CRM Operation & Automation

Optimizing your CRM system and automating workflows

Starting At:

$3,500 per month, 3-month minimum

Adjustments may be made based on scope

What's Included:

  • CRM setup and customization.
  • Contact and lead management workflows.
  • Basic automation (e.g., welcome emails, follow-ups).
  • Training sessions for your team.
  • Monthly system maintenance and updates.

Potential Increases in Scope:

  • Advanced automation sequences.
  • Custom reporting and dashboards.
  • Integration with other business systems.
  • Sales pipeline and forecasting setup.
  • Database cleansing and enrichment services.

Meet the Team:

Team Member - Luke Flaherty

Luke Flaherty

Managing Partner

Team Member - Jake Flaherty

Jake Flaherty

Ads Management Partner

Contact Us

Got a technical issue? Want to beef up your operations procedure? Need advisement on a business plan? Let us know.