HomeCRM & Automation

Every lead answered straight away and chased until it books.

The revenue you lose between the enquiry and the quote is revenue you already paid to win. We build the pipeline, write the automation and connect your tools, so nothing sits waiting for someone to get to it.

Book your 20-minute growth audit What gets built
Pillar
CRM & Automation
Removes
Lost leads
Installed
In 2 to 4 weeks
Guarantee
60-day rebuild
Sales pipeline
Sales pipelineExample
One pipeline. Every lead. Captured, tagged, followed up and reported, automatically.

The problem it removes

Manual follow-up and lost leads.

If any of these sound familiar, the leak isn't your marketing. It's what happens after someone puts their hand up.

“Leads come in and nobody follows them up properly.”

Follow-up depends on someone remembering, and quotes go out with no scheduled chase.

Leads tracked in spreadsheets and inboxes.

Nobody can see the whole pipeline, so nobody can tell which jobs are slipping.

Too many tools, manual processes, double handling.

Three overlapping subscriptions doing one job badly, with your team copying data between them.

“Everything still runs through me.”

The owner is the CRM. When you're on site or on leave, the follow-up stops.

Construction

~$48k

A month in recovered jobs

A construction group recovered about $48,000 a month in jobs it had been losing.

What actually gets built

Six things, installed and running in 2 to 4 weeks.

Built, connected and tested by our team, then run and refined with you every week.

How the install works

Pipeline

One pipeline

Every lead sits in a named stage: New Lead, Contact Attempted, Conversation Started, Qualified, Call Booked, Proposal Sent, Closed Won. You see the whole business on one screen.

Instant reply

Instant lead response

The enquiry lands, a text goes back before they've closed the tab, the job is assigned to an owner and the clock starts. Missed calls get a text straight away.

Nurture

A nurture engine

Day 1, 2, 3, 5, 7, 10, 14, 21 and 30: welcome, authority, client results, education, how the system works, the invitation, the case study, re-engagement and the direct offer.

Reactivation

Dead-lead reactivation

Anything that goes quiet for 30 days re-enters the sequence automatically. Old enquiries you already paid for are often the cheapest revenue in the building.

Lead source

Where every lead came from

Every lead is tagged with where it came from, so at the end of the quarter you know which channel paid for itself and which one you're subsidising.

Reporting

Reporting you'll read

Five numbers, weekly: leads generated, calls booked, calls held, deals closed, revenue. We go through them with you in a weekly meeting. Not a forty-tab dashboard nobody opens.

A tour of the CRM, step by step

Follow a lead from the first click to the signed contract, the payment and the five-star review. Example data, showing the same tools we install for you.

Step 1: Leads come in

Funnel: Free quoteExample
Landing pages that convert See exactly how many people visit, request a quote and book a call.
New leadsExample
Every source, one place Facebook and Instagram ads, Google Ads, Google calls, website forms and referrals, all landing in the CRM within seconds.
Call logExample
No call goes unanswered Missed calls get an instant text back, and after hours the AI voice agent picks up and books.

Step 2: Website tools

Quote form and surveyExample
Forms that qualify the lead Multi-step quote forms ask the right questions, so every enquiry arrives with the project, budget and timing.
Website chatExample
A chat that books calls A chat bubble on your website, answered instantly by AI or the team, straight into the CRM.
Client portalExample
Clients see their project A branded login where clients see progress, photos, signed documents and invoices.

Step 3: Sites and listings

BlogExample
Blog posts that bring in leads Helpful articles that rank on Google and turn readers into quote requests.
AI page builderExample
New pages in minutes Describe the page, and AI builds a first draft with your photos, reviews and forms.
Directory listingsExample
The same details everywhere Your name, address, phone and hours kept correct across 70+ directories and maps.

Step 4: Instant response

ConversationsExample
Instant lead response A reply goes out in seconds, even on a Sunday night, and the call books itself.
Conversations inboxExample
Every channel, one inbox Texts, emails, Facebook, Instagram, WhatsApp, Google and web chat, answered from one screen.
Voice AI · call transcriptExample
An AI agent that answers after hours It answers, qualifies and books, then writes the summary into the CRM.

