TL;DR – Quick Summary
- We optimize intake systems and set up CRMs for Chandler law firms, franchises, and service businesses.
- Capture every call, form, and chat lead so nothing falls through the cracks.
- Integrate automation for follow-ups, reminders, and staff accountability.
- See pricing, FAQs, and book your free consult.
Intake Optimization & CRM Setup in Chandler, AZ
Missed calls. Forgotten follow-ups. Spreadsheets that nobody updates. If this sounds familiar, your intake process is leaking revenue. At Firm IQ, we help Chandler law firms, franchises, and service businesses fix intake and implement CRMs that track every lead. From Downtown Chandler law firms to Ocotillo franchises, we’ve seen how the right system can turn chaos into clarity.
Why Chandler Businesses Need Intake Optimization
Most firms and franchises don’t fail because of lack of leads—they fail because of poor intake. A prospect calls and gets voicemail. A form submission sits unanswered. A lead gets contacted once and then forgotten. In competitive markets like Chandler Heights or Sun Lakes, prospects don’t wait. Intake optimization ensures every lead is captured, tracked, and followed up on until they become a client.
Why Choose Our Intake & CRM Setup Service
- Industry focus: Built for law firms, franchises, and local service companies.
- CRM integration: HubSpot, Clio, Zoho, Salesforce, or custom systems.
- Automation: Automated reminders, SMS follow-ups, and lead scoring.
- Reporting dashboards: See conversion rates, staff performance, and ROI.
- Local support: Chandler-based consultants who understand Arizona markets.
Our Approach
Think of intake like a receptionist who never sleeps. Our systems make sure every lead gets logged, followed up, and nurtured—without depending on memory or sticky notes.
- Audit: Map out your current intake flow—calls, forms, chats, emails.
- Setup: Implement the right CRM for your size and industry.
- Automate: Add reminders, workflows, and follow-up triggers.
- Train: Teach staff how to use the CRM effectively.
- Track: Monitor conversions and adjust processes as needed.
How Much Does It Cost?
Costs depend on CRM choice and number of users. Here’s a general guide:
| Plan | Best For | Setup Fee | Monthly Support |
|---|---|---|---|
| Starter Intake Setup | Solo attorneys / small offices | $1,000–$2,000 | $300–$500 |
| Growth CRM Setup | Small to mid-size firms & franchises | $3,000–$5,000 | $600–$1,000 |
| Enterprise Intake System | Multi-office firms & national franchises | Custom | Custom |
Areas We Serve in Chandler
- Downtown Chandler: Law firms needing intake systems to compete for high-value cases.
- Ocotillo & Fulton Ranch: Premium service franchises tracking high-ticket leads.
- Chandler Heights: Contractors needing better follow-up systems.
- Sun Lakes: Senior-focused practices automating reminders and outreach.
- West Chandler: Retail and service companies with multiple branches.
Testimonials
“We missed dozens of calls per month. Firm IQ’s CRM setup fixed intake—and cases went up 40%.” — Daniel S., Criminal Defense Attorney
“Our franchise team finally has accountability. Every lead is tracked and followed up.” — Linda M., Franchise Marketing Director
FAQs About Intake & CRM Setup in Chandler
1. Which CRMs do you support?
Clio, HubSpot, Zoho, Salesforce, and more—we match the system to your needs.
2. Can you migrate old data?
Yes—we import contacts, notes, and histories into your new CRM.
3. How do you train staff?
We run onboarding sessions, build SOPs, and provide recorded trainings.
4. Will this work for franchises?
Yes—we create branch-level CRMs with corporate oversight.
5. Do you set up automation too?
Yes—automated reminders, emails, and texts are included in setup.
Related Services
- Law Firm Growth Consulting
- Franchise Growth Consulting
- Automation & Lead Nurturing Systems
- Customer Journey Mapping
- Messaging & Positioning Strategy
Get Started Today
Your leads shouldn’t slip through the cracks. With the right intake optimization and CRM setup, your Chandler business can capture and convert more clients than ever before.