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Customer Relationship Management (CRM)

Every customer and follow-up, in one system.

A CRM is where your business keeps track of everyone it deals with. Every lead, message, booking, follow-up, review and payment lives in one account, instead of in a spreadsheet, three different apps and your personal phone. Try it free, or have me set it up for you.

The board

One plan. Four parts. A CRM that runs with you.

Every account starts with a plan, then grows with the business. Start with the basics and add the rest when you are ready.

00 / Always first

Strategy

How your business actually runs: where leads come from, what happens next, who follows up and what a customer should never have to wait for. Mapped out before anything gets built.

01

Basic Setup

Everything you need to use it from day one: contacts brought over, pipeline, calendars, forms, inbox and the mobile app, set up the way you work.

02

Advanced Workflows

Automations for your marketing and across other departments: sales handoffs, onboarding, reminders, reviews and the jobs nobody should do by hand.

03

Integrations

Your website, booking, payments and the other tools you already use, connected so information moves on its own instead of being copied by hand.

04

AI

AI assistants that answer common questions, help draft replies and follow up after hours, set up around your business and checked before they go live.

Start where you are. Try it yourself, or have me set it up and build it out with you.

Learn more →

What is inside

One login instead of five tools.

Everything a local business needs to win the job and keep the customer. Use what you need today and switch on the rest when you are ready.

👥

Contacts and pipeline

Every lead and customer in one list, and every deal on a board you can see at a glance.

💬

One inbox

Texts, email, Facebook, Instagram and website chat, answered from one place.

📅

Calendars and booking

Online booking with text and email reminders, so fewer people forget to show up.

📋

Forms and surveys

Capture leads on your site and send them straight into your contacts.

⚙️

Automations

Follow-ups, reminders and handoffs that run on their own, so nothing slips.

📧

Email and text campaigns

Newsletters, offers and updates sent to your own list, not rented attention.

⭐

Reviews

Ask for reviews after every job, automatically, and reply from one place.

💳

Invoices and payments

Send an invoice or a payment link and get paid by card.

In every account

Ready to use, not just to buy.

A CRM only pays off if it gets used. These come with every account, so you and your team can start on day one.

Mobile appLeads, messages and bookings on your phone.
Logins for your teamEveryone who needs access gets their own.
Your contacts brought overImport from a spreadsheet or your old system.
Templates to start fromPipelines, forms and follow-ups ready to adjust.
Regular updatesNew features added as the platform grows.
Support from meAnswers from a person who knows your setup.

How to start

Do it yourself, or have it done for you.

Do it yourself

Your account

Your own CRM account with everything on this page, and no setup or management from me. Start with a free trial and build it at your own pace.

  • A free trial to start
  • Templates for pipelines, forms and follow-ups
  • A basic support plan included
Configured

Set up for you

I configure it around how your business actually works, move your contacts over and train your team. Then you run it yourselves.

  • Pipeline, forms, calendars and automations built for you
  • Your contacts and history moved over
  • Your team trained, support included
Configured and managed

Run by me

I configure it, then keep running and improving it as the business changes, so you can get on with the work it supports.

  • Everything in the configured setup
  • New workflows, integrations and fixes as you grow
  • Support included, from someone who knows your setup

From the client side

People who run their business on it.

“Konstantin was the fifth consultant we brought in after several others fell short, and he was the one who finally made it work. He took ownership of our entire CRM, including a full restructure and rebuild of our processes and campaigns, the integrations with the rest of our tools, and the strategy and automations behind it all.”

Dr. Eric L. ZielinskiOwner, Natural Living Family

“Konstantin has been invaluable in managing my CRM account. Despite the complexity of our campaigns and overall setup, he has handled everything with utmost professionalism and consistently found solutions to every challenge.”

Nathan LiaoFounder, CMA Exam Academy

“Konstantin has been a gift to True Radical Love. He is very knowledgeable in CRM management as well as many other areas that we’ve needed help in.”

Cole ForesterDirector, True Radical Love

Read the testimonials →

How it works

From trial to up and running.

Step 01

Start your free trial

Open your account and look around. Nothing to install, and no commitment.

Step 02

Set it up

Use the templates and do it yourself, or book a call and I will set it up for you.

Step 03

Run the business from it

Leads, messages, bookings and follow-ups in one place, on your computer and your phone.

Next step

Try it on your own leads.

Start a free trial and see it with real work, or book a call and I will show you around first.

Start a free trial →