Step 5: Contacts

ContactsExample
Every lead scored and tagged Source, tags and a lead score on every contact, so the team calls the hottest first.
Smart list: Hot leads this weekExample
Lists that build themselves Saved filters pull the right people every day, ready for the team to work.
Contact recordExample
Every lead’s full history Every message, call, note and stage in one place, so nothing depends on memory.

Step 6: Automation

WorkflowsExample
Automations doing the follow-up Every workflow shows how many people it has handled and what it produced.
Workflow: New enquiryExample
A nurture engine Every step runs on its own, and stops the moment a person replies.
Email campaignExample
Emails that book calls Seasonal campaigns to your whole database, with opens, clicks and bookings tracked.

Step 7: AI suite

Ask AIExample
Run the CRM by asking Ask a question in plain English and the AI pulls the list, sends the message and sets the task.
Workflow AIExample
Automations built from a sentence Describe what should happen, and the AI builds the workflow for the team to check.
AI agentsExample
A team of AI agents Agents for booking, after-hours calls, reviews and qualifying, working around the clock.

Step 8: Marketing

Social plannerExample
Content six days a week Posts for Facebook, Instagram, LinkedIn, TikTok, YouTube and Google, planned and scheduled from one calendar.
Google Business ProfileExample
Found first on Google Your Google listing managed from the CRM, with calls, directions and clicks tracked.
Content AIExample
Posts and emails written in seconds AI drafts the post or email, the team checks it, and it’s scheduled.

Step 9: Ad manager

Ad builderExample
Ads built and launched from the CRM Facebook and Instagram ads with a built-in lead form, so leads land straight in the pipeline.
AudiencesExample
Ads shown to the right people Target people like your best past clients, and remind visitors who didn’t book.
Ad resultsExample
Know which ad wins Spend, leads and cost per lead for every ad, so the budget goes to what works.

Step 10: Text and WhatsApp

Text campaignExample
One text, a full diary Seasonal offers sent to your whole database by text, with replies booked automatically.
WhatsAppExample
Where your clients already chat Confirmations and reminders on WhatsApp, with replies handled automatically.
Campaign repliesExample
Every reply handled Yes replies book, questions go to the team, and opt-outs are removed for you.

Step 11: Scheduling

Calendar · this weekExample
A full diary, booked for you Leads pick a time, get reminders, and every appointment lands on the right calendar.
Booking pageExample
Leads book themselves A booking page on your website and in every message, synced to the team’s calendars.
Appointment reportExample
Reminders that cut no-shows Confirmations and reminders by text and email keep the show rate above 90%.

Step 12: Sales tools

Power dialerExample
Call through the list fast The dialer lines up who to call next and logs every outcome automatically.
Maintenance plansExample
Recurring revenue on autopilot Monthly care plans charged automatically, with every service visit booked for you.
Calendar typesExample
A calendar for every job Shared, team, group and personal calendars, so the right people are always booked.

Step 13: Pipeline

OpportunitiesExample
Every deal and its value Stage, value and expected close date for every job, so you know what’s coming.
EstimateExample
Estimates signed online Send it, see when it’s opened, and get it signed with the deposit paid in one step.
Pipeline forecastExample
Know what’s coming in A forecast of next month’s revenue, built from every deal and its stage.

Step 14: Document signing

Documents and contractsExample
Contracts signed online Send contracts, variations and warranties for e-signature, with every signed copy saved on the contact.
Signing on the phoneExample
Signed in two minutes, anywhere Clients sign with a finger on their phone, and the deposit can be paid in the same step.
Signing certificateExample
A full record for every signature Every step is time-stamped, with identity checked and a sealed copy saved for both sides.

