Every lead captured.
Every follow-up automatic.
Aggento builds CRM systems that capture every inbound lead, follow up within minutes automatically, and give you a clear view of your full pipeline — without manual data entry, spreadsheet chaos, or leads slipping through the cracks. HubSpot, Salesforce, Pipedrive, and GoHighLevel specialists.
Every hour you wait
to follow up,
you lose the lead.
The average business follows up with a new lead within 47 hours. Studies consistently show that contacting a lead within 5 minutes makes you 21 times more likely to qualify them than contacting them an hour later. Most businesses are not doing this. Most businesses are relying on someone to check their email, remember the lead, find the time, and send a personal response — often a day or two later, when the prospect has already called a competitor.
The other problem is pipeline visibility. When leads live in email inboxes, sticky notes, and mental notes, there's no way to know who's in conversation, who's been followed up with, who ghosted, and who's ready to move forward. Decisions get made on gut feel instead of data. Deals that should close don't.
A well-built CRM doesn't change how you sell. It removes all the work that shouldn't require a human — the logging, the scheduling, the first three follow-ups, the reminders, the data entry. What's left is the part only you can do: the conversation, the relationship, the close.
We've built CRM systems for real estate agents, service businesses, contractors, and e-commerce brands. The pattern is consistent: within 60 days, every client reports fewer dropped leads, faster response times, and a clear view of their pipeline for the first time.
Most businesses have a CRM that was set up wrong, is half-used, or has never been properly integrated with their website and lead sources. We build the CRM from the pipeline out — starting with how you close deals and working backward to what the system needs to track.
What we set up
- Pipeline structure — stages defined to match your actual sales process, not a generic template. Each stage has a clear definition and an automated next action.
- Lead source integration — every contact form, chat widget, phone tracking number, and lead magnet connected. No lead enters the CRM manually.
- Contact and company records — custom properties configured so you capture the data that's actually useful for your sales process
- Deals and tasks — deal templates pre-loaded with the tasks your team needs to complete at each stage
- Team permissions — if you have a team, each person sees what they need to see and no more
- Dashboard configuration — one view that shows pipeline value, conversion rate by stage, and follow-up queue
Platforms we work with
- HubSpot — CRM and marketing automation. Best for businesses that want a single tool for contacts, email, and landing pages.
- Salesforce — for businesses that already have Salesforce and need it configured, cleaned up, or extended
- Pipedrive — lightweight and visual. Best for service businesses and agencies with simple pipelines.
- GoHighLevel — best for agencies and service businesses that need CRM, email, SMS, and booking in one platform
Speed-to-lead is the single highest-leverage CRM improvement for most businesses. The first business to respond wins the conversation. We build automation that responds within 60 seconds of a lead submitting a form — with a personalized message, not a generic autoresponder.
What we build
- Immediate acknowledgement — the lead receives a personalized confirmation within 60 seconds of submission, with your name, your next step, and a clear timeline
- Smart routing — lead is assigned to the right team member based on source, geography, or service type and that person is notified immediately via email and SMS
- Follow-up sequences — if the lead doesn't respond within 24 hours, a second message goes out. 48 hours later, a third. Each is personalized and slightly different in approach.
- Re-engagement sequences — leads that go cold after initial contact get a separate sequence 14 days later, and another 30 days after that
- Task creation — at each automation step, a task is created in your CRM so a human can intervene if the automation isn't working
- AI-assisted responses — for high-volume lead sources, we can deploy an AI layer that qualifies leads, answers common questions, and routes serious prospects to a booking link before a human ever gets involved
What you don't have to do anymore
- Manually email every new lead — that's automated
- Remember to follow up — that's automated
- Decide who follows up when — that's automated
- Log contact records — that's automated
For service businesses, the booking friction between 'interested' and 'scheduled' is where most deals die. Every 'I'll send you an email with some times' or 'let me check my calendar and get back to you' gives the prospect time to cool off, get distracted, or call someone else.
We build booking systems that turn an interested lead into a scheduled call or appointment in under two minutes — without any back-and-forth.
