Do we have to replace our current CRM?
No. We first look at what your team already uses and whether a specific handoff can be improved there. A move to a new system is a separate decision and scope.
Know who owns the next step on every inquiry
We set up practical CRM stages and selected follow-up workflows for U.S. security integrators. Your team can see whether a project needs a callback, site visit, estimate, or decision instead of relying on scattered texts and memory.
Discuss your workflowWe scope the build around your current sales process.
The handoff is where work gets lost
A CRM is useful when it reflects the steps your team takes and makes the next action clear.
01
New inquiries
A call or website form arrives, but the person responsible for replying is unclear. We define the source, owner, and first response so the request does not sit in an unmonitored inbox.
02
Site visits and estimates
A prospect has spoken to your team, but nobody can tell whether the visit was scheduled or the quote was sent. A simple stage and next-action date make that status visible.
03
Quote follow-up
An estimate is sent, then disappears into individual phones or email threads. We can define a responsible owner and a selected reminder that stops when the opportunity moves forward or closes.
A practical first CRM build
After reviewing how your team handles projects, an initial scope may include:
- A small set of stages that match your sales process
- Useful source, service, status, and owner fields
- A defined handoff for new inquiries
- Selected reminders tied to a real next action
- A walkthrough so staff know how to use and update the pipeline
The exact stages, connections, and price are agreed in a proposal.
Separate work
The $299/month lead-recovery offer includes a conversation view and reply alerts. It does not include a designed sales pipeline or migration of your existing CRM.
Contact imports, quoting-software integrations, dispatch tools, custom reporting, ongoing pipeline administration, and long follow-up campaigns are separately scoped. We do not replace your field-service software or make technical system-design decisions for your customers.
Automate the reminder, keep a person accountable
Each workflow needs a real trigger, an approved message, an owner, and a stopping rule.
Trigger
Use a reliable event
A new inquiry, booked site visit, or quote stage starts the agreed action. We do not send a campaign merely because a contact exists in a database.
Message
Say one useful thing
We write and test the approved SMS or email for that moment, with sender identity, timing, and messaging consent considered before activation.
Stop
End when the status changes
A reply, booking, opt-out, or closed opportunity should stop an inappropriate reminder. A person stays responsible for meaningful customer conversations.
Questions about the setup
Will automation send messages without approval?
No. We agree on the trigger, audience, wording, timing, opt-out handling, and owner before enabling a customer-facing message. A live test is part of the build.
Can this chase every open quote automatically?
Only if the quote status and contact permissions are reliable. We start with a defined workflow, not an indiscriminate sequence to every past prospect.
How is this priced?
CRM and automation projects are quoted by stages, data cleanup, message paths, connections, training, and ongoing support. The lead-recovery price does not include this work.
Bring your current pipeline, even if it is a spreadsheet.
We’ll identify the first handoff worth fixing and scope the smallest useful system.