Stop Losing Leads to Clunky Systems

Finally, a CRM your team will actually want to use.

Your Team Deserves

Better Than This:

Another generic CRM that eats time, loses leads, and frustrates everyone.

Staff spending hours on repetitive tasks instead of serving clients and closing deals.

New hires feeling overwhelmed by a maze of tools with no clear guidance.

Management constantly putting out fires instead of focusing on growth.

Scaling your business is harder because every team member is using a different system — or none at all.

That's where I come in.

Your business shouldn’t lose leads to messy workflows and generic systems.

Stop juggling spreadsheets, missed emails, and scattered tasks.

Get a fully branded CRM that captures every lead and automates your workflow—so your team can focus on clients, not busywork.

A Turnkey CRM Built for Your Business

Onboarding & Retention

When a new hire joins a team, excitement often mixes with uncertainty—they want to hit the ground running but aren’t sure where to start. I guide them through onboarding by simplifying pipelines, automations, and marketing workflows, creating quick wins that build confidence and momentum.

CRM & Pipeline Management

Tracking clients, prospects, and referrals can feel overwhelming. I set up custom pipelines and dashboards so staff can see exactly where every opportunity stands, prioritize tasks, and move leads efficiently through every stage.

Automations & Follow-Ups

Manual follow-ups and forgotten tasks cost revenue. I implement automated email and text drip campaigns, reminders, and notifications so every lead is nurtured consistently—no opportunity slips through the cracks.

Lead Distribution & Assignment

Assigning leads efficiently is critical for team performance. I build automated lead distribution systems — round-robin, rules-based, or custom workflows — ensuring every team member receives leads quickly and equitably, keeping your pipeline flowing.

Marketing Toolkit for Teams

Teams often struggle with consistent outreach. I provide preloaded email and text templates, content calendars, and campaign sequences so your staff can engage leads, promote products, and build the company’s brand without reinventing the wheel.

Training & Support

Even the best system isn’t effective without guidance. I provide Loom videos, step-by-step documentation, and short training sessions so managers and staff can confidently manage pipelines, automations, and marketing campaigns.

TESTIMONIALS

What others are saying

"She truly went the extra mile"

I Worked With Evany and she was amazing. She truly went the extra mile to research my issue and find a resolution…Great Job!

"She was beyond amazing!"

I had the pleasure to receive help from Evany and she was beyond amazing! Her patience and wealth of knowledge is impressive. She is fast and very resourceful. She helped me solve so many challenges I needed help with. Thanks a million Evany, you are the best!

"My onboarding experience with Evany was top tier."

My onboarding experience with Evany was top tier. She was quick on her feet, proactive and patient too. I feel fortunate that I was connected with her as my first experience with live support.

Frequently Asked Questions

Have questions about my expertise or how to connect? You're in the right place.

Q: Will this system be branded for my business?

A: Yes! Everything—emails, landing pages, proposals, dashboards—will carry your company’s branding. Your clients see you, not the software.

Q: How quickly can we start seeing leads in the system?

A: Once we build your pipelines and funnels, leads can start flowing in within the first week. Campaigns and automations continue working in the background, generating results immediately.

Q: Do you handle marketing campaigns or just the system setup?

A: We set up ad-ready funnels, email/text campaigns, and automated workflows. Ongoing ad management or campaign strategy can be added separately.

Q: Will my team need a lot of training to use this?

A: No—simplicity is the goal. Along with setup, I provide Loom videos, documentation, and optional live training so agents know exactly how to manage leads, run campaigns, and close deals without frustration.

Q: What integrations are supported?

A: Google/Outlook calendars, payment systems (Stripe, PayPal), Zapier/API integrations, and other business tools your team uses.

Q: Will my team need technical skills to use the system?

A: No. The system is built to be intuitive. We also provide step-by-step documentation, Loom videos, and short training sessions so your team can confidently manage leads, follow-ups, and campaigns.

Q: Can this system handle multiple team members and lead assignments?

A: Absolutely. Leads can be automatically assigned based on rules, round-robin, or custom workflows, ensuring every team member gets their fair share and no lead falls through the cracks.

Q: We’ve tried CRMs before and agents didn’t use them. What makes this different?

A: Adoption is built into the process. Agents get a ready-to-go system with pipelines, follow-ups, and marketing already set up—so they can start seeing results immediately, instead of spending hours learning how to “set things up.

Q: What if we want to scale or add more products later?

A: The system is fully scalable. Additional pipelines, campaigns, and automations can be added as your business grows—without rebuilding from scratch.

Q: What kind of reporting will we get?

A: You’ll have real-time dashboards showing lead conversions, pipeline progress, campaign performance, and ROI, giving you complete visibility into your business.