CRM & Automation

One place for every customer, every conversation, every next step.

Most local businesses run on a mix of inboxes, personal phones, sticky notes, and a spreadsheet. We replace that with one system where contacts, calls, texts, email, calendar, pipeline, and automation live together, and then we make it run on its own.

SimpLsolutions CRM is the operations layer we implement and configure for local service businesses: a unified contact database, sales pipeline, two-way SMS and email, call tracking, lead routing, automated follow-up, appointment booking, and reporting. We sell the result, not the software.
What we implement

The operations layer behind your website

Unified contact databaseOne record per customer. Every call, text, email, note, quote, and appointment on one timeline your whole team can see.
Sales pipelineStages that match how you sell, opportunities that move automatically, and a forecast you can trust.
Two-way SMS and emailBusiness numbers, shared inbox, templates, and sequences. Customer texts stop living on personal phones.
CallsTracked numbers, call recording where appropriate, missed-call text back, and logging to the contact.
Lead routingNew leads go to the right person based on service, area, or round-robin, with notifications that actually get seen.
Automated follow-upInstant responses, nurture sequences, quote reminders, no-show recovery, and review requests, all triggered by real events.
Appointment bookingCalendars synced to your team, booking links in every message, and reminders that cut no-shows.
ReportingLeads by source, conversion by stage, response times, and revenue attribution, in a dashboard built for an owner.
What changes for your team

Less to remember. Less to juggle.

Your team keeps doing the same things (calling, texting, emailing, scheduling) in one app instead of five. The system handles the parts that used to depend on memory: the instant reply, the follow-up, the reminder, the review request.

  • A new lead shows up as a notification with a one-tap call button, not as an email someone finds later.
  • When an employee leaves, the customer history stays with the business.
  • The owner can open a dashboard on their phone and see every open opportunity in thirty seconds.
  • Quotes that haven't been answered get followed up automatically, and the salesperson gets a task when it's time to call.
Questions

CRM & Automation, answered

Does a local business need a CRM?

If you have more than a handful of open opportunities, more than one person talking to customers, or want to know which marketing produces revenue, yes. It's where customer history and your team's next step live together.

Can everything integrate with SimpLsolutions CRM?

Your website, forms, chat, phone numbers, calendars, email, and payments all connect to it. Most job-management and accounting tools can integrate through native connections or automation platforms. The audit covers your specific stack.

What does implementation involve?

We map how leads and customers move through your business today, configure the pipeline and automations to match, connect your website and phone, migrate your contacts, and train your team. Typically a few weeks.

Do I have to use every feature?

No. We turn on what solves your biggest leak first and add from there. Each piece connects to what's already in place.

Find the leaks in your current growth system.

Free. About 30 minutes. You get a written summary of what's working, what's leaking, and what we'd fix first, whether or not we work together.