03
Automation & CRM Infrastructure
The behind-the-scenes systems - CRM, automation, and reporting dashboards - that keep every lead followed up on and every dollar tracked back to its source.
- Fast Facts
The short version
- Custom CRM builds, pipeline design, and lead-routing automation
- Includes revenue-intelligence dashboards across payment processors
- Best suited to brands running multiple offers or channels needing one source of truth
- What’s Included
Everything in the engagement
- 01CRM build & pipeline design
- 02Lead routing & follow-up automation
- 03Revenue intelligence dashboards
- 04Payment processor integrations
- 05Timezone-aware scheduling logic
- Questions
What CRM platforms do you build in?
Primarily GoHighLevel, integrated with automation tools like n8n and custom dashboards built in Lovable/Supabase for revenue reporting across processors like Stripe and PayPal.
What's a revenue-intelligence dashboard?
A single dashboard that aggregates revenue and lead data across every payment processor and channel a brand uses, so a founder can see what's actually converting in one place.