Step 15: Invoices and payments

InvoicesExample
Every invoice tracked See what’s been sent, viewed and paid, with reminders that chase for you.
Invoice and text-to-payExample
Invoices paid in minutes Invoices go out by text and email with a secure pay link, and the payment is matched automatically.
Payments and gatewaysExample
Every way to get paid Card, Apple Pay, Google Pay and bank transfer through the payment gateway you already use.

Step 16: Finance and payment plans

Pay later at checkoutExample
Finance at the click of a button Clients choose to pay monthly or in four, while you get paid upfront.
Card on file and progress paymentsExample
Progress payments, collected for you The card is saved securely and each milestone is charged automatically, so you never chase a payment.
Finance resultsExample
Bigger jobs, fewer no’s When clients can spread the cost, they choose the full project more often.

Step 17: Phone and apps

Phone systemExample
Every call to the right person A call menu routes new enquiries and existing clients, and the AI agent covers after hours.
Call recording and summaryExample
Every call recorded and summed up Calls are recorded and transcribed, with an AI summary and next steps saved on the contact.
Connected appsExample
Works with the tools you use Accounting, calendars, meetings, ads and team chat all connected, so nothing is typed twice.

Step 18: Team and mobile

TasksExample
Nothing falls through the cracks Every follow-up becomes a task with an owner and a due time, and overdue ones get flagged.
Lead routingExample
The right person, straight away New leads are shared fairly across the team, with rules for the big jobs.
Mobile appExample
Your business in your pocket Leads, bookings, signed estimates and reviews pop up on your phone as they happen.

Step 19: Reviews

ReviewsExample
Reviews on autopilot Happy clients are asked at the right moment, and any concern comes to you privately first.
Review requestsExample
Asked at the right moment A request goes out the day after a job is complete, with a reminder if needed.
Reviews AIExample
Every review answered AI writes a personal reply to each review in minutes, which helps your Google ranking.

Step 20: After the job

Client feedbackExample
Know how every client feels A short survey after each job, with any concerns sent to you straight away.
Referral rewardsExample
Happy clients send friends A referral invite goes out after every job, and rewards are tracked automatically.
Check-ups and repeat workExample
Clients for life Care tips, check-ups and offers keep past clients coming back.

Step 21: Store and partners

Online storeExample
Sell online too Products, vouchers and add-ons sold through your website, with orders in the CRM.
Abandoned cartExample
Win back lost sales Shoppers who leave something in their cart get a friendly reminder.
Affiliate and referral partnersExample
Partners who send you work Track every referral partner, the leads they send and the commission they earn.

Step 22: Courses and community

CoursesExample
Teach clients and train staff Care guides for homeowners and onboarding for new staff, all in one place.
CommunityExample
A community around your brand A private group where clients share their projects and get tips from your team.
WebinarsExample
Webinars that book consults Registration, reminders, the live session and the replay, all tracked in the CRM.

Step 23: Locations and compliance

Multiple locationsExample
Every branch, one system Run each branch on its own number, calendar and team, and see them all together.
ComplianceExample
Done properly, by default Texting registration, do-not-call checks, opt-outs and consent are built in.
Email and text deliveryExample
Messages that land Authenticated sending so emails reach the inbox and texts get delivered.

Step 24: Reporting

Weekly reportExample
Reporting you’ll read Five numbers and where the leads came from, gone through with you every week.
Attribution reportExample
Know what’s paying off Revenue by lead source shows exactly which channels to spend more on.
Ads report: Google and MetaExample
Ad spend you can see working Spend, leads, cost per lead and return for Google and Facebook ads side by side.

Our speed-to-lead standard

Instant

Every enquiry gets an automatic reply straight away and a follow-up from your team or AI agent, including at 9 pm on a Sunday.

Case study · CRM & Automation SG Construction: from leads going cold to 24 months of follow-up. An 11-stage pipeline built around how SG wins work, four automated email and text sequences, and smart exits the moment someone replies or books. 11-stage pipeline4 follow-up sequences24 months for every lead Read the case study

The operating law

Four rules every lead obeys. No exceptions.

