You know a lead slipped through last week. You just do not know which one.
Every lead gets an owner and a next step.
A CRM built around how you already work, with a Today list for each person and a dashboard that shows leads, jobs and revenue from your own records. A real person sets it up with you.
New
Contacted
Won
The lead list that lives in your head
Most small businesses run leads through a phone, a notebook and a few text threads. It works until the week gets busy.
You sent it three weeks ago. Nobody followed up, because nothing reminded anyone to.
Website forms in one inbox, calls on a cell phone, texts on another, referrals on a sticky note. No one list.
Which ads bring jobs? How many quotes turn into work? The answer is a guess, because nothing is counted.
One list, one owner per lead, one screen for the whole business. Built with you, so it matches the way your business talks.
From first call to your team using it
We map how you work
Your stages, your team, your services and your follow-up rules. Named the way your business talks.
A person loads it in
About six hours together: your contacts moved over, your accounts connected, your team trained.
Every lead gets a next step
New leads land with an owner. Each person opens one Today list. You open the dashboard.
The CRM, the dashboard and the follow-up
Your CRM
Every lead, customer and conversation in one place, set up with your stages and your team.
Automatic follow-up
Text backs for missed calls, reminders and follow-ups that run on their own, in your voice.
Today view
Each person opens one list: who to call, what to review, what is due.
Owner dashboard
Leads, quotes, jobs won, revenue and lead sources, from your own records.
Connected tools
Your booking, billing or job software stays. We connect it instead of replacing it.
Your data
Records in your accounts, exportable any time. Nobody holds your leads hostage.
Click around the CRM + Command Center
This is a working CRM with sample data. Open a customer, move a deal, draft a quote, switch a module on and off.
Our modules plug into the one you use
You do not have to switch to ours. Every module we build speaks one standard, so it can run on your CRM through a connector, or on ours with none.
Plugs in today
HubSpot, Pipedrive, HighLevel. Your contacts, notes and tasks stay where they are. Nothing moves.
Ask us
Jobber and Housecall Pro: it depends on your plan. We check before you buy, not after.
Or our CRM
No connector at all, and the best price on every module. The system is built for it.
What a subscription CRM costs today
A neutral look at what owners pay now. Prices read on each vendor's own page on the date shown. Good products, built for a different buyer: an agency running many clients, or a sales team with seats.
| Product | Their price | What you get | Source |
|---|---|---|---|
| HubSpotFree CRM, then paid hubs | Free for 2 users; paid hubs priced per seat | Strong free tier. Setup, pipelines and automation are yours to build. | vendor pagechecked 2026-10-02 |
| HighLevelStarter / Unlimited | $97 / $297 per month | Everything in one platform, built for marketing agencies. You configure it, or pay an agency to. | vendor pagechecked 2026-10-02 |
| PipedriveLite and up | From $14 per seat per month, billed yearly | A clean sales pipeline, priced per person on your team. | vendor pagechecked 2026-10-02 |
| JobberCore and up | From $49 per month ($29 billed yearly) | Quotes, scheduling and invoicing for field service, with a CRM inside. | vendor pagechecked 2026-10-02 |
| Custom Tailored AgentsThe system | A small monthly, setup once | Set up by a person around your business. Your records stay yours when you leave. Modules cost less inside it. | price below |
No dig at any of them. Each is the right buy for someone. The difference is who sets it up and what stays with you if you stop paying.
Set up your system
The CRM comes as part of the system: CRM, owner dashboard and second brain, loaded by a person. Add the website and every lead lands in it from day one.
The system
- Your CRM, owner dashboard and second brain
- A person loads your business into it: about 6 hours together
- Lead capture, follow-up reminders, your Google accounts connected
- Runs in accounts you control. Cancel anytime, keep your data
System + website
- Everything on the left
- A website built for Google and AI search, $800 in 2 payments
- Every inquiry lands in the CRM from day one
- Site, domain and code in your name
Every invoice has the same three lines: the setup or build once, a small monthly, and our time only when you ask for it.
Modules that plug into the board
Each one runs on your second brain and your rules, and costs less inside the system than on its own.
Questions owners
ask us
Yes. Records live in accounts you control and export any time. Stop subscribing and what is installed keeps working; updates stop, and your data goes with you.
No. Software that does its job stays, like a booking or billing app, and we connect to it. When a tool costs more than it gives back, a module can replace it, usually for less.
We build next to your current setup. Your contacts and leads move over. We go live, then you cancel the old service. No week without follow-up.
Our factory builds the website. The system needs a person: about six hours loading your services, prices, stages and knowledge into it, connecting your accounts and training your team. You pay for those hours once.
Call us. Small changes are part of care. Bigger ones are quoted in hours before we start, never hidden in the monthly.
Parts of your system can take action on their own: answer a question, send a follow-up, draft a quote. They work from your own rules and your team approves what matters.
Set up your
CRM + Command Center
Book a 20 minute call. We will look at what you use today and show you the cost either way: subscribe to the system, or build on it and own the builds.