CRM · A2P 10DLC · Workflows
CRM & Automation
CRM done right. Leads routed, not lost.
The problem
You bought a CRM. Nobody configured it. Leads sit in an inbox. Follow-ups happen when someone remembers. Marketing and sales blame each other.
How we build
How we build
- Lead capture on every channel: site forms, DMs, phone, events.
- Routing rules — new lead paged to the right person in under 5 minutes.
- SMS + email nurture sequences (A2P 10DLC registered).
- Pipeline stages your team actually uses, with dashboards that prove it.
Deliverables
Deliverables
- CRM account + pipelines set up
- A2P 10DLC registration
- 3–5 automation workflows
- Team training + SOPs
- Monthly pipeline health review
Outcome
Every lead gets a response. Every deal has a status. Nothing falls through.
Common questions
Common questions
Which CRM platform do you deploy?
We deploy a marketing CRM built for agencies — full account setup, pipelines, automation workflows, A2P 10DLC registration, and team training.
What is A2P 10DLC and do I need it?
It's the US carrier registration required to send business SMS at scale. If you send promotional or transactional texts, yes. We handle the filings.
How fast is a new lead routed?
Under five minutes. New leads get paged to the right person with context, not dumped in a shared inbox.
Will you train my team?
Yes. One onboarding session plus written SOPs for the three or four workflows your staff touches daily.
Stop juggling five agencies.
Start with a free audit. We'll tell you what's broken — whether or not you hire us.