Done-for-you CRM + Automation Install

Stop Losing Leads.
We Install Revenue Automation

Web Synq installs your CRM + follow-up system so every lead gets captured, routed, and nurtured automatically — across calls, SMS, email, forms, and chat — in 14–21 days.

Installed in 14–21 days Speed-to-lead + follow-up enforced More booked calls, less chaos

Stop Paying 6 Companies to Run 1 Revenue System.

Web Synq replaces your CRM, funnels, automations, messaging, scheduling, and follow-up — in one governed platform built to close more deals.

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Consolidate your stack — CRM + funnels + follow-up in one system
HubSpot (CRM)
Pipedrive (CRM)
Salesforce (basic use)
Mailchimp (Email)
ActiveCampaign (Email)
Klaviyo (basic flows)
ClickFunnels (Funnels)
Leadpages (Pages)
Unbounce (Landing)
Calendly (Booking)
Acuity (Booking)
Intercom (Chat)
Drift (Chat)
Zendesk (Support)
Zapier (Zaps)
Make (Automations)
Hootsuite (Posting)
Buffer (Posting)
Choose Your Lane

Pick your path. Get a real system installed.

If you want speed, choose SMB Platform. If you need multi-team enforcement, choose Enterprise Ops. Either way — you leave with a live pipeline, automated follow-up, and clear next steps.

Tip: Click a lane below — we’ll route you to pricing or a call.
Lane + package recommendation Implementation path Execution starts fast

SMB Platform: Launch fast.

Prebuilt pipelines + automations + training so you stop bleeding leads immediately.

S
Best for: owner-operators
Pipeline + stages installed SMS/email follow-up live Calendars + routing setup
Fast Start
1
Choose PlanSelect Core, Growth, or Enterprise pricing.
2
InstallWe deploy pipelines, calendars, and automations.
3
Go LiveLeads route + follow-up fires automatically.
4
OptimizeUpgrade workflows and add AI when ready.

Enterprise Ops: White-glove install.

Multi-team routing, enforcement, reporting, and accountability — installed with you.

E
Best for: multi-location teams
SLA routing + ownership rules Executive reporting + scorecards Escalation + reactivation flows
Book Call
1
ScreeningWe map your pipeline, teams, and constraints.
2
System BreakdownYou get leakage points + install plan.
3
Build ScopeWe define outcomes, timeline, and governance.
4
InstallationWe deploy, train, and optimize off live signals.
Click a lane to route instantly SMB = buy + launch Enterprise = book call
Choose Your Lane

Stop guessing. Pick a lane and get the system installed.

If you want speed and a clean launch, choose SMB Platform. If you need multi-team routing, enforcement, and governance, choose Enterprise Ops. Either way — you walk away with a real pipeline, automated follow-up, and a plan you can execute.

Tip: Click a lane below — we’ll route you instantly.
Lane + package recommendation Implementation path Execution starts fast
Automation workflow example
Automations That Route & Convert

Follow-up logic, tagging, pipeline updates, and escalation — deployed clean.

Proof: Workflow installs
Conversation AI chat example
Conversation AI That Books Calls

Qualifies leads, handles objections, and pushes to booking without babysitting.

Proof: Live chat flows
Integrations supported
Integrations That Kill Tool-Sprawl

Payments, calendars, messaging, Google, social — connected and enforced.

Proof: Stack consolidation

SMB Platform: Launch fast. Tighten later.

Prebuilt pipelines + automations + training so you stop bleeding leads immediately.

Fast Start
1
Choose PlanSelect the package that matches your volume and support level.
2
InstallWe deploy pipelines, calendars, templates, and automations.
3
Go LiveLead routing + follow-up fires automatically across channels.
4
OptimizeAdd governance, AI agents, and advanced ops when ready.

Enterprise Ops: White-glove install + governance.

Multi-team routing, enforcement, reporting, and accountability — installed with you.

