CRM Setup & Automation Services | WideNet Consulting

Your Business, Fully Connected.

Stop juggling five different tools to run your business. Let us build you one system that does it all.

Between email, texting, invoicing, scheduling, social media, and chasing down leads before they go cold, most North Alabama business owners are stretched thin managing tools that don’t talk to each other. WideNet Consulting’s CRM Setup Service brings everything into a single, powerful platform — configured, connected, and ready to work for you from day one.

We handle the technical heavy lifting: deliverability, integrations, automations, and training — so you can focus on running your business, not troubleshooting software.

Centralized Contacts

Every lead in one place

Real-Time Analytics

Know what's working

24/7 Automation

Workflows that run themselves

Unified Messaging

Text, DM, email — one thread

What a Properly Configured CRM Does For Your Business

A CRM isn’t just a contact list — it’s the operating system for your entire customer relationship, from the first inquiry to the final invoice. Here are the top 15 features our clients rely on every day to run leaner, respond faster, and deliver a better experience to the people they serve.

Centralized Lead & Contact Management

Every phone call, form submission, text, DM, and email inquiry flows into a single contact record — no more digging through spreadsheets, sticky notes, or five different inboxes to figure out where a lead came from or what was last said to them. Your whole team sees the same complete history, so anyone can pick up a conversation without missing a beat

WorkflowAutomation

This is where a CRM pays for itself. Automations handle the repetitive tasks that eat up your team's day — sending a welcome email the moment someone fills out a form, texting an appointment reminder 24 hours in advance, or routing a new lead to the right salesperson automatically. Once built, these workflows run themselves, 24/7, with zero manual effort

Opportunity Pipeline Management

Visualize exactly where every prospect sits in your sales process — new lead, contacted, quote sent, closed — in a simple drag-and-drop pipeline. Stale-lead notifications alert your team the moment a deal has gone quiet too long, so opportunities stop slipping through the cracks

Unified Multi-Channel Messaging

Text messages, Facebook/Instagram DMs, website chat, and email all land in one conversation thread per contact. Your team can respond to a customer's text and their Facebook message from the same screen — no toggling between apps, no missed messages.

Missed-Call Text-Back

When your team can't answer the phone, the CRM automatically sends a text to the caller within seconds. Instead of losing that lead to voicemail, you keep the conversation going in real time — even when nobody's available to pick up.

Appointment Scheduling & Calendar Integration

Let prospects and clients book directly onto your calendar based on real-time availability — no back-and-forth phone tag. Integrated with GSuite or Outlook 365, calendars stay in sync automatically, and automated reminders cut down on no-shows.

Reputation Management

Automatically request Google and Facebook reviews after a job is complete, monitor incoming reviews from one dashboard, and respond quickly to both positive and negative feedback. A steady stream of fresh, positive reviews is one of the strongest local marketing assets a business can have — and this makes generating them nearly effortless.

SMS & Email Marketing

Reach your entire customer list — or a specific segment of it — with targeted text and email campaigns. Announce a promotion, follow up on an abandoned quote, or send a seasonal newsletter, all tracked for opens, clicks, and responses so you know what's actually working.

Invoicing & Payment Processing

Create and send professional invoices directly from the CRM, and let customers pay online through an integrated Stripe payment gateway. No more separate invoicing software, manual reconciliation, or chasing down checks.

E-Signature Collection

Send contracts, service agreements, or proposals for electronic signature and get notified the moment they're signed — with the option to automatically trigger an invoice right after. What used to take days of printing, signing, and scanning now takes minutes.

QuickBooks Integration

Keep your books accurate without double data entry. Invoices, payments, and customer information sync between your CRM and QuickBooks Online, saving your bookkeeper hours every month and reducing costly errors.

Website Chat Widget

A messenger widget on your website captures visitors who have questions but aren't ready to call — routing those conversations straight into the same CRM inbox as your texts and social messages, so no web visitor goes unanswered.

Social Media Planning & Publishing

Plan, schedule, and publish content across your social platforms from a built-in content calendar, keeping your online presence active and consistent without requiring your team to log into multiple platforms every day.

Reporting & Analytics Dashboards

See exactly how leads are moving through your pipeline, which marketing channels are producing results, and where bottlenecks are slowing your team down — all in real time, without building your own spreadsheets or waiting on a monthly report.

Clean, Organized Data Architecture (O.O.P.S.™)

A CRM is only as useful as the data inside it. Our O.O.P.S. (Object Oriented Planning System) framework establishes clear tagging and naming conventions from day one, so your contacts, pipelines, and reports stay organized as your business grows — instead of turning into the same cluttered mess as your last system.

The result: fewer dropped leads, faster response times, less manual busywork for your team, and a noticeably more professional, consistent experience for every customer who interacts with your business.

You can also scroll down to see our optional add-ons, including data migration and A.I. Employee training.

CRM Setup Packages

Choose the package that fits your business size and goals. Both include expert setup, training, and ongoing support.

Basic CRM Setup

$2,995

One-Time Setup — Completed in 8–12 Hours

Perfect for small teams ready to centralize their communication, scheduling, and marketing in one system.

Advanced CRM Setup

$5,995

One-Time Setup — Completed in 30–35 Hours

Built for growing businesses that need deeper automation, payment processing, sales pipelines, and a data management system that keeps things clean as you scale.

Scroll down to see optional add-ons, including data migration and A.I. Employee training.

Optional Upgrades

Add these to either package to further tailor your CRM to your business.

Migration Services (Traditional) — Data Only

We move your data over from your old CRM or spreadsheet as-is. This includes basic custom field setup, field mapping, and full data migration into your new system.

Migration Services (Advanced) — Data Only

We don't just move your data — we clean it up. This includes data strategy recommendations, email verification/validation, and full setup within our O.O.P.S.™ data management framework, including tagging and naming conventions.

Migration of Existing Automation Campaigns

Have workflows in your current system you want to bring along? Let us know and we'll provide a custom quote.

A.I. Employee Training

$1,995 Setup + $147/Month Add a 24/7 A.I. Messenger Bot and Voice Attendant to your CRM — answering questions, capturing leads, and booking appointments even when your team is unavailable.

Why Set Up Your CRM With WideNet?

We've spent 20 years helping North Alabama businesses build systems that actually work for the way they operate — not the other way around. As a white-label partner for the GoHighLevel platform, we bring enterprise-level CRM capability to businesses of every size, backed by real people who configure it, test it, and train your team to use it with confidence.

No guesswork. No generic templates. Just a CRM built around how your business actually runs.

Ready to get your business fully connected? Let's talk about which setup is the right fit for you.

Based in Anniston, Alabama · Certified accessiBe Agency Partner · Serving 450+ Clients Across 14 States · 20+ Years of Digital Marketing Experience

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