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CRM & Automation Services

Achieving Internet Marketing

Every Lead Captured. Every Follow-Up Handled

Most businesses don’t lose deals to better competitors. They lose them to a slower response — a missed call at 4:50 on a Friday, a form nobody saw, a quote that never got a second follow-up. AIM Squad builds custom CRMs around how your business actually sells, then automates the follow-up so nothing depends on someone remembering. Your team stops chasing admin and gets back to closing.

What We Do

  • Custom CRM Build — Pipelines, stages, and fields configured around your sales process, not a generic template
  • One Contact Database — Every lead and customer in one place with the full history: calls, texts, emails, forms, and quotes
  • Lead Capture From Every Source — Website forms, phone calls, texts, Google Business Profile, and paid campaigns routed into one pipeline
  • Custom Automation Triggers — Instant responses, follow-up sequences, reminders, and internal alerts that fire every time
  • Team Setup & Training — Roles, permissions, and a walkthrough so the system gets used instead of abandoned

Optional Add-Ons

The CRM and automation build is the foundation. These extend it — add them at launch or later as you grow.

  • Email & Text Blasts — Reach your whole list or a segment in minutes: promotions, announcements, last-minute availability
  • Email Marketing Campaigns — Written, designed, and scheduled sequences that keep you in front of past customers and unconverted leads
  • All-In-One Message Inbox — Email, SMS, web chat, and social messages in a single thread per contact
  • Social Media Planning Calendar — Plan, schedule, and publish across channels from one calendar
  • Chatbot — A website assistant trained on your services and FAQs that answers questions, captures details, and hands off to a person
  • AI Receptionist — Answers calls your team can’t, handles routine questions, captures caller details, routes urgent calls
  • Mobile App — Your CRM on your team’s phones: leads, conversations, and pipeline from the field
  • Custom AI Builds — Internal assistants trained on your SOPs, custom GPTs, and document or quoting automation

Our Process

01

Discovery
We map how your business sells today: where leads come from, who touches them, and where they stall.

02

Scope
A fixed-price proposal naming exactly what gets built, what it connects to, and what it will and won’t do.

03

Build
Pipelines, automations, integrations, and messaging, configured in accounts you own.

04

Test & Train
Real scenarios run before anything touches a customer, then a recorded walkthrough and written documentation for your team.

05

Support & Tune
Ongoing monitoring and adjustment as your process evolves.

Why Leads Don’t Go Cold — They Get Dropped

Intro: Ask most owners where their leads live and the honest answer is: several places. Some in a phone’s call log, some in an inbox, some in a notebook, some in a spreadsheet one person maintains. Nobody sees the whole picture, so follow-up happens when someone happens to think of it. That costs you in three ways.

Speed decides who wins. The business that responds first usually gets the job, and it isn’t close. A caller who reaches voicemail phones the next company on the list before you’ve finished what you were doing. Automated instant response means every lead gets answered in seconds, at 9 p.m. on a Sunday as reliably as on a Tuesday morning.

The follow-ups nobody makes. Most deals need more than one touch, and most businesses manage one, not from laziness — from volume. The eleven quotes that never got a second call don’t appear on any report, which is exactly why the problem survives for years. Automation makes the second, third, and fourth touch happen without anyone remembering.

What you can’t see, you can’t fix. Without one pipeline, you can’t tell which lead sources actually produce revenue, how fast your team responds, or where deals die. You end up spending on the campaign that feels like it’s working rather than the one that is.

The cost of a broken follow-up process never shows up as a line item. It shows up as a slow month nobody can explain.

Why AIM Squad Is the Right Partner

  • It Connects to Your Website — We’re a web design and SEO agency first, so your site, forms, tracking, and CRM are built to work together instead of stitched across four vendors.
  • Built Around Your Process — We map how you sell before we configure anything, rather than fitting you into a preset
  • Fixed-Price Scopes — You know the cost before we start, with no open-ended retainers.
  • You Own Everything — Accounts, data, contacts, and workflows are yours; if you leave, the system goes with you.

Frequently Asked Questions

Answers to Common CRM & Automations Questions

 Every build is scoped and quoted as a fixed-price project after a free discovery call. A single pipeline with a few automations and a full multi-team system aren’t the same job, so you get the number in writing before any work starts.

It depends on how many pipelines, automations, and integrations are involved. You’ll get a timeline with the proposal, and larger builds are phased so the first phase is working before the second begins.

Usually not. We build on top of what you already run wherever that makes sense. If a tool genuinely can’t support what you need, we’ll tell you directly instead of working around it indefinitely.

No. Automation handles the repetitive, after-hours, and never-gets-done work — the follow-ups nobody had time for. Your team spends its time on the conversations that need a person.

We migrate them. Data cleanup and structuring is part of the build, because automation is only as good as the contact data underneath it.

Yes. Most clients start with the CRM and core automations, then add campaigns, chat, or the AI receptionist once the foundation is running.

Yes. Internal assistants trained on your documentation, custom GPTs, and document or quoting automation are scoped as custom builds alongside or independent of a CRM project.

Yes. Accounts, contacts, and workflows are created under your ownership. If you ever leave, you take them with you.

Yes. We’re headquartered in Whittier and build CRM and automation systems for clients nationwide and internationally. The work runs remotely.

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