CRM setup and follow-up automation
Deft Local sets up a CRM that captures every lead from your website, phone, and ads into one pipeline, then automates the follow-up by text and email. Most local businesses lose more revenue to leads that were never followed up than to leads they never generated.
What is crm setup and automation?
A CRM is the system of record for every enquiry your business receives. Without one, leads live in a phone's call history, an inbox, and a notebook — and the ones that go quiet are never chased.
Who is this for?
- Businesses tracking leads across texts, voicemails, and sticky notes
- Owners who know they are losing quotes to slow follow-up
- Teams where nobody can say how many enquiries came in last month
What’s included
- CRM configured with pipelines matched to your sales process
- Every lead source connected: website, phone, ads, chat
- Automated follow-up sequences by SMS and email
- Missed-call text-back automation
- Appointment reminders that cut no-shows
- Pipeline reporting on lead volume, conversion, and source
How it works
| Step | What happens |
|---|---|
| Map | Your actual sales process documented, stage by stage. |
| Build | Pipelines, tags, and automation configured to match. |
| Connect | Every lead source wired in so nothing bypasses the system. |
| Train | Your team taught to run the pipeline day to day. |
Where Deft Local provides crm setup and automation
Deft Local provides crm setup and automation to businesses across the Dallas–Fort Worth metroplex — Dallas, Fort Worth, Plano, Frisco, McKinney, Arlington, Irving, Allen, and Garland included. Work is delivered remotely, so coverage is never limited by travel. Expanding across Texas and nationwide soon.
Frequently asked questions
- What is missed-call text-back?
- When a call comes in and nobody answers, the system automatically texts the caller within seconds — acknowledging the missed call and offering to book. It recovers a meaningful share of calls that would otherwise go to a competitor.
- Can you migrate my existing customer data?
- Yes. Contacts, history, and pipeline stages are imported from most common CRMs and from spreadsheets. We deduplicate during import rather than after.
Related services
- AI chatbot — Trained on your business. Books, qualifies, answers — 24/7.
- Review management — Texts every customer. Filters bad reviews privately. Stars stack up.
- Business phone — A real business line with texting, routing, tracking, and recording.
Talk to Deft Local
Call, email, or run a free audit of your current setup. Call (469) 364-6514 or email hello@deftlocal.ai.