What we build
- Booking page setup — Calendly, Cal.com, or HubSpot Meetings configured with your availability, buffer times, preparation questions, and confirmation/reminder emails
- Booking link placement — embedded on your contact page, in your email signature, in every follow-up sequence, and as the direct CTA on your service pages
- CRM sync — every booking creates a deal in your CRM, logs the meeting, and triggers the appropriate pre-call preparation sequence
- Reminder sequences — automated 24hr, 2hr, and 15min reminders reduce no-show rates significantly
- Post-call follow-up — immediately after a meeting, an automated sequence sends your proposal template, case studies, or next steps
- Pipeline view — a single dashboard that shows who's booked, who showed, who no-showed, and what stage every active deal is in
Built in from day one.
Not bolt-ons.
Every project follows the same structured process. Scope is fixed before work starts. Timeline is agreed before configuration begins. There are no mid-project surprises and no "that's out of scope" conversations after the fact.
What we built for
a millwork & fabrication company.
Doyle Farris —
3,500 dormant contacts
reactivated.
A leading millwork and countertop fabricator had 3,500 contacts in Salesforce that hadn't been contacted in over a year. No follow-up system, no reactivation sequences, no visibility into which contacts were warm and which had moved on. Leads from contractors and builders were coming in but disappearing into an inbox.
We built a structured reactivation sequence for the dormant Salesforce contacts, a speed-to-lead system for new inbound leads, and a pipeline view that showed exactly where every active conversation stood. Within 30 days, the team had re-engaged 18% of dormant contacts and had a clear view of their pipeline for the first time.
Fixed scope.
No surprises.
Running in weeks.
CRM setup is a one-time project with an ongoing optional retainer. The setup covers everything: CRM configuration, pipeline build, integrations, automations, booking system, and training. The retainer covers ongoing automation maintenance, sequence optimization, and reporting.
A single-platform CRM build (one lead source, one pipeline, speed-to-lead automation, booking) starts at $1,500. Multi-platform builds, complex pipelines, or CRM migrations with large contact bases are scoped individually.
Ongoing retainer starts at $400/month and covers monitoring, sequence optimization, new automation builds, and monthly reporting. Most businesses add this for the first 3 months until the system is fully tuned.
Get a CRM quote →What clients
always ask.
HubSpot, Salesforce, Pipedrive, and GoHighLevel. We recommend the right platform based on your use case, team size, and budget — not on commission. For most small service businesses, HubSpot (free tier) or Pipedrive works well. For agencies or multi-channel service businesses, GoHighLevel is often the best fit. For businesses already on Salesforce, we configure and extend what you have.
Yes. Most of our engagements start with an existing CRM that was set up incorrectly, is half-used, or doesn't match how the business actually sells. We audit what you have, identify what's broken or missing, and reconfigure it. We don't push you to switch platforms unless there's a strong reason.
Speed-to-lead is the time between a lead submitting a form (or calling, or messaging) and receiving their first personal response. Research consistently shows that leads contacted within 5 minutes are dramatically more likely to become clients than leads contacted after an hour. Most businesses contact new leads within 24–48 hours. We automate a personalized response within 60 seconds of every form submission, 24/7.
Yes. If you have contacts in a spreadsheet, old CRM, or another tool, we handle the import, deduplication, and tagging during the build. Contact migration is included in the setup scope for lists under 5,000 records. Larger migrations are scoped separately.
That's where we do our best work. Generic CRM templates work for generic sales processes — simple pipelines, one product type, one buyer persona. Complex, multi-stage, or unusual sales processes need custom configuration. We've built CRM systems for licensed product e-commerce, luxury real estate, millwork fabrication, and financial services. We start with how you actually sell, not how a template assumes you sell.
A focused single-platform build (one CRM, one pipeline, speed-to-lead, booking) takes 2–3 weeks from kickoff to live system. More complex builds with multiple pipelines, integrations, or large contact migrations take 4–5 weeks. Timeline is agreed in the scope before work starts.
Ready to stop
losing leads
to slow follow-up?
Tell us your current setup, your lead volume, and where deals are falling through. We'll audit what you have and build you a system that captures every lead and follows up without you.
Let's talk →