CRM Marketing Build and Maintenance

Stop losing leads to slow follow-up

CRM dashboard labeled Your Brand surrounded by icons for email, chat, calendar, phone, marketing, reviews, and notifications

Custom CRM Builds & Marketing Automation Platform

The fastest businesses to respond to leads close 9 times more deals than the ones who take an hour. We build a custom CRM that captures every lead from every channel, routes them to the right person instantly, automates the follow-up, and tracks every conversation through to closed revenue. The infrastructure layer that makes every other marketing dollar work harder.

Marketing CRM dashboard showing a sales funnel, bar chart, and line graph surrounded by email, chat, calendar, and automation icons

[ The Hidden Cost Of Letting Leads Slip Through The Cracks ]

Your Marketing Is Generating Leads. Your CRM Is Losing Them

Funnel diagram showing red user icons failing to convert, with a red X symbol representing lost leads and poor conversion rates

9 Out Of 10 Leads Die Because Nobody Followed Up Fast Enough

 Industry data is clear. Responding to a lead within 5 minutes is 9 times more effective than responding within an hour. Most businesses respond in days, not minutes. The leads were qualified. The prospects were ready. The follow-up just didn’t happen fast enough, and the deal closed somewhere else.

Customer contact journey showing phone, email, and chat touchpoints across seven steps, ending in a missed or lost lead with red X

Your Team Needs 5 To 7 Follow-Up Touches To Close. Most Stop After 2.

Sales data consistently shows that 5 to 7 touchpoints are needed to convert a typical lead. Most sales reps stop after 1 or 2, either because they’re busy, because they assume the lead isn’t interested, or because there’s no system reminding them to keep going. You’re paying to generate leads that die from premature follow-up abandonment.

Marketing channels including ads, website, and email feeding into a question mark above a rising bar graph showing unclear ROI

You Can't Tell Which Marketing Is Actually Working

 Without a CRM that captures lead source data, follow-up activity, and closed deal attribution, every marketing decision is a guess. You don’t know which channels are producing closed revenue versus just clicks. You don’t know which campaigns to scale versus shut down. You’re making budget decisions based on dashboard metrics that don’t reflect what’s actually happening in your sales funnel.

Database and settings icon connected to a puzzle piece and wrench marked with red X icons, pointing toward a local business storefront

Your Existing CRM Was Built For A Different Business

 HubSpot was built for SaaS. Salesforce was built for enterprise. The free CRM tools were built for individual contributors. Most businesses end up using a platform that was designed for someone else, then spending years trying to customize it into something that fits their actual workflow. The friction adds up to thousands of lost hours and missed opportunities.

[ WGU CRM BUILD AND MAINTENANCE ]

How We Can Help

Lead capture form with name, email, and phone fields next to a magnet pulling in blue, green, and purple user contact icons

Lead Capture Suite

Easily capture leads using high-converting websites, landing pages, surveys, forms, and online appointment scheduling.

Customer profile icon connecting to chat, email, phone, and text message channels, each marked complete with a green checkmark

Automated Multi-Channel Follow-Up

Nurture leads automatically with SMS, email, voicemail drops, Facebook Messenger, and more, ensuring no lead slips away.

Friendly blue chatbot assistant with speech bubbles and a contact card icon representing automated customer chat support

AI-Powered Conversations

Leverage Artificial Intelligence for fully automated, human-like interactions to schedule appointments and close deals effortlessly.

Revenue growth dashboard with rising line graph, bar chart, pie chart, credit card, and stacked coins representing increased sales

Integrated Payment & Analytics

Simplify your sales process with built-in payment collection, detailed pipeline management, and insightful analytics—all accessible in one dashboard.

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Membership & Course Platform

Create and manage thriving communities and online courses, offering unlimited content to your audience seamlessly.

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Award-Winning Customer Support

Enjoy 24/7 access to world-class support, ensuring your success every step of the way.

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Learn More About The WGU CRM

[ How we Can help ]

What The WGU CRM Does Differently

Four puzzle pieces showing a gear, organizational chart, and contact card icon, with one matching piece missing from the set

Custom-Built For Your Workflow, Not A Template You Have To Fit Into

We don’t drop you into a generic CRM template and tell you to figure it out. We map your actual sales process, your lead sources, your team structure, and your follow-up workflow. Then we build the CRM around that. Pipelines that match how you actually sell. Automations that match how you actually follow up. Reporting that matches how you actually measure success.

Central user profile icon connected to Facebook, Instagram, email, search, video, chat, and phone communication channels

Every Lead From Every Channel, Captured In One Place

Website forms, popups, Facebook leads, Google ads, phone calls, text messages, LinkedIn outreach, email opt-ins, walk-in inquiries, referrals. Every lead from every channel flows into one unified CRM in real time, tagged with source, campaign, and context so your team always knows where it came from and what to do with it.

