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CRM built around your pipeline

Every lead, every touchpoint, one system

Pipelines, follow-up sequences and reporting connected to the tools your team already uses, with every lead tracked in one place.

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Pipeline view
Complete
Updates
Real-time
Customer data
One record
Follow-ups
Automated
TL;DR

Centralized customer data with 2-way sync to QuickBooks, Stripe, and GoHighLevel. Named-owner pipelines, stage SLAs, velocity reports, and Slack alerts on stalled deals. A typical rollout takes 2-4 weeks.

What you get

Core features

Contact records, pipelines, automations and reporting: the parts your team uses every day

  • Contact management

    Every contact, deal, note, and interaction in one record. Merge duplicates, tag segments, export anytime.

  • Email, SMS and voice

    Triggered email, SMS, and voice sequences based on pipeline stage, tags, or custom events.

  • Workflow automation

    Visual workflow builder for lead routing, task assignment, and multi-step follow-up. No code required.

  • Reporting

    Pipeline velocity, conversion rates, and rep performance on custom dashboards you can filter and export.

  • Integrations

    Connectors for QuickBooks, Stripe, Google Workspace and Zapier, and other tools through their APIs.

  • Quotes and payments

    Quotes, invoices and Stripe checkout built into the deal record, with revenue tracked against each deal.

Optional

Additional features

Lead scoring, AI-assisted email drafting, and multi-step workflow automation

Contact Management

One customer database with segments and tags

Records: One per contact / History: Full / Fields: Custom

  • Contact organization
  • Custom fields and tags
  • Automated data enrichment
  • Activity tracking

Communication Hub

Multi-channel communication management in one place

Inbox: Shared / Follow-ups: Scheduled / Channels: Email, SMS, calls

  • Email integration
  • SMS messaging
  • Voice calls
  • Chat support

Automation and workflows

Automate the repetitive tasks your team does by hand

Triggers: Stage, tag, event / Tasks: Auto-created / Routing: Rule-based

  • Task automation
  • Email sequences
  • Follow-up reminders
  • Lead nurturing

Analytics and reporting

Pipeline, conversion and revenue reports

Conversion: By stage / Revenue: Per deal / Reports: Custom

  • Performance dashboards
  • Custom reports
  • Goal tracking
  • ROI analysis
Rollout

Implementation process

Data migration, pipeline setup, team training and go-live, usually 2-4 weeks in total
  1. 01 / 2-3 days

    Discovery

    Understanding your business needs and processes

    Business process analysis / Current system evaluation / Success metrics definition / Requirements gathering

  2. 02 / 1-2 weeks

    Setup & Configuration

    Configuring the CRM around your pipeline

    CRM platform configuration / Clean data migration / Third-party integrations / Workflow automation setup

  3. 03 / 2-3 days

    Training

    Team training and documentation

    Hands-on system training / Process documentation / Support contacts and escalation / Knowledge transfer

  4. 04 / After go-live

    Launch & Optimization

    Launch, then adjustments based on use

    System go-live / Performance monitoring / Continuous improvement / Regular updates

Architecture

Technology stack

Postgres, Node, Redis and a typed API layer

High Level CRM

All-in-one marketing and automation platform

Type: CRM / Channels: SMS, email / Setup: Configured

  • Lead capture forms
  • Email marketing
  • SMS campaigns
  • Appointment scheduling
  • Connects to: Gmail / Outlook / Zapier / Stripe

Bitrix24

Business management platform

Type: Workspace / Modules: CRM, tasks / Setup: Configured

  • Project management
  • Document handling
  • Time tracking
  • Team collaboration
  • Connects to: Google Drive / OneDrive / Slack / QuickBooks

Mobile Apps

Native mobile applications for iOS and Android

Platforms: iOS, Android / Sync: With CRM / Platform: Cross

  • Offline access
  • Push notifications
  • Contact management
  • Quick actions
  • Connects to: iOS Calendar / Android Contacts / Maps / Camera

Cloud Infrastructure

Cloud hosting

Hosting: Managed / Backup: Scheduled / Region: Per client

  • Auto-scaling
  • Data backup
  • Load balancing
  • CDN delivery
  • Connects to: AWS / Azure / CloudFlare / Docker
FAQ

Frequently asked questions

Common questions about CRM migrations, integrations, and rollout for South Florida businesses.

Can you migrate our data from another CRM system?

Yes. We move data from Salesforce, HubSpot, Pipedrive, Zoho or spreadsheets into GoHighLevel or Bitrix24, including field mapping, deduplication, custom fields and history. You get a timeline once we have seen the data.

What CRM platforms do you work with?

Mostly GoHighLevel, for service businesses, and Bitrix24, for teams that want project management in the same tool. We also connect to Salesforce, HubSpot and Zoho when a client already uses them.

How do you handle CRM integrations with our existing software?

We build custom integrations using APIs, Zapier, Make (formerly Integromat), or direct database connections. Common integrations include QuickBooks, Stripe, Calendly, phone systems, and email marketing platforms. If it has an API, we can connect it.

Will our team need training on the new CRM?

Yes, and training is part of every CRM project: short videos for your setup, live sessions, and support after launch while your team settles in.

What happens to our data during migration?

We keep the source data until you have checked everything in the new system. We take backups, run test migrations on sample data, and compare old and new side by side before the final switch.

Work

Related case studies

CRM and pipeline builds from our portfolio: sales pipelines, client records and lead handoff.
  • Business SystemsButlerCRMButlerCRM keeps contacts, deals, email, calendar and tasks in one workspace that updates live for everyone in it. We rebuilt it on Elixir/Phoenix so changes appear for the whole team as they happen.View case study
  • Business SystemsNexusDialerNexusDialer puts outbound calling, the contact record and a personal AI assistant on the same screen, on the web and on the phone. It is our own contact-center product and is being built out now.View case study
  • Sales & MarketingVerrowA public data operations project that turns raw lead files into trusted records. A TypeScript front end drives a workflow built around validation, enrichment, and CRM readiness.View case study

Put your customer data in one system

A CRM set up around your sales process, with your team trained to use it

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