We Set Up Your CRM So You Don’t Have To

We implement and customize your CRM.
We automate your follow-ups, appointments, and payments.
And we guide you step by step — so your business runs with clarity, not chaos.

A perfect CRM is a system that keeps track of your clients so no lead, message, or follow-up gets lost.

- That's what we built for you.

A perfect CRM is a system that keeps track of your clients so no lead, message, or follow-up gets lost. - We build that for you.

What You Get When You Work With Us

This is not just access to a CRM.

This is a structured system built around how your business actually works.

We don’t hand you software and wish you luck.

We:

Organize your clients and leads in one clear system
Build the right automations for your stage of business
Set up your process step by step
Guide you through implementation
Stay involved as your system evolves
No tech overwhelm.
No guessing.
No scattered tools.
Just structure, clarity, and real support.

Within the First 30 Days, You’ll Have:

✔ Clear visibility of where every lead stands
✔ A defined follow-up process
✔ Fewer missed opportunities
✔ A system that reduces mental overload

The level of automation depends on the system you choose —

but clarity starts immediately.

THE SYSTEM BEHIND THE SCENES

Simple for you.

Powerful where it matters.

You don’t need to learn a new platform or figure things out alone — that’s our job.

We set up a CRM system that feels intuitive, supports your daily work, and grows with your business — without adding complexity.

How It Works

Step 1 – Clarity & Structure

We map your workflow and organize your leads, clients, and process.

Step 2 – System Setup

We configure your CRM and build your first essential automation.

Step 3 – Activation

Reminders, follow-ups, and scheduling go live.

Step 4 – Training & Confidence

We train you step by step so you feel confident using your system.

After that?

We stay with you to refine and improve.

👉 See How the System Works for You

who we serve

Real support for real business owners, who are done doing it all themself

We work with small service-based businesses that rely on leads, conversations, and follow-ups — but feel overwhelmed by systems, manual work, and too many tools that don’t talk to each other.

If everything still lives in your head (or WhatsApp, notes, and spreadsheets), you’re in the right place.

Service-Based Businesses

You work with clients one-on-one or in small teams and missed follow-ups, forgotten appointments, or messy communication.

Growing Teams

You’re growing, but don’t want to add chaos or hire more people just to stay organized.

Consultants & Professionals

You have great conversations — but need a system that turns them into clients, follow-ups, and repeat business automatically.

Entrepreneurs Scaling Up

You want to grow with clarity and control — not burnout, chaos, or dependency on memory.

What changes when your system finally works the way you do

This isn’t about trends or theory.

It’s what consistently happens when small service business owners stop forcing themselves into generic tools — and get a system built around their real workflow.

You stop keeping everything in your head
Follow-ups and reminders happen automatically
You recover time, leads, and peace of mind

When your CRM fits how you actually work — instead of forcing you to adapt — everything starts to feel lighter and more controlled.

A clinic that simplified patient intake — without tech headaches

Pain Free Orlando needed a way to simplify how they collected patient info — without risking sensitive data or overwhelming their staff.

Before: Manual intake and staff overwhelm.

Now, their website and CRM:

100% of forms automatically organized
Appointment reminders reduced no-shows
All messages tracked in one place

Every phone call, DM, and message is now tracked in one place.

Nothing falls through the cracks, and the team can finally see which efforts are working.

Result: Fewer mistakes. Less staff stress. Clear visibility.

Every Call Answered — Even During Peak Hours

Before: Missed calls = missed revenue.

We implemented an AI answering system trained specifically for her business. It:

0 missed incoming calls
Automatic customer information capture
Faster follow-up confirmations

Now, every caller gets a response — even when the team is busy.

Result: No missed leads, faster response times, and happier customers.

Smart Client Filtering + Automated DMs

We built her entire website inside the CRM and added a smart form that:

Filters serious clients
Understands what they need
Provides an instant estimate

Once someone books, the system follows up automatically for video sessions or podcast recordings.

On Instagram, she activates automations with simple keywords:

Followers comment
They instantly receive the right information
First-time DMs get a warm welcome and a link to work with her

All of this happens — even while she’s busy creating content.

Result: Better leads, less manual messaging, and more time to create.

Repeat Bookings Without the Headache

Before working with IDX, Nela was spending hours going back and forth with clients to gather all the event details — colors, sizes, themes, preferences — and trying to remember when to follow up for next year’s events.

We built a system that: