New Lead
Kitchen remodelForm submitted 2 min ago
Roof repairMissed-call text sent
CRM automation for local businesses
Capture every lead, follow up faster, and track every opportunity.
Streamline Sites builds practical CRM systems that connect your website, forms, calls, texts, emails, appointments, and review requests into one simple follow-up process.
Why it matters
Most businesses do not need more leads first. They need fewer missed ones.
A website can generate interest, but the money is made after someone fills out a form, calls, requests a quote, or asks for an appointment. CRM automation keeps those opportunities from disappearing into inboxes, voicemail, and sticky notes.
- New leads routed into one pipeline
- Instant text and email replies when someone reaches out
- Quote, appointment, and estimate follow-up reminders
- Review requests after completed jobs
Lead Pipeline
Live
Today at 9:42 AM
Quote Sent
HVAC installFollow-up due tomorrow
Exterior paintEmail opened
Won
Deck repairReview request queued
What gets built
A complete lead follow-up system, not another login nobody uses.
The system is built around the way your business already sells: calls, quote requests, booked appointments, estimates, follow-up, and reviews.
Lead Capture
Connect website forms, quote forms, calls, and manual entries into a single CRM pipeline with clear lead source tracking.
Automated Follow-Up
Send fast SMS and email responses, quote reminders, appointment confirmations, and next-step messages without relying on memory.
Sales Pipeline
Track new leads, contacted prospects, quotes sent, booked jobs, won deals, lost deals, and follow-up tasks in one view.
Review Growth
Trigger review requests after completed work so happy customers are asked at the right time, not weeks later.
CRM pricing
Start with the level of automation your business can actually use.
Setup covers planning, configuration, workflow buildout, testing, and launch support. SMS, phone, email, and platform usage costs may be billed separately depending on the final system.
CRM Starter
$149/mo
+$497 setup
For small businesses that need basic lead organization.
- CRM account setup
- 1 sales pipeline
- Website form connection
- Basic auto-reply email
- Lead and follow-up reminders
Recommended
Lead Follow-Up Pro
$299/mo
+$997 setup
The best fit for businesses that get steady leads but need faster follow-up.
- Everything in Starter
- SMS and email follow-up sequence
- Quote follow-up sequence
- Appointment reminders
- Review request automation
- Monthly performance report
Growth Automation
$499/mo
+$1,997 setup
For high-value services where follow-up speed and visibility matter.
- Everything in Pro
- Advanced workflow branching
- Lead routing to staff
- Old lead re-engagement
- Monthly optimization call
Launch offer
CRM Launch Package
For the first few clients, ask about a focused launch package: $750 setup, $249/month, and a 3-month minimum for CRM setup, lead form connection, pipeline, SMS/email follow-up, review requests, quote follow-up, and 30-day optimization.
Next step
Turn your website into a follow-up system.
Start with a CRM consultation. We will map the lead flow, follow-up gaps, and the simplest automation plan for your business.
Ready to stop losing leads?
Request a quote and mention CRM automation so the recommendation includes lead capture and follow-up.
Request a CRM Quote