Your own business workspace
A dedicated HighLevel subaccount configured around your business, with the right access for your team.
CRM & Automation
Less chasing. More follow-through.
A CRM built around your business—with the pipelines, follow-up, calendars, and team access to turn scattered inquiries into an organized next step.
From inquiry to next step
- 01Inquiry captured
- 02Lead assigned
- 03Follow-up starts
- 04Appointment booked
- 05Team takes over
Example workflow. Your build follows your sales process, lead permissions, and agreed scope.
Built around your business01 02 03 04 05 06
One place to keep the next step moving.
A pipeline your team can use
Clear stages, contact fields, lead ownership, and next steps that reflect how you actually sell.
Connected lead capture
Forms and agreed lead sources connected to your CRM so inquiries have a place to land.
Follow-up with a purpose
Agreed email and SMS workflows for acknowledgements, reminders, and nurture—with consent and stop conditions built into the plan.
Booking without the back-and-forth
Calendars, booking paths, and appointment reminders matched to your team's availability.
A tested handoff
Walkthrough, team access, and agreed workflow checks so you understand how the system works after setup.
CRM-only. Built for you.
A full build. A clearly defined scope.
Buy CRM and automation as a standalone service. You do not need an advertising or website package. We define your build before you commit, so everyone knows what is included.
Your investment
Custom scope & quote
Setup, ongoing platform/support, and usage charges are confirmed in your proposal. Phone, SMS, email, AI, third-party tools, and complex integrations may carry separate costs.
Request my CRM build plan ↗How it works01 02 03
A clear plan before the build.
Tell us where work gets stuck
Share your lead sources, current tools, and the follow-up your team handles manually. Start by email; no initial sales call required.
Approve a clear build plan
Review the workflows, integrations, responsibilities, setup price, ongoing fees, and timeline before work begins.
Build, test, and hand over
We configure the approved system, check the agreed lead paths, and show your team how to use it.
Before you get started.
Is this just a software login?
No. This offer is for a configured CRM build: your dedicated HighLevel subaccount plus the pipelines, workflows, connections, and handoff included in your approved scope.
Can I keep my existing website?
Yes. We can scope CRM connections for your existing website. Access and compatibility are reviewed before promising an integration.
Can you work with my existing HighLevel account?
Tell us what you already use. We will review account access, ownership, and configuration before recommending a new subaccount, a rebuild, or work inside the existing setup.
Are AI receptionists and data migration included?
They can be scoped separately. Data migration, AI tools, advanced integrations, and ongoing management are included only when listed in your proposal.
How much does it cost, and how long does it take?
Both depend on your workflows, integrations, and migration needs. Your proposal will confirm setup pricing, recurring fees, usage costs, and delivery milestones before you commit.
Will automation replace every conversation?
No. The goal is to reduce repetitive follow-up and make the next step clear. Replies, exceptions, and decisions that need a person should reach the right team member.
Start by email
Show us the busywork. We'll map the next step.
Send your business name, current tools, lead sources, and what you want automated. We'll start with an email conversation and a recommended scope.
Request my CRM build plan ↗Opens your email app. You can also email admin@edge-marketingco.com.