Wisconsin · Services
CRM & Marketing Automation for Wisconsin Businesses
Most businesses do not have a lead problem. They have a follow-up problem. We set up CRMs, email and text automations, outreach systems and review requests so every lead gets a fast response, every customer gets asked back and you can see exactly where your sales come from.
- Starting at
- $250
- Services
- 15
- Service area
- All of Wisconsin
- Response
- Within one business day
CRM & Marketing services
Word of mouth still rules in Wisconsin, so we build systems that multiply it: automatic review requests, referral rewards and friendly follow-ups that sound like you, not a marketing robot.
CRM Setup & Implementation
Get a CRM your team will actually use: set up around your sales process, loaded with your contacts and connected to your website, email and phone.
HubSpot Setup & Integration
HubSpot set up right: CRM, pipelines, forms, email, sequences and reporting, plus custom integrations with your website, store and billing.
Email Marketing Automation
Automated emails that make money while you work: welcome series, abandoned carts, win-backs, birthdays, reviews and seasonal campaigns.
Cold Email Outreach System for B2B
A complete, compliant cold email system (domains, warm-up, lists, sequences and reply handling) that books meetings with the businesses you want to work with.
Email Deliverability: SPF, DKIM & DMARC Setup
Stop landing in spam. We set up SPF, DKIM and DMARC, fix sending reputation and meet Gmail, Yahoo and Microsoft sender requirements.
Transactional Email Setup (Receipts, Alerts & Notifications)
Reliable receipts, order confirmations, password resets and alerts, sent from your domain through a proper email provider and designed to match your brand.
SMS & Text Message Marketing
Compliant text message marketing with opt-in keywords, promotions, reminders and two-way replies, measured by real sales.
Sales Funnel & Lead Generation Funnel Development
Complete lead funnels (landing pages, offers, forms, follow-up emails and booking) built to turn ad clicks and visitors into booked calls and sales.
Lead Nurturing & Drip Campaigns
Automated follow-up that keeps you in front of leads who are not ready yet, with helpful emails and texts that bring them back when they are.
Google Review Generation System
Automatically ask every customer for a Google review at the right moment by text and email, and respond to every review with AI-drafted replies.
Customer Loyalty & Rewards Program
A loyalty and rewards program that works in store and online: points, punch cards, tiers, birthday rewards and member-only offers.
Referral Program Software
Turn happy customers into your sales team with trackable referral links, rewards for both sides and automatic payouts or credits.
GA4, Google Ads & Meta Conversion Tracking Setup
Know exactly which ads, pages and channels bring calls, leads and sales, with GA4, Google Ads, Meta Conversions API and call tracking set up correctly.
Klaviyo & Mailchimp Setup and Migration
Set up or migrate Klaviyo and Mailchimp with clean lists, segments, flows and templates connected to your store and CRM.
Abandoned Cart Recovery
Win back shoppers who leave without buying, with well-timed emails and texts, checkout fixes and incentives that protect your margins.
Who we help
Service businesses, B2B companies doing outreach, ecommerce stores, clinics, real estate teams and any business that loses leads in an inbox or a notebook.
Popular with
- Restaurants
- Breweries, Wineries & Distilleries
- Contractors & Remodelers
- HVAC, Plumbing & Electrical
- Roofing & Exteriors
- Auto Repair & Dealerships
- Retail Shops & Boutiques
- Real Estate Agents & Brokerages
- Dental Offices
- Chiropractic, PT & Wellness
- Salons, Barbers & Spas
- Gyms & Fitness Studios
- Insurance Agencies
- Nonprofits
- Churches & Ministries
- Event & Wedding Venues
- Ecommerce & DTC Brands
- Consultants & Professional Services
How it works
- 1
Funnel audit
We map where leads come from, what happens next and where they fall through the cracks.
- 2
System plan
We recommend the CRM, automations and messages to build, with a fixed quote.
- 3
Build & write
We set up the tools, import your contacts, write the sequences and connect your forms.
- 4
Report & refine
You get clear reporting on leads, replies and revenue, and we refine what works.
Why Wisconsin businesses choose us
Built for Wisconsin realities
Seasonal swings, winter weather, rural internet and customers who still like to call: we design around how business really works here.
Shipping and logistics know-how
Real-time rates, label automation, perishables and freight: we have built the systems that get orders out the door.
A client portal from day one
Log in anytime to see project progress, invoices, payments, site health and messages.
Fast, secure Cloudflare hosting
Sites and apps run on Cloudflare's global network: quick everywhere, protected from attacks and monitored around the clock.
CRM & Marketing pricing
Pricing typically starts at $250. Every project gets a fixed quote after a free discovery call.
What affects the cost
- CRM choice (HubSpot, custom or another platform)
- Number of automations, sequences and messages to write
- Contact list import, cleanup and deliverability setup
- SMS and review-generation tools
- Reporting and attribution needs
CRM & Marketing FAQs
Is cold email legal?
Yes. In the U.S., commercial email is allowed under CAN-SPAM if you use accurate headers and subject lines, include a physical address and honor unsubscribe requests promptly. We build all of that in, plus the authentication major inboxes require.
Which CRM should a small business use?
It depends on your sales process and budget. HubSpot is a strong all-rounder; some businesses are better served by a lighter tool or a custom CRM built around their workflow. We will recommend the simplest option that works.
Can you get us more Google reviews?
Yes. We set up automatic, well-timed review requests by text and email after a job or purchase, which is one of the most effective local SEO moves you can make.
CRM & Marketing across Wisconsin
We work with businesses statewide, on site across much of Wisconsin and remotely everywhere.
Tell us what you need
Get a free, no-pressure quote from a Wisconsin development team. Tell us a little about your business and we'll reply within one business day with next steps, rough pricing and honest advice.
- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Serving businesses in every corner of Wisconsin