- 01 Website AI
- 02 WhatsApp AI
- 03 Websites
- 04 Local search
- 05 Paid ads
- 06 CRM & automation
- 07 Analytics
Services · 06 / 07
CRM & automation
Every lead gets an owner and a next step.
Standard workflows in an approved tool that receive an inquiry, assign an owner, create a task or send a permitted follow-up, each with an owner, a backup and duplicate prevention.
- Workflows that receive an inquiry, assign an owner, create a task or send a permitted follow-up in an approved tool
- Setup with a workflow map, error handling, tests and handover
- Monthly monitoring, one grouped rules adjustment and an incident log
- Every workflow has an owner, a backup and duplicate prevention
Not included
CRM licenses, paid connectors, data migration, enterprise APIs and sensitive messaging need a separate proposal.
What we need from you
Access to the approved tool, and a named owner for each workflow.
Four stations from kickoff to monthly review.
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01
Map the flow
Trigger, owner, task and follow-up, on one page.
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02
Handle the errors
What happens when data is missing, duplicated or late.
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03
Test & hand over
End-to-end tests, then documentation for your team.
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04
Monitor
Monthly monitoring, one grouped adjustment and an incident log.
Hire it alone, or as part of a plan.
On its own
CRM & automation
Included in
Grow Conversion system
Two standard follow-up workflows
$1,495/mo · $2,400 setup
Included in
Complete All of OpenLine, one system
Three standard CRM workflows
$3,495/mo · $6,500 setup
Launch prices in USD for one business and one location. Taxes separate. Every engagement starts with a written proposal that shows third-party costs.
Follow-ups are sent only when they’re permitted and authorized.
Not sure where to start? Start with a diagnostic.
We review fit and your existing tools, then send a written proposal with scope, exclusions and external costs, before anything is built.