Revenue Growth Systems · Kelowna
CRM Setup and Marketing Automation in Kelowna
The short answer
What does CRM and marketing automation do for a small business?
A CRM keeps every lead and customer in one place with their history and stage. Marketing automation handles the repetitive follow-up: instant replies, missed-call texts, appointment reminders, nurture emails and review requests. Together they make sure no lead is forgotten and your team spends time on conversations, not admin.
Why GoHighLevel?
GoHighLevel combines CRM, pipelines, two-way texting, email, booking calendars, reviews and automation in one platform, which suits most local service businesses better than stitching five tools together. If you already use HubSpot or another CRM that works, we'll build on that instead.
Automations we set up most often
- Instant text and email reply to every new web lead
- Missed-call text-back
- Appointment confirmations and reminders
- Quote follow-up sequence
- Review request after a job is marked complete
- Win-back message for past customers
CRM and Automation FAQ
Do I have to switch to GoHighLevel?
No. We recommend it for most local businesses, but we'll work with a CRM you already use if it does the job.
Is automated texting allowed in Canada?
Yes, with consent. CASL requires consent for commercial electronic messages, clear identification and an easy way to unsubscribe. We build those into every workflow.
Book a Growth Call
Talk to us about crm and automation
Tell us a little about your business. We'll reply within one business day with honest next steps, even if that means we're not the right fit.
- Call
- 778-760-9492
- Visit
- 546 Leon Ave #101
Kelowna, BC V1Y 6J6
Get directions - Hours
- Monday to Friday, 9am to 5pm Pacific
Form not loading? Email kelowna@dmcollective.com or call 778-760-9492.