Follow-up that runs while you're on the job.
A CRM for small business that works the phones while your hands are busy. Missed calls get a text back, forms and messages land in one inbox, quotes get followed up and every customer is asked for a review, all from our CRM platform.
Included in packages from $300/mo
The jobs you lose without knowing it
You're under a sink, behind the chair or up a ladder when the phone rings, and plenty of callers won't leave a voicemail. Meanwhile a quote request waits in an inbox you check at night, and last week's estimate never got a second nudge. None of it shows up as a loss on paper. It just never turns into work.
a.
Missed calls become someone else's jobs
Missed calls become someone else's jobs
A caller who reaches voicemail can dial the next shop before you're down off the ladder. Without a text back, you may never find out what they needed.
b.
Leads are scattered everywhere
Leads are scattered everywhere
Website forms go to email, texts go to your personal cell, and Facebook messages sit in an app you rarely open. Nobody can tell what's been answered.
c.
Quotes go quiet
Quotes go quiet
The estimate goes out and nobody checks back. A customer comparing three bids tends to hire whoever followed up.
d.
Reviews depend on your memory
Reviews depend on your memory
Happy customers mean to leave a review and forget, and the asking only happens on the days you remember. Before his site, V the Barber had 1 Google review. On June 22, 2026, six days after his printed QR review card went out, he had 8, averaging 4.9 stars.
What a CRM for small business should do while you work
01
Missed-call text back
Missed-call text back
Calls ring through a business line on our CRM platform: a new local number, or your current number forwarded to it. When a call goes unanswered, the caller automatically gets a text from your business asking how you can help, and their reply lands in your inbox.
02
One inbox for every lead
One inbox for every lead
Website forms, texts and emails arrive in one place, on your computer and in the phone app, and Facebook and Instagram messages can join once your pages are connected. When we build your website, every form on it can feed the CRM from launch.
03
Two-way texting from your business number
Two-way texting from your business number
Customers text the business, not your personal cell. You reply from the app, and when an employee moves on, the conversations stay with the business instead of leaving in their pocket.
04
Follow-up sequences
Follow-up sequences
When a quote goes out, the CRM checks in at intervals we set together and stops the moment the customer replies. It's automation at a sensible size: a few well-timed messages, not a newsletter nobody asked for.
05
Pipelines you can read at a glance
Pipelines you can read at a glance
Every lead sits in a stage: new, contacted, quoted, booked, won or lost. One screen shows what's waiting on you and how the month is shaping up. To learn which ad or page made the phone ring, add analytics and reporting.
06
Review request automation
Review request automation
When a job is marked done, the customer gets a text with a direct link to your Google review page. It arrives after they've left, so nobody is put on the spot, and nothing is offered in return. No claimed profile yet? Start with our Google Business Profile checklist.
A missed call that still books.
What happens when the phone rings mid-job. The texts go out from your business number, and the whole thread lands in one inbox.
- Missed call(952) 555-0187 called while you were with a customer.
- Text sent“Sorry we missed you. This is Your Business. How can we help?”
- Customer“Do you have anything Saturday morning?”
- You, from the app“Yes, 10am. Want it?”
- BookedSaturday, 10:00 AM. Added to the pipeline, reminder scheduled.
How the CRM setup runs, week by week
Trace every way leads reach you
On a free 30-minute call we list how customers contact you today (calls, forms, texts, Facebook, walk-ins) and what happens to each one now. That map decides what we build first.
Business line and carrier registration
We set up your business number or forwarding and file the registration US carriers require before a business can text from a local number. Carriers review it on their own schedule, so it goes in first.
Build the automations
Missed-call text back, form routing, review requests and your quote follow-up, each written in your voice. You read and approve every message before it goes live.
Test with a real phone, then hand over
We miss a call, fill out a form, text the business line and mark a test job done to prove every path works. Then we walk you and your staff through the app.
Tune what's working
We look at which messages get replies and which don't, then adjust the wording and timing. New services and busy seasons get their own sequences.
Which business texts need what permission, per the wireless industry's messaging guidelines (CTIA; not legal advice)
| Type of text | Example | Permission expected |
|---|---|---|
| Conversational | A customer texts you first and you answer their question | Nothing beyond their own text, since they started the conversation |
| Informational | Appointment reminders, welcome texts, alerts the customer asked for | Their okay to be texted for that purpose, given on a form, by text or out loud when they share their number |
| Promotional | A sale, a coupon code, any text that asks them to come in and buy | Written consent first, such as a checkbox on your website form |
| Opt-out | A customer replies STOP, or just “stop texting me” | Honor it, send one confirmation, then nothing more |
Quoted: Google Maps User Generated Content Policy
We do allow merchants to: Solicit or encourage the posting of content that does represent a genuine experience, without offering incentives to do so or attempting to influence the rating or the contents of the review.
Included in packages from $300/mo
Compare pricesWhat the CRM costs
$300/mo
The Starter package bundles the CRM with your care plan and basic SEO and Google Business Profile work; larger automation builds belong to Scale, from $3,000/mo, and we scope yours after we talk.
CRM questions owners ask
How much does the CRM cost?
It comes in our Starter package, from $300/mo, alongside a care plan (hosting, security, updates, monitoring and two content edits a month) and basic SEO and Google Business Profile work. Bigger automation projects fall under Scale, which starts at $3,000/mo. Compare the packages on our pricing page, then we'll size yours together.
Do I have to change my phone number?
No. We can set up a new local number that rings your cell, or forward your existing number to the business line so missed-call text back works on the number customers already know. We'll go through what your carrier supports on the first call.
Why does business texting need carrier registration?
US carriers block business texts sent from unregistered local numbers, so a business line has to be registered before it can text customers (the industry calls it A2P 10DLC). We file it as part of setup. Approval is up to the carriers, which is why it's the first thing we start.
Can the CRM keep unhappy customers from leaving reviews?
No, and we won't build it that way. Screening people with a “how did we do?” text and sending only the happy ones to Google amounts to selectively soliciting positive reviews, which Google's policy prohibits. Every customer gets the same request. If someone replies with a complaint, it lands in your inbox and you get the chance to make it right.
Will automated texts sound canned?
Not if they're written the way you talk. We keep every message short, write it in your voice, sign it with a real name, and stop a sequence as soon as the customer replies, so nobody gets a scripted nudge after they've already answered.
Does it work with my booking or invoicing software?
It depends on the software. Some tools can share data with our CRM platform and some can't, so we check yours before promising anything. When they can, connecting them is part of our API integrations work.
Is there a long-term contract for the CRM?
No. The CRM is month-to-month, like the rest of our packages. Your domain name, your content and your photos are always yours, and if you want your contact list in a spreadsheet, ask us about an export.
Talk it through first.
Tell us how leads reach you today and where they slip. We will map what we would set up, and what it costs, on a short call.