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Finally, a CRM you’ll actually use.

You can’t keep running your business out of your notes app. Our CRM keeps your leads, follow-ups, and client pipeline all in one place automated, organized, and on point. You’ll finally feel like the CEO you already are.

Get My CRM Set Up

So what is a CRM, really...

It’s your Client Relationship Manager aka, your digital assistant that never drops the ball. We’re going to organize all your leads, clients, follow-ups, and workflows into one beautiful space that feels like it was made just for you.

Set Up my CRm

Here’s What You’ll Walk

Away With..

Custom CRM setup inside TBP Automation

Pipeline stages tailored to your client journey

Lead tags + segmentation for better organization

Automated email and text follow-ups

Easy-to-use dashboard for daily check-ins

1:1 strategy call to walk you through your system

Set It & Slay

Our Purpose

If CRMs feel confusing or overwhelming, we get it. Once I get all your info, I’ll go behind the scenes and build everything out. We’ll test it, tweak it, and make sure it feels right for how you run your business.

CRM

CUSTOMER RELATIONSHIP MANAGEMENT

GRAB YOUR FREE CRM CHECKLIST

Not Quite Ready? We Got You.

This checklist walks you through the essential steps to organize, tag, and manage your clients like a pro so no lead falls through the cracks and every follow-up feels intentional.