CRM Integration Done Right
A CRM is only as good as the data in it. We set up, customize, and integrate your CRM so every lead gets captured, every interaction gets logged, and every follow-up happens automatically.
What You Get
Everything you need to transform this part of your business.
CRM Setup
Custom pipelines, fields, and workflows designed for how your business actually operates.
Data Migration
Clean import of your existing contacts, deals, and history. No duplicates, no lost data.
Lead Capture
Forms, chatbots, and integrations that automatically populate your CRM from every source.
Email & Phone Sync
Every email and call logged automatically. Full communication history in one place.
Automation Rules
Trigger tasks, send emails, and update deals based on customer actions and stages.
Reporting Dashboards
Sales metrics, pipeline health, and team performance at a glance.
Why Businesses Choose This
- Single source of truth for customer data
- Never lose a lead to poor tracking
- Automate follow-ups and task creation
- Visibility into sales pipeline health
- Team accountability and performance tracking
- Better customer relationships through history
Ready to get started?
Book a free consultation to discuss how this solution can work for your specific business needs.
Book Free ConsultationPerfect For
See how different industries use this solution.
Sales Teams
Pipeline management, deal tracking, activity logging, and forecasting automation.
Service Businesses
Customer records, service history, scheduling integration, and follow-up automation.
Real Estate
Lead management, property matching, transaction tracking, and referral programs.
Healthcare
Patient records, appointment history, recall campaigns, and communication logs.
Professional Services
Client management, project tracking, billing integration, and relationship nurturing.
E-commerce
Customer segmentation, purchase history, lifetime value tracking, and retention campaigns.
Common Questions
Ready to Transform Your Business?
Every business is different. Let's have a conversation about your specific challenges and explore how AI can help you save time, increase revenue, and scale smarter.
- Free 30-minute discovery call
- Custom roadmap for your business
- No pressure, no hard sell
- Clear pricing, no hidden fees
Book Your Free Consultation
30 minutes that could change everything
Or email directly: grecoaisolution@gmail.com