CRM & Automation

Connect Your Stack.
Automate Your Growth.

Stop duct-taping your tools together. We build seamless CRM and automation systems that track every lead, automate every follow-up, and book every appointment — live in 1-2 weeks.

Best for service businesses managing 20+ leads/week across multiple tools.

100%
Lead Capture Rate
<5 min
Setup to First Automation
1-2 wk
Full System Go-Live
No more
Leads Lost to Manual Error

Targets for well-implemented systems; actual results vary by traffic and team.

What You Get

Your Entire Business on One System.

We build the systems that turn manual tasks into automatic ones — no more spreadsheets, no more missed leads.

Pipeline Architecture

Custom pipelines built to match how you actually sell. Every lead is tracked from first touch to closed deal. Stages move forward and tasks get assigned automatically.

  • Custom lead scoring
  • Automated deal routing
  • Revenue forecasting dashboards

Workflow Automation

Connect your CRM, calendars, payments, and marketing tools into one flow. We build automations so nothing falls through the cracks.

  • Cross-platform syncing
  • Conditional logic workflows
  • Automated task creation

Omnichannel Funnels

Funnels that bring SMS, email, and social into one customer journey. Every lead gets the right message at the right time.

  • Multi-touch tracking
  • Behavioral triggers
  • Automated re-engagement

Concrete Deliverables

What Gets Built & Configured.

CRM & Pipeline Setup
Automation Workflows
Booking Calendars
Email & SMS Config
Zapier/Make Integrations
Reporting Dashboards

The Outcome

Your entire business runs on one system — every lead tracked, every follow-up automated, every appointment booked. No more duct-taped tools or leads slipping through cracks.

Best for: Service businesses managing 20+ leads/week across multiple tools, ready to consolidate into one system.

Starting at

$297/mo

See plans & pricing →

Why Automate with Aday?

100% Asset Ownership

Everything runs in your accounts. Your CRM, your data, your automations. No platform lock-in, ever.

Live in 1-2 Weeks

We don't do 6-month projects. Your system goes live fast with full tracking from day one.

Revenue-Tied Results

Call tracking, lead source reporting, and dashboards so you see booked appointments — not vanity metrics.

Ready to Consolidate
Your Systems?

Book a free strategy call. We'll start with a technical audit of your current tools and show you exactly where leads are falling through.