A Startup Biz
CRM & Automation Platform
Technology

CRM & Automation Platform

Back to Services
POPULAR SERVICE

Every customer counts. I've implemented complete business automation platforms for businesses from solo operations to large teams—I'll design a system that actually gets used and turns leads into loyal customers on autopilot.

Quick Setup
Guaranteed
Expert Support
Pricing
Custom Quote
one-time
Get StartedContact Us
What's included:
  • Expert consultation
  • Personalized service
  • Ongoing support
  • Satisfaction guarantee
What You'll Get

CRM Benefits

Click any card to discover more details

Flip

Pipeline & Contacts

All Leads in One Place

Visual sales pipelines with drag-and-drop. Track every lead from first contact to closed deal. Segment and tag contacts automatically based on behavior.

Key Highlights

Pipeline & Contacts

Visual pipeline stages
Contact segmentation
Deal value tracking
Smart tagging
Flip

Marketing Automation

Campaigns on Autopilot

Automated email sequences, SMS campaigns, appointment reminders, and review requests. Nurture leads 24/7 without lifting a finger.

Key Highlights

Marketing Automation

Email sequences
SMS campaigns
Review automation
Appointment reminders
Flip

Unified Communications

One Inbox for Everything

Email, SMS, Facebook Messenger, Instagram DMs, Google Chat—all in one place. Never miss a message, respond faster, close more deals.

Key Highlights

Unified Communications

Unified inbox
Two-way texting
Social DMs
Call tracking
Flip

Funnels & Forms

Capture & Convert

Build high-converting landing pages, lead forms, and surveys without coding. Accept payments, book appointments, and capture leads 24/7.

Key Highlights

Funnels & Forms

Landing pages
Lead forms
Payment collection
Appointment booking
Value Calculator

CRM ROI Calculator

Calculate time and money saved with a professional CRM system

Your Information

5
1100
20 hrs
5 hrs40 hrs
$40
$15$150
Manual Tracking vs CRM

Your Results

Monthly Hours Saved
0 hrs
Time back for selling each month
Monthly Savings
$0
Value of saved time per month
Annual Savings
$0
Total yearly value
Payback Period
0.00x
Months to ROI
Implement Your CRM
or email us for a custom quote
24-48hr Turnaround
100% Satisfaction
Money-Back Guarantee
Proven Results

What You Get

Comprehensive features designed to meet your business needs

Contact & lead management in one place
Visual sales pipeline with drag-and-drop
Automated email sequences and nurture campaigns
SMS marketing and appointment reminders
Self-booking appointment calendar
Review requests and reputation management
High-converting landing pages (no coding)
Lead capture forms and surveys
Payment processing and subscriptions
Workflow automation triggers
Unified inbox for all channels
Call tracking and recording
Real-time analytics dashboard
Your Journey

How We Work Together

A clear, structured approach to delivering results for your business

Typical timeline: 2-3 days to complete setup
1
Step 1

Needs Assessment

2-3 days

We analyze your sales process and requirements

2
Step 2

Platform Selection

1 day

Choose the right CRM for your business size

3
Step 3

Custom Configuration

1-2 weeks

Set up pipelines, automations, and integrations

4
Step 4

Data Migration

3-5 days

Move your existing customer data safely

5
Step 5

Team Training

1 week

Ensure everyone knows how to use the system

Ready to get started?
Business Impact

You Are Losing Leads Right Now

Without a proper CRM and automation, you are forgetting follow-ups, losing track of deals, and leaving money on the table every single day.

Common Challenges We Solve

Leads fall through the cracks without proper tracking
No visibility into your sales pipeline
Spending hours on manual follow-ups
Missing calls and messages across platforms

Real Results You Can Expect

0
Increase

In close rate

0
Faster

Lead response time

0
Visibility

Into your pipeline

"Our sales team finally has a system that works. Close rate up 40% in 3 months."

— Tom H., Insurance Agency Owner
Start Seeing Results

Frequently Asked Questions

Everything you need to know about CRM

Still Have Questions?

We're here to help. Get in touch and we'll answer all your questions.

Contact Us

Often Paired With

Maximize your business success with these complementary services

Accounting

Custom Quote

Your numbers tell a story—let me help you read it. With decades of managing finances across 100+ ventures, I'll show you exactly where your money's going and how to keep more of it.

Learn More

Virtual Assistants

From $25

Time is your most valuable asset. I run most of my businesses as an absentee owner using VAs—let me connect you with trained support so you can focus on what moves the needle.

Learn More

Analytics

Custom Quote

You can't improve what you don't measure. I've built data-driven decision systems across my ventures—let me help you see exactly what's working and where the opportunities are hiding.

Learn More

Why Work With Tory?

I'm not a consultant who read about business in books. I've actually done it—over 100 times.

46+ Years Experience

I started my first business at age 11. That's nearly five decades of real-world entrepreneurial experience.

100+ Businesses Started

Not theories. Not case studies. Actual businesses I've built, grown, and many I still run as an absentee owner.

Your Partner, Not a Vendor

I'm in your corner. When you work with me, you get a mentor who's been there and genuinely wants to see you win.

Ready to Transform Your Business?

Let's discuss how CRM can help you achieve your goals. Book a consultation today.

Get StartedView All Services