CRM & Website Automation

Track Every Lead. Respond Before The Signal Drops.

We provide effective design solutions

Missed Messages Cost Sales. We Set Up A Lightweight CRM And Sane Automations So No Opportunity Flatlines.

CRM & Automation

Why It Matters?

Your website, socials, email, and texts all create touchpoints—but without a system, leads leak. A simple CRM with smart automations keeps every conversation in one place and your pipeline moving.

Count On Us

Core Tools We Set Up

Lead capture: high-intent forms with field logic + spam controls
Automated follow-up: 3–5 email sequence tailored to your offer
UnifyInbox: manage email, SMS*, and social DMs together (desktop + mobile app)
Reporting: source tracking, pageview attribution, pipeline stage conversion, and revenue forecasts

Outcomes You Can Expect

Fewer dropped balls with auto-routing and alerts
Faster response times that boost booked calls and show rates
Clear pipeline visibility so you know what’s working and where to focus

What You Get (Deliverables)

CRM setup: pipelines, stages, tags, roles, and notifications
Lead-generating contact form connected to your site and offers
Web chat widget to reduce back-and-forth
Email/SMS templates plus 1–2 nurture sequences (3–5 emails to start)
UnifyInbox desktop + mobile app to manage email, SMS*, and social messages in one place
Dashboard & reporting for lead activity, site visits, and pipeline conversion

I’ll give you the tools to collect and manage leads, automate follow-up, and access UnifyInbox so you can run all communications from a single screen—no more logging into five different accounts.

Great pairings: ImpactSite Starter + CRM Essentials → capture → nurture → book calls.

We focus at every stage on effective communication and collaboration between the client and ensuring that the final design meets the client's objectives and expectations.

It is important to note that these are simplified steps, and the actual work process may vary depending on the complexity of the project.

Pricing Snapshot

CRM Essentials — $97/mo (includes AI Chat Bot)
Setup includes: pipeline, tags, forms, chat, booking, UnifyInbox, baseline automations, and training.

Email Funnels (one-time): Basic $97 for 3–5 emails • Advanced $197 for 7–10 emails

Ready To Stabilize Your Business And Marketing?

Fill Out The Form To Receive Your Complimentary Consultation.

Short Form. Fast Reply. Zero Pressure.

If I'm not the right fit, I will point you to the best resources.

Give us a call:

704.840.9921

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