You are never alone. We build it with you.

How GetIDX CRM Implementation Works

A simple step-by-step process to help local service businesses set up, automate, and use a CRM system with confidence.

We guide you from scattered leads and manual follow-up to a clear CRM system built around your real workflow — with setup, training, and human support.

See CRM Plans

What Working With GetIDX Looks Like

Step 1 — Quick Fit Check

We review how your business handles leads, appointments, communication, and follow-up today.

You tell us what feels scattered or inconsistent.

We identify where leads may be getting lost.

You do: answer a few simple questions.

We do: recommend the right starting point: Lead Capture, Lead Conversion, or Revenue Growth.

Step 2 — We Build Your CRM Setup

We configure your CRM around your real workflow — not a generic template.

Depending on your plan, we may set up:

Lead capture
Pipeline organization
Calendar and booking
Follow-up automations
Communication tools
AI or WhatsApp support when included

Step 3 – We Implement It With You

This is not “here’s your login, good luck.”

We walk you through what we built in simple language so you understand how leads are captured, followed up with, and moved toward the next step.

Step 4 — You Start Using It

You’ll know:

Where every lead stands
What happens next
What follow-up is automatic
What still needs your attention

Step 5 — Keep Improving (Optional)

If your business needs ongoing improvements, the Revenue Growth Program helps you keep improving your CRM month by month.

You are never left on your own.

you are not alone

Common Concerns

(Totally Normal)

“I’m not good with technology.”
“I don’t have time to learn another tool.”
“I tried something like this before and gave up.”

That’s exactly why we do this with you — step by step.

REAL OUTCOMES

What Changes After Your CRM Is Set Up

You feel more confident using your system
You stop forgetting follow-ups
Your leads are easier to track
Your day feels more organized
Your business feels lighter

Less stress. More clarity. More control.

WHO THIS IS FOR

This is for you if…

You run a small business or small team

You are already getting leads, but follow-up feels inconsistent

You want a simpler system without more complexity

You value support, implementation, and real guidance

You do not need to be tech-savvy. You just need the right support and the right system.

Ready to Build a CRM System With Support?

You do not need to figure this out alone.

GetIDX helps you set up, automate, and understand your CRM system so your business can capture leads, follow up faster, and move more opportunities toward becoming clients.

Start here:

We explain everything in simple terms
We build around your real workflow
We guide you step by step
We help your team use the system with confidence

No pressure. No complicated tech talk. Just clarity on your next best step.

GetIDX is operated by Intelligent Digital eXperience, formerly Imagine Digital eXpressions and previously known online as IDX.Marketing. We now specialize in CRM systems, lead follow-up, and automation support for growing businesses.