Automation & CRM

They called at 6 p.m. By morning, they’d hired someone else.

In a survey of US consumers, 8 in 10 said they call a competitor when no one answers. Hardly anyone leaves a voicemail. Automation keeps the lead engaged until you can call back.

What holds growth back

Keep every lead moving, even when you’re busy.

A missed call can mean a lost customer

Your hands are full when the phone rings. By the time you call back, it’s too late.

You send the estimate. Then silence.

You send the estimate and the customer disappears. Nobody follows up.

Everything is in your head or WhatsApp

Contacts are scattered across your phone, WhatsApp, email and paper. It’s hard to tell how many estimates are still open.

Worried about texting rules

Automated marketing texts without written consent can lead to $500 in damages per message under the TCPA. Willful violations can lead to $1,500 per message.

How we help

Automation & CRM

  1. 1

    A reply within seconds

    For missed calls, we set up an automated text reply in English, with appropriate consent. It lets the customer know you’ll respond and offers a link to book or send photos.

  2. 2

    See every open estimate

    A simple CRM you can use on your phone: new inquiry → estimate sent → booked. See where each customer stands on one screen.

  3. 3

    Follow-up that stays on track

    Automatic reminders for customers who haven’t replied to an estimate, plus outreach to past customers.

  4. 4

    Clear consent and opt-outs

    Forms with clear opt-in language, consent records and working STOP replies, following TCPA best practices.

What’s included

Automation & CRM

  • CRM setup: GoHighLevel, HubSpot or a similar platform
  • Missed-call text-back automation
  • Estimate follow-up sequences
  • Automated review requests after service
  • Connections to website forms, ads and Google
  • Appointment reminders to help reduce no-shows
  • Team training in Portuguese
  • Response-rate and conversion reporting
Automation & CRM

Frequently asked questions

Still have a question?

Our team answers on WhatsApp, in Portuguese or English, on New York time.

Get my free marketing review
Do I need a new phone number?

Not necessarily. We can use a tracking number that forwards to your cell phone or connect your current number, depending on the system.

Will the automated messages be in Portuguese or English?

Your customer’s language. We write in English for American customers, and in Portuguese or Spanish when that fits your audience.

Can I legally text my customers?

We build the workflow around documented consent and an opt-out option, following TCPA best practices. For questions specific to your business, we recommend checking with an attorney.

My team isn’t very comfortable with technology.

That’s why training is in Portuguese and the system works on a phone. If your team uses WhatsApp, they have a familiar starting point for learning the CRM.

Let’s look at your marketing together. No obligation.

In 30 minutes, in Portuguese, we’ll show you where you may be losing customers and what we’d tackle first. Either way, you leave with the review.