We set up a CRM that captures every lead, replies within minutes, and tells your team exactly what to do next, so nothing gets missed and more enquiries turn into booked calls.
Built around how you sell. Connected to your website and every lead source. Live in 2 to 4 weeks.
Enquiries come in, replies are slow, follow-up depends on who remembers, and nobody has a clear view of what is happening. We fix that with a CRM that replies, assigns, reminds and tracks automatically, so your team only has to do the part that needs a person.
Instant first response so you stop losing hot leads
Clear ownership and next steps so deals don't stall
Nurture that keeps running so cold leads come back
Not just software setup. A working sales system designed around how your team sells.
Custom stages that match your sales process, with clear ownership and required fields. Your team always knows what happens next and deals don't quietly stall.
Every form, call, message, and enquiry flows into one place and gets assigned automatically. Speed-to-lead rules make sure the right person responds fast.
Dashboards that show what matters. Lead source, response time, conversion rate, pipeline value, and team performance. No guessing and no blind spots.
Follow-up sequences, reminders, task creation, and status updates that run automatically so your team doesn't have to chase everything manually.
Instant response when a lead comes in through SMS, email, or WhatsApp depending on your setup. Automatic assignment and next-step tasks so hot leads don't go cold.
We train your team properly, launch cleanly, and stay available for support and improvements so the system actually gets used.
Most leads don't buy on day one. We build multi-step nurturing that keeps your business present while tasks and reminders keep your team consistent.
First response in seconds to confirm the enquiry and set expectations
Lead scoring and routing so priority leads get handled fast
Follow-up sequences for days 1 to 14, then long-term nurture
Task and reminder system so nothing slips through
Reactivation campaigns that bring cold leads back to life
A CRM only works when it is wired into how leads actually arrive. We connect your website forms, landing pages, calendars, and messaging so every enquiry is captured, tracked, and followed up properly.
A clear process from audit to launch, built around how your team actually works.
We map your current process, find where leads leak, and define your pipeline stages and rules.
We configure your CRM around your workflow. Pipelines, automations, routing, dashboards, forms, calendars, and integrations.
We train the team, go live, and support you after launch. We refine what matters based on real usage so it keeps improving.
Every CRM build is scoped to your sales process. Choose the level that matches how you want to operate.
A proper pipeline and follow-up system so leads stop leaking.
Best for teams who need a proper pipeline so leads stop leaking.
Better tracking, segmentation, and ongoing optimisation of your sales engine.
Best for teams who want better tracking, segmentation, and ongoing optimisation.
Done-for-you revenue operations with continuous build and strategy.
Best for businesses that want done-for-you revenue operations.
This page covers the CRM. If you also want the website, landing pages, search and ads, and AI assistants across the whole business, the full ThreeStepTech system is on our main site. Everything connects to the same CRM.
See All ServicesWe build on the platform that fits your business. Most clients choose GoHighLevel because it handles automation and messaging well, but we can also work with existing CRMs if you are already invested in one.
Most builds take 2 to 4 weeks depending on complexity. If you need a focused setup, we can move faster.
Yes, because we build it around how they already work. We keep it simple, remove friction, and train your team so it becomes the default way they handle leads.
Yes. Live walkthrough, handover notes, and support after launch.
Usually, yes. If the tool supports an API, webhooks, or common integrations, we can connect it.
We monitor performance, fix bottlenecks, and improve automations based on what is happening in your pipeline.
Book a free discovery call and we'll map out exactly what your CRM setup needs. No pressure, no commitment.
Takes 2 minutes. We'll reply within 24 hours.