Overview
Stop losing leads in your inbox. Every form submission lands in a CRM that tracks who reached out, when, and what happened next.
Most small businesses lose leads because contact form emails get buried, forwarded around, or just plain forgotten. A CRM fixes that. Every lead lands in one place, with a clear status, so you always know who needs a follow-up and who's already been handled.
What's Included
- CRM platform setup (HubSpot Free, Zoho, or Pipedrive depending on your needs)
- Optional custom CRM built on your own Google Drive (or similar) for an additional charge. This skips the monthly or yearly fees that platforms like HubSpot or Salesforce charge, which adds up fast over time.
- Contact form on your site wired to push leads straight into the CRM
- Pipeline stages built around how you actually close work
- Email notifications when a new lead arrives
- Two starter email templates for follow-up
- Import of any existing contacts you already have in spreadsheets or email
- Walkthrough so you can run it without me
Hosted CRM vs. Custom Google Drive CRM
Hosted platforms (HubSpot, Zoho, Pipedrive) are quick to set up and have nice apps, but most charge per user per month once you outgrow the free tier. A custom CRM on your own Google Drive has no monthly fee and you own the data outright. It takes longer to build, so it's an additional charge up front, but pays for itself if you'd otherwise be paying $30 to $100 a month forever.
Ready to Start?
Tell me how you currently track leads and how many come in a month. I'll recommend the right setup and quote it.