from you when it matters. We keep it simple and humane, with no robotic spam and no complicated software that nobody uses. We always keep a human in the loop. Automations handle the first reply and the reminders, and a person takes over the moment a customer writes back. We also set limits, so nobody receives too many messages. The goal is a system that feels attentive, not automated, and that your team will actually keep using.
One home for leads
Calls, forms, texts and emails are collected in one list so nothing slips through.
Instant replies
New inquiries get a quick, friendly response, which is often what wins the job.
Follow-up on schedule
Quotes and estimates are followed up automatically at sensible times.
After the job
Thank-yous, review requests and seasonal check-ins keep customers coming back.
What is included
- Review of how leads arrive today
- Choice and setup of your CRM
- Instant reply and follow-up automations
- Review and thank-you messages
- Training for your team
- Monthly review of the numbers
What you get with Automation and CRM
Simple to use
No overload.
Instant replies
Win the job.
Automatic follow-up
Nothing forgotten.
Reviews built in
After every job.
Customer history
All in one place.
Human tone
Not spammy.
Ideas and materials behind Automation and CRM
Every topic has its own page with what to expect and how we approach it.
SituationToo Dependent on AdsIf the phone stops when the ad budget stops, you are renting your customers. Here is how to…Learn more 
SituationSlow Season or Down YearWhen homeowners hold off, the businesses that stay visible are first in line when they decide.Learn more 
SituationMultiple LocationsEach location competes in its own neighborhood. The brand wants one voice. Here is how to have both.Learn more SEO ROI and Lead Value Calculator
Enter your job value, close rate and monthly calls to see what a customer is worth and what better rankings could add.
How we work, start to finish.
- 01
Call and listen
You tell us about your business, your customers and what is not working, and we listen before we say a word about solutions.
- 02
Look closely
We review your website, your profile, your reviews and the competitors who outrank you, and record what we find.
- 03
Plan and explain
We give you a short, plain plan: what to do first, what to skip and what to expect, with a written scope.
- 04
Build the foundation
We fix and write the pages, profile and local signals by hand, with your approval on anything customers will see.
- 05
Do the work
We build authority, collect reviews and keep improving, watching the phone and adjusting as results come in.
- 06
Report on results
You get short, plain updates focused on calls and customers, and a clear view of what we will do next.
Automation and CRM FAQ
Which CRM do you use?
We use proven tools that fit your size and budget, and explain the choice.
Will it make my customers feel automated?
No. Messages are friendly and personal, and you stay in charge.
Can it connect to my website?
Yes. Forms and calls feed straight in.
How hard is it to learn?
We keep it simple and train your team.
Is my customer data safe?
Yes. We choose secure platforms and follow good practices.
You may also need.
Lead Generation FunnelsA clear path from first click to booked job, built around one offer, one page and one simple…Explore 
Email MarketingStay in touch with past customers and warm leads using simple, friendly email that brings repeat work and…Explore 
Call TrackingFind out which searches, pages and campaigns make your phone ring, and which ones only look busy.Explore 
Web DevelopmentCustom features, integrations and fixes for websites that need more than a template can give.Explore Automation and CRM in Nashville and beyond.
Start with a free SEO audit.
Tell us about your business and we will call you back to talk it through and look at your site.
Or call (615) 891-5435 to talk now.