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CRM SERVICES

Know What Happens Next.

Calls, forms, texts, and follow-up live in one place so your team can see who needs a response next.

Keep Leads Moving

Our CRM is built for teams that want results, not complexity.

01

Lead Capture & Assignment

Route calls, forms, and conversations into the right pipeline with a clear owner and next step.

02

Automated Follow-Up Sequences

Set up follow-up by email, text, or voicemail so routine outreach does not depend on someone remembering every step.

03

Pipeline Analytics & Forecasting

See where conversations, estimates, and appointments sit so your team can spot stalled work and decide what to do next.

04

Workflow Automation

Use agreed triggers for reminders, appointment steps, and task assignments while keeping the process visible to your team.

Market Smmash CRM
+ Create Workflow

Workflow List

All Workflows
Active
NameLast UpdatedEnrolled
Lead Follow-Up SequenceMar 28, 2026143
Review Request AutomationMar 27, 202689
Appointment RemindersMar 26, 2026256
Re-engagement CampaignMar 25, 2026
New Client OnboardingMar 24, 202667
Google Review FunnelMar 22, 2026112
1

Tracked lead pipeline

2

Follow-up channels

1

Shared lead pipeline

Most small businesses lose track of leads when calls, forms, texts, and estimates live in separate places. We map your process, build a shared pipeline, and add follow-up rules that make the next step visible to the people responsible for it.

Your Onboarding Process

1

Discovery & Audit

We analyze your current sales process, identify gaps, and map out the ideal CRM workflow for your business.

2

CRM Setup & Migration

We build your custom CRM environment, import your contacts, and configure every automation and pipeline stage.

3

Team Training & Launch

Your team gets training on the pipeline, daily tasks, and follow-up rules before the system goes live.

4

Ongoing Optimization

We review the workflow with you, adjust what is not working, and keep the system aligned with your process.

Is This Right For You?

Home service businesses managing multiple leads daily

Sales teams that lose track of follow-ups

Agencies scaling beyond spreadsheets and manual processes

Any business that wants to close deals faster with less manual work

Why Choose Market Smmash

Custom-built pipelines tailored to your exact sales process

Dedicated account manager for ongoing strategy and support

Integrations reviewed against the tools your team already uses

Frequently Asked Questions

Example Workflow

Everlasting Jewelry: Call Coverage and Review Requests

See how a retail team used call coverage and a repeatable review-request workflow while serving in-store customers.

Read Case Study
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