Follow-up that never depends on memory
Pipelines that match how you sell, and messages that go out at the right moment, for each location, with consent recorded.
The problem
Most CRMs are set up once and then worked around. Leads sit in a list, follow-up depends on someone remembering, and reminders and review requests go out only when there is time.
With several locations it gets harder: each location does it differently, and nobody can see which approach is working.
Running today Automated lifecycle emails and lead follow-up, sent per location for a multi-location brand.
A CRM that runs your follow-up
We configure your CRM around your process and automate the messages at each stage, from first enquiry onward.
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Pipelines that fit
Stages that match how your business actually sells, so records move forward on real events instead of manual updates.
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Speed to lead
A new enquiry reaches a person within moments, by email and text, with the page and ad it came from.
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Lifecycle messages
Follow-up and review requests sent at each stage, per location, from shared templates.
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Templates across locations
One set of templates adapted per location, with changes rolled out to every location together.
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Consent and compliance
Text-message consent recorded and opt-outs honoured, and we file and manage carrier registration (A2P 10DLC).
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Know where bookings come from
Leads tagged with their source and location, so you can see which campaigns and which locations produce bookings.
How we set up your CRM
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Map your process
We walk through how a lead becomes a customer today, at each location, and where it stalls.
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Configure
Pipelines, fields, templates and automations built around that process, not a generic setup.
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Migrate and connect
We bring over your existing contacts, clean up duplicates, and connect your booking platform and forms.
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Launch and tune
We train your team, watch the first weeks closely, and adjust based on what actually converts.
Tell us what you need built
A 30-minute call about your locations, the tools you run and the work you want to stop doing by hand. We'll tell you what we would build and what it would take.