An illustration of one inquiry, not a screenshot. The customer is invented.
CRM & Automation · Included with Website Care
Every inquiry your website brings in gets captured, answered and followed up, and the booking and the sale are kept in one place. We set it up during onboarding and run it for you, as part of Website Care and Website Care Plus. No setup fee, and no long-term contract.
How it works
Leads tend to slip away in the gaps: a form nobody saw, a call returned two days later, a quote nobody chased. Each step below happens on its own, and you can see every one.
Someone finds your site and asks for a quote, by form, chat or a tap to call.
Their name, number and question are saved in one list, and you're told straight away.
They get a reply within minutes, even after hours, and a nudge if they go quiet.
They choose a time from your real calendar, and both of you get a reminder.
The job is marked won, with where it came from. On Website Care Plus the sale can be reported back to the ad that brought it, where your ad account supports it.
What we manage
We connect your website's forms, set up your number, write the follow-ups in your voice and keep them working. You and your team answer the conversations.
In practice
Sorry we missed your call, we're on a job. What can we help with? We'll call you back shortly.
Our water heater's leaking. Can someone come out today?
A plumber
A new customer calls while you're on a job. They get a text back straight away, so they don't move on to the next name in the search results. Texting starts once your business number is registered with the carriers.
Hi Sam, a reminder of your appointment tomorrow at 10:30. Reply C to confirm or R to change it.
R, sorry. Is Thursday any good?
A practice or salon
Reminders go out on their own. If someone can't make it, their reply reaches you a day ahead, so you can move them and offer the slot to someone else.
Thanks for asking about catering. Our menus and prices are attached. Which date do you have in mind?
Just checking our menu reached you. Happy to answer any questions.
It did, thank you. Can you do Saturday the 14th?
Any business with a form
Someone asks, gets your reply and doesn't answer. A polite follow-up goes out two days later, and the sequence stops the moment they write back.
Illustrations, not screenshots. The businesses, customers and messages are invented.
Plans
CRM & Automation isn't a separate subscription. It comes with the plan that looks after your website, so compare the whole plan, not only the follow-ups.
You already have a website.
$199 per month
Your existing website, domain and content stay yours.
Start Website CareWebsite build included
You need a new website, or ongoing design and development.
From $499 per month
Your website is yours after 12 monthly payments. Early buyout available.
Start a website project| Website Care$199 a month | Website Care Plusfrom $499 a month | |
|---|---|---|
| CRM & Automation | ||
| CRM and contacts | Included | Included |
| Lead pipeline | Included | Included |
| Website form integration | Included | Included |
| Appointment scheduling | Included | Included |
| Automated follow-ups | Basic | Advanced |
| Lead source and campaign tracking | Included | Included |
| Qualified leads and sales recorded | Included | Included |
| Sales reported back to your ad accounts | Optional upgrade | Included, for supported accounts |
| Setup | No setup fee | No setup fee |
| AI website chat | Coming soon | Coming soon, with a monthly allowance |
| AI phone answering | Optional upgrade | Optional upgrade |
| Your website | ||
| Managed hosting and CDN | Included. We run the hosting. | Included. |
| Software updates | Core, plugins and theme, applied and checked afterward. | Included. |
| Security hardening | Included. | Included. |
| Backups | Included. How often and where, confirmed in writing at the start. | Included. How often and where, confirmed in writing at the start. |
| Performance | Kept in shape. | Built fast, kept in shape. |
| Hack recovery and emergency repair | Included while the site is under our care. | Included. |
| Quick Fixes | Two a month, about fifteen minutes each. No rollover. | Development time instead of Quick Fixes. |
| Development time | Quoted first, at preferred client rates. | Two hours a month, instead of Quick Fixes. More is quoted at preferred rates. |
| Website built or redesigned | No new design. A website builder site you like is rebuilt as it is: see Website migration. | A new website, a redesign, or your current one rebuilt on a modern platform, within the standard scope. |
| Website migration | Included for an eligible standard website: a Wix, Squarespace, Shopify, Webflow or Duda site rebuilt on our platform as it looks now, or a WordPress site moved onto our hosting. Confirmed by a free assessment first. | Included for a standard website: your content and page addresses carried into the new design, staged, tested and switched over, with redirects and forms checked. |
| SEO & AI search optimization | Not included. | A technical audit and full setup at launch, then a monthly routine. No ranking promises. |
| Analytics, ad tracking & conversions | Connected and configured: where visitors come from, and the actions that matter, such as a form sent or a call tapped. | Google Analytics, Search Console, your existing Tag Manager, Google Ads and Meta tracking, and form and CRM conversions, set up and checked. |