Book Call
1
ScreeningWe map revenue flow, teams, and operational constraints.
2
System BreakdownYou get leakage points + an enforcement-first install plan.
3
Executive ReviewAlign outcomes, scope, timeline, and adoption requirements.
4
InstallationWe deploy, train, and optimize off live signals.
Click a lane to route instantly SMB = buy + launch Enterprise = book a call
Solutions

What we install inside your business

This is not “software access.” It’s an operating layer: the rules, routing, workflows, and reporting that make revenue execution repeatable — across teams, locations, and departments.

Core Operating Modules

Deployed + governed

We install the system in a way that protects data integrity, enforceable handoffs, and accountable ownership — not just automation.

  • Intake → Qualification
    Forms, surveys, source tracking, segmentation, and real qualification gates.
  • Routing + SLA Escalation
    Rules-based assignment, ownership, escalation timers, and alerts.
  • Pipelines + Stage Governance
    Standardized stages, required fields, handoff rules, and conversion visibility.
  • Follow-Up Execution
    Email/SMS sequences, confirmations, missed-call text back, nurture, re-engagement.
  • Reporting + Executive Visibility
    Dashboards for pipeline health, lead-to-close, response time, stage drop-off.
  • Security + Access Control
    Role-based access, governance rules, auditability, operational consistency.

What leadership gets

Measured

Operational visibility that turns “activity” into accountable execution.

Response time

First-touch speed by source, rep, and channel.

Pipeline health

Drop-off, stuck stages, and handoff failures.

Conversion lift

Recovered opportunities via follow-up discipline.

Governance standard

The system survives turnover because it’s installed with documented rules, ownership, and enforcement. If you want “login access and good luck,” we are not the right partner.

Role-based permissions + operational guardrails
Required fields + stage-entry rules to protect integrity
Routing + escalation timers so leads don’t die in silence

Scope control

Executives hate surprises. We install from a defined blueprint, then expand intentionally — not by random requests.

Assessment → blueprint → install → optimization loop
Change requests tracked, priced, and scheduled
Weekly checkpoint + executive scorecard
Capabilities

Revenue discipline across acquisition, delivery, and leadership visibility.

This isn’t “a CRM.” It’s an operating layer: standardized pipelines, enforcement automation, and executive reporting that makes revenue measurable, scalable, and easier to govern — especially across teams, locations, or portfolio entities.

01

RevOps Pipeline Architecture

Stage governance, exit criteria, SLA timers, ownership rules, and velocity signals — so deals don’t die in silence.

PipelinesSLAsVelocity
02

Inbound Conversion Systems

Intake, qualification, routing, and booking flows that convert demand without staff babysitting.

QualificationBookingRouting
03

Outbound + Follow-Up Discipline

Multi-touch sequences, tasks, and reactivation logic that turns “no response” into recovered pipeline.

SequencesTasksReactivation
04

Delivery Ops & Client Onboarding

Milestones, kickoff workflows, internal handoffs, and client visibility — built like a delivery machine.

OnboardingMilestonesHandoffs
05

Retention & Renewal Automation

Health checks, escalations, and renewal nudges designed to reduce churn and protect LTV.

LTVChurnRenewals
06

AI-Assisted Communication

Consistent intake, qualification, objection handling, and scheduling assistance — fast and standardized.

AI AssistIntakeScheduling
07

Governance & Compliance Readiness

Role-based access, audit-friendly workflows, data hygiene standards, and operator controls that scale responsibly.

RBACAuditStandards
08

Leadership Dashboards That Matter

Pipeline health, conversion, response time, and leakage signals — built for weekly operator review.

ReportingKPIsScorecards
09

Standardized SOPs & Playbooks

Templates + checklists that lock repeatability across teams, locations, and portfolio rollouts.

SOPsTemplatesRollouts
Operator rule: If it doesn’t increase conversion, reduce churn, or create leverage — cut it.
See How We Deploy →
Operating System Install

Most businesses don’t need more leads — they need control over the ones they already have.

Web Synq installs an operating layer that governs how leads, conversations, and revenue move through your business — automatically, consistently, and with executive visibility.

