CRM Care Co sets up, cleans up, and looks after the CRM systems small businesses run on — so every lead from your website, email, and phone lands in one place and gets followed up.
See packages Get in touchThe same care model as our website work, applied to your customer system — set up carefully, verified end to end, and reported in plain language.
Duplicate contacts merged, dead fields removed, data standardized — so the list you mail and the numbers you see are ones you can trust.
Sales and service pipelines built to how your business actually works — not the template the software shipped with.
Website forms, email, and phone leads landing in the CRM, tested end to end — no more leads sitting in an inbox nobody checks.
Follow-up reminders, task rules, lead assignment, and stale-deal alerts — the quiet machinery that keeps deals moving.
Pipeline, follow-ups done, deals stalled — a short monthly report in plain language, the same reporting discipline as our website care plans.
Who can see and export what, leavers removed, two-factor on — plus data import & migration, integrations (email, calendar, accounting, Jobber, Housecall Pro), and short written SOPs so your team uses it the same way every time.
HubSpot and Salesforce first — the biggest small-business base — with more supported as you grow.
Start with a single fix, a full setup, or setup with the automations built in. Ongoing care is available monthly after any package.
Prefer ongoing care? CRM Care monthly — $85/mo for checks, cleanup, and the monthly report; $150/mo adds small builds and new automations.
Careful first, changes second — nothing in your CRM changes until we've looked.
Tell us what's messy. Duplicates, a pipeline nobody uses, leads going nowhere — whatever prompted the call.
We audit before we touch. You get the findings and the plan before any change is made.
Cleanup & setup, verified. Every form, pipeline, and automation tested end to end, with your data exported and backed up first.
You get the report. Plain language: what was done, what we found, and what needs your decision.
CRM Care Co is part of Care Company Tech — one suite for the systems a small business runs on: website, customer system, phones, and help desk, looked after by one operator.
Our background is more than a decade running a successful web practice, with 20+ years in the systems organizations actually use. Our working standard is documented and disciplined — built to federal standards, assessment-ready — and your CRM data stays yours: fully exportable, never locked into our tooling.
Your customer data, handled to federal standards: NIST 800-171-aligned practices, role-based access, a full audit trail on every change, and your data always exportable — never locked in.
One message is enough to start. We'll reply with what we'd check first and what it would cost — before you commit to anything.
Get in touch