A CRM for consistent follow-up.
Automated messaging, reminders, reporting and more.
Everything your follow-up needs in one system.
Messaging, targeting, reminders, and reporting working together automatically.
Instant follow-up
Text and email replies fire automatically the moment someone reaches out.
Smarter targeting
Send the right message based on location, behavior, or customer stage.
Fewer no-shows
Confirmations and reminders with simple two-way replies.
Clear reporting
Know exactly what’s working with clean, scheduled updates.
Built For Real Businesses
These are common environments where consistent follow-up, reminders, loyalty, and reporting make a measurable difference.
Real Estate
TV Radio & Print
Night Clubs Bars Restaurants
Organizations
Medical Services
Schools
Churches
Retail Stores
Capabilities of the CRM
Automated Text & Email Messaging
Consistent follow-up across text and email—without constant manual effort.
What it is
Automated sequences and one-time campaigns that send messages based on triggers—like a form submission, a booked appointment, or a completed service.
How businesses apply it
- New lead follow-up that triggers instantly
- Estimate and quote nurturing over several days
- Post-service review requests and referral prompts
- Reactivation campaigns for past customers
Audience Targeting
Send relevant messages based on who someone is, where they are, and what they’ve done.
What it is
Segments built from tags, custom fields, location, activity, and pipeline stage—so you’re not sending the same message to everyone.
How businesses apply it
- Offers by ZIP code, town, or service area
- Different follow-up for new leads vs. past customers
- Segment by service interest
- Win-back campaigns for people who went quiet
Loyalty & Promotions
Encourage repeat business with offers that are easy to send and simple to track.
What it is
Promotions, rewards, and follow-up touchpoints delivered through your CRM—so you build repeat behavior over time.
How businesses apply it
- Seasonal offers for slow periods
- VIP rewards for repeat customers
- Birthday and anniversary campaigns
- Limited-time coupons and referral prompts
Reminders & Live Interaction
Keep schedules on track and make it easy for customers to respond in real time.
What it is
Appointment and event reminders plus two-way messaging—so customers can confirm, reschedule, RSVP, or reply with keywords.
How businesses apply it
- “Reply 1 to confirm / 2 to reschedule” reminders
- Event updates and RSVP flows
- Simple polls and voting for engagement
- Quick-response help prompts
Reports & Updates
Clear reporting delivered on a schedule—so you know what’s working without digging.
What it is
Reporting and scheduled summaries that keep owners and managers aligned—campaign performance, response rates, list growth, and outcomes.
What you can track
- Response rate and engagement over time
- Booked appointments and show rate
- Campaign performance and list growth
- Offer redemptions and repeat visits
Our CRM Process
We offer a clear rollout that gets your system live fast — then improves it with real results.
Set The Foundation
We map your pipeline, fields, and intake points so every lead lands in the right place with a clear next step.
Build The Automation
We create follow-ups, reminders, and promotions that run quietly in the background and stay on-brand.
Launch And Improve
We track performance and refine the flow so the system gets stronger as your audience responds.