Perfect fit
  • Service-based businesses doing $30k–$500k/month
  • High inbound activity (calls, forms, referrals, ads)
  • Revenue leakage from missed calls, delayed follow-up, and low visibility
  • Fragmented tools and inconsistent handoffs
  • Owner wants the system to run without them
× Not a fit
  • You want “just a website”
  • You’re shopping for a cheap fix instead of a real system
  • You won’t enforce follow-up and accountability
  • You want DIY tutorials instead of an installation

What happens after a lead comes in

Most revenue is lost after the lead arrives. We install the control layer that governs ownership, speed, compliance logic, and pipeline integrity — without relying on memory.

1
Capture & Ownership

Every inbound action is captured and assigned to an accountable owner. No lead exists without an outcome.

Ownership replaces chaos
2
Speed Enforcement

Confirmation, routing, and follow-up initiate immediately. Speed is enforced — not requested.

Minutes matter
3
Permission-Governed Outreach

Communication follows permission logic and policy rules. If permission is missing, the system requests it first.

Compliance-first
4
Pipeline Governance

Opportunities move through defined stages with required fields, accountability, and visibility. Control drives revenue.

Visibility replaces guesswork
We accept a limited number of installations per month to protect implementation quality. If you want “login access and good luck,” this is not it.
Operating Model

A controlled deployment process built for repeatability.

We don’t “set things up.” We deploy operating standards, install enforcement, and tighten performance through an executive review cadence — so the system survives turnover and scales.

Deployment timeline
4 phases • governed rollout
1

Assess

Map funnel + pipeline, identify leakage, and define operating standards: stage governance, ownership, response SLAs, qualification gates, and reporting requirements.

Pipeline audit Standards Visibility
2

Install

Deploy the operating layer: intake → routing → follow-up enforcement, onboarding handoffs, and leadership dashboards with accountable ownership.

Routing Enforcement Dashboards
3

Optimize

Executive review cadence: tighten conversion points, reduce time-to-response, improve show rate, and remove bottlenecks through weekly operator decisions.

Operator review Velocity Conversion
4

Scale

Replicate across teams, locations, offers, or portfolio entities — without rebuilding from scratch or losing governance.

Replication Governance Rollouts

What leadership receives

  • Pipeline standards with ownership + response SLAs
  • Qualification + routing that enforces next action
  • Follow-up discipline + reactivation recovery paths
  • Onboarding & delivery handoffs with escalation rules
  • Executive dashboards: health, velocity, conversion

Executive cadence (how performance compounds)

  • Weekly operator review: conversion, speed-to-lead, show rate
  • Pipeline integrity: stage aging, stuck deals, owner accountability
  • Iteration sprints: fix one choke point per week
  • Standardization: templates + playbooks that survive turnover
Portfolio rollout option
Standardize one operating system across multiple locations or entities with controlled governance.
Discuss rollout
Executive Assessment

If you want control, we can install it.

Web Synq deploys a governed operating layer — ownership rules, response SLAs, pipeline standards, and leadership visibility — so revenue execution becomes predictable across teams and entities.

High-ticket • Done-for-you • Capacity limited
Best fit signals
High-value sales environment Complex deals, multi-location operations, or multiple offers with handoffs.
Leads exist — conversion leaks Missed calls, slow follow-up, weak ownership, or deals dying mid-pipeline.
Leadership visibility required Weekly operator reviews need clean metrics: speed, stage aging, conversion, throughput.
Standards over chaos You want defined rules, not “every rep does it differently.”
  • We deploy: intake → routing → enforcement, pipeline governance, dashboards, playbooks.
  • We avoid: tool-only installs, custom chaos, and “login access + good luck.”
  • We expect: a decision-maker and a weekly operator cadence (30 minutes).
Qualification required

Request your Executive Assessment

If approved, you’ll receive a short operating breakdown and an invitation to a 15–30 minute systems review. Not every request is accepted — capacity is protected.

You will never be sold “software access.” This is a controlled deployment, with standards, ownership, and enforcement.