CRM and marketing automation put every call, text and form in one place, then follow up for you. Right now it might be calls on your cell, texts on the office phone, website forms in an inbox nobody checks and Facebook messages you saw three days late. Every one that slips is a job, a patient or a contract that went to someone else. We set it all up for you.
The first half is a customer list that remembers everything. The letters stand for customer relationship management: every person who has called, texted or filled in a form, and every conversation you've had with them, in one place you can open on your phone.
The second half is follow-up that runs itself: the texts, emails and reminders that go out on time without anyone having to remember to send them.
Put together, nothing gets lost between "someone called" and "the job is booked".
with who called, when, and which ad, listing or page they came from.
in and out, from your business number.
the moment it's sent.
next to everything else.
on one screen: what they asked for, what you quoted, when they last booked.
from "new" to "booked" to "won" or "lost", so you can see at a glance what needs a call today.
so bookings from your website, your receptionist and your office all land in the same place.
so you can reply from a job site, a parking lot or the couch.
The work you lose most often isn't lost to a competitor. It's lost because nobody followed up. So we set these up for you:
Every message names your business and has an easy way to opt out. We write them with you, so they sound like you.
Every ad, listing and page gets its own phone number, so every call shows where it came from. Each month you get one plain report: calls, booked work, what each booked job cost, and what we'll change next month. No pages of clicks.
Here's what it looks like from the inside: the shared inbox, the quote board and a customer's history.
You don't have to learn new software before it works for you. We:
bring in your existing customer list
connect your phone numbers, website forms, calendar and social pages
write your follow-up texts and emails with you
show you, or whoever runs your office, how to use it
keep adjusting the follow-up as we see what gets replies
It's yours: your customer list and everything in it stays in your name, and goes with you if you ever leave.
Kitchen Tune-Up, a kitchen and cabinet company in Bloomfield, New Jersey, got 473 phone calls and 317 quote requests from its Google ads between January 2022 and March 2025. When every call and form is counted like that, you know exactly what your ad money brought in, and which ads to cut.
Read the Kitchen Tune-Up storyResults depend on your market, your budget and how fast you answer the phone.
This is the centre of know if the money you spend is bringing in work, and the back office for never miss a call you paid for. The AI receptionist, text back, review requests and email and text follow-up all run through it.
We set this up for businesses across Canada and the US, from our office at 863 College St, Toronto. In Toronto, see email marketing agency Toronto for the follow-up side. Also marketing agency Toronto, digital marketing agency Mississauga and all the cities we serve.
Something else on your mind? Call (647) 254-0850 and ask.
One place for every call, text and form is part of every plan we offer, from $1,500 a month. Follow-up by text and email and the monthly report in booked jobs come with the Full Schedule plan at $3,000 a month. See what each plan includes.
Not much. If you can text, you can use it. We set it up, and we show you or your office the few screens you'll actually use.
Yes. We bring it in for you, so past customers can get review requests and reminders from day one.
You do. It's in your name, and if you leave, it goes with you.
Yes. There's an app, so you can see new calls, read and answer texts and check the quote board from anywhere.
Tell us what you use on the call. Often the two can run side by side, with this one handling the calls, texts and follow-up. We'll tell you straight if it's not worth switching.
Thirty minutes, no pitch. We'll walk through how calls, texts and forms reach you today, show you where they slip, and what it would look like in one place.
