CRM Automation
The pipeline that runs itself
Leads land in one database, get tagged and scored, move through stages on their own, and never sit waiting for someone to remember them. Booking, reminders, payments and reporting all hang off the same record.
The result, not the feature list.
The systems behind it.
Each one is built, configured, tested and handed over working. We don't hand you a login and wish you luck.
CRM & Pipeline
Every lead tracked by stage
Unlimited contacts with full history — calls, texts, emails, notes. A visual pipeline shows exactly where each deal stands, with conversion rates and deal velocity tracked automatically.
Appointment Booking
Online scheduling + reminders
Round-robin, group, and class calendars synced to Google and Outlook. Automatic SMS and email reminders, no-show recovery, and payment collection at booking.
Nurture Campaigns
Automated drips that stay in front
Multi-step email and SMS sequences for leads who don't convert immediately. They keep working for weeks while your team focuses on the ones who are ready now.
Forms & Surveys
Smart intake with conditional logic
Multi-step forms and surveys with conditional logic, custom fields, and payment collection built in — each one wired to trigger the right follow-up automatically.
Payments & Proposals
Invoices, e-sign, text-to-pay
Send proposals and estimates with e-signatures, generate invoices with automatic payment reminders, collect via text-to-pay, and manage subscriptions and payment plans.
Reporting Dashboard
See what actually produced revenue
Every lead, call, and booking in one dashboard with source attribution — so you can finally answer what marketing actually brought in. Reports delivered automatically each month.
Database Reactivation
Wake up your old list
Automated campaigns to dormant leads and past customers. Usually the cheapest revenue in the business — the list is already yours, it's just gone quiet.
All of this sits inside OpsPilot — one system, one login, one bill.
Every day without this costs you money.
The audit is free and takes 30 minutes. You'll leave knowing exactly where your leads are leaking — whether or not you work with us.
Book Your Free Audit