This is the part most CRM builds skip, and the reason most CRM builds quietly rot six months after handover.

  • Every lead enters the CRM. No side channels, no “I'll add it later”.
  • Every lead is tagged on entry, so it can be found, filtered and reported on.
  • Every lead enters a nurture sequence, so nothing goes cold through inattention.
  • Every lead sits in a pipeline stage with an owner and a next step that is never empty.

Break any one of them and the system stops being a source of truth. We build the automation so that following the rules is easier than breaking them.

One platform

One platform, configured properly. Not a stack of plugins.

We run your CRM on one platform rather than stitching six subscriptions together. Where you already have tools that work, like your accounting, job management or quoting software, we integrate rather than rip them out.

How the website feeds the CRM

What we replace

  • Leads tracked in spreadsheets and inboxes
  • Follow-up that depends on someone remembering
  • Overlapping tools doing one job badly
  • Quotes going out with no scheduled chase

What we connect to

  • Your website and landing pages
  • Your calendar and booking system
  • Your phone system and SMS
  • Your job management and accounting tools

Works with the tools you already use

  • Zapier
  • Make
  • Salesforce
  • HubSpot
  • ActiveCampaign
  • Calendly
  • Typeform
  • Stripe
  • PayPal
  • Shopify
  • WordPress
  • OpenAI
  • ChatGPT
  • Claude
  • Gemini
  • Perplexity
  • Google
  • Microsoft 365
  • Teams
  • Slack
  • Zoom
  • WhatsApp
  • Notion
  • Airtable
  • Figma
  • AWS
  • Cloudflare
  • Vercel
  • LinkedIn
  • Facebook
  • Instagram
  • TikTok
  • YouTube
  • + hundreds more

Included in every Go Ignite plan.

CRM & Automation is part of the engine from the first tier. The full pipeline and nurture build comes in at Momentum.

Compare all plans

Included from

Foundation

$2,500 / mo

Basic CRM, analytics, tracking and instant lead response.

Full build

Full build at

Momentum

$5,000 / mo

Advanced pipeline management, workflow automation and the email nurture system.

Guarantee

Rebuild guarantee

60 days

If your systems build (CRM, automation or website) isn't right in the first 60 days, we rebuild it at no cost.

Need the CRM on its own, without a plan? Standalone CRM & Automation starts from $2,500 a month. Ask about a standalone build

Before you ask.

Anything else? info@goignite.io

We already have a CRM. Do we have to switch?

Not necessarily. If what you have is working and your team uses it, we build the automation layer around it. We only recommend migrating when the platform itself is holding you back, and if we do, we say why in plain terms.

What tools and platforms do you work with?

We run your CRM and automation on one proven platform, along with custom AI workflows, Zapier, Make, and integrations with hundreds of third-party platforms. We build what works best for you.

How long until it's live?

The infrastructure is installed in 2 to 4 weeks: discovery first, then the build, then a live handover. Complex integrations can add time, and we tell you at discovery, not halfway through.

Who maintains it after handover?

We do. That's what the monthly fee covers: monitoring, refinements, new campaigns, a weekly report and a weekly meeting to go through it with you. A CRM that nobody tends becomes a very expensive address book.

What if the build isn't right?

You have a 60-day rebuild guarantee. If your systems build (CRM, automation or website) isn't right in the first 60 days, we rebuild it at no cost. It applies as long as you gave us access to your systems and the information we asked for during setup.

Will my team actually use it?

That's the real question, and it's why we hand over in a live session rather than emailing a login. For clients who want the admin handled rather than delegated, we also place remote professionals inside the system.

Next step

We find the leaks before we sell you anything.

Twenty minutes. We review your setup beforehand and show you the biggest gaps between the enquiries you get and the jobs you win.

Book your 20-minute growth audit See the full system

We remove chaos. We install systems. We build growth engines.

Before the callWe review your current setup. No homework for you.
On the callWe find your biggest leaks in 20 minutes.
After the callYou keep a clear action plan, whatever you decide.