CRM Setup & Lead Management Systems
Stop losing leads to sticky notes and scattered texts. See your entire pipeline in one place with automated follow-up.
Sound Familiar?
These are the problems our clients face before working with us.
How It Works
Map & Design
We map your current lead flow and design a pipeline that fits how you actually work.
Build & Configure
Set up your CRM, import contacts, create stages, and build automation rules.
Train & Launch
Train your team (ENG/ESP), create SOPs, and go live with real leads.
Tune & Support
Ongoing optimization based on real data. We adjust as your business grows.
What's Included
Pipeline Visibility
See every lead from first contact to closed job in one dashboard.
Automated Follow-Up
Smart sequences that follow up at the right time with the right message.
Lead Capture
Website forms, phone calls, texts, and social DMs — all funneled to one place.
Team Training
English and Spanish training with SOPs your team will actually use.
Integration Ready
Connects with your phone system, calendar, invoicing, and AI agents.
Simple Dashboards
Know what's working and what needs attention at a glance.
Leads Don't Disappear Because You're Bad at Sales
They disappear because there's no system catching them. Here are three scenes we hear every week:
A homeowner calls about a kitchen remodel. Your estimator writes it on a sticky note. Two weeks later, nobody’s followed up. The homeowner hired someone else.
You send 15 estimates a week. You follow up on maybe 5. The other 10? Gone. You don’t even know which ones you lost.
Your team uses three different apps — texts, email, and a spreadsheet — to track leads. Nothing syncs. Nobody knows who’s handling what.
What a Good CRM Should Actually Do
Most CRMs fail because they're built for enterprise sales teams, not for a 4-person roofing crew. Here's what actually matters:
Capture every lead automatically
From calls, texts, forms, social — no manual entry.
Show you where every lead stands
New, contacted, estimate sent, won, lost — at a glance.
Remind your team to follow up
Automated nudges, not nagging. The system does the remembering.
Tell you what’s working
Which channels bring the best leads so you can double down or cut the waste.
Be simple enough to actually use
If your team won’t use it, it’s worthless. Simplicity beats features.
Connect to your other tools
Voice agent, reviews, scheduling — everything in one flow, not five.
How We Build It
Four phases, clear milestones, no surprises.
Map & Design
- Map your current lead flow end-to-end
- Design pipeline stages that match how your team actually works
- Define custom fields and views
Build & Configure
- Set up CRM with your pipeline stages
- Build automations for follow-up reminders and lead creation
- Create dashboards your team will actually check
- Integrate with phone system, web forms, and intake channels
Train & Launch
- Team training sessions in English and Spanish
- One-page reference guides for daily use
- Go live with active monitoring
Tune & Support
- Monthly check-ins to review pipeline health
- Stage and automation adjustments based on real-world feedback
- Adoption tracking — we make sure your team is actually using it
- Onboarding for new team members
Connects to Everything You Already Use
A CRM that lives on an island is just a fancy spreadsheet. Ours plugs into the rest of your Cornerstone stack — and the tools you already run.
AI Voice Agent
Missed calls auto-create leads with caller details — no manual entry required.
AI Front Desk
Intake info from calls, texts, and chat flows directly into the pipeline.
Reputation & Reviews
Trigger review requests from CRM stages — automatically, at the right moment.
Scheduling Tools
Appointments sync both ways so your calendar and pipeline always agree.
Invoicing
See payment status alongside lead status — one view, no tab-switching.