CRM for small business

Stop losing leads between your inbox, texts and spreadsheets.

Every lead gets one record, a next step and a follow-up that goes out on time, built around how you already work.

One record per lead: where it came from, what was said and what happens next
Follow-up and reminders that send on schedule
Booking and website forms that feed the same record
Every account in your name, with instructions to run it

Start with a Strategy Session, $500 for 2 hours. The session fee is credited in full toward any service of $500 or more when you start within 30 days.

Pick your Strategy Session time

A 36 second demonstration: a visitor talks to The Advisor, and the CRM fills itself in with the contact and transcript.

Questions

How is this different from a subscription CRM?

A subscription CRM is one product made for every kind of company and rented by the month. This one fits how your business handles a lead, runs on accounts you own, and has only the parts you use.

Can it connect to my website?

Yes. Website inquiries arrive in the CRM with their source attached. It also works on its own if your website stays as it is.

Can I bring my current contacts?

Yes, from a spreadsheet or your current CRM's export file.