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Structured Client & Lead Data

Your leads and clients, organized in one place.

We set up a simple, structured system where all your leads and clients live together: searchable, organized, and built around how you work. We configure your client tracker with the fields, tags, and workflows your business actually needs, so you’re not forcing your process into a generic CRM.

Price:

$39/month
$1,450 setup (waived with a 12-month commitment)

Configure My Client Tracker

What this replaces

  • Spreadsheets

  • Notes scattered across tools

  • Email threads used as "records"

  • Overbuilt CRMs you don’t want to learn

  • "I know I talked to them… somewhere"

What’s included

  • A structured client & lead system built for your business

  • Custom fields (services, status, source, notes, tags)

  • Simple workflows that match how you work

  • Searchable records for leads and active clients

  • Connected to your website and inquiry forms

How It Works

  • We map how you track leads and clients today

  • We build a clean, structured system around that

  • Your forms and inquiries flow in automatically

  • You manage everything in one place

Bottom Line

It’s a practical system designed to track inquiries, clients, notes, and follow-ups without complexity.