Every lead captured, automatically
Forms, chatbot conversations, booking inquiries, phone calls — all feed into one system. No more "oh, I meant to email them back."
CRM & Lead Management
Stop losing leads in your inbox.
Every inquiry captured, tagged, and followed up automatically. See exactly where every lead is in your pipeline — and never let one fall through again.
The #1 reason small businesses lose deals: they forget to follow up on time.
0Leads slipping through — every inquiry tracked
- Bundled in your plan
- Built together
- You own it all
What it does
Built to drive real results.
Follow-ups run themselves
Automated email sequences nudge cold leads, nurture warm ones, and re-engage old inquiries. Most of our clients close 30–50% more deals just by not forgetting to follow up.
Pipeline you can actually see
Visual pipeline showing every lead by stage — new, contacted, proposal sent, closed, lost. You know exactly what's moving and what's stuck.
Works with everything you already use
Integrates with Gmail, Outlook, your booking system, SMS, and the chatbot. No "rip and replace" — it sits on top of what you already have.
How we deliver
A clear process from day one.
01Week 1
Map your current sales flow
We learn how you actually sell today — where leads come from, what you say first, how you close. The CRM gets built to match your process, not the other way around.
02Week 2
Build + automate
Pipeline stages, follow-up sequences, assignment rules, integrations with your existing tools. Everything wired up before you touch it.
03Week 3
Train + launch
Quick walkthrough (15 minutes, most people pick it up fast). Then we monitor the first couple of weeks and tune the automations based on real usage.
What's included
Everything you get, bundled in.
- Full lead capture from all channels
- Visual pipeline and stage tracking
- Automated follow-up email sequences
- Email + SMS integration
- Notes, reminders, and task assignment
- Monthly pipeline + conversion reporting
A real client · Financial Services
Live“Our old site was an embarrassment — broken links, outdated design, and the agency that built it had basically disappeared. The Site Guy didn't just fix it, they completely transformed how our business is perceived. We now have a premium financial website that actually reflects the level of service we provide.”
MB
Melissa B.
Owner · Birchtree Financial
12%+
Form conversion
3:42
Avg. session
−38%
Bounce rate drop
Before you ask
Common questions answered.
Do I have to move off HubSpot / Salesforce / my existing tool?
Only if you want to. We can build on top of what you already use, or we can set up a full system from scratch if you don't have one. Most solo operators and small teams benefit from simpler — we tune it to your actual needs.
How much of this is actually automated?
The capture, tagging, reminders, and follow-up sequences — all automated. What you handle: the actual selling, the closing calls, the judgment calls. The CRM removes the busywork so you spend more time on the parts only you can do.
Will this work if I'm a one-person business?
Especially if you're a one-person business. Solo operators lose more leads than anyone because there's no one to catch what falls. Automation is the only real fix.
Can my team use it too?
Yes. Multi-user, with assignment rules, visibility controls, and reporting per team member. Scales with you as you hire.
Custom Websites That Drive Results
Ready for a website that actually makes you money?
Get a free demo of your new site — no commitment, no setup fee. Live in 5–10 days, and you own everything.
- Canadian team
- No long-term contracts
- You own everything
Canadian team