Service
CRM & Automation
One inbox for every call, text, lead, and review.
From $149/month + one-time setup.
What it is
A done-for-you CRM built for local trades — unified inbox for SMS, email, web leads, and calls, pipelines to track every job, automated follow-ups, review requests, and reporting dashboards.
Why it matters
Leads slip through the cracks when they live in five places. One CRM = every lead tracked, every follow-up sent, every job closed. Owners get their evenings back.
benefits
- Unified SMS + email + web inbox
- Lead & job pipelines
- Automated follow-up sequences
- Review request automation
- Calendar & booking sync
- Team assignments & reporting
process
- Discovery & pipeline mapping
- CRM setup & branding
- Import contacts
- Build automations
- Team training
- Ongoing optimization
results
- Zero leads falling through cracks
- Faster response time
- More closed jobs
- Cleaner reporting
- Better team accountability
- More reviews collected
Common mistakes
Where most Calgary businesses lose money on crm & automation.
If any of these sound familiar, you're leaving leads (and dollars) on the table every single week. The fix is faster — and cheaper — than most owners think.
Get a Free Audit- ✕Leads in inbox, phone, and sticky notes
- ✕No follow-up after first quote
- ✕Owner is the bottleneck for every reply
- ✕No visibility into what's working
- ✕Manual review requests (that never happen)
- ✕Paying for tools nobody uses
Pairs perfectly with
Get more out of every lead by bundling.
Bundle 2+ services and lock in up to 20% off. Most Calgary owners see the biggest jump when these run together.
AI Automation
Follow up faster, collect more reviews, and close more jobs — on autopilot.
From $99/month.
Learn more →AI Receptionist
Never miss a call or lead — even after hours.
From $199/month.
Learn more →Lead Generation
Predictable quote requests, every week.
From $799 per landing page + ads management.
Learn more →Ready to get started with CRM & Automation?
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