Email · SMS · AI Receptionist · Custom CRMs

Email, automation &
custom CRMs.

We're a boutique marketing automation agency. Every lead we generate through local SEO, AI search, or paid campaigns needs a system to catch it, qualify it, and convert it. We build custom CRMs on our own proprietary software, AI receptionist, call screening, lead nurturing, SMS automation, or refer you to a partner who specializes in your existing stack.

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Why this matters

Generating leads
is half the job.

You can build the best local SEO, AEO, and PPC campaigns in the world, but if a lead comes in and hits a black hole (nobody answers the phone at 7pm, the contact form email goes to spam, the sales rep forgets to follow up), you just lit money on fire.

The businesses that win aren't just the ones with the most leads. They're the ones with the tightest systems. Every inquiry captured, qualified, nurtured, and routed to the right person at the right moment. That's what email, automation, and modern CRM infrastructure actually do.

And increasingly, AI is doing the heavy lifting. A properly configured AI receptionist can answer calls 24/7, screen inquiries, book appointments, and hand off only the qualified leads, at a fraction of what a human call center costs.

The opportunity most businesses miss

68%

Of inbound leads never get followed up on properly. Of the ones that do, the average response time is over 40 minutes, by which point the prospect has already called your competitor. Fast, automated response closes the gap.

Leads contacted within 5 minutes are 100x more likely to close
Multi-touch email sequences lift conversions by 70%+
SMS open rates sit at 98% vs. 20% for email
AI receptionists never sleep, never miss a call

What we build

Everything from a
single lead nurture
to a full CRM.

We work at whatever scope matches your business. Need a 5-email welcome sequence? Done in a week. Need a completely custom CRM with AI receptionist handling inbound calls? That's also on the menu.

01, EMAIL

Email marketing & sequences

Welcome series, nurture sequences, win-back flows, seasonal promotions, and newsletter strategy. Designed in your brand, written in your voice, and optimized based on open and click data, not best-practice templates.

02, SMS

SMS automation & conversational text

Appointment reminders, review requests, abandoned lead re-engagement, two-way conversational SMS. 98% open rates make SMS the highest-performing channel when deployed tastefully. We help you stay compliant and on-brand.

03, AI

AI receptionist & call screening

24/7 AI voice answering inbound calls in your brand's voice. Books appointments, qualifies leads, answers FAQs, and routes emergencies to humans. Fraction of the cost of a call center, and it never calls in sick.

04, NURTURE

Sophisticated lead nurturing

Multi-channel, multi-touch lead nurture workflows. Leads that didn't convert on day one get the right message at the right moment via email, SMS, and retargeting, until they're ready. No lead slips through.

05, CRM

Custom CRM build-outs

Tailored CRM systems built on our own proprietary platform. Pipeline stages customized to your sales process, automation rules, user permissions, reporting dashboards, and integration with your other tools. Built for your business, not a SaaS compromise.

06, INTEGRATIONS

Platform integrations

Zapier, Make, native API integrations, we connect your marketing, your CRM, your booking calendar, your payment processor, and your accounting into one coherent flow. Data lives in one place. Reporting makes sense.

Two paths

Build it with us.
Or keep what you love.

Some clients want everything rebuilt from the ground up. Others are already on HubSpot, Salesforce, or another platform and don't want to migrate. We accommodate both, and we'll be honest about which one fits you better.

PATH 1, BUILD WITH US

Custom CRM on our platform.

We build you a complete CRM on our proprietary software, tailored to your exact sales process, with AI receptionist, screening features, lead nurturing, SMS, and reporting all integrated natively. No subscription bloat, no vendor lock-in headaches.

AI voice receptionist handling inbound calls 24/7
Custom pipeline stages and automation rules
Email + SMS + retargeting orchestrated together
Reporting tied to revenue, not activity
Full ownership of the system and your data

PATH 2, STAY ON YOUR STACK

We refer you to a specialist partner.

Already on HubSpot, Salesforce, Go High Level, Keap, ActiveCampaign, or something else? Great. We have a network of trusted specialists who live and breathe each of those platforms, we'll refer you to the right one for your setup.

Pre-vetted partners specializing in specific CRMs
No migration pain, we extend what you already have
We coordinate across the partner for consistency
Referral fee stays on our side, not added to your price
Marketing and CRM stay coordinated end-to-end

Common questions

Email & Automation
FAQs.

Our AI receptionist answers inbound calls in a natural voice trained on your business, handles common questions (hours, pricing, services, availability), books appointments directly into your calendar, qualifies leads with your custom criteria, and routes genuine emergencies or complex calls to a human. Most clients report their AI handles 70-85% of inbound calls end-to-end, the rest get human handoff with full context already captured.

Not at all. We offer two paths: build a custom CRM on our proprietary platform, or stay on your existing CRM with referral to one of our specialist partners. Some clients prefer the all-in-one approach. Others have significant investment in HubSpot, Salesforce, or another platform, we respect that and work with what you have.

Typical custom CRM builds take 4-8 weeks depending on complexity. A basic pipeline with email and SMS automation can be live in 2-3 weeks. Full builds with AI receptionist, custom integrations, and advanced reporting take the longer end. We scope and timeline every project upfront before any commitment.

That's a common engagement. We'll build you a focused email nurture sequence (usually 5-12 emails), a welcome series, or a re-engagement flow, sometimes as a one-off project, sometimes as part of an ongoing retainer. Scope it to what you actually need.

Yes. Domain warmup, SPF/DKIM/DMARC setup, sender reputation management, CAN-SPAM and GDPR compliance, unsubscribe handling, all of it. For SMS, we handle 10DLC registration and opt-in compliance. Deliverability is table stakes, we make sure your messages actually land.

Every engagement is custom-quoted. We don't publish a blanket price sheet because the right retainer for you depends on several variables: the complexity of the project, the dollar value of the traffic we'd be capturing, the average lead value and lifetime customer value in your market, our costs based on the level of service you need, and competitive intensity in your vertical. Qualified prospects get a full audit and a detailed ROI-backed proposal during their free first month, and those numbers are grounded in your actual economics, not averages.

Related services

Automation works best when it has leads to automate.

Feed your custom CRM and AI receptionist with leads from local SEO agency work, AEO agency campaigns, PPC agency paid ads, and organic social media. We handle the whole funnel, acquisition to activation, under one roof.

See how we automate for home services businesses, healthcare clinics, auto dealerships, and more. Or check our client case studies.

Email, automation &custom CRMs.

Generating leadsis half the job.

Everything from asingle lead nurtureto a full CRM.