| Business texting, email and calling | A monthly allowance, confirmed in writing before anything is switched on. Texting starts once carrier registration is approved. | A monthly allowance, confirmed in writing before anything is switched on. Texting starts once carrier registration is approved. |
| Google visibility setup | Not included. Care measures the site you have. | Analytics, Search Console, sitemap submission and indexing set up at launch. For a local or service business, a Google Business Profile as well. |
| Monthly reporting | A short note each month: what was updated, checked and fixed. | A monthly summary of visitors, search clicks, inquiries, appointments and sales by source, with the work we did. |
| Custom development, integrations, complex migrations | Quoted first, at preferred rates. A standard builder migration is included. | Beyond the two hours, quoted at preferred rates. |
| Ownership | Already yours, and it stays yours. Cancel anytime and we help you move it. | Yours after 12 completed monthly payments, or sooner by an agreed buyout or advance payment. Cancel before then and the service ends; the design doesn't transfer. |
| Billing | $199 a month, flat. Month to month, no setup fee. Cancel anytime. | From $499 a month. Month to month, no setup fee. Cancel anytime. |
How cancelling and ownership work
Monthly allowances. Each plan includes a monthly allowance of emails, texts and calling minutes. We're still confirming the figures, so they aren't shown here yet. You'll have them in writing before anything is switched on.
Hosting on its own and one-time website projects don't include CRM & Automation. Compare every way we work.
Optional upgrades
Each upgrade is priced and agreed in writing before it's switched on.
Extra monthly texts, added in bundles, when your allowance isn't enough.
Extra monthly minutes for calls through your business number.
A second local number, for another location or to track a campaign.
Chat on your website that answers common questions and books or takes details, around the clock. Coming soon, and on Website Care Plus with a set monthly allowance.
An AI receptionist that answers when you can't and takes the details.
Customer conversations on WhatsApp, in the same inbox.
A polite request for a review after a job, and your reviews in one place.
Seasonal campaigns, longer follow-up sequences and automations built around your process.
Connections to the software you already use: accounting, scheduling, quoting or your own systems.
No. Setting up CRM & Automation is part of starting Website Care or Website Care Plus: connecting your website's forms, setting up your number and writing your follow-ups. A separate project, like moving years of old records or a custom integration with your other software, is quoted on its own before it starts. It's never charged as a setup fee.
Usually, yes. Most US numbers can be moved over, which takes a few weeks with your current carrier. Until then we can forward calls, or give you a new local number to use alongside it.
Not on day one. US carriers require every business that texts customers to be registered first, and approval takes anywhere from a few days to a few weeks. We do the paperwork with you, and no text goes out until it's approved. People are only texted after they've agreed to it, and every message lets them opt out.
Yes. You and the people on your team who answer customers each get a login to your CRM, which we send you when it's set up. It's separate from the client portal at my.oogle.net, which is where your billing, invoices and account stay.
Yes. You can ask for a copy of your contacts at any time, and if you leave we export them for you. We don't sell your data, or your customers', to anyone. See our privacy policy.
You're told by email as you get close, and again when it's used up. After that, the texts, emails or calls that would go over pause until you choose a top-up. Nothing extra is charged without your written OK.
As the phone carriers count them, by the part. A text of up to 160 plain characters is one part, and a longer one is sent as parts of 153. An emoji or another special character makes each part 70 characters instead (67 when it's split). Texts your customers send you aren't counted.
Yes, anytime. CRM & Automation comes with your monthly plan, which has no long-term contract and no cancellation fee. If you cancel, we export your contacts for you before the service ends.
Often, yes. When someone arrives from an ad, the campaign details travel with their inquiry into the CRM. When the lead is qualified, books an appointment or becomes a sale, Website Care Plus can report that back to your Google Ads or Meta account, where the account supports it and the customer's consent allows. Not every sale can be tied to an ad, and we never pretend it can.
No. We connect your existing tracking codes and configure supported conversion events without replacing the accounts you already use. Managing campaigns and the ad spend itself aren't part of either plan.
No. CRM & Automation comes with Website Care and Website Care Plus. Hosting on its own and one-time projects don't include it.
Tell us how leads reach you now, and we'll show you what CRM & Automation would change.