Lead Follow-up & CRM Automation
Lead follow-up and CRM automation plans
We connect your lead sources to your CRM and automate the follow-up you approve. These tiers show typical starting points; your written quote after scoping sets the exact scope and fee.
Plans & starting prices
Starter, Standard & Advanced
Starting prices are one-time build fees. Your written quote after a scoping call sets the exact scope and fee, and it fixes the price for that scope.
Standard plan
From $2,000 (one-time build)
Best for: Teams that lose leads between the first reply and a booked call.
Running costs: Your CRM and any email or SMS sending service are billed by those vendors, separate from our build fee. Optional ongoing support is quoted separately, usually as a monthly plan.
Scope at a glance
What a Lead Follow-up & CRM Automation project covers
What we can implement
- Lead capture from forms, calls and ads into your CRM
- Follow-up sequences with agreed timing and stop conditions
- Owner assignment, tasks and pipeline updates based on clear rules
What you receive
- Lead routing map
- Approved follow-up messages
- Pipeline automation rules
- Status reporting
What we need from you
- Lead sources
- Pipeline stages and required fields
- Message approvals
- Sales owners
Integration dependencies
- CRM subscription and admin access
- Email or SMS sending service
- Form and ad platform access
Human review: Qualified leads, replies and exceptions go to a person. Automated messages stop when a lead responds.
Questions & Answers
Lead Follow-up & CRM Automation pricing FAQs
Will leads receive too many messages?
No. Sequences have agreed limits and stop as soon as a lead replies, books or opts out. Every message is approved before launch.
Do you work with our existing CRM?
In most cases, yes. We confirm integration options for your CRM during scoping before quoting.
Can you fix our messy records first?
Yes. A record review and cleanup plan can be included in the scope, usually in the Advanced tier or as a separate line item.
Request a Quote
Get your written quote.
Tell us about your business and what you want to automate. We reply with a written quote for the Standard plan, or a recommendation if another fit is better. Every enquiry lands in our inbox and is answered by a person.
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