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Automation & CRM · McKinney, TX

AI Automation &
Custom CRM.

We install an AI layer that captures and follows up on every lead 24/7, and build the custom CRM underneath it so your pipeline, your team, and your tools all run from the same system.

All Services

Pricing

Transparent Pricing.
No Surprises.

Always Free

Free Workflow Assessment

included with every discovery call

Current operations review

Lead flow mapping

CRM and automation opportunity identification

Tool stack assessment

Recommendations & action plan

AI Automation.
Built On A Real CRM.

Automation and CRM for a small business means two things working together: software that captures leads and follows up with customers automatically, and a customer relationship management platform configured around how your business actually operates. For service businesses in McKinney and North Dallas, that typically means missed call text-back, automated follow-up sequences, appointment reminders, and a pipeline that replaces spreadsheets and scattered email chains with one organized system.

AI Lead Capture

Every web form, chat widget, and inbound message gets an instant, intelligent response, day or night, weekday or weekend.

Missed Call Text-Back

Every missed call gets an automatic text within seconds, so you never lose a lead just because you were busy or on another job.

Follow-Up Sequences

Automated email and SMS follow-up that nurtures leads based on how they came in and where they are in the decision process.

Custom CRM Setup

Pipelines, stages, contact fields, and user permissions configured specifically for how your business operates, not a generic template.

Appointment Automation

Booking confirmation, reminders, and no-show recovery, automated and personalized.

Review Management

Automatic review request sequences after completed jobs, boosting your Google rating on autopilot.

Tool Integration

We connect your CRM to the tools you already use: scheduling software, phone system, email, and more.

Monthly Reports

Lead volume, conversion rates, response times, and pipeline health, all in one clear monthly snapshot.

Who It's For

Is This the
Right Fit?

Automation and CRM make the biggest difference for businesses getting leads but losing them to slow follow-up, scattered tools, or processes that haven't kept up with growth.

Service businesses with high lead volume and lean teams

Businesses running leads out of spreadsheets, email chains, and manual handoffs

Owners spending evenings manually following up with prospects

Businesses with multiple tools that don't talk to each other

Any McKinney, Frisco, Allen, or Plano business ready to operate like a larger company without the overhead

How It Works

Our Process.
Clear from Day One.

Lead & Workflow Audit

We map every touchpoint where leads come in, every place they can fall through the cracks, and how your current CRM or spreadsheets are holding up.

System Design

We design the automation and CRM architecture specific to how your business works: your services, your sales cycle, your existing tools.

Build & Connect

We build and connect everything: forms, phone, CRM, email, SMS. Most clients are live and running within two weeks.

Monitor & Tune

The first 30 days we watch everything closely, making real-time adjustments as leads flow through. Then monthly performance reports going forward.

FAQ

Common
Questions.

Still have questions? and we'll walk through your specific situation.

How quickly can you get this up and running?+

Most AI Foundation clients are live within two weeks of signing on. Custom CRM builds typically run two to four weeks depending on scope. We handle the full build either way.

Will this work with the tools I already use?+

In most cases, yes. We design everything around your existing phone system, website, and tool stack wherever possible. If you don't have a CRM yet, we'll set one up as part of onboarding.

Do I need a CRM already, or do you build one?+

Either path works. AI Foundation plugs into a CRM you already have or a simple one we set up as part of onboarding. If you need something built from the ground up around your specific pipeline, that's the Custom CRM Build.

Do I need a long-term contract?+

AI Foundation is month-to-month. Custom CRM Build is a one-time project with a defined scope. No long-term lock-ins on either path.

What happens after the system is built, do I manage it myself?+

You can. We document everything and train your team so you can make basic changes without needing us. If you'd rather we own it ongoing, ask about continued management when we scope your project.

Other Services

Everything Works Together.

Ready to Get Started?

Let's Talk About
Your Business.

Book a free strategy call. We'll look at where you are, share what we see, and tell you honestly whether we can help.

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AI Automation &Custom CRM.

Transparent Pricing.No Surprises.

AI Automation.Built On A Real CRM.

Is This theRight Fit?

Our Process.Clear from Day One.

CommonQuestions.