CRM automation and integration

CRM for Businesses
- Roanoke, VA

Website leads in. Follow-up out. Every job visible.

New website inquiry

New lead · Website Kitchen renovation Details saved · Owner notified · Roanoke, VA

Follow-up Queued for tomorrow at 9:00 AM

Built around your work

Michael Paynotta Owner, designer, and developer I connect your website, customer records, follow-up, estimates, and active work in one useful system. Show me where work gets stuck. I’ll tell you what I’d connect. →

What the CRM changes

Every inquiry has a source, owner, current stage, and next step. No rebuilding the same customer record across inboxes and spreadsheets.

Call Me

Confirmations, reminders, and owner alerts happen from real customer activity. Your team steps in when judgment matters.

RLD

The stages, fields, automations, and integrations follow the business. Your team does not have to reshape the work around generic software.

Website leads become complete estimate records with photos, pricing, and status.

Service requests arrive with the details, urgency, and next action needed to schedule.

Pipeline, estimates, schedules, active jobs, and customer updates in one view.

01

Show me the work

Walk me through where leads arrive, what gets copied, and where follow-up breaks.
02

Map the pipeline

I map the records, stages, handoffs, and automations the workflow actually needs.
03

Connect and build

I connect the website, customer data, follow-up, estimates, and job workflow in visible stages.
04

Run and improve

The CRM goes live, I keep it running, and we improve it as the business changes.