What you get
The approval gate
Nothing goes out without the owner approving it first. The system prepares a draft, you read it, and you decide whether it is sent.
Monday briefings
A short briefing at the start of each week: which leads are waiting on you and which follow-ups are due.
Engagement memory
A record of each contact's past conversations and notes, so you pick up where you left off instead of starting from scratch.
Everything in one place
Every contact and follow-up in one place, so you can see who is waiting on you.
Set up for you
We set up your pipeline for you, at a pace that suits your business.
One number to call
One number to call: Les, directly.
How it works
What is included
Everything in your CRM setup
- Every contact and follow-up in one place
- Your pipeline, set up for you
- The approval gate on everything that goes out
- A briefing every Monday
- Engagement memory on each contact
- One number to call: Les, directly
Questions people ask
Does it send messages on its own?
No. Anything meant for a lead or client waits for the owner to approve it. If you do not approve it, it does not go.
What does it cost?
Pricing is not on this page. We talk it through on a call so the answer fits your business.
Who is it for?
Any business that keeps client and lead information and wants control of it, such as insurance agencies, contractors and other local businesses. If you are not sure it fits, ask on the call.
Do I need to be technical?
No. We set up your pipeline for you, and Les is one call away when you have a question.
What is engagement memory?
It is the history kept with each contact: past conversations and notes. It helps you remember, and you still check it. It does not replace your own judgment.
Does the CRM make decisions for me?
No. It helps you keep track of people and follow-ups, and you stay in charge of every decision. If you have a question, call and talk with a real person.
Nothing on this page is a quote.