CRM & Follow-up Automation
We set up your CRM so every lead gets an instant reply, a follow-up sequence and a way to book.
What does CRM setup include?
CRM setup means building the system where every lead lands and moves: pipeline stages that match how you sell, the fields you actually use, connections to your lead sources, an instant reply to each new lead, follow-up sequences by text and email, booking with reminders, and a dashboard that shows what's open.
What it fixes
Leads answered in minutes
A new lead triggers a reply, a task and a notification the moment it arrives.
Follow-up that doesn't forget
Sequences by text and email that stop the moment someone replies.
Fewer no-shows
Confirmations and reminders before every appointment, and a follow-up for anyone who doesn't show.
One place for everything
Website, calls, texts, Instagram and email replies land in the same pipeline.
What we build
01Pipeline and stages
Each stage is named after the next step, so a deal only moves when that step happens.
02Instant first reply
Every new lead gets an automatic email from your business, or a text if they agreed to texts.
03Missed-call text back
Miss a call and the caller gets a text from your number right away.
04Follow-up sequences
Multi-step email and text. Texts go only to leads who opted in, and every sequence stops when they reply.
05Booking and reminders
Calendar, confirmations, reminders and a no-show path.
06Dashboard
Open deals, stalled deals and which source produced them, on one screen.
How it works
- 01
We map how you sell
Step by step, including the messy parts and every place a lead can come from.
- 02
We build and connect it
Stages, fields, automations and every lead source, tested with a real lead.
- 03
Your team takes over
We train whoever follows up, and keep improving the automations every month.
We run it on our own leads
We run the same CRM follow-up on this agency's own leads before we build it for clients.
One setup, one monthly plan
The setup covers the build, the connections and the testing. The monthly plan covers the platform, the text messages and our changes. We quote it on a 15-minute call.
- We build on GoHighLevel by default
- Already have a CRM? We check what connects first
- Your data stays yours
Questions we get asked
Still have a question? Call +1 (650) 643-5040
Which CRM do you use for setup and follow-up?
We build on GoHighLevel by default, because it carries the CRM, calendar, text messages, email and phone number in one place. If you already run a CRM that works, we connect to it where we can instead of moving you.
What is missed-call text back?
It's an automatic text from your business number to anyone whose call you couldn't pick up, so the conversation keeps going instead of ending in voicemail.
How fast does a new lead get a reply from the CRM?
As soon as the lead arrives. The first email, or a text if they agreed to texts, goes out automatically, and a person on your team gets a task and a notification to call.
Will my team actually use the CRM?
That's why we keep it small: only the fields and steps you need, and training for whoever does the follow-up. Every extra field is one more thing nobody fills in.
Can the CRM connect my website, ads and Instagram?
Yes. Website forms, ad leads, calls, texts, Instagram, Facebook and cold email replies land in the same pipeline with the source tagged.
How much does CRM setup cost?
A one-time setup and a monthly plan that includes the platform. We quote it on a 15-minute call once we know your lead sources.
Make the first reply automatic
Book 15 minutes and we'll show you where leads are going quiet in your process.
- +1 (650) 643-5040
- contact@digimarketplace.net
- 150 SE 2nd Ave, Suite 206, Miami, FL 33131
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