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    CRM & Automation

    Stop losing leads to slow follow-up.

    When a lead submits a form or calls your business, the clock starts. We implement CRM systems and automations that capture, nurture, and convert leads while you're busy running the job.

    • Centralized inbox for SMS, Email, and Social DMs
    • Missed call text-back so you never lose a prospect
    • Automated review requests to build local authority
    • Pipeline visibility to track every dollar
    • Long-term nurture campaigns for unconverted leads
    The real problem

    You don't need more leads. You need better follow-up.

    Most local businesses lose up to 40% of their potential revenue simply because they take too long to reply, forget to follow up, or don't ask for the review after the job is done.

    ❌ What kills revenue

    • Missed calls go to voicemail and call the next guy
    • Leads fall through the cracks via text, email, and DMs
    • Manual follow-up gets forgotten when you're busy
    • Quotes are sent but never followed up on
    • Past customers are never contacted again
    • No reliable system to generate 5-star reviews

    ✓ What ON-POINT delivers

    • +Instant text-back when you miss a call
    • +All messages (SMS, Email, FB, IG) in one inbox
    • +Automated 5-day follow-up sequences for new leads
    • +Automated quote reminders to close more deals
    • +Reactivation campaigns to past customers
    • +Automated review requests after every completed job
    How it works

    We build the engine. You drive.

    We don't just hand you software and say "good luck." We build the pipelines, write the templates, and train your team.

    System Setup

    We connect your phone numbers, emails, social media accounts, and Google Business Profile into a single unified inbox.

    Pipeline Build

    We map out your exact sales process and build custom drag-and-drop pipelines so you can visually track every lead and dollar.

    Automation Triggers

    We write and implement the automated text and email sequences for new leads, no-shows, and review requests.

    Launch & Train

    We deploy the system, run test leads, and train your team on how to manage conversations and move deals forward.

    What's included

    Everything you need to scale operations.

    Consolidate your software stack. Cancel your separate calendar, text marketing, and review management tools.

    The Unified Inbox

    Stop checking five different apps to see if a customer replied. We route all your communications into one clean interface accessible on desktop and mobile.

    • SMS and MMS text messaging
    • Email correspondence
    • Google Business Profile messages
    • Facebook and Instagram DMs
    • Webchat widget on your site

    Missed Call Text-Back

    If you miss a call while on a job, the system instantly texts the caller: "Hey, sorry we missed you! How can we help?" — saving the lead from calling a competitor.

    Automated Review Generation

    The moment a job is marked "complete" in the pipeline, the system automatically texts and emails the customer a direct link to leave a 5-star Google review.

    Calendar & Booking

    Integrated calendar system that allows clients to book directly on your website, complete with automated confirmation texts and reminder emails to reduce no-shows.

    Nurture & Reactivation

    Automated long-term drip campaigns to keep your brand top-of-mind for unconverted leads, and "reactivation" blasts to past customers to drum up quick cash flow.

    Automation Packages

    Systemize your sales process.

    We build the machine, you choose how much ongoing management you need.

    Build & Hand-off

    Starting at $1,500
    One-time setup + software sub

    For operators who want a professional CRM built for them, but want to manage it themselves day-to-day.

    • Unified inbox setup
    • Missed call text-back configuration
    • 1x Custom sales pipeline
    • Automated review request flow
    • Webchat widget installation
    • 1-hour team training session
    Get a quote
    Most popular

    Managed CRM

    Starting at $500/mo
    Ongoing management

    For businesses that want continuous optimization, new automations built on demand, and technical support.

    • Everything in Build & Hand-off
    • Unlimited pipeline adjustments
    • Custom nurture campaigns built monthly
    • Quarterly database reactivation blasts
    • Priority technical support
    • Monthly strategy & reporting call
    Book a strategy call

    Full Revenue System

    Custom quote
    Ads + CRM + Automation

    The ultimate growth stack: we generate the traffic, capture the leads, and automate the follow-up.

    • Fully managed CRM & automations
    • Google & Meta Ads management
    • Custom landing pages
    • Advanced API integrations (Zapier/Make)
    • Custom sales reporting dashboards
    • Dedicated account manager
    Let's talk scope
    Common questions

    Questions about CRM & Automation

    What software do you use?
    We build on top of ON-POINT CRM (powered by industry-leading software), fully customized and white-labeled for your specific service business needs.
    Will this replace my current tools?
    In most cases, yes. Our system replaces tools like Mailchimp, Calendly, Podium, Podium, and basic CRMs like Pipedrive or Hubspot, saving you hundreds of dollars in monthly software subscriptions.
    Is it hard for my team to learn?
    Not at all. We build the complex automations on the backend so your team's day-to-day experience is simply replying to messages in the unified inbox and dragging cards across the pipeline. We provide full training.
    Can it integrate with my dispatch software?
    Yes. Depending on your software (like Jobber, ServiceTitan, or Housecall Pro), we can often use Zapier or native integrations to pass lead data back and forth to prevent double data entry.
    Ready to upgrade your sales process?

    Stop leaking revenue. Start automating your growth.

    Book a free strategy call to see a live demo of the CRM and discuss how we can customize it for your exact workflow.

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