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Your Custom Built, AI CRM

We build out your CRM custom to your business only providing the functionality that you need.

No longer do you have to conform to a CRM based off of their workflow and functionality.

Centralized Lead Flow and Communication

All of your leads and client communication in one centralized location

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Google and Facebook Advertising

Incorporate all of your Google Ads, Facebook and Instagram Ads in one place

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Automation and

Artificial Intelligence

Streamline your workflows, client contact and social media with automation and AI

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Lead Generation

Lead Gen AI is built from the ground up for lead generation, lead follow-up and closing all the way to automating posting your reviews to social media at the end of the sales cycle.

  • Facebook and Instagram Leads

  • Google Search Ads

  • Google LSA Ads

  • Google REtargeting Ads

  • Website Chat with AI

  • AI based appointment and calendar

Your Long Term Solution to a Holistic Digital Marketing Plan

Because we custom build Lead Gen AI to your business, you can add additional features and functionality as your business Grows

Customized CRM Options

Choose which functionality your business needs, we custom built it for you.

Think of our CRM options like a menu.

Discuss how each option can work for your business with one of our digital marketing experts.

Then we work with you to design custom workflows to handle new leads from acquisition to appointment to follow-up.

We can even provide invoicing options, review automation and social media posting.

List of Customizable CRM Options

  • CENTRALIZED LEAD FLOW AND COMMUNICATION

    • Website forms & surveys

    • IDX Broker

    • HVL Leads

    • Website Chat (live chat, text & email or AI driven)

    • Facebook

    • Appointments/Calendars (sync with Google/Office 365) - think Calendly

    • Google appointments from LSA ads

    • Instagram chat

    • Email

    • Text messaging

    • Multiple phone number options (for call tracking)

  • CLIENT RELATIONSHIP MANAGER OPTIONS

    • Automations

    • Funnels

    • Lead Flows

    • Custom Pipelines

    • Drip Email

    • Drip Text Messages

    • Surveys

    • Social Media Posting

    • Google Ads

    • Facebook & Instagram Ads

    • Phone System

  • AUTOMATED GOOGLE REVIEWS

    • E-mail and Text review requests

    • Automated AI response to reviews

    • Automated posting to social media accounts

    • Review Display Widget for your website

  • SOCIAL MEDIA POSTER

    • Automatically post from RSS

    • Unlimited Accounts

    • Facebook Business

    • Instagram Business

    • Twitter - X

    • LinkedIn Business

    • Google Business Profile Posts

  • CONVERSATIONAL AI AVALABLE FOR

    • Website Chat

    • Social Media

    • Facebook Messenger

    • Instagram Messenger

    • Social Posting

    • Appointment Setting from lead campaigns

    • Workflow Logic

    • Phone System

  • INTERGRATED REPORTING

    • Google Ads

    • Facebook & Instagram Ads

    • Google - LSA Ads

    • Messaging

    • Text Messages

    • Phone Calls

  • WEBSITE CHAT WIDGET

    • Live Chat option

    • Text option

    • Email option

    • AI Response option

    • Customizable

  • PHONE SYSTEM

    • Incoming Call Tracking

    • Call Reporting

    • Call Recording

    • Call Transcription

    • Local and 800 Numbers Available

    • A2P 10DLC Compliant

  • INVOICING

    • Subscriptions

    • Contracts

    • Coupons

    • Electronic Signature

  • TRAINING PORTAL

    • Classes

    • Certifications

    • Onboarding

Need a Consultation?

Just tell us about your business and let our digital marketing experts work with you to build a custom solution

Awesome Words

from clients

With over 20 years experience and hundreds of satisfied customers.

Grant Clayton

Founder and CEO of 1 Percent Lists Franchises

I have worked with Dean and the team for almost 10 years. They have been instrumental in growing our business from a one-man real estate brokerage to a nation-wide franchise.

Silas Peterson

CEO of Oxblood Enterprises

I understand that you need to trust the process and I guess having known these folks from the offline, in-person world first helped relieve my initial anxiety about the commitment, but their ongoing dedication to a very dynamic craft has kept me around and helped me and my clients for many years now. Thank you Dean and the entire team!

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