CRM & AUTOMATION SETUP

A CRM That Actually Works. Automations That Actually Run.

Design Logic Agency builds and configures CRMs that track every lead, automate every follow-up, and report what's actually happening in your pipeline — so nothing falls through the cracks and you stop running your business from your inbox.

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WHY IT MATTERS

Most CRMs become digital filing cabinets.

Yours shouldn't.

Most businesses buy a CRM, dump their contacts into it, and never use it again. Leads come in. Nothing happens. Follow-ups depend on memory. Pipeline visibility comes from asking around.

Design Logic Agency builds CRMs differently. Every lead gets tagged, routed, and followed up automatically. Every pipeline stage has clear next steps. Every report shows you exactly what's happening — without you having to ask anyone. The system runs. You stay focused on the work that closes deals.

What We Build

CRM and automation systems — built end to end

Six connected systems. One partner. No vendor juggling.

Pipeline & Stage Architecture

Custom pipelines built around how your business actually closes deals. Clear stages, defined next actions, and reporting that shows exactly where every prospect stands.

Lead Capture & Routing

Every form, every call, every ad lead gets captured, tagged, and routed to the right pipeline automatically. No more leads sitting in inboxes or getting lost between team members.

Follow-Up Automation

Instant text and email response. Multi-step nurture sequences. Appointment reminders. Review requests. Built so every lead gets followed up — even when you're not looking.

Workflow & Trigger Logic

If-this-then-that automation for every business process. Tag-based triggers, conditional logic, and multi-step workflows that move work forward without manual intervention.

Integration & Data Sync

Connect your CRM to your website, ads, calendar, and the tools you already use. One source of truth. No more data scattered across five different systems.

You Own Everything We Build

CRM account. Contact data. Workflows. Integrations. No hostage contracts. No platform lock-in. When you work with us, you walk away with everything.

Frequently Asked Questions

CRM and automation questions, answered

What CRM do you build on?

We build primarily on GoHighLevel (GHL), which combines CRM, automation, email, SMS, scheduling, and reporting in one platform. For clients with existing CRMs they want to keep, we can also configure and integrate platforms like HubSpot, Pipedrive, and ActiveCampaign. The right CRM depends on what your business actually needs — we help you choose, not just sell you what we sell.

How long does a CRM setup take?

A standard CRM build takes 2 to 4 weeks. Complex builds with custom integrations, multi-pipeline structures, or migration from an existing CRM can take 4 to 8 weeks. Every engagement starts with a discovery and audit phase so we scope accurately before quoting timeline.

Can you migrate my data from an old CRM?

Yes. We migrate contacts, pipelines, custom fields, tags, and historical activity from most major CRMs. Migration is typically included in the setup engagement. We do data hygiene during migration too — duplicates, bad records, and stale data get cleaned up rather than carried over.

What does automation actually do for my business?

Automation eliminates the manual work that doesn't require a human decision. Instant lead response. Appointment reminders. Review requests after a closed sale. Pipeline stage updates. Internal notifications when a high-value lead comes in. The work still gets done — it just stops depending on someone remembering to do it.

Will I need to learn the CRM to use it?

The CRM should make your work easier, not give you a second job. We design pipelines so daily use is simple — see your leads, see what needs your attention, take the next action. The technical configuration sits behind the scenes. Most clients can use their CRM productively after a single training session.

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Find out where your CRM is breaking.

Our free Digital Audit reviews your full lead flow — capture, routing, follow-up, pipeline, and reporting — and shows you exactly where leads are slipping through the cracks and what to fix first.

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