CRM Care Co sets up, cleans up, and looks after the CRM systems small businesses run on — so every lead from your website, email, and phone lands in one place and gets followed up.
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The same care model as our website work, applied to your customer system — set up carefully, verified end to end, and reported in plain language.
Duplicate contacts merged, dead fields removed, data standardized — so the list you mail and the numbers you see are ones you can trust.
Sales and service pipelines built to how your business actually works — not the template the software shipped with.
Website forms, email, and phone leads landing in the CRM, tested end to end — no more leads sitting in an inbox nobody checks.
Follow-up reminders, task rules, lead assignment, and stale-deal alerts — the quiet machinery that keeps deals moving.
Pipeline, follow-ups done, deals stalled — a short monthly report in plain language, the same reporting discipline as our website care plans.
Who can see and export what, leavers removed, two-factor on — plus data import & migration, integrations (email, calendar, accounting, Jobber, Housecall Pro), and short written SOPs so your team uses it the same way every time.
HubSpot and Salesforce first — the biggest small-business base — with more supported as you grow.
Start with a single fix, a full setup, or setup with the automations built in. Ongoing care is available monthly after any package.
Prefer ongoing care? CRM Care monthly — $85/mo for checks, cleanup, and the monthly report; $150/mo adds small builds and new automations.
Careful first, changes second — nothing in your CRM changes until we've looked.
Tell us what's messy. Duplicates, a pipeline nobody uses, leads going nowhere — whatever prompted the call.
We audit before we touch. You get the findings and the plan before any change is made.
Cleanup & setup, verified. Every form, pipeline, and automation tested end to end, with your data exported and backed up first.
You get the report. Plain language: what was done, what we found, and what needs your decision.
CRM Care Co is part of Care Company Tech — one suite for the systems a small business runs on: website, customer system, phones, and help desk, looked after by one operator.
Our background is more than a decade running a successful web practice, with 20+ years in the systems organizations actually use. Our working standard is documented and disciplined — built to federal standards, assessment-ready — and your CRM data stays yours: fully exportable, never locked into our tooling.
Your customer data, handled to federal standards: NIST 800-171-aligned practices, role-based access, a full audit trail on every change, and your data always exportable — never locked in.
One message is enough to start. We'll reply with what we'd check first and what it would cost — before you commit to anything.
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