Custom CRM Systems That Increase Sales & Follow-Up
Built for agencies and sales teams who need tighter follow-up, more accountability, and higher retention — without adding more work.
Our Process
A Clear Path to Streamlined CRM Success
Diagnose
We map your current lead flow and pinpoint where leads are leaking: missed follow-ups, no-shows, slow response time, and lack of team accountability.
Install
We build and launch your CRM system: pipeline, automations, calendars, dashboards, and your team’s daily workflow — ready to use fast.
Scale
We keep the system running and improving: support, tweaks, and new automations as you grow — so the process gets better every month.
Explore Features
Empower Your Business with
Elevate Solutions
Pipeline + Lead Tracking
Every lead has a next step. Track new leads → follow-up → appointment → closed. Nothing slips through.
Automated Follow-Up
Texts, emails, reminders, and nurture sequences run automatically so leads stay warm and show up.
Reporting + Team Accountability
Dashboards for owners and reps: calls, appointments, tasks, and progress vs goals—so performance is visible.
How We Help
Turn Leads Into Appointments — and Appointments Into Sales
We build CRM systems that make follow-up automatic and performance visible. Your team knows exactly who to call next, what to do today, and what’s slipping through the cracks.
From first contact to closed deal (and long-term retention), Elevate Solutions organizes your pipeline, automates the busywork, and gives owners real-time accountability—without adding more work for your reps.
Works With Your Process
We tailor the pipeline stages, automations, calendars, and dashboards to match how your team actually sells.
Built for Teams
Each rep gets their own dashboard (calls, tasks, appointments, goals). Owners get visibility across the team.
Owner Dashboard
See Production, Activity, and Lead Leakage — In One Place
Track calls, appointments, and sales by agent. Spot who needs coaching. Catch leads that are going cold before they cost you money.
Calls / Appointments / Sales per agent (daily + monthly)
Pipeline aging (who’s stuck + where deals die)
Coaching + accountability (tasks, reminders, performance vs goals)
FAQS
Frequently Asked Questions
What exactly do you build for an agency?
A custom CRM + automations + calendars + reporting dashboards built around your sales process. Your agency also gets a branded training hub and resources your agents use daily.
How does this increase agency production?
It prevents lead leakage: missed-call text back, follow-up sequences, no-show protection, pipeline accountability, and automated reactivation—so agents talk to more leads and close more deals.
How does this increase retention?
Agents run their business inside your agency’s system (training, scripts, workflows, dashboards). If they leave the agency, they lose access to the agency build—so they’re far less likely to churn.
How long does setup take?
Most agencies are live in 2–3 weeks for the initial build. After that, new agent accounts can be spun up quickly from the agency snapshot.
Do you train the agents?
Yes. Tier 2–3 include onboarding calls. We also provide step-by-step training videos inside the system so agents can self-serve.
What support do you provide?
Ongoing ticket support (answered daily) for as long as the subscription is active, plus optional optimization as your agency grows.
Can you integrate leads / ads / forms?
Yes. We can connect lead sources (forms, funnels, calendars, imports) and route leads into the pipeline with the right automation.
What happens if an agent stops paying or leaves the agency?
Access to the agency CRM build is removed, including agency-specific workflows, training hub, scripts, and dashboards. The agency keeps the system standardized, clean, and compliant—without former agents keeping your internal resources.
Unlock the true potential of your business with us—your partner in growth and scalability. Designed to adapt to your evolving needs.
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