We Build the Follow-Up Infrastructure Your Team Needs From Day One
You're paying for leads. But without fast response, consistent follow-up, working text messaging, and a pipeline your team can actually see — those leads die before they become installs.
Every month, generator installers lose installs to slow callbacks, forgotten follow-ups, and texting that never got set up properly. The CRM buildout eliminates that — you get a working system your office can use the day it goes live, not a template you still need to figure out.
Speed-to-Lead
Automatic contact within seconds
Texting Ready
A2P 10DLC registered and configured
Pipeline Clarity
Every lead visible, every stage tracked
No-Show Prevention
Two-touch reminders + recovery sequences
What's Included
What the CRM Buildout Actually Covers
This is not a generic template. Every buildout is configured around your sales process, your team's workflow, and your market — tested and handed off ready to use.
Pipeline & Routing Foundation
- Custom pipeline stages matched to your sales process
- Lead routing and ownership/assignment logic
- Custom fields for lead source, equipment type, and job details
- Lead-source visibility so you know what's producing
- Internal tagging and prioritization setup
Follow-Up Automations
- Speed-to-lead triggers — automatic contact within seconds
- Missed-call text-back so no inquiry goes unanswered
- Appointment confirmation messages
- Two-touch reminder sequence (24hr + 1hr before appointments)
- No-show recovery — re-engagement fires automatically
- Cold lead reactivation sequences
Messaging Setup & Compliance
- A2P 10DLC brand and campaign registration
- Dedicated number purchase and provisioning
- SMS sending configuration and readiness
- Compliant texting setup aligned with carrier requirements
- End-to-end message flow testing and QA
Visibility & Team Usability
- Pipeline dashboard — every lead's status at a glance
- Team notifications for new leads and stage changes
- Calendar integration for appointment scheduling
- Internal usability setup — so your team can actually use it
- Handoff and ready-to-use walkthrough
A2P 10DLC Setup — Handled for You
Text messaging from a business number requires A2P 10DLC registration — a carrier-mandated process that most teams don't know about until their messages stop delivering. We handle the brand registration, campaign registration, number purchase, and in-CRM configuration so your system can actually send texts the day it goes live. No surprises. No deliverability issues. No weeks spent figuring out compliance paperwork.
Comparison
Without a System vs. With One
Without
With SwiftSocial CRM
Lead sits unworked for 3+ hours
Lead contacted in seconds — before they call the next company
Missed call — no follow-up happens
Text-back fires immediately — lead stays engaged
Homeowner forgets the appointment
Two reminders sent — more sits, fewer wasted drive-outs
No idea where leads stand
Every lead visible — your team knows exactly what needs action
Leads lost in spreadsheets or group texts
Every lead tracked from ad click to signed contract
Texting setup delayed by carrier registration
A2P 10DLC handled — your CRM sends texts from day one
Pricing
CRM Investment
These prices cover the full buildout — pipeline setup, lead routing, follow-up automations, A2P 10DLC registration and number provisioning, appointment reminders, no-show recovery, message flow testing, and a ready-to-use handoff. Not a template drop.
With Onboarding
$1,250
One-time. Bundled with ad management setup.
Standalone
$1,500
One-time. Full CRM buildout without ad management.
Maintenance
$250/mo
Workflow adjustments, automation tuning, and new sequence builds as your operation evolves.
You Probably Need This If…
- Your office can't tell you where last week's leads stand without digging through texts and call logs
- You're spending on ads but leads sit for hours before anyone calls back
- No-show rates are eating into your install numbers and your team's time
- You tried setting up CRM automations yourself but texting never worked or stopped delivering
- Follow-up depends on who's working that day — some reps chase leads, others don't
- You want your team on an actual system from day one, not a spreadsheet with good intentions
Not Sure If Your Follow-Up System Is Costing You Installs?
We'll review your current lead handling, response time, and CRM setup — and tell you whether a buildout makes sense for your operation.
