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CRM & Lead Automation
How do I stop losing leads when I miss calls?

Stop Losing Leads You Already Paid For

Most local businesses do not have a lead problem; they have a follow-up problem. Missed calls never get texted back, form fills wait days, quotes go out and nobody follows up.

$1,500 one-time · Included with Search plans

How we work

We configure a CRM that collects your leads in one place, replies fast, and follows up automatically. Setup is $1,500 one-time, handed over with training. On a Search + AI Visibility plan, CRM setup and access are both included. Calling, texting, and paid add-ons are billed separately.

What's included

Everything it takes to launch.

A working system configured for your business and handed over with training, not software you have to figure out.

Missed-Call Text-Back

With the $800 Phone & Text Setup, callers you miss get a text right away, before they dial the next company.

Pipelines & Stages

Every lead visible from first contact to booked job. Nothing lives in someone's memory.

Automated Follow-Up

Quote sent? Sequences nudge on a schedule automatically, so deals stop going quiet.

Booking Flows

Customers self-schedule from your site with confirmations and reminders.

Review Requests

Job done, review ask sent by text automatically, feeding your local visibility.

Lead Source Tracking

Every contact tagged by source, so you know which marketing books jobs.

How it works

The CRM setup goes live in about two weeks, including training. Larger builds are scheduled at scoping.

  1. DAYS 1–3

    Map Your Flow

    One call to map how leads reach you and where they currently leak.

  2. WEEK 1

    Build

    Pipelines, automations, text-back, booking, and review flows configured in your account.

  3. WEEK 2

    Connect & Test

    Phone, forms, and calendar wired in; every automation tested with real scenarios.

  4. HANDOFF

    Train & Launch

    A walkthrough for your team plus recorded videos for future hires.

Pricing, published.

Productized work has an exact price. Variable-scope work shows a starting price and gets a written fixed-price proposal before implementation.

Compare all pricing
CRM Setup & Customization
Recommended
$1,500
One-time setup · included with Search plans
Inquiry form, lead pipeline, booking calendar, email follow-up, and reminders. Tested, with team training.
Discuss this plan
With a Search Plan
Included
Any Search + AI Visibility plan
Every Search + AI Visibility plan includes CRM setup and CRM access, with no separate setup fee.
Discuss this plan
Phone & Text Setup
$800
One-time setup
One business number, messaging registration, missed-call text-back, and text appointment reminders.
Discuss this plan
With an AI Agent
In setup quote
Buying an AI agent? The CRM and messaging configuration it needs is included in the agent setup.
Discuss this plan

All prices in USD. Software, advertising spend, messaging, telephone, AI usage, licenses, and other third-party costs are separate unless explicitly listed. Rankings, lead volume, and AI citations are not guaranteed.

CRM & Lead Automation questions.

Timelines, ownership, and what to expect, in plain language.

All FAQs

What does CRM setup cost?

$1,500 one-time, including training. It is included at no extra cost with every Search + AI Visibility plan. Missed-call text-back needs the separate $800 Phone & Text Setup, and calling and texting usage are billed separately.

What is included in CRM setup?

An inquiry form, a lead pipeline from first contact to booked job, a booking calendar with confirmations and reminders, automated follow-up, review requests, and lead source tracking. It goes live in about two weeks, tested with real scenarios, with a team walkthrough and recorded training videos.

Which CRM do you use?

GoHighLevel. It is built for local service businesses, with calls, texts, pipelines, and booking in one place. We set it up and run it. You own your data (contacts, leads, and history); the system stays with us.

What does the software cost?

CRM access is included with your Search + AI Visibility plan or AI agent subscription. Calling, texting, and paid add-ons are billed separately, with rates explained before activation.

Is it complicated for my team?

Day-to-day use is a simple app: see leads, reply, drag to the next stage. The complexity lives in the automations, which run themselves.

Can it work with my existing tools?

Usually yes: QuickBooks, Google Calendar, and most form and phone systems. We confirm your stack on the mapping call before you pay.

Ready when you are

Every Missed Call Is a Job You Paid For.

$1,500 one-time · Included with Search plans

Get a clear plan for your market.

One free call. We look at your market, your competitors, and tell you exactly what we would do, whether you hire us or not.

Book a Discovery Call
Agency Crate LLC · Based in Wesley Chapel, FL · Serving businesses nationwide · cs@agencycrate.com
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