Agent
Every lead tracked until it closes
We build the pipeline your business actually needs, then automate the busywork: tagging, scoring, assigning, reminding and reporting. Your team sees exactly who to call next.
What it fixes
Leads in five places
Inboxes, spreadsheets, sticky notes and DMs. Nobody has the full picture.
Manual updates
Your team spends hours copying details between tools instead of selling.
No clear numbers
You can’t see which channel brings revenue, so marketing spend is guesswork.
Everything included
Built, hosted and maintained by our team. No software for you to learn.
Pipeline built for you
Stages, fields and views that match how you actually sell, set up in GoHighLevel or your CRM.
Lead scoring
Automatic scoring and tags from form answers, calls and behaviour.
Smart assignment
Round-robin or rules-based routing with instant alerts to the right person.
Automatic follow-ups
Tasks and reminders so no deal sits untouched for too long.
Review requests
Ask happy customers for Google reviews automatically after every job.
Revenue reporting
See which ads, keywords and channels bring paying customers, not just clicks.
Live in days, not months
Audit your process
We map how leads move today, from first contact to paid invoice.
Week 1Build the pipeline
Stages, custom fields, tags and views designed around your sales process.
Week 1–2Automate hand-offs
Assignments, reminders, tasks and stage moves run automatically.
Week 2Report & train
Dashboards for revenue by source, and training for your team.
Week 3Works with the tools you already use
We connect to your calendar, CRM, phone system and messaging channels, so everything stays in sync.
Common questions
Do I need GoHighLevel?
No, but we recommend it for most service businesses because calls, SMS, email, calendars and pipelines live in one place. We also work with HubSpot, Pipedrive and others.
Can you migrate my existing contacts?
Yes. We clean and import your contacts, tag them by status and history, and can run a reactivation campaign on old leads.
How long does setup take?
Most pipelines are built and automated within two to three weeks, including training for your team.
Will my team actually use it?
We design it around your current process, keep it simple, and train everyone. Most automations remove work rather than add it.
Want to see CRM working for your business?
Book a free 30-minute audit. We’ll map where you’re losing leads and show you a live demo set up for your industry.