CRM & Business Automations

    Automate The Boring Stuff. Close More Jobs.

    Most businesses lose leads not because their service is bad — but because nobody answered, nobody followed up, and nothing was tracked. We fix that with a real CRM, real automations, and AI agents that work 24/7.

    Can You Afford NOT To Automate?

    We wrote a full breakdown of this in our blog post on GoHighLevel — and the answer is brutally simple: no. Every missed call is a missed job. Every lead without a follow-up is money your competitor is collecting. Every spreadsheet is a leak.

    Automations don't replace people — they replace the chaos. They handle the repetitive, time-sensitive, easy-to-forget tasks that quietly drain your revenue. AI answering calls. Instant text-backs. Automated estimates, reminders, reviews, and reactivation. One system, one source of truth, one operation that finally scales.

    Read The Full Breakdown

    Platforms We Build On

    We're platform-fluent. We'll recommend, set up, migrate, and automate on the system that actually fits your business — not the one with the biggest sales team.

    01

    GoHighLevel (GHL)

    Our go-to all-in-one CRM, communication, and automation platform for service businesses. Calls, texts, email, scheduling, pipelines, AI agents, and follow-ups in one login. We use it daily and set it up for clients every week.

    02

    Salesforce

    The enterprise gold standard. Highly customizable workflows, advanced reporting, and deep integrations for sales teams that need granular pipeline control and account-based selling.

    03

    HubSpot

    A polished CRM with strong marketing automation, email sequences, and a generous free tier. A solid pick for content-driven brands and inbound sales motions.

    04

    Zoho CRM

    Affordable, flexible, and packed with modules. Great for small-to-mid businesses that want serious CRM power without enterprise pricing.

    05

    Monday.com

    Visual project and work management with CRM add-ons. Best when your team already runs operations on boards and you want sales pipelines next to project delivery.

    06

    Pipedrive

    Built by salespeople for salespeople. Drag-and-drop pipelines, activity-based selling, and a clean interface for closers who hate clutter.

    What We Automate

    Most business owners have no idea how much of their day-to-day can run itself. Here's a real list of the workflows we build — and any of them can be a single piece or stacked into one full operating system.

    01

    Lead Generation

    Run paid ads, landing pages, and forms that pipe leads directly into your CRM — no spreadsheets, no copy/paste, no leads sitting in someone's inbox.

    02

    Lead Capture

    Web forms, chat widgets, missed-call text-back, and QR codes that instantly create a contact record and start the workflow the second a lead raises their hand.

    03

    Lead Nurture

    Multi-step text and email sequences that follow up for days, weeks, or months — automatically — so cold leads warm back up without you lifting a finger.

    04

    AI Phone Answering

    AI voice agents that answer 24/7, qualify the caller, answer common questions, and book the appointment straight onto your calendar. You stop losing jobs to whoever picks up first.

    05

    Appointment Scheduling

    Self-serve booking links, automated confirmations, and text/email reminders that crush no-shows and end the back-and-forth scheduling game forever.

    06

    Pipeline & Opportunity Tracking

    Every lead lives on a visual pipeline — New, Contacted, Estimate Sent, Won, Lost — so nothing falls through the cracks and you always know your real revenue forecast.

    07

    Quote & Invoice Workflows

    Auto-send estimates, trigger reminders on unpaid invoices, and notify the team the moment a customer signs or pays. Cash flow on autopilot.

    08

    Review Requests

    The job ends → a review request text fires automatically → your Google profile fills up with 5-star reviews while you sleep.

    09

    Reactivation Campaigns

    Old leads and past customers get automatically pinged with seasonal offers, check-ins, and 'we miss you' campaigns. Free money you already paid to acquire.

    10

    Internal Team Alerts

    New lead? Team gets a text. Estimate sitting too long? Manager gets pinged. Job marked complete? Office triggers the invoice. Your team runs on rails.

    11

    AI Agents for Clients

    We build custom AI agents — voice, chat, and SMS — trained on your business, your services, and your tone. They qualify, answer, and book like a tireless front-desk employee.

    12

    Reporting & Dashboards

    Live dashboards showing leads in, conversion rates, revenue per source, and team activity. Stop guessing — start running the business on numbers.

    Custom AI Agents For Your Business

    We design and deploy AI agents trained on your business — your services, pricing, hours, FAQs, tone, and process. They answer your phone, reply to your texts, chat on your website, qualify leads, and book appointments straight to your calendar.

    • 24/7 voice agents that answer every call instantly
    • Website chat agents that engage visitors the moment they land
    • SMS agents that respond to inbound texts in seconds
    • Lead qualification flows that hand off hot leads to your team
    • Calendar booking with reminders and no-show recovery built in

    Stop Running Your Business On Sticky Notes And Voicemails.

    CRM & Automation Packages

    Build The System Once. Stop Losing Leads Every Day.

    We can build the automations inside your system and hand you the keys—or run, monitor, and improve the system for you. Choose how much of the machine you want EARY Digital to own.

    Software subscriptions, communications usage, AI usage, advertising, purchased data, and third-party fees are billed separately unless a signed scope says otherwise.

    The Launch

    For businesses that need the essential lead-response and follow-up systems working reliably.

