CRM/AUTOMATION SERVICES

At Level Up Social Pro, we optimize your business processes with custom CRM and automation systems. Our solutions help you save time, enhance customer relationships, and increase efficiency, allowing you to focus on growing your business.

We help you run your business more smoothly. Our custom CRM and automation tools make it easy to keep in touch with customers, handle daily tasks automatically, and give you more time to grow your business.

Why Your Business Needs a Customer Management System

This package gets your business's presence professionally set up with the highest authority business pages to help improve your business's visibility and ranking amongst the competition.

With our Customer Relationship Management (CRM) tools, you can:

Organize customer information in one easy-to-access system.
Automatically follow up with leads and clients via email or text.
Save hours every week by using an automated scheduling system for appointments.
Get real-time insights on your sales pipeline and lead tracking so you always know what’s next.

What You’ll Get with Our Customer Management & Automation Setup Service

At Level Up Social Pro, we specialize in setting up business efficiency tools to help you stay organized and grow faster. Here’s what’s included in your custom setup:

Sales and Leads Tracker

Capture every lead from your website, ads, or social media and track them in an organized way.

Follow-Up System

Never miss an opportunity again. Automatically send texts, emails, or reminders to leads and clients at the perfect time.

Automated Scheduling System

Make it easy for customers to book services with automated confirmations and reminders.

Customer Engagement Tools

Build stronger relationships with personalized messages and promotions, all sent automatically.

Real-Time Business Insights

Use simple reports to track sales, follow-ups, and customer trends, so you know what’s working.

How Our Done-for-You Service Works

We make the process easy and stress-free:

Annual Fee

$ 595.00

Transform Your Online Presence with Our Services

Explore our services designed to optimize your business operations and growth:

Facebook & Instagram Setup & Optimization

Optimize social profiles to strengthen your online presence and engagement.

Social Media Management Services

Manage and grow your social media with expert strategies and content.

SEO Services

Boost your Google rankings with targeted and effective SEO strategies.

Website Design Services

Create professional, responsive websites that deliver results.

Market Research / Consultation

Access data-driven insights to make smarter, informed business decisions.

Google Business Optimization

Enhance your local visibility with a fully optimized Google Business Profile.

Google Ads Services

Drive traffic and conversions with data-driven Google Ads campaigns.

Facebook Ads Services

Design and manage impactful Facebook Ads to grow your business.

Frequently Asked Questions

FAQs from clients

Frequently Asked Questions

FAQs from clients

What is a Customer Management System?

A Customer Management System, also known as a CRM, helps you organize client information, automate follow-ups, and manage sales—all in one place. It’s like having an extra team member working behind the scenes 24/7.

How does this service save me time?

With features like automated emails, text reminders, and a sales and leads tracker, you won’t have to spend hours on repetitive tasks. Everything is done for you.

Will I need to manage this system on my own?

No! We handle the entire setup and provide training to make sure you feel confident. Plus, we offer ongoing support to keep things running smoothly.

Is this service only for tech-savvy businesses?

Absolutely not! Our tools are designed to be simple and user-friendly, even if you’re not familiar with technology.

How can CRM automation benefit my small business?

CRM automation helps your small business by saving time, improving customer relationships, and boosting efficiency. It automates repetitive tasks like sending follow-up emails, scheduling appointments, and tracking customer interactions. This means you can focus on growing your business while ensuring your customers get a personalized and seamless experience.

Is your CRM solution easy to use for someone not tech-savvy?

Absolutely! Our CRM solutions are designed with simplicity in mind. We set up everything for you and provide a user-friendly interface, so even if you're not tech-savvy, you'll find it easy to manage customer relationships and track your business performance. Plus, we offer guidance to help you get comfortable with the system.

What kind of support do you offer during and after the setup?

We provide full support during and after the setup process. Here’s how we help:

During Setup: We handle the technical work, ensuring everything is customized to your business needs. We’ll walk you through the setup and answer any questions.
After Setup: You’ll have access to ongoing support, including troubleshooting, updates, and training sessions if needed. We’re always here to ensure your CRM works seamlessly for your business.

Ready to Save Time and Grow Faster?

Let us take the stress out of managing your business operations. With our customer engagement tools and automated systems, you’ll stay organized and focused on what you do best.

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