ShiftScale CRM
One login instead of eight. One bill instead of five. One inbox for every lead.
20-min call · no proposal deck · we reply same business day
The full picture.
Most small businesses run their operations across eight different tools that don't talk to each other: a phone system that doesn't track calls, a texting app that lives on someone's cell, a Mailchimp account nobody logs into, a Calendly link buried in an email footer, a Google Sheet of leads. ShiftScale CRM is the consolidation layer — one platform where every touchpoint lands, every follow-up fires automatically, and every conversation becomes reportable data. We handle setup, workflow build, integration, and training. You handle the customers.
Concrete outcomes, not fluff.
Our process, in the open.
We build your sub-account, import your contacts, wire up your phone number(s) for tracking, and get texting registered under your business (A2P/10DLC compliance).
We map your actual sales process — every trigger, every response, every follow-up — and build the automation to run it. No generic templates.
Live training with your team. Everyone gets a login, everyone knows how to use the pieces that matter to them. We record the sessions for onboarding.
Monthly review of what's firing, what's converting, and what needs to change. This isn't "set it and forget it" — it's "set it and refine it."
Straight answers.
What if I already use a CRM?
Is this a monthly subscription or a project?
Can I text customers from this?
Do I own my data if I leave?
Often paired with ShiftScale CRM.
The one page your marketing dollar has to work through. Make it work.
Answers every call. Books the estimate. Follows up before your competitor calls back.
Rank for the searches that buy — not the ones that just visit.
Ready to scope your ShiftScale CRM?
20-minute call. We'll ask what you need, tell you what it costs, and give you an honest read on whether we're the right team.
20 min · no proposal deck · answers same business day