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.

Or call (801) 980-2053 — same-day response

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 is a CRM and why does my small business need one?

A CRM is a customer relationship management system that captures every lead, automates follow-up, and shows where each prospect is in your pipeline. For a small business it means no lead is forgotten and follow-up happens automatically instead of relying on memory.

What does Design Logic Agency set up in my CRM?

We build your lead pipelines, automated follow-up sequences, appointment booking, and lead-routing rules inside your CRM, then connect your forms and ads so every new lead flows in and gets nurtured automatically.

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.