Service details
Streamcore — CRM
We configure GoHighLevel to capture, organize, follow up with, and report on every lead from first contact through conversion.
What you receive
- CRM account and user setup
- Custom pipelines and opportunity stages
- Lead capture forms and source tracking
- Email and SMS follow-up workflows
- Calendar and appointment integration
- Contact cleanup, tagging, and migration
- Sales dashboard and activity reporting
- Staff training, documentation, and post-launch support
How the engagement works
- Map your current sales and follow-up process
- Design pipelines, fields, tags, and permissions
- Build forms, calendars, workflows, and notifications
- Import and clean existing contacts
- Test the complete lead journey
- Launch, train the team, and support adoption
Expected outcomes
- Every lead tracked
- Consistent follow-up
- Clear pipeline visibility
- Less manual CRM work
Best suited for
- Service businesses
- Agencies
- Coaches
- Home services
- Companies replacing spreadsheets
Ready to discuss this service?
We will recommend a right-sized scope based on your current systems and priorities.