CRM & Dashboards
Every lead, conversation, and metric flowing through one connected system the team actually uses.
Where leads quietly get lost.
Leads land in different inboxes
Enquiries from ads, forms, calls and chat arrive in separate places, so nobody sees the full picture.
Follow-up depends on someone remembering
Without tracking, leads go quiet and nobody knows who has been contacted, or who already booked.
No idea which campaign produced which customer
Spend goes out, but customers cannot be traced back to the campaign, ad and keyword behind them.
What's included.
Capture
Unified lead inbox
Every enquiry from ads, forms, calls and chat in one place, tagged by source.
Pipeline, deal stages & automatic lead routing
Leads move through your pipeline and deal stages, and are routed automatically.
Role-based access & a full audit log
Role-based access, plus a full audit log of every change.
Follow up
Automated follow-up tracking
Automated follow-up is tracked, and stops the moment a lead books.
Full customer timeline
Every call, SMS, email and status change is logged on one timeline.
Quoting, onboarding & support workflows
Quoting, onboarding and support workflows run in the same system.
Measure
Campaign attribution built in
Every customer is traced back to the campaign, ad and keyword behind it — see marketing intelligence.
Live dashboards for revenue, pipeline & activity
Live dashboards for revenue, pipeline and activity.
Not sure where to start?
Book a free call. We'll map your stack, your bottlenecks and the highest-impact systems to build first.
From first enquiry to live dashboard.
Sources
Every enquiry, tagged by source.
CRM
Pipeline, lead routing and a full customer timeline.
Dashboard
Live revenue, pipeline and activity in one view.
- Step 01
Discovery Call
We learn about your business, workflows, goals and bottlenecks.
- Step 02
Opportunity Assessment
We map the highest-impact automation and AI opportunities, ranked by business value and ROI.
- Step 03
Build & Deploy
We implement the systems, AI agents and workflows directly into the stack you already use.
- Step 04
Launch & Train
Everything goes live, documented and connected — with your team trained to run it confidently.
TriState Auto Sales
1 CRM — every conversation, ticket and lead in sync
One connected system captures every customer interaction and routes it — to a ticket, a lead, or a booked appointment — without anything falling through the cracks.
Read case study →Harmony Med Spa
1 dashboard — live visibility across leads and follow-up activity
Captures leads, responds in about 60 seconds, follows up automatically, and tracks everything in one dashboard.
Read case study →Debate Partners
Teams, cases and billing in one platform
Coaches manage their teams, cases, and subscriptions from one platform.
Read case study →Questions, answered.
We build into your existing stack — booking system, store platform or CRM — and connect what already works. No rip-and-replace, no new tools to learn.
Every call, SMS, email and status change is logged on a full customer timeline. Every lead is tagged by source, follow-up is tracked until the lead books, and every customer is traced back to the campaign, ad and keyword behind it with attribution built in.
Yes. Access is role-based, and a full audit log records every change.
It depends on scope: how many pipelines, integrations and workflows you need. We give you a timeline after the opportunity assessment, before any build work starts, and nothing goes live until tracking and follow-up are tested end to end.
CRM & stack setup is part of the one-time Build phase, alongside the audit, automations and follow-up flows, and team training. The reporting dashboard and ongoing support sit in the monthly Grow phase, with no long-term lock-in. How Build & Grow work →
One team. Every system your growth needs.
Websites & Software
Fast, modern sites, web apps and custom platforms built to convert and scale.
SEO · AEO · GEO
Get found on Google and recommended by AI overviews, ChatGPT and Gemini.
AI agents & automation
Instant follow-up, nurture and internal workflows that run without your team.
Marketing intelligence
Spend, ROAS, LTV and content performance unified across every connected platform.
Ready to build?
Tell us where it hurts — manual operations, invisible marketing, or software that can't keep up. We'll map the fastest path forward on a free 30-minute call.