Small Business CRM

Turn More Inquiries Into Customers.
Reply to every inquiry fast, follow up automatically and ask happy customers for reviews, all from one system our team sets up for you. Fewer leads slip away, and more customers come back.
What’s a CRM? A CRM (customer relationship management system) is one place for every lead, call, text, email and customer, so nothing falls through the cracks.
The problem

Every Missed Call Is a Customer Who Called Someone Else.

You work hard to earn every inquiry. But a missed call, a slow reply or a forgotten follow-up sends that customer to the competitor who answered first. Most small businesses don’t need more leads yet. They need to stop losing the ones they already get.
How it works

We Set It Up. You Take It From There.

01
We build your foundation.
Our team sets up your CRM, texting, email, review requests and missed-call text back, and writes a new-lead follow-up series of emails and texts for you.
02
We show you how to use it.
Training so you can manage leads and customers with confidence from day one.
03
You’re ready to grow.
When you want more leads, add managed marketing on top of the system you already have.

Run It Yourself, or Let Us Run It.

Option 1
Manage it yourself
We set it up and train you, and you run your own leads and follow-up.
Option 2
Let us manage it
Our team handles your leads and marketing campaigns. Managed services are priced separately from your plan.
Features

Everything You Need to Win and Keep Customers.

Never lose a caller who reaches your voicemail

Missed-call text back

Call leads and customers right from the system, with every call logged

Phone calls built in

Know exactly who to call back, and when

Lead management

Stay in touch with every prospect without lifting a finger

Automated email and text follow-up

Earn more 5-star reviews and win new customers’ trust

Review requests

Book appointments even after hours

AI appointment booking

Start using it right away, no tech skills required

Setup and training by our team
See it in action.
Who it’s for

Built for Businesses That Run on Inquiries.

Any small business that depends on calls, forms and messages turning into customers. Service businesses, local shops, professional practices and franchisees all use it the same way: to answer faster, follow up consistently and earn more reviews.
  • Home services: HVAC, plumbing, roofing, cleaning, landscaping
  • Restaurants and catering: reservations, catering inquiries, event bookings
  • Salons, barbershops, and spas: appointment booking and rebooking
  • Pet services: grooming, boarding, training
Plans and pricing

One System. Three Sizes.

Every plan includes the full Small Business Growth System. Plans are $297, $497 and $697 per month. Plans differ by the number of users and monthly usage credits. Month to month, plus a one-time setup fee.
Launch
$297/month
For owners just getting organized
Email support
Scale
$697/month
For busy operations with more people and more volume
Priority email and phone support, plus a monthly strategy call
Who’s behind it

Built by a Team That Generates Leads for a Living.

For 15 years, Lead Navigators has helped 200+ brands find and win customers, with 400,000+ leads delivered and recognition as an Entrepreneur Top Franchise Supplier four years running. The Small Business Growth System puts that experience to work for your business.
FAQ

Questions Owners Ask Us.

What’s a CRM?
A customer relationship management system: one place for every lead, call, text, email and customer, so nothing falls through the cracks.
Is there a contract?
No. Plans are month to month.
Is there a setup fee?
Yes, a one-time fee covers our team setting up and configuring your system.
Do I need to be good with technology?
No. We set everything up and train you. AI-powered help is built into the platform, plus email support on every plan, priority email on Grow, and phone support and a monthly strategy call on Scale.
Can I add marketing later?
Yes. When you’re ready for more leads, we can run your Google, META and SEO campaigns on top of your system.

Stop Losing Customers to Missed Calls.

See the Small Business Growth System in action and find the right plan for your business.