CRM & Pipeline Setup
No more leads hiding in sticky notes.
Your pipeline, users, lead sources and notifications set up, the team mobile app ready, starter email and SMS templates, and video training.
Fixed price $449, one-time
Set up my CRM →CRM & Automation
A CRM organised around how your team works.
Set up, migrate or improve your CRM, with pipelines and automation matched to the processes you want to run.
Common platformsHighLevelHubSpotZohoor the tools you already use
Options and prices
Choose the work you need.
Set up, move or fix your CRM
CRM Fix & Cleanup
Goodbye duplicates, broken workflows and mystery tags.
A broken workflow fixed, or messy data merged and cleaned, always with a backup first.
From $149, starting scope
Fix my CRM →CRM Migration
Move house without losing a single contact.
Your contacts, pipeline and key data moved to a new CRM, mapped and verified before the switch.
From $699, starting scope
Plan my migration →Capture and follow-up
Speed-to-Lead Setup
An automatic first reply, while the lead is still keen.
An instant reply to every new lead, an alert to your team, lead routing, calendar booking, reminders and a no-show follow-up.
Fixed price $299, one-time
Set it up →Follow-up Automation
Follows up, so you don’t have to remember to.
The essential follow-up messages that warm leads up until they book or buy, with the right start and stop rules.
Fixed price $449, one-time
Set it up →Lead Reactivation
Your old list is sitting on money. Let’s wake it up.
A message sequence that wakes up old leads and past customers, with replies routed straight to you.
From $349, starting scope
Wake up my list →Missed-Call Text-Back & Reviews
Missed a call? They still get a text. Happy client? They leave a review.
An automatic text to every missed call, an alert to you, and review requests after each job. Messaging usage billed at cost.
Fixed price $249, one-time
Set it up →Sales and onboarding
Sales Pipeline Automation
No deal goes cold because someone forgot.
Proposal follow-ups, stale-deal alerts and the right actions when a deal is won or lost.
From $699, starting scope
Plan my automation →Client Onboarding Automation
Every new client feels like your only client.
Welcome messages, an intake form and team task handoff, so every new client gets the same great start.
From $349, starting scope
Plan my onboarding →Monthly support
Automation & CRM Maintenance
Updates, checks and fixes, so small problems stay small.
Your workflows, pipeline, calendar, AI assistant and app connections checked every month, small changes included and fixes within two business days.
Monthly $249, per month
Keep it running →How it works
Four steps, start to finish.
01
Map the process
The customer process you chose.
02
Agree the setup
Fields, stages, data and automation.
03
Build and test
The normal paths and the exceptions.
04
Train and hand over
Training and notes for your team.
Getting started
Before we begin.
Materials and access
- Access to your CRM, or the one you want to use
- How enquiries and customers move today
- The messages you want sent
- One person to approve workflows
Good to know
- No single setup includes the whole list. Each option has its own scope.
- Your team approves the messages and the entry and exit rules.
- Messaging, provider and usage costs are separate.
Client review
★★★★★
Email campaigns, funnels and complex CRM automations that take a client from booking to contracts and through the whole program. I highly recommend Shohag & team.
Arthur SmolarkiewiczHave The EdgeFAQ
About CRM & Automation.
Which CRM do you recommend?
It depends on how you sell. HighLevel suits many service businesses because it combines CRM, funnels, messaging and booking. If another CRM fits your team, budget or existing data better, we recommend that instead.
Can you work with our platform?
Tell us the platform in your brief. We confirm compatibility and access before quoting.
Can you migrate the data?
Yes, through an assessed migration scope. Objects, associations, history and workflow rebuilds affect the quote.
Who controls the messages?
Your team approves the messages and the entry and exit rules. We configure and test the agreed journeys. Providers and usage costs remain separate.
What needs to work better in your CRM?
Tell us whether you need setup, migration, automation or help with an existing issue.