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From sticky notes to a system that runs itself.

A CRM and business system built around your steps, your words and your reports. Leads, quotes, jobs, scheduling and billing in one place your whole team works from, on the computer and the phone. No Salesforce license, no consultant to set it up, and a team in Greenville, SC to support it, wherever you are.

Map out your system See what it can include
Call Dana back about the kitchen??NEWDana P. · kitchen repaint
hey can u guys come thurs?BOOKEDTom R. · Thursday 10:00
jobs_final_v3.xlsx, row 48QUOTEDCedar Plaza · lobby floors
RE: RE: invoice 1182 still unpaidPAIDInvoice 1182 · paid by card
quote for the Hendersons??QUOTEDHenderson · deck stain
Voicemail 0:42 · unknown numberNEWNew caller · gutter repair
Marcus has the keyBOOKEDLaurel St · Marcus, Friday
paid?? check w/ JenPAIDOak Hollow · paid online
Texts, sticky notes, a spreadsheet and an inbox.
HOW IT’S PRICEDScoped and quoted per project
01What it can include 02A day with it 03Your questions
WHY BUILD YOUR OWN

Off-the-shelf CRMs are built for everyone. That’s the problem.

The big platforms charge per seat for features you’ll never open, and they come with someone else’s idea of how a sale or a job should go. So your team works around them, and the real information ends up back in texts and spreadsheets. A system built for your business has your stages, your fields and your reports, and nothing to work around.

WHAT IT CAN INCLUDE

Pick the pieces. They share one set of records.

A system can be two of these or all twelve. Most start with the two or three that cost the most time today.

  1. Customers and contacts

    Every person, property and past job in one record, with the full history a phone call away.

  2. Leads and pipeline

    Your stages from first call to signed, with the next step and who owns it always visible.

  3. Quotes and e-signatures

    Built from your price list and options, sent as a clean PDF, signed online.

  4. Follow-ups that send themselves

    Reminders for the team, and check-in emails and texts that go out when a quote goes quiet.

  5. Jobs and work orders

    Every job’s status, notes, photos and materials, from booked to closed.

  6. Scheduling and dispatch

    A calendar and board that know who’s free, with jobs pushed to the crew’s phones.

  7. Service plans and renewals

    Recurring visits, maintenance agreements and renewal reminders that track themselves.

  8. Invoices and payments

    Invoices made from the finished job, online payment, and polite reminders until it’s paid.

  9. Inventory and orders

    Parts and stock counted down by the jobs that use them, with reorder alerts.

  10. Customer portal

    A sign-in where customers see their quotes, visits, invoices and documents.

  11. Reports and dashboards

    Close rates, revenue by service, jobs by crew and money owed, on the screen you open every Monday.

  12. Roles and permissions

    Each person sees what their job needs. The crew doesn’t see pricing, the office doesn’t see payroll.

A DAY WITH IT

What a normal Tuesday looks like.

This is a made-up service business, but every step is something we build. The pattern is the same: someone does one thing, and the system does the next five.

  1. The crew opens their dayJobs, routes and notes are already on their phones. Nobody calls the office.
  2. A website request comes inIt lands in the pipeline, assigned to the right person, with a reply already sent.
  3. A quote goes outBuilt from the price list in a few minutes and signed online before lunch.
  4. The job books itselfThe signed quote becomes a job on the calendar and a reminder text to the customer.
  5. Work wraps upPhotos, checklist and signature from the crew’s phone. The invoice sends itself.
  6. Payment arrivesPaid by card from the invoice and marked paid in your books.
  7. The owner checks one screenBooked, done, billed and owed for the day. No spreadsheet to update.
THE SYSTEMS WE RUN ON

We run our own business on systems we built.

These aren’t demos. TEMPO and The Kennel run WebPro360 every day, and they’re built the same way we’d build yours.

