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CRM & Automation · Charleston, SC
A CRM is one piece. The real work is picking the tools you actually need, connecting them, and automating the parts that eat your team's day. We look at what you already have first, then build. We are not tied to any vendor, and every login and integration is yours from day one.
Free first step
Before any quote, we walk through it together: how leads come in, who picks them up, where the manual work piles up, what tools you're already paying for, and where software could realistically save hours. The call is free, takes 30 to 45 minutes, and ends with a written summary of what we'd build first and what it would cost. If we're not the right fit, you keep the map.
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
One-time project
$3,000 – $15,000 setup + optional retainer
CRM and automation builds usually fall between $3K and $15K for the initial setup, depending on how many tools need to connect, how much gets automated, and how custom the workflows are. Most clients spread that across project milestones or across 6 to 12 months rather than paying upfront. Ongoing support is your call: self-serve, light retainer ($500–$2,000/mo), or hosted ongoing. Longer commitments (quarterly, semi-annual, annual) earn discounts over month-to-month. No per-seat markup on the software. You pay vendors directly.
How to pick
Six 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, process, and budget — which might be HubSpot, or a $49/mo Zoho setup, or no CRM at all.
A good partner draws out your lead flow, your handoffs, and your manual work BEFORE touching any software. If they're jumping straight into Zapier on the first call, they haven't understood the business yet.
Anyone can say 'we use AI.' Ask for specific examples: which workflow, which tool, what time it saves. If they can't give a concrete answer, they're using the buzzword. Real AI integration is targeted at specific repetitive work, not bolted on as a feature.
You should own every login, every integration, every workflow, every AI subscription. If they hand you a 'managed environment' you can't leave without rebuilding, you're locked in by design.
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
Recent work · crm & automation
The full story, the numbers, and what we would tell you to ask about.
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
Next steps
Send the URL and a sentence about where you’re stuck. You get a short written answer, usually within one business day. If it looks like a fit, we book a 30 minute call to go through what it would cost and in what order.
Every week the manual work stays manual, your team pays for it in hours. That cost never shows up on an invoice, which is why it runs for years.