CRM and automation
GoHighLevel and every other major CRM, set up so every lead gets an answer and nothing slips.
I build primarily in GoHighLevel, and I work in HubSpot, Mailchimp, Pipedrive, Zoho and Salesforce when that's what you already use. That means the whole backend: getting contacts out of spreadsheets and old tools, pipelines that match how you actually sell, workflows that text, email and call on their own, and the registrations and number ports that make business texting work.
What changes for youEvery lead gets an answer, even at 9pm on a Sunday.
What's included
- GoHighLevel builds, from a blank account to a full backend
- HubSpot, Mailchimp, Pipedrive, Zoho and Salesforce setup and cleanup
- Contact migration from spreadsheets and old tools
- Pipelines and stages that match how you sell
- Workflows that text, email, drop ringless voicemails and call on their own
- Meta lead form field mapping into the CRM
- Missed-call text back and instant lead replies
- Review requests and reactivation campaigns
- A2P 10DLC registration and phone number porting
- Tagging so every list and report makes sense
- Custom integrations with webhooks, APIs and Google Apps Script
- Dashboards for leads, booked jobs and response time
How it goes
Every tool, every lead source and every login you have now.
Account, pipelines and your contacts moved in, cleaned and tagged.
Workflows, texting registration and your number ported over.
A walkthrough for you and your team, plus written steps.
Questions
Which CRM should I use?
For most service businesses I recommend GoHighLevel, because texting, email, pipelines, reviews and booking live in one place. If you're already on HubSpot or another CRM and it works, I'll build on that.
Can you move my contacts from the old system?
Yes. Spreadsheets, old CRMs, phone contacts and email lists, cleaned and tagged on the way in.
Will texts come from my number?
Yes. I register your number for business texting (A2P 10DLC), and I can port your existing number over so customers see the same one.