All Work
Any Service Business
2 weeks to deploy

CRM Pipeline System

Complete CRM setup with automated pipeline, lead scoring, and team dashboards — built to actually get used.

System Showcase
3-5
Stages
100%
Auto-entry
2 weeks
Setup
Live system embedded

Try the quote → sign → invoice that ships in this build

Built for · System Showcase
Outcome11.4 → 3.2 days quote-to-cash
Acme Roofing · Job #4421$8,400
  1. Quote sent
    Day 0
  2. Quote viewed
    Day 0 · 1h
  3. Auto nudge fired
    Day 2
  4. Quote signed
    Day 3
  5. Invoice generated
    Day 3 · 1m
Quote → cash
3.2days avg
Down from 11.4 days manual
120+
Quotes / mo
78%
Auto-signed
$6.4k
Avg ticket
Roofing
Built for

Tap a system to explore →

Each system above ships in production for a real client. Your build is custom around your real data, tools, and workflows.

The Challenge

The problem

Over 60% of CRM implementations fail because they're overbuilt. Too many pipeline stages, no automation, and disconnected from the website means manual data entry — which means nobody uses it. Our approach: start simple, automate everything, and connect it to the website so leads flow in automatically.

The Solution

What we built

We set up a streamlined pipeline (3-5 stages matching how the business actually works), connect all lead sources to auto-populate contacts, build automation for follow-up reminders and status updates, and create a dashboard that gives the team instant pipeline visibility. No manual data entry. No complex workflows nobody maintains.

Technologies Used

HubSpotSalesforceZapierStripeCalendly
CRMPipelineDashboard

Ready to build yours?

30-minute strategy call. We'll map out your system and give you a clear plan.