A CRM that follows up for you
Most lost sales are not lost to a competitor. They are lost to a slow reply or a forgotten follow-up. A CRM set up around how you sell fixes both.
Tell me the task that eats your week. A written first plan in 2 business days.
A remodeling estimate request, start to finish
- 1Request comes in from the website at 9:40 PM
- 2The customer gets a text in under a minute with a link to book a visit
- 3No booking by day 2: a friendly reminder goes out
- 4Visit booked: it lands on the calendar and the estimator is notified
- 5Estimate sent: the CRM follows up on day 3 and day 7
What is included
- Every lead from forms, calls and ads saved in one place
- Instant text and email replies, written in your voice
- Follow-up reminders that run until someone answers
- Estimates and proposals drafted from your price list
- A pipeline view of every deal and what it is worth
- Your team trained in one short session
Fixed price, agreed before work starts. You own the result.
Fill the CRM with Google and Meta adsQuestions owners ask
Which CRM do you use?
The one that fits your business. Often a CRM you already pay for just needs to be set up properly. When nothing fits, I build a simple one around how you work.
Will my team actually use it?
That is the whole design goal. Fewer fields, automatic steps and one short training session. If a step is annoying, it gets removed.
Can it connect to QuickBooks?
Yes. Won deals can create customers and invoices in QuickBooks Online, so nothing is typed twice.
Leo AgostiniFounder, Cazullo
Building business software since 2022, after 13 years in marketing. You work directly with me, and I personally review and validate the work before delivery.
Get a free automation review
Tell me about your business and the task that eats your week. Within 2 business days you get a written first plan: what to automate first and a price range. No call required for that; bigger systems get their full scope after a short conversation.
Prefer to talk now? Call (424) 340-4151, or write to leo@cazullo.com.