CRM Setup & Automation - Stop Losing Leads You Already Paid For
Most small businesses don’t have a lead problem — they have a follow-up problem. DGTL Pros sets up your CRM, connects it to your website and marketing, and automates the follow-up so every inquiry gets a fast response and every finished job asks for a review.
What We Set Up
A CRM only pays off when it’s configured around how you actually sell — and when the data enters itself.
CRM selection & configuration
HubSpot, GoHighLevel, Pipedrive, Salesforce, or the tool that actually fits your team. We set up contacts, custom fields, and permissions so it’s useful on day one.
Lead capture that feeds the CRM
Website forms, phone calls, chat, QR code scans, and ad leads flow into one pipeline automatically - no more leads living in someone’s inbox.
Sales pipelines & stages
Pipelines that mirror how you actually sell, so you can see every deal’s stage, value, and next step at a glance.
Automated follow-up sequences
Instant replies to new inquiries, appointment reminders, quote follow-ups, and re-engagement campaigns - the discipline of a great salesperson, automated.
Review request automation
Job done? The CRM automatically sends a review request with your Google link. Paired with a review QR code, this is how review counts snowball.
Integrations & training
Calendars, invoicing, email, and marketing tools connected - plus training so your team actually uses the system instead of working around it.
The Loop: Website → CRM → Reviews → Rankings
Your website captures the lead. The CRM responds instantly and works the deal. When the job is done, an automated request — or a review QR code at checkout — turns the happy customer into a Google review.
Those reviews power your local SEO and Google Business Profile, which brings the next lead in. That’s the flywheel we build.
Want to see what this looks like for your business? Walk through it with us on a free call.
Contact DGTL ProsCRM Setup FAQs
Common questions about CRMs, automation, and follow-up systems
It depends on how you sell. Service businesses that live on calls and appointments often fit GoHighLevel or Jobber-style tools; sales teams working deals fit HubSpot or Pipedrive. We’re not locked to one vendor - we recommend what fits your workflow and budget, then set it up correctly.
Still have questions?
Our team is ready to answer any questions you might have about our services.
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A CRM is the hub - here's everything we connect to it
Tell us about your project
Ready to transform your digital presence? Our team of experts is here to bring your vision to life with tailored solutions that drive results and exceed expectations.
Email Us
quote@dgtlpros.comCall Us
(986) 270-2565Our offices
DGTL PROS LLC
Meridian, ID 83642+1 (986) 270-2565
"Working with this agency transformed our digital presence. Their team delivered beyond our expectations with innovative solutions."