PILLAR 8 - CRM AND SYSTEMS
One pipeline. Every lead. Followed up automatically.
Leads come from your website, Google, Facebook and calls. In most businesses they land in five places and follow-up depends on memory.
We put every lead in one pipeline with an instant reply and automatic follow-up until they book.
What you get
- CRM setup and pipeline build
- Website, ad and call sources connected
- Instant text and email follow-up sequences
- Missed call text back
- Appointment booking and reminders
- Automatic review requests after each job
- Dashboards that report revenue by source
THE PROBLEM
Most lost sales are lost to silence
A form comes in at 7pm and gets a call the next afternoon. By then the prospect booked elsewhere. Automation replies in seconds and never forgets.
HOW IT CONNECTS
The center of the whole system
Website forms, ad leads and calls all feed the CRM. The AI Employee works inside it. Reporting comes out of it.
WHAT IS INCLUDED
What is included
Pipeline design
Stages that match how you actually sell, from new lead to paid job.
Lead capture
Forms, chat, calls and ad leads all routed into one place with the source attached.
Follow-up sequences
Text and email cadences for new leads, estimates sent, no-shows and old leads.
Missed lead recovery
Missed call text back and reactivation campaigns for your existing list.
Reviews and referrals
Requests sent automatically when a job is marked complete.
Integration and training
Connected to your calendar and tools, with your team trained to use it.
HOW IT WORKS
How we build it
1. Diagnose
We audit your market, competitors and numbers before anything is built.
2. Build
We build each piece in the right order and connect them.
3. Launch and follow up
Every lead lands in one pipeline with automatic follow-up.
4. Report in dollars
A plain monthly report: leads, booked jobs, revenue and the next move.
SERVICE AREAS
Serving Albany, Saratoga Springs and all of Upstate New York
Our office is at 350 Northern Blvd in Albany. We work with businesses across the Capital Region and Upstate New York.
Albany · Saratoga Springs · Schenectady · Troy · Clifton Park · Glens Falls · Syracuse · Rochester · Buffalo · Utica · Binghamton · Kingston · Poughkeepsie · Plattsburgh · Ithaca · Watertown · All service areas
INDUSTRIES
The full system, built for your market
THE SYSTEM
Ten pillars, one connected system
FAQ
Questions we hear most
We build on an all-in-one CRM platform that handles pipelines, texting, email, calls, calendars and reviews in one place. If you already have a CRM you like, we look at integrating it.
Usually the problem is that it was never set up around your sales process. We rebuild it so it does the follow-up for your team instead of asking them for more data entry.
No. Sequences are short, useful and stop the moment a lead replies, books or opts out.
A core pipeline with follow-up is usually live within one to two weeks.
FREE GROWTH AUDIT
Find out exactly where your market position is leaking
In 30 minutes we show you where you are losing business and what to fix first.
- 30-minute strategy call
- Full audit of your website, SEO, ads and competitors
- 90-day growth roadmap with the exact first moves
Or call 518-730-4381
MR DOS Technologies, 350 Northern Blvd, STE 324, Albany, NY 12204
