CRM setup & lead follow-up
CRM Setup & Lead Follow-Up for Small Businesses
Organize your leads, appointments, and follow-up in a CRM built around how your business sells and delivers work.
A focused place to start
Meet the Jarvis workflow pilot.
See customer records, assigned tasks, and reviewed drafts in a guided demo. Then scope one workflow around your business and the tools it needs.
Private alpha. Live AI and customer connections require setup and testing.
When this is a useful next step
Inquiries sit across email, texts, spreadsheets, and website forms. Nobody has a reliable view of who needs a reply next.
What the scope includes
- Pipeline stages matching your sales process
- Contact fields, lead sources, and assignment rules
- Website-to-CRM handoff within the agreed integration scope
- Follow-up tasks and reminders with clear stop conditions
- A practical view of open inquiries and overdue actions
Example workflow
A new estimate request moves from New inquiry to Contacted, then Quote sent. The owner sees overdue follow-ups without searching through several inboxes.
What we measure
Time to first response, open leads without an owner, overdue tasks, booked conversations, and lead-to-quote movement.
Common questions
What to know.
Do you work with HighLevel?
Yes. HighLevel CRM and Zapier are part of Smith Digital's working toolkit. The audit checks your current setup and the integrations your workflow needs.
Will this send promotional messages to everyone?
No. Follow-up rules follow the agreed purpose, contact preferences, and consent requirements. Unrelated promotional campaigns need a separate scope.