CRM-Only Package

STOP TRACKING LEADS
ON STICKY NOTES.

You know who called. You just can't remember when, what they needed, or if you followed up. Foundation gives you a real pipeline — so every lead has a place, every follow-up has a date, and nothing falls through the cracks.

Get Organized → See Pricing
YOUR PIPELINE — LIVE
New
Sarah M.
Roof estimate
New
James T.
AC repair
New
Qualified
Mike R.
Gutter install
Warm
Booked
Lisa K.
Full repaint
Hot
Closed
Dan W.
Tree removal
Won
12
Open Leads
5
Booked
$8.2K
Pipeline
Most
Small Businesses Don't Use a CRM
29%
Avg. Sales Lift with CRM*
~20%
Of Leads Lost to Follow-Up Gaps*
$97
Per Month
*Industry estimates. Results vary by business.
The Problem

YOUR LEADS ARE SLIPPING
THROUGH THE CRACKS.

You're not losing customers because your work is bad. You're losing them because you can't keep track of who called, who needs a follow-up, and who's ready to book. That's not a sales problem. It's an organization problem.

📝
Sticky Notes and Spreadsheets
Names on napkins. Numbers in your phone. A spreadsheet you opened twice. None of it talks to each other, and none of it tells you what to do next.
😶
Forgotten Follow-Ups
You told that lead you'd call back Tuesday. It's Thursday. They already hired someone else. You didn't lose on price — you lost on timing.
💵
Revenue You Can't See
How many leads came in last month? How many did you close? What's your close rate? If you can't answer those questions, you can't grow.
🔒
No Reviews Coming In
You finish the job, the customer is happy, and then... nothing. No review. No referral. Because nobody asked. Happy customers don't leave reviews on their own.
What You Get

EVERYTHING YOU NEED
TO STOP LOSING LEADS.

Foundation is the "get organized first" package. A real CRM pipeline, automatic missed-call texts, and review requests that go out without you thinking about it.

📊
CRM Pipeline
Every lead moves through stages: New → Qualified → Booked → Closed. Drag and drop. See your entire business at a glance. Know exactly where every deal stands.
Core Feature
⚡
Echo — Missed Call Text-Back
Miss a call? Echo sends a branded text with your booking link in under 60 seconds. 80% of callers won't leave a voicemail — Echo makes sure they don't have to.
Included
⭐
Beacon — Automated Review Requests
After you close a job, Beacon sends a review request via text. One tap for the customer. Reviews start coming in on autopilot. No awkward asks.
Included
📩
Unified Inbox
Texts, emails, and form submissions in one place. Stop checking four apps to see if someone replied. Every conversation, every customer, one screen.
Included
👥
Contact Management
Every lead gets a profile: name, phone, email, notes, tags, and conversation history. Search and filter instantly. Never ask "who was that guy who called last week?" again.
Included
📈
Basic Reporting
See how many leads came in, how many you booked, and where deals are stuck. Simple numbers that tell you if your business is growing or leaking.
Included
How It Works

LIVE IN 48 HOURS.
ZERO TECH SKILLS NEEDED.

01

Book a 20-Minute Setup Call

Tell us about your business: what services you offer, how you get leads, and how you want to track them. We handle the rest.

Free, no pressure
02

We Build Your Pipeline

We configure your CRM stages, connect Echo to your phone number, set up Beacon for review requests, and load your existing contacts. You don't touch a thing.

Done for you
03

Start Using It

Log in. See your leads. Move them through stages. Echo catches your missed calls. Beacon sends review requests. You finally know where every deal stands.

Takes 5 minutes to learn
Before & After

WHAT CHANGES WHEN YOU
HAVE A REAL SYSTEM.

Without Foundation With Foundation
Lead tracking Sticky notes, memory, maybe a spreadsheet Every lead in a pipeline with stages
Follow-ups When you remember Scheduled and visible
Missed calls Voicemail (if they leave one) Echo texts back in under 60 seconds
Reviews Hope the customer remembers Beacon asks automatically after every job
Monthly insight "I think we were busy?" 12 leads, 7 booked, 5 closed, $14K revenue
Pricing

GET ORGANIZED FIRST.
SCALE WHEN YOU'RE READY.

No contracts. No setup fees. Cancel anytime. Foundation gets you organized. When you're ready for AI-powered call answering, upgrade to Aria.

No Setup Fees
Foundation
$97/mo
CRM + Echo + Beacon
↗ Just $3.23 per day
  • Full CRM pipeline (drag-and-drop)
  • Echo — missed call text-back
  • Beacon — automated review requests
  • Unified inbox (text, email, forms)
  • Contact management
  • Basic reporting
  • We build it for you — live in 48 hours
Get Started →

Ready for more? Add AI voice answering with Aria starting at $297/mo when you're ready to scale.

ONE LOST LEAD COSTS MORE
THAN A YEAR OF FOUNDATION.

Book a 20-minute call. We'll show you exactly what your pipeline looks like — built for your business, live on the screen.

Book My Free Demo → Email Us
No contracts. No setup fees. Live in 48 hours. Cancel anytime with one email.