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Pipelines, follow-up sequences, and reporting wired into the tools your team already uses. No more spreadsheets, no more lost leads.
Centralized customer data with 2-way sync to QuickBooks, Stripe, and GoHighLevel. Named-owner pipelines, stage SLAs, velocity reports, and Slack alerts on stalled deals — typically deployed in 2-4 weeks.
Every contact, deal, note, and interaction in one record. Merge duplicates, tag segments, export anytime.
Triggered email, SMS, and voice sequences based on pipeline stage, tags, or custom events.
Visual workflow builder for lead routing, task assignment, and multi-step follow-up. No code required.
Pipeline velocity, conversion rates, and rep performance on custom dashboards you can filter and export.
Native connectors for QuickBooks, Stripe, Google Workspace, Zapier, and 200+ other tools via API.
Quotes, invoices, and Stripe-powered checkout built into the deal record. Revenue tracked end-to-end.
Centralized customer database with advanced segmentation
Multi-channel communication management in one place
Automate the repetitive tasks your team does by hand
Data-driven insights for better decision making
Watch how leads flow through your sales pipeline in real-time
Leads
100%
Contacted
75%
Opportunities
40%
Customers
25%
Revenue
100%
Our systematic approach to transforming your customer relationships
Our systematic approach to transforming your customer relationships
Understanding your business needs and processes
Customizing your CRM system for optimal performance
Comprehensive team training and documentation
System launch and continuous improvement
Understanding your business needs and processes
Customizing your CRM system for optimal performance
Comprehensive team training and documentation
System launch and continuous improvement
All-in-one marketing and automation platform
Complete business management solution
Native mobile applications for iOS and Android
Secure and scalable cloud hosting
Yes. We specialize in CRM migrations from Salesforce, HubSpot, Pipedrive, Zoho, and spreadsheet-based systems to GoHighLevel or Bitrix24. We handle data mapping, deduplication, custom field migration, and historical data preservation. Most migrations take 2-4 weeks.
We're experts in GoHighLevel (for marketing agencies and service businesses) and Bitrix24 (for teams needing project management plus CRM). We also integrate with Salesforce, HubSpot, and Zoho when clients have existing investments in those platforms.
We build custom integrations using APIs, Zapier, Make (formerly Integromat), or direct database connections. Common integrations include QuickBooks, Stripe, Calendly, phone systems, and email marketing platforms. If it has an API, we can connect it.
Yes, and we include training as part of every CRM project. We create custom training videos for your specific setup, provide live training sessions, and offer 30 days of post-launch support. Our goal is your team using the system confidently, not just having it installed.
We never delete source data until you've verified everything in the new system. We create backups, run test migrations on sample data, and provide side-by-side comparisons before final cutover. Your data is safe throughout the entire process.
All-in-one CRM for small teams — contacts, deals, email, calendar, and tasks in a single app, with AI agents for lead scoring and follow-up. Rebuilt from a NestJS prototype onto Elixir/Phoenix LiveView for real-time collaboration on the fault-tolerant BEAM.
A client management system built for medical spas and aesthetic practices. Appointment scheduling, treatment tracking, client communication, and business analytics in one platform.
A public data operations project that turns raw lead files into trusted records. A TypeScript front end drives a workflow built around validation, enrichment, and CRM readiness.
A CRM that fits your sales process — set up, customized, and ready for your team to use