CRM setup in Clermont, FL. One place for every customer.
You pay for a CRM. Half your customers are in it. The rest live in your phone, a spreadsheet the last office manager made and a stack of invoices in the truck. The same person shows up three times with three spellings. Your team stopped trusting it, so they stopped using it, and now it's a monthly bill for a list nobody opens.
We set it up so it's the one place your business runs from. We help you pick the right CRM, or fix the one you have. Every customer moves in, cleaned up and in the right stage: New, Quoted, Booked, Paid. Your forms, phone and calendar feed it, and your team learns it in an afternoon. That's the foundation the follow-up that runs on its own needs. Walk us through how a job moves today, and we'll show you what your CRM should look like.
Everything we can take on, scoped to what you need.
CRM setup
Your CRM built around how you sell: the stages a job moves through, the fields you actually fill in and the views each person needs, nothing extra.
Choosing a CRM
We look at how you book, quote and get paid, and tell you which CRM fits before you sign a contract you'll regret.
GoHighLevel setup
Your GoHighLevel account set up in your name, with your pipeline, calendars, forms, phone number and inbox ready to work.
HubSpot setup
HubSpot set up for a sales team: deal stages, tasks, email tracking and a pipeline your team can read on one screen.
ServiceTitan, Jobber and Housecall Pro setup
Your field service software set up so jobs, estimates, crews and invoices line up, and the office and the trucks see the same thing.
CRM migration
Customers, notes, job history and open quotes moved from your old CRM, spreadsheets or phone, checked line by line so nothing gets lost.
CRM cleanup
Duplicates merged, dead contacts archived, names and phone numbers fixed, and every customer tagged by service, town and last job.
Sales pipeline setup
Every lead in a stage you can see at a glance, so Monday morning you know which quotes are open and who needs a call.
Lead capture
Website forms, calls, Facebook lead forms and the lead services you pay for land in the CRM with their source, so no lead sits in an inbox.
CRM integrations
Your CRM connected to your calendar, phone, QuickBooks and email list, so a customer gets typed in once.
Users and permissions
Each person sees what their job needs. When someone leaves, their login gets shut off and the customers stay with you.
CRM training
Your office and crew learn where to look and what to click, on their computer and on the phone app, with a short guide they can come back to.
CRM reports
One plain report of leads in, quotes out and jobs booked by source. For live numbers on a screen, we build a dashboard.
“Mikel really helped me to 10x everything: 10x traffic on my blog, basically 10x sales.”
From the first call to the finished work.
- 01
Walk through one job
You show us how a lead becomes a paid job today, and where customers get lost along the way.
- 02
Pick or fix the CRM
We recommend the CRM that fits, or keep the one you have if it can do the job, and set it up in your name.
- 03
Build it and move in
Stages, fields, forms and connections get built, and your customers move in cleaned up, with a count you can check against the old list.
- 04
Train the team
Your office and crew learn it on their own jobs, and we stay close the first weeks to answer questions.
- 05
Keep it clean
We check for duplicates and broken connections, add users as you grow and change the setup when the way you sell changes.
CRM setup in Clermont, and what each part gets you.
CRM setup
Every customer and lead in one place your team uses.
GoHighLevel setup
Your pipeline, calendars, forms and inbox ready to work.
HubSpot setup
A sales pipeline your team reads on one screen.
CRM migration
Your customers moved over clean, with nothing lost.
Automation →
Follow-up, reminders and review requests that run from it.
Clermont · Minneola · Montverde · Groveland · Mascotte · Four Corners · Winter Garden · Windermere · Ocoee · Leesburg · Lake County · Orlando, and owners across Central Florida and the US.
Built for you, and yours to keep.
BUILT FOR
Local service businesses with leads, quotes and jobs to keep straight: roofers, HVAC, plumbers, pool builders, landscapers and home builders.
Med spas, dentists and law firms that need intake, bookings and follow-ups in one record.
Owners paying for a CRM nobody uses, or running the business from a spreadsheet and their phone.
Regional organizations and multi-location groups that need one CRM across teams, with the right people seeing the right records.
Startups that want their CRM set up right before growth turns it into a mess.
NOT A FIT IFyou want logins handed over and nothing else. We set it up for how you sell and make sure your team uses it.
WHAT YOU'LL HAVE
One CRM, in your name, with every customer and lead in it.
Clean records with no duplicates, each in the right stage.
Forms, calls and lead services feeding it, with the source on every lead.
Your calendar, phone and books connected to it.
A team that knows how to use it, and a short guide for the next hire.
CRMs: GoHighLevel, HubSpot, Salesforce, Pipedrive, Zoho
Field service software: ServiceTitan, Jobber, Housecall Pro
Connections: Zapier, Make, QuickBooks, Google Calendar, Microsoft 365
Instead of doing it yourself, a freelancer or a big agency.
VS. DIY
You can watch setup videos at night and click through the menus. We set the stages, fields and connections from how your jobs really move, clean the data before it goes in and train your team, so it gets used.
VS. A FREELANCER
A freelancer sets up the account and leaves. We move and clean your data, connect your apps, train the team and keep it running, with one point of contact.
VS. A BIG AGENCY
A big agency may put you on their account and their contract. We set the CRM up in your name, on the tool that fits you, and you can leave and keep everything.
What owners ask before they hire.
Which CRM should I use?
The one that fits how you sell. For many home service businesses that's GoHighLevel, HubSpot or the CRM inside ServiceTitan, Jobber or Housecall Pro. We recommend one after we see how a job moves from first call to paid.
Can you fix the CRM I already have?
Usually, yes. Most CRMs fail because of messy data and a setup nobody explained, not the software. We clean it, rebuild what's broken and train your team. If it can't do the job, we'll show you why and move you in your name.
Will I lose anything moving to a new CRM?
No. We export everything first, move customers, notes, job history and open quotes, and check the count against your old system before we switch.
How long does setup take?
Week one, we walk through your jobs and pick the CRM. Over the next couple of weeks we build it, move your customers in and connect your forms and calendar. Your team is trained before it goes live.
Will my team actually use it?
They will when it saves them time. We set it up around the way they already work, show each person their part on their own jobs and cut every field nobody needs.
What do you need from me?
A walkthrough of one real job, logins to your current tools and your customer lists, wherever they live today.
Do you also set up the follow-up?
Yes. Once the CRM is clean, it can text a new lead in seconds, chase open quotes and send reminders and review requests on its own.
Who owns what you build?
You do. Your accounts, logins, data and every file we make for you are in your name. Fire us tomorrow and it keeps ringing your phone.
