


Setup: $1,050
Monthly: $97/month
Your first CRM system to capture, organize, and follow up with every new opportunity — without having to figure it out alone.
If your business is already getting leads through calls, texts, website forms, referrals, or social media messages, but you do not have a clear way to track them, this is where your system should start.
The Lead Capture System gives your business a simple foundation so every new lead has a place, a status, and a next step.
We set it up with you, walk you through it, and help you understand how to use it in your day-to-day business.
Leads are coming in, but they are scattered.
Some people call
Some send a text
Some fill out a form
Some come from referrals or social media
Some get written down
Some stay in your head
And some are forgotten

That is how opportunities get lost.
Not because your business does not care, but because there is no clear system holding everything together.
The Lead Capture System helps you fix that first.


With this plan, you can start organizing new opportunities in one simple CRM system.
You will be able to:
Capture new leads in one place
Stop relying on memory, notes, or scattered messages
See which leads need attention
Give people a simple way to book the next step
Follow up more professionally when someone reaches out
Build the foundation for better sales follow-up
Feel more organized and in control of your lead process
When a new lead comes in, your system gives that opportunity a clear path.
A lead contacts your business through a form, call, text, referral, or another source.
Their information is stored in one organized place.
You can see where they are in your process instead of guessing.
The lead can book a call, appointment, consultation, or next action.
Your basic automation helps confirm, notify, or follow up when a new lead comes in.
Simple. Clear. Organized.
We set up the foundation of your CRM so your leads and contacts are organized in one place.
Instead of searching through messages, notes, spreadsheets, or memory, you have a simple place to see who reached out and what needs to happen next.
You get a clear visual process for your leads.
This helps you see where each opportunity stands, which leads need attention, and what step comes next.
No more guessing
No more “I think I replied to them”
No more leads sitting forgotten
We create one lead capture form connected directly to your CRM.
When someone fills it out, their information goes into your system so you can track and follow up more easily.
This is ideal for website inquiries, consultation requests, service requests, or general lead intake.
We set up one booking calendar so leads can schedule the next step with your business.
This can be used for a call, appointment, consultation, estimate, or first conversation.
It gives people a simple way to move forward without creating extra back-and-forth for you.


We set up one simple follow-up workflow to support your lead process.
This can help with confirmations, internal notifications, reminders, or first follow-up after a lead comes in.
The goal is not to overcomplicate your business.
The goal is to make sure new opportunities are acknowledged and easier to manage.
Your CRM may include access to a dedicated business phone line and SMS features if your business qualifies for activation.
This allows calls and text messages to connect more closely with your lead system.
Phone and SMS activation may require approval, compliance steps, and usage-based charges.
We do not just hand you a login and leave you to figure it out.
You get two live implementation sessions where we walk through the setup, explain how the system works, and show you how to use it in your actual business.
The goal is for you to feel clear, not overwhelmed.
You also get access to our monthly support webinar so you can continue learning, improving, and getting more comfortable with your CRM.
This helps you keep the system alive after the initial setup.

The Lead Capture System is best for businesses that:
Already receive leads
Use calls, texts, forms, referrals, or social media messages
Track opportunities manually
Forget to follow up sometimes
Want a simple CRM foundation
Need order before adding more automation
Want help setting it up step by step
Are not looking for a complicated tech project

This is a strong first step if your business needs more clarity at the beginning of the sales process.
This plan gives you the foundation: every new lead has a place, a status, and a next step.
But if you already have leads coming in and you need a better way to follow up, nurture, and move them toward becoming clients, the Lead Conversion System may be the better next step.
Choose the Lead Conversion System if you need:
More automated follow-up
A clearer sales process
Lead nurturing after the first contact
Help converting inquiries into booked calls, appointments, or sales
A stronger system to manage leads after they enter your CRM

Start here if you need to stop losing leads.
Go to the next plan if you are ready to convert more of them.

Once you move forward, we guide you through a simple setup process.

You receive your next steps and complete a short intake so we can understand your business, your lead sources, and your current process.
We create the base of your CRM and organize the core pieces needed for your lead capture system.
We align on your lead process, pipeline, form, calendar, and follow-up needs.
We configure your system and test the key pieces so your lead capture flow is ready to use.
We walk you through what was built, how to use it, and how to manage your leads moving forward.
You get access to our monthly support webinar so you can keep improving your system over time.
Lead Capture System
$1,050 setup
$97/month
Communication usage, phone/SMS activation, and compliance requirements may vary depending on your business and selected features.
We will guide you through what applies to your business before activation.
Includes:
CRM foundation
Simple lead pipeline
One connected lead capture form
One booking calendar
One starter follow-up workflow
Phone/SMS features when eligible
Two live implementation sessions
Monthly support webinar access
You do not need a complicated CRM.
You need a simple system that helps you stop losing leads, see what needs attention, and take the next step with more confidence.
We will help you set it up, understand it, and start using it in your business.
Relax and Automate.
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© 2026 IDX. All Rights Reserved.