    Core build scope

    • CRM pipeline setup or cleanup
    • Up to 5 agreed automations
    • Lead form or landing-page intake into the CRM
    • Missed-call text-back
    • Basic email and SMS follow-up sequence
    • Appointment confirmations and reminders
    • Automated review-request workflow
    • Internal new-lead notification
    • Basic reporting dashboard
    • Testing, documentation, and 30 days of stabilization support

    Build & Handoff

    $950

    One time

    We build and test the system inside your approved stack, document it, and hand ongoing operation to your team.

    EARY Managed

    $950 setup + $150/month

    One-time setup plus monthly management

    Monthly management includes

    • Automation monitoring and failure checks
    • Fixes to the agreed workflows when platform changes break them
    • Up to 1 hour per month of minor workflow tuning
    • Monthly system-health summary
    • Additional work quoted or billed separately after approval
    MOST POPULAR

    The Momentum

    For growing businesses that need the CRM, communications, booking, and lead qualification working as one connected system.

    Core build scope

    • Everything in The Launch
    • Full CRM workflow and opportunity-stage configuration
    • Up to 15 agreed multi-app automations
    • Unified inbox setup for supported calls, texts, and emails
    • AI-assisted lead qualification with human handoff rules
    • Booking, reminders, no-show recovery, and follow-up
    • Customer reactivation workflow
    • Social-channel lead capture for up to 2 supported channels
    • Automated social-posting workflow for up to 2 supported channels
    • AI-assisted content-draft workflow with required human approval before publishing
    • Enhanced reporting dashboard
    • Testing, documentation, team training, and 30 days of stabilization support

    Build & Handoff

    $2,200

    One time

    We build the connected system, train your team, document the workflows, and hand ongoing operation to you.

    EARY Managed

    $2,200 setup + $300/month

    One-time setup plus monthly management

    Monthly management includes

    • Proactive monitoring of the agreed workflows
    • Failure triage and routine maintenance
    • Up to 2 hours per month of optimization or minor changes
    • Monthly performance and system-health report
    • One monthly optimization call
    • Additional work quoted or billed separately after approval

    The Takeover

    For businesses that want a custom AI-enabled operating system connecting leads, phone, chat, outreach, content, and internal workflows.

    Core build scope

    • Everything in The Momentum
    • Advanced n8n, Make, Zapier, CRM, or custom API workflows based on the approved architecture
    • AI phone agent or AI chat/SMS agent with defined knowledge, escalation, and human-handoff rules
    • Custom business knowledge base
    • Advanced lead scoring and routing
    • Backlink prospecting and outreach workflow using client-approved lists, templates, sending accounts, and review rules
    • Multi-channel campaign orchestration across approved email, SMS, social, and CRM channels
    • AI-assisted content-generation and social-publishing system with human approval gates
    • Custom operational dashboard and alerts
    • Role-based team access and workflow documentation
    • Architecture review, testing, team training, and 30 days of stabilization support

    Build & Handoff

    $4,500

    One time

    We architect and build the approved system inside your environment, train your team, document it, and hand over ongoing control.

    EARY Managed

    $4,500 setup + $500/month

    One-time setup plus monthly management

    Monthly management includes

    • Proactive monitoring and incident triage for the agreed system
    • Routine maintenance and platform-change fixes
    • Up to 4 hours per month of optimization or minor changes
    • AI-agent response review and knowledge-base tuning
    • Monthly performance, usage, and system-health report
    • One monthly strategy and optimization call
    • Additional development, campaigns, content production, outreach labor, or major scope changes quoted separately

    Already Have The System?

    Keep ownership and call us when you need architecture advice, troubleshooting, workflow improvements, team training, or help building the next automation.

    $175/hour

    1-hour minimum, billed in agreed increments after the first hour.

    Need A Custom Automation System?

    Have a legacy platform, multi-location operation, unusual API, large outreach program, or workflow outside these packages? Tell the Crew what the system needs to do and we'll scope it properly.

    What's Included, What's Billed Separately

    • Platform subscriptions and licenses are not included unless stated in a signed scope.
    • Phone numbers, calling minutes, SMS/MMS, email sending, AI model or token usage, hosting, domains, premium connectors, purchased data, advertising spend, and other third-party usage fees are billed separately.
    • Monthly management covers only the agreed system and included optimization hours. New workflows, new channels, new campaigns, major logic changes, migrations, custom development, and additional production require approval and may be billed separately.
    • Clients are responsible for lawful contact collection, required consent, accurate customer data, approved messaging, and honoring opt-outs.
    • Email, SMS, calling, social outreach, and backlink outreach must use approved accounts, lists, messages, and sending practices that comply with applicable law and platform rules.
    • We do not promise a specific number of leads, appointments, sales, rankings, backlinks, replies, or revenue.
    • Backlink outreach means building or operating an approved prospecting and outreach workflow; it does not guarantee placement or publication.
    • AI-generated replies, calls, content, and recommendations require approved guardrails, escalation paths, and appropriate human oversight.
    • EARY Digital may pause an automation that is unsafe, unlawful, deceptive, malfunctioning, or creating material risk.
    CRM & AUTOMATIONS

    LET'S AUTOMATE
    THE BUSY WORK

    No "contact us" page, no hunting around. Tell the Crew what you need — right here — and we'll take it from there.

    Rather talk right now? Push the button in the bottom-right corner — The Eary Crew is on it 24/7.

    E

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