Leads in five different places
Voicemails, texts, emails, form submissions and sticky notes.
Pillar 04 · CRM & Operations
CRM setup that stops jobs from slipping through the cracks
Leads come in from calls, texts, forms and Facebook, and some always slip through. We set up a simple CRM that puts every lead, estimate and job in one place, so you always know who to call next.
- Every lead in one place
- No more forgotten follow-ups
- Know exactly what's next
NewRoof leak · AnnistonGutter quote
Estimate sentFull replacement
BookedStorm inspectionRepair · Oxford
The problem
Your leads are everywhere. Your follow-up is nowhere.
Quotes that never get a follow-up
You send an estimate, get busy and never hear back.
No idea what's working
You can't tell which marketing actually brings in paying customers.
It's stressful knowing money is slipping through the cracks and not knowing where.
Every lead you worked hard to get deserves a follow-up.
You're not alone
We'll be your guide
Most CRMs are built for big sales teams, not a busy owner running jobs. Ours is set up around how you actually work, and kept simple enough to use from your phone.
At The Web Leaders, this is all we do: help local businesses get found, chosen and called. You keep running your business. We handle this part.
The plan
Three simple steps
- 1
Free checkup
We learn where your leads come from and how you track jobs today.
- 2
We build it
A pipeline for leads, estimates and jobs, connected to your phone and website.
- 3
Never lose a lead
Every lead lands in one place, with reminders so nothing gets forgotten.
- Pipeline for leads, estimates and jobs
- Website forms connected automatically
- Calls, texts and emails in one inbox
- Follow-up reminders
- Mobile app setup
- Walkthrough so you know how to use it
What's at stake
Where will your business be six months from now?
If nothing changes
- Leads keep slipping through the cracks
- Quotes go cold without a follow-up
- You keep guessing what's working
With CRM Setup for Small Business
- Every lead and job in one place
- Follow-ups happen on time, every time
- You know exactly where your work comes from
Just this, or the whole package. Your call.
Get CRM Setup for Small Business on its own, or bundle it with everything else in one of our systems.
FAQ
CRM Setup for Small Business questions, answered
Which CRM do you use?
We set up an all-in-one CRM that handles your pipeline, calls, texts and forms in one place, with a mobile app.
Is there a monthly software cost?
Yes, the CRM software has a monthly fee. We'll give you the exact amount before you start. The CRM is included in our Growth and Web Leaders Systems.
Can you move my existing contacts over?
Yes. We can import your current customer and lead list during setup.
Will my team be able to use it?
Yes. We set up access for your team and walk everyone through it.
Is it hard to learn?
No. We set it up around how you already work and walk you through it. Most owners are comfortable within a day.
Can it send quotes and invoices?
Yes. Estimates, invoices and payments can all run through the same system if you want them to.
Get started
Ready to stop losing customers? Let's talk.
Leave your name and number and pick how you'd like to hear from us. We'll learn about your business and tell you exactly what our CRM Setup for Small Business service would do for you.
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We hate spamNo mailing lists, no sales sequences, no newsletters you didn't ask for.
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We never sell your infoYour details are only used to answer your request. We never sell or share them.
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No endless callsWe reach out the way you choose: text, call or email. If we miss you, we follow up once, then leave it with you.
Ready for pricing? Get a detailed quote · Or call or text (256) 588-8008
Let's talk
Takes 30 seconds.
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Want a price sooner? Fill out the detailed quote form.