Customer & Sales Management
so you never lose a lead again.
You're checking emails in one app, texts in another, voicemails somewhere else, and trying to remember who you talked to last week. Your invoicing is in a different tool, your calendar is its own thing, and you have no way of knowing which leads are hot and which went cold two weeks ago. We replace all of it with one platform — every conversation, every lead, every payment, every appointment — in one place.
One platform for every conversation, every lead, every follow-up, every payment, and every appointment — so nothing falls through and nothing gets lost.
Service businesses, contractors, coaches, and local operators who are getting leads but know they're losing some because follow-up is slow, inconsistent, or completely manual.
Your business is running on sticky notes, scattered apps, and memory.
You've got customer texts on your phone, emails in Gmail, voicemails you haven't checked, a spreadsheet someone started for tracking leads, and invoices in yet another app. Nothing talks to each other. When a client calls and asks about their last conversation with you, you have to dig through three different places to piece it together. You're not disorganized — you just don't have a system.
What if every text, email, phone call, and social message with every customer lived in one timeline? What if new leads got followed up with instantly — by text, email, or even an AI-powered phone call — while you were on a job site? What if your calendar, invoicing, contracts, and marketing all lived in the same place as your customer conversations? That's what we build.
Everything you get with Customer & Sales Management.
What changes when this is done right.
These are the tangible results businesses experience after implementing a properly built Customer & Sales Management system.
Simple, transparent pricing.
Choose the package that fits where your business is right now. Every tier is built to deliver a real return.
Automated follow-up, lead tracking, and deal management — connected to your existing website.
- Full platform setup on the Revv Launch system
- Unified inbox — SMS, email, calls, and social messages in one place
- Lead tracking and pipeline management mapped to your sales process
- Automated follow-up sequences — texts and emails triggered instantly
- Workflow automation — reminders, notifications, and task assignments
- Appointment booking with calendar sync and automated reminders
- Invoicing, payment links, e-signatures, and subscription tracking
- Email and SMS marketing campaigns
- Reputation and review management
- Call tracking and recording
- AI-powered responses on text, email, or phone (optional add-on)
- Team onboarding session and 14 days post-launch support
- Delivered in 7–14 business days
A new converting website and a fully connected follow-up system — built to work together from day one.
- Everything in Customer & Sales Platform, plus:
- Full multi-page custom website built to convert
- Website forms feed directly into your unified inbox and pipeline
- SEO foundation — meta tags, sitemap, and page speed optimization
- Google Analytics and conversion tracking
- Lead source tracking — know exactly where every client came from
- Complete reporting on leads, response times, campaigns, and close rates
- 30 days post-launch support
- Delivered in 14–21 business days
The full build — website, CRM, content, systems, and optionally ads — all managed as one growth engine.
- Everything in Website + Customer & Sales Platform, plus:
- Content foundation — brand photography direction, messaging, and assets
- Systems implementation — SOPs, workflows, and project management setup
- Paid advertising setup and management (optional, +$1,000/mo)
- Dedicated monthly strategy calls
- Ongoing optimization across every channel
- 3-month minimum, then month-to-month
- Full build scoped on discovery call
Why most clients pair this with a new website
Customer & Sales Platform alone is $247/mo. A website alone is $197/mo. That's $444/mo if purchased separately. Website + Customer & Sales Platform together is $497/mo — just $53 more, and your website feeds leads directly into your follow-up system from day one. One integrated platform instead of two disconnected tools.
Not sure which tier is right for you? Book a free Growth Call and we'll recommend the best fit.
Our process for Customer & Sales Management.
A clear, four-step engagement so you always know what's happening and what comes next.
We learn how you get clients, what happens after someone reaches out, and where leads are falling through right now.
We set up your lead tracking, automated follow-up sequences, AI responses, and booking flow — all configured around how your business actually works.
Your website forms, phone number, social media, and ads all feed into one system. Every lead from every channel lands in the same place.
Your team gets a full walkthrough so everyone knows how to use the system, check on leads, and keep things running from day one.
Other services we offer.
Let's build your Customer & Sales Management system.
Book a Growth Call and we'll map out exactly what needs to be built for your business.