PROJECTS, TICKETS AND WHO’S DOING WHAT

TEMPO

Tracking Engagements, Milestones, Projects and Orders. The project and task tracker, ticket maker and communications tracker behind every job we do.

  • Every job gets a ticket number, whether it’s a project, an order, a monthly retainer or internal work.
  • Each ticket gets its step list from a template, with an owner and a date on every step.
  • Requests that come in by email, phone or chat land in one intake list, so nothing slips through.
  • Steps waiting on the client move the dates without counting against us.
  • A Monday digest, overdue alerts, time tracking and an on-time rate against what we promised.
ONE SIGN-IN FOR THE WHOLE DAY

The Kennel

Our dashboard. Log in and see what the day brings: emails, updates, billing and client work pulled into one screen so nothing is missed.

  • Every client’s emails and requests in one place, filed under that client.
  • Each client’s work, deadlines and open tickets on one screen.
  • Rankings, reviews and search data for every client, checked on a schedule.
  • Health checks on every site we host, around the clock.
  • Billing and renewals right beside the work, so nothing quietly lapses.
KEEP WHAT WORKS

Connected to the tools you already use.

Your system doesn’t have to replace everything. It can pass work to the tools you’re happy with, so information still goes in once.

QuickBooksInvoices and payments flow to your books.
Square and StripeCard payments online and at the counter.
Google WorkspaceCalendars, Gmail and shared files.
Microsoft 365Outlook calendars, email and Teams.
TextingReminders and two-way texts from your business number.
Your websiteForms, booking and ordering feed the same records.
ALREADY ON A BIG CRM?

We can work with that too.

If your company is committed to Salesforce or another platform, we build the pieces it’s missing around it. LASSO is the example: the office keeps its records in Salesforce, and the reps work from a simpler app built for their day.

  • Cards, accounts and deals go to Salesforce with your required fields checked first.
  • Changes made in Salesforce come back to the app every 15 minutes.
  • Email and meetings run through each rep’s own Outlook or Gmail.
  • Managers get a team view, routes and a weekly scoreboard on top.
Tap through LASSOOpen LASSO (opens in a new tab)
LASSO reading a rooftop unit nameplate
LASSO Today screen with the next best action and the day's stops
HOW IT WORKS

Map it, build the core, move in.

  1. 1

    Map the process

    We sit with the people who do the work and map every step, tool and workaround, then agree on scope and price.

  2. 2

    Build the core first

    Your team uses the first working version early, with real records, so the details get shaped by real use.

  3. 3

    Move in and keep improving

    We bring your existing records over, train your team, and keep adding what you need as the business grows.

BEFORE YOU DECIDE

Good questions. Clear answers.

Is a custom system really better than Salesforce or HubSpot?
For a lot of small businesses, yes. You get only the screens you need, in your own words, with no per-seat platform fee for features you don’t use. If a big platform truly fits, we’ll tell you, and we can work with it instead.
We run everything on spreadsheets. Is that a problem?
That’s the most common starting point. Your spreadsheet already shows us how you work. We turn it into a system and bring the rows over, so nothing is lost.
Can our team use it on their phones?
Yes. Every system works in a phone browser, and we add a true phone app for the crew or your customers when it helps.
What happens to our existing records?
We bring them over as part of the project, clean up duplicates along the way, and check the counts with you before the old tool is switched off.
Who owns the data, and is it secure?
The data is yours and can be exported. Every user has their own sign-in and only sees what their role allows, and we host on managed infrastructure behind Cloudflare.
What does it cost?
Each system is scoped and quoted on its own. The number of pieces, users and connections drive the price. You get one written proposal before any work starts, and we can build it in phases.
FOR PHONESMobile app developmentApps for your team and your customers. THE HUBApps & business systemsEverything we can build, by part of the business.

Show us the spreadsheet.

Every business has the one file, inbox or whiteboard holding it all together. Walk us through it and we’ll show you what it looks like as a system.

Map out your system Or call (800) 360-9882

Need a phone app too? Mobile app development.