Stop losing leads to a full inbox and a slow reply.
Stage1 CRM is the all-in-one system that captures every call, text, and form fill, then follows up automatically, so no lead goes cold and no appointment gets forgotten.
One flat monthly rate. Standard automations included. Set up and supported by the Stage1 team.
Most businesses aren't losing leads to bad marketing. They're losing them to bad follow-up.
- A missed call at 6pm never gets a call back, so the lead books with the next business that answers.
- Leads sit spread across texts, email, DMs, and a notepad by the register.
- Reviews only come in when someone remembers to ask.
- Every extra tool is another login, another monthly bill, another thing to babysit.
Stage1 CRM puts every conversation and every lead in one place, then automates the follow-up for you.
- Every missed call gets an instant text-back, automatically
- Calls, texts, email, and social DMs land in one inbox
- Reviews get requested the moment a job is marked complete
- One system, one flat monthly rate, one team to call
Everything you need to capture, nurture, and close
Stage1 CRM replaces the pile of disconnected tools most small businesses are stuck paying for.
Unified Inbox
Calls, texts, emails, Facebook and Instagram DMs, and web chat all land in a single conversation thread.
Missed-Call Text-Back
Every missed call triggers an automatic text within seconds, so you never lose a lead to voicemail.
Automated Review Requests
Mark a job complete and Stage1 CRM automatically asks the customer for a Google review. No reminders needed.
Online Booking & Calendar Sync
Prospects book directly on your calendar. Confirmations and reminders go out automatically to cut no-shows.
Pipeline & Deal Tracking
See exactly where every lead stands: new, contacted, quoted, booked, or closed, at a glance.
Email & SMS Campaigns
Send newsletters, promotions, and re-engagement blasts to your full contact list in a couple of clicks.
Forms & Funnels
Capture leads with custom forms and landing pages that feed straight into your pipeline automatically.
Automated Follow-Up
Standard nurture sequences keep leads warm across text and email until they respond or book.
Reporting Dashboard
Track leads, response times, bookings, and reviews in one clean dashboard. No spreadsheets required.
Mobile App
Answer texts, check your pipeline, and manage bookings from your phone, wherever you are.
One Login, Fully Branded
A single, clean system for your whole team, set up and branded for your business.
Done-For-You Setup
The Stage1 team configures your pipeline, connects your numbers, and builds your automations for you.
Standard automations, built in from day one.
Every Stage1 CRM account ships with pre-built automations covering the communication channels most businesses actually run on: phone, text, email, and the standard web and social channels. No extra setup fee, no waiting on a build queue.
- ✓ Missed-call auto text-back on every phone number
- ✓ New-lead notification & instant auto-reply (SMS + email)
- ✓ Standard 5-touch follow-up / nurture sequence
- ✓ Appointment confirmation & reminder texts
- ✓ Post-job review request automation
- ✓ Standard pipeline setup (New → Contacted → Booked → Won/Lost)
- ✓ Web form & Facebook/Instagram lead sync
- ✓ Monthly reporting dashboard access
What the automation actually looks like
Every lead moves through the same pipeline. Here's how a lead flows through the stages, and what the standard follow-up drip looks like behind the scenes.
Example: Standard Lead Follow-Up Drip
This is the default sequence built into every Stage1 CRM account. Trigger points fire off automatically. Actions run without anyone lifting a finger.
One flat rate. No surprises.
Stage1 CRM is priced simply so you always know what you're paying for.
- Full CRM platform, branded and set up for your business
- Unified inbox for calls, text, email & social DMs
- Standard automations included (see above)
- Online booking with calendar sync
- Pipeline & deal tracking
- Reporting dashboard
- Mobile app access for your whole team
- Ongoing support from the Stage1 team
Custom pipeline builds, advanced multi-branch workflows, and industry-specific automation beyond the standard set above are scoped and billed separately as a one-time project. We'll always quote it before we build it.
Common questions
Ready to stop losing leads to a slow follow-up?
Enroll for $250/month and the Stage1 team gets your account set up and your standard automations running. Have questions first? Give us a call, no pressure.