Build & run
Follow up automatically. Never lose a lead.
Speed wins leads. We connect your forms, ads, calls and bookings to automated follow-up and a CRM that shows where every lead stands, and we build custom staff dashboards when off-the-shelf tools don't fit.
What's included
Everything that goes into it.
Instant lead alerts & replies
Your team is notified the moment a lead arrives, and the lead gets an immediate confirmation, with text follow-up where they've opted in.
Lead routing & pipelines
Leads are assigned to the right person and moved through clear stages, so nothing sits unanswered.
Automated follow-up sequences
Reminders and nurture emails that keep conversations moving without manual effort.
CRM setup or custom CRM
We configure the tools you already use, or build a custom admin portal like the staff CRM we created for Back40 Sportsman's Club.
Booking, payments & e-signature
Appointments, deposits and signed agreements handled inside the same workflow.
Dashboards & reporting
See leads, sources, response times and outcomes in one place.
Integrations
Stripe, email, calendars, spreadsheets and the other tools you rely on, connected.
How it works
From first call to results.
- 1
Map the process
How leads arrive today and where they get stuck.
- 2
Build the workflow
Alerts, routing, follow-up and pipeline stages.
- 3
Connect your tools
Forms, ads, calendar, payments and email wired together.
- 4
Refine
Review the data, tighten response times and improve conversion.
What you can expect
Clear outcomes, honestly stated.
- Faster response times on every new lead
- No lead lost in an inbox or a spreadsheet
- A clear view of your pipeline and where leads come from
- Less manual work for your team
We don't promise specific numbers. Results depend on your market, offer and budget, and we'll tell you plainly what we think is realistic before you commit.
Questions
Marketing Automation & CRM: common questions.
Do I have to switch CRMs?
Can you text leads?
Can you build something custom?
Works well with
Pair it with these.
Let's talk about your next lead.
Tell us what you're trying to achieve and we'll show you how marketing automation & crm can help, with honest advice and a clear plan.
Prefer email? info@nextleadmarketing.com