Friendly robot assistant working on a laptop with checkmarks confirming completed email, chat, phone, and contact tasks

Marketing Automation That Follows Up While Your Team Sleeps

Email sequences, SMS workflows, appointment reminders, missed-call text-back, review request automation, abandoned form follow-up, and behavior-triggered nurture campaigns. The follow-up touches that close deals happen automatically, on schedule, every time, without depending on whether your sales rep remembered to send the email.

Marketing funnel dashboard with color-coded stages alongside a growth line graph, bar chart, and pie chart analytics report

Full Pipeline Visibility And Real Attribution Reporting

 You see exactly which leads came from which campaigns, which channels produced the most closed revenue, which sales reps converted at the highest rate, and where leads are getting stuck in your pipeline. The reporting layer most businesses have never had, built into your CRM from day one.

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What The WGU CRM Isn’t

  • Real CRM Build vs Spreadsheets And Notes Apps
    Spreadsheets and notes apps are storage, not systems. They don’t capture leads automatically, don’t trigger follow-ups, don’t track activity, and don’t report on performance. They’re better than nothing, but they break the moment your business has more than one person working leads.
  • Real CRM Build vs HubSpot, Salesforce, And Enterprise Platforms
    HubSpot and Salesforce are powerful platforms designed for businesses with dedicated CRM administrators, in-house marketing ops teams, and budgets to match. For most small-to-mid-sized businesses, they’re overengineered, expensive, and require years of customization to actually fit your workflow. We build a CRM that works for your business from day one.
  • Real CRM Build vs Free CRM Tools
    Free CRMs (HubSpot Free, Bitrix, etc.) are useful for individual contributors managing personal contacts. They’re not built for businesses with multiple lead sources, sales teams, marketing automation needs, or real reporting requirements. They run out of capability fast.
  • Real CRM Build vs Generic SaaS CRM Subscriptions
    Most CRM software is sold as a subscription with no setup, no customization, no automation built for your business, and no ongoing management. You pay for access to a platform and figure out the rest yourself. We deliver the platform, the build, the automation, the training, and ongoing management as one integrated service.
CRM platform dashboard with completed sales funnel, analytics charts, and connected icons for marketing, scheduling, and automation

[ FREquently asked questions ]

Learn More About The WGU CRM

We already have a CRM. Why would we switch?

 The question isn’t whether you have a CRM. It’s whether your CRM is actually being used, actually automating your follow-up, and actually showing you which marketing is working. Most businesses have a CRM that nobody trusts, full of bad data and broken workflows. If yours is genuinely working, great. If it isn’t, the right CRM saves you more money than it costs within the first quarter.

How long does it take to set up?

 Initial setup and pipeline build is typically 2 to 4 weeks, depending on complexity. We handle the technical work, the data migration if you’re moving from another system, and the training for your team. You’ll be running on the new CRM within a month, often faster for simpler implementations.

What about the data we already have in our current CRM or spreadsheets?

We migrate it. Contact records, deal history, notes, custom fields, and activity logs all transfer into the new CRM as part of the setup. You don’t lose anything, and you don’t have to manually re-enter years of customer data.

How does the CRM fit with the rest of my marketing?

This is the most important question. Our CRM is the infrastructure layer that makes every other marketing investment work harder. Paid Search, Paid Social, SEO, Intender Blast, Website Popups, and LinkedIn Outreach all feed leads into the CRM. The CRM captures, routes, and nurtures those leads. Without it, half your marketing investment leaks through the cracks. With it, every campaign you run becomes measurable, every lead becomes trackable, and every dollar becomes accountable.

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Question and Answer

Frequently Asked Questions

Is there a contract or long-term commitment?

No, our plans are month-to-month, and you can cancel anytime without any obligation. This is only because we 100% know your going to love it!

What kind of support do you offer?

We offer award-winning, 24/7 support via live chat, email, and phone to ensure your business thrives.

Do I need technical skills to use WGU's CRM?

No technical skills are required! Our platform is user-friendly, intuitive, and includes full onboarding and training. Plus we have video walk throughs for everything

Can this CRM integrate with other tools I use?

Yes, our platform easily integrates with numerous popular apps and tools through our extensive API access.

Are there additional charges beyond the monthly subscription?

Yes, certain additional usage incurs extra costs, which include:

Email: $0.0014 per email. (Example: Sending 1,000 emails weekly costs $1.40/week.)

Text Messages: $0.0119 per segment. (Example: Sending 100 SMS messages costs $1.19.)

Phone System: Making calls – $0.021/min,

Receiving Calls – $0.0128/min.

Premium Triggers & Actions: $0.0105 per premium workflow action.

Conversation & Voice AI: $0.021 per message, $0.1365 per minute of voice calls.

WhatsApp Conversations: $0.111 per conversation.

Review AI Responses: $0.084 per response.

Domain Purchases: Standard domain pricing through Cloudflare.

Premium Workflow Actions: $0.0105 per action.

How secure is my data on your platform?

We prioritize your data security and privacy, employing advanced encryption and security measures to ensure your data remains protected.

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