CRM Services

PEOPLE MANAGEMENT: Customer Relationship Management (CRM)

Advanced Sales & Marketing Functionality in One Platform

Discover the power of SEO: boost your online visibility, attract targeted traffic, and achieve higher search rankings. Optimize your site and watch your growth soar!

🧲 Capture leads through landing pages, forms, calendars, and inbound calls
💬 Engage leads via 2-way texting, email, phone calls, and social messaging (FB, IG, GMB)
📅 Schedule appointments with built-in calendar and booking tools
🔁 Automate follow-up campaigns across SMS, email, and voicemail drops
💸 Close sales with invoicing, text-to-pay, and full payment processing
📊 Track performance with call tracking, attribution reporting, and CRM analytics
🌐 Build marketing funnels for webinars, opt-ins, or lead magnets
✍️ Create landing pages with drag-and-drop builders - no code required

Everything lives in one place - so you can spend less time clicking between tools and more time closing deals.

Designed for Teams

Simple to use. Powerful for growth.

The Toolkit makes it easy for your team to collaborate, communicate, and stay on the same page. Whether you're onboarding a new hire or scaling your sales team, everything is intuitive - no tech overwhelm required.

💬 Real-time updates & shared pipelines
📲 Mobile access for on-the-go visibility
⏱️ New hires typically up and running in under an hour
⚡ Way less complicated than HubSpot (and way more efficient)

Built for speed, clarity, and teamwork - so your team can focus on closing, not figuring out how the system works.

Gain 2-Way SMS Features

Start real conversations - not just one-way broadcasts.

Unlike HubSpot (which only allows broadcast SMS), The Optimization Toolkit gives you full two-way communication with leads and customers across

all major platforms. Engage faster, follow up smarter, and never miss a message.

Connect via:

💬 2-Way SMS (text directly with leads + clients)
📲 Facebook Messenger
📥 Instagram DMs
📍 Google Business Messages
🌍 WhatsApp (new!)

Everything lives in one unified inbox - so your team can respond quickly, stay organized, and never lose a lead in the shuffle.

We can help you save time, money & energy!

Watch a demo now!

Customer Wins!

50+ Happy Customers

We worked with Jon on implementation of monday.com into our event support processes. The timing worked well to move to this system as our new support team could learn how to use it well for our needs. Jon was very patient with our questions and in building boards and custom automations that had some intricacies and were potentially complicated.

He made sure to educate us in a way that would allow us to develop the workspace further on our own down the road. He kept the project moving within the agreed-upon timeframe and was very responsive. We highly recommend Jon to anyone needing a new way to manage projects!

- Beth B.

Having someone with the knowledge of the automations and limitations of monday also be able to understand our processes to build out a customized system was absolutely invaluable! We were tracking our weekly projects on a spreadsheet and this will save us several hours a week in planning and reporting.

- Mike P.