Starter CRM Setup
$900one-time
One account, one pipeline, one calendar, fields and tags, two basic workflows, testing and a documented handover with training.
A CRM agency that takes follow-up off your to-do list
You shouldn't have to remember every reminder. We set up and manage tailored CRM systems for small service businesses — enquiries, next steps and follow-up in one place.
$900
setup
$559
per month
You did the hard part. Someone got in touch.
Then the phone rang. A job ran late. The enquiry sat in an inbox while you meant to get back to it.
That doesn't mean you need more software. You need a clear path from “interested” to “what happens next?” And a system your team can actually use.
If contacts live in three places, follow-up depends on memory, or nobody knows who owns the next call, we can help put that process in order.
09:14
Call comes in from the job site
11:40
The job runs late
16:02
The enquiry is still unread
Your process first. The settings second.
CRM Expert Agency provides done-for-you CRM setup, automation, integration, consulting and ongoing management. You decide how customers should be treated. We turn the agreed steps into a working configuration.
Set up a useful foundation
One pipeline that reflects how you sell. A booking calendar. Fields and tags that mean something. Start manageable.
Read this pathMake repeatable follow-up easier
Route enquiries, create next-step tasks and send approved reminders. Define when each sequence starts — and when it must stop.
Read this pathKeep the tools that still fit
We check the connection options before scoping an integration. Replacing everything isn't the goal.
Read this pathHere's how we work together
01
Show us the sticking point
Tell us where enquiries or information get lost.
02
Agree the work
Review deliverables, exclusions and price before the build.
03
Build and test
Check the agreed paths, including replies, opt-outs and failures.
04
Hand over — or keep us involved
Documentation and training. Monthly management if you want continued help.
Start with the work you need
Growth Automation
$900one-time
Up to three scoped workflows on an already configured account. Separate from setup. Both together cost $1,800.
Managed CRM
$559/ month
Around five hours of agreed monitoring, troubleshooting and minor changes, with a monthly review. Not unlimited development.
Platform subscriptions, usage, paid tools, carrier fees and taxes are separate. Websites are a separate service, quoted separately.
Follow one estimate through the board
See how an example roofing enquiry moves from first contact to a sent estimate.
Example pipeline
01
Capture
New roofing enquiry
02
Follow up
The office calls to confirm details
03
Estimate
The team sends a written estimate
J. Torres
Full roof replacement · Office team
A person should still own the conversation
Automation
Can send the reminder.
And it stops when someone replies or opts out.
Your team
Still answers the awkward question.
Availability, fit and the actual conversation stay with a person.
Questions you might have
A CRM agency configures customer records, pipelines, integrations and follow-up around a business process. CRM Expert Agency focuses on CRM services for small service businesses. The service agreement defines the setup, automation or management work we'll deliver.
Let's make the next step easier to see
Tell us what happens after someone calls or fills in a form. Let's identify the CRM work worth doing first.