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Unified Lead & CRM Hub

Every lead — WhatsApp, Facebook, walk-ins, your website — in one place. Nothing lost, nothing double-booked.

Starting from $220 · you own every tool we set up

Sound Familiar?

These are the gaps this system closes

Leads come in from WhatsApp, Facebook, your website, and walk-ins — and live in four different places nobody checks consistently.

AI SDR tools and CRM platforms assume you already have a CRM to plug into. Most local businesses don’t — and can’t justify enterprise CRM pricing for what they need.

Meta’s free Business Agent only sees WhatsApp. It has no idea what happened on your Facebook page, at your front desk, or on your website.

What’s Included

Everything is scoped by tier — you only pay for what you need

  • All lead sources captured into one central hub (Airtable / Sheets)
  • WhatsApp + website form unified
  • Facebook Lead Ads integration (Silver & Gold)
  • Manual walk-in / in-person entry point for staff (Silver & Gold)
  • Duplicate detection across sources
  • Automated follow-up sequence regardless of where the lead came from
  • Staff alerts on every new lead
  • Full CRM-style dashboard with lead-source reporting (Gold)
  • HOT / COLD lead scoring across all channels (Gold)
  • 30-day priority support (Gold)

How It Works

From first call to live system

1

Discovery

We map every place a lead currently enters your business.

2

Build the hub

One central system — no more scattered spreadsheets.

3

Connect every channel

WhatsApp, Facebook, website, and walk-in entry.

4

Launch

Go live with full training and handover — you own it.

Built with

AirtableMake.comMeta WhatsApp Cloud APIFacebook Lead AdsGoogle Sheets

Ready to set this up?

Book a free discovery call and we’ll map exactly how Unified Lead & CRM Hub fits your business — no pressure, no obligation.

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