CRM and intake optimization in Phoenix Arizona for multi-location brands with client workflows, lead tracking, and sales pipeline views

Google Business Profile Optimization & Map Pack Visibility

Your CRM Should Be a Closing Machine, Not a Headache

If you’ve got multiple locations, dozens of reps, and leads coming from everywhere—your CRM can either be your best friend or a total mess. We help Phoenix-based service brands and franchise networks organize their client intake process, clean up lead data, and create systems that make sure no opportunity gets missed. And yes—this includes untangling that wild spaghetti of tags, pipelines, and forms.

What We Help Fix

  • Leads going cold due to no follow-up or unclear ownership
  • Duplicate or messy contact records across locations
  • CRM fields no one understands (or fills out correctly)
  • Intake processes that vary wildly by team or office
  • No way to measure what’s converting—or where you’re leaking leads
Whether you’re using GoHighLevel, HubSpot, Salesforce, or something niche, we bring structure to the chaos.

Our Process

We begin with a deep-dive CRM and intake audit: lead sources, status flows, team assignments, and form behavior. From there, we map an ideal intake process, standardize your pipeline, and align your automation with human workflows. It’s like remodeling your front office—digitally.

Perfect For:

  • Franchise brands needing a consistent intake experience across locations
  • Multi-location teams who’ve outgrown their current CRM setup
  • Phoenix-based founders tired of flying blind with leads
  • Sales and ops managers who need better visibility and accountability

Let’s Clean Up the Chaos

You didn’t invest in a CRM to still be chasing leads in your inbox. Let’s make sure your system helps you scale—cleanly, consistently, and confidently. Ready for a Cleaner CRM? Let’s Make It Happen

Want the full picture? See how this fits into our broader Business Consulting services.

FAQs

Do you work with all CRM platforms?
Most of them. We specialize in GoHighLevel, HubSpot, Salesforce, Pipedrive, and even custom setups.
How long does a CRM cleanup take?
Most projects take 3–6 weeks depending on the size of your system and number of locations.
Can you train our team on new intake processes?
Absolutely. Training and documentation are part of every implementation.
What if our CRM is totally broken?
Then you’re in the right place. We’ve helped brands build clean systems from scratch or overhaul what’s not working.
Do you offer audits before we commit?
Yes—we can perform a stand-alone CRM audit so you know exactly what’s going wrong (and what to do next).