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CRM & Automation · Charleston, SC
A lot of small businesses lose money at the handoff, not the ad. A form comes in, nobody sees it for two hours, the lead's already talking to a competitor. We set up CRM and automations that catch every inquiry, route it fast, and tell you what's actually closing.
Checklist · what’s included
Software is the easy part. These are the things that separate a system your team actually uses from a license you pay for and forget.
Pricing · tiers
Ranges below are typical for a business your size. We quote the exact number after a 30-minute call and a written scope.
$3,000 – $5,000 project
Form to CRM to instant notification plus a simple follow-up automation. The bare minimum no business should skip.
Most common
$6,000 – $10,000 project
Platform pick, data migration, pipeline stages, 3–5 workflows, and training. The standard build for a team that wants to run on a real system.
$12,000 – $15,000 + retainer
CRM plus scheduling, billing, or reporting — all talking to each other. For operations that have outgrown three disconnected tools.
How to pick · worksheet
Five things that separate real help from expensive complexity.
If they push one platform on everyone, they're probably getting kickbacks from it. A real advisor picks the tool that fits your team size and process — which might be HubSpot, or might be a $49/mo Zoho setup.
You should own every login, every integration, every workflow. If they hand you a 'managed environment' you can't leave without rebuilding, you're locked in by design.
A good automation partner draws out your lead flow before touching any software. If they're jumping straight into Zapier on the first call, they haven't understood the business yet.
At some point your team has to run this. If there's no written doc, no recorded walkthrough, no handoff plan, you'll be paying them forever to do 10-minute tasks.
Automations break. A vendor API changes, a form field moves, a webhook fails. Who notices? Who fixes it? If the answer is 'you'll see it when a lead complains,' the system wasn't really delivered.
Side-by-side · evaluation
Recent work · crm & automation
Full context, numbers, and what we’d tell you to ask about — in the case studies.
Service area · Lowcountry
Pick a city for a version of this page that speaks to that market directly — local benchmarks, competitor context, and relevant case studies.
FAQ · common questions
Next steps
Send the URL and a sentence about where you’re stuck. We’ll come back with a short written take and — if it’s a fit — a 30-minute call to walk through scope and sequencing.