INTEGRATIONS
CRMs & Pipeline Integrations
CRM integrations that keep your pipeline clean: lead capture, scoring, stage updates, follow-ups, and attribution to bookings.
Setup in 7–14 days
Start with one workflow + KPIs, then expand.
Works with your stack
We integrate first; only add tools when needed.
Denver + Front Range
Local-first support + onsite options.
What you get
- A production-ready workflow built around one measurable outcome (usually bookings).
- Clean connectors + data mapping so tools stay in sync (calendar, CRM, messaging).
- Guardrails: approvals, escalation rules, audit logs, and monitoring.
- Industry-specific prompts, scripts, and templates you can actually reuse.
KPIs to track
HubSpot, Salesforce, GoHighLevel, Pipedrive, Zoho
Lead-to-contact time • Stage conversion • Follow-up completion • Booked rate • Duplicate rate
Example diagram
During your audit, we tailor this to your exact stack and industry workflow.
Best-fit industries
Click an industry page to see the fastest workflow and KPI set.
Home services
Playbooks + tools + KPIs
Clinics & med spas
Playbooks + tools + KPIs
Dentists
Playbooks + tools + KPIs
Law firms
Playbooks + tools + KPIs
Real estate / property managers
Playbooks + tools + KPIs
Auto shops
Playbooks + tools + KPIs
Veterinary
Playbooks + tools + KPIs
Pet grooming
Playbooks + tools + KPIs
Common questions
How fast can this go live?
Most first workflows go live in 7–14 days depending on approvals and access.
Do you replace my staff?
No — we reduce repetitive work and route edge cases to your team with clear handoffs.
What about privacy and compliance?
We minimize data, log actions, and set guardrails so only approved steps run.
Can it book on my calendar?
Yes. We connect to your scheduling tool and enforce buffers, hours, and rules.
Can I start small?
Yes. Start with one workflow tied to bookings or revenue, then expand after proof.