How it works

A fully managed onboarding path — you're not handed a login and a help article.

1. 1

   Discovery call

   We learn your current stack, lead sources, and where follow-up is breaking down.

2. 2

   Data migration

   Your existing contacts and history move into your new, whitelabeled CRM.

3. 3

   Integration build

   Native or API/webhook-based real-time sync with the booking software you already use.

4. 4

   Telephony & email setup

   Your business number, email, and SMS are configured inside the CRM.

5. 5

   Automation deployment

   Review requests, missed-call text-back, lead follow-up, and appointment reminders go live.

6. 6

   Custom workflow build

   Anything specific to how your business runs gets built on top of the standard library.

7. 7

   Walkthrough & training

   We show your team exactly what's automated and what still needs a human.

8. 8

   Go-live & 30-day check-in

   We monitor the first 30 days and tune anything that needs adjusting.