Our Services

CRM & Business Systems

We set up the tools that help you track leads, follow up on time, and stop letting potential customers fall through the cracks.

Pricing: Starting at $750
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CRM and Business Systems

Your CRM should be doing more work than you are

Most small businesses have some version of a CRM or contact system and a spreadsheet, an inbox, or a platform they signed up for and never fully configured. The problem is not that the tool does not exist. It is that nobody ever built it out in a way that actually matches how the business works, so leads get missed and follow-ups depend on whoever remembers to do them.

We build out the systems your business needs to actually track what is happening. CRM setup, sales pipelines, automations that follow up so you do not have to, and connections between your website, your email, and everything else you are using. Set up right, your CRM becomes the place where nothing gets lost.

These platforms require a separate subscription paid directly to the software provider. Our fee covers the setup, configuration, and build-out. We will help you understand what a platform costs and whether it is the right fit before you commit to anything.
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Let’s Look at Your Setup

Tell us what you are currently using and what is not working. We will get back to you within one business day.

What We Set Up

One place where everything about your clients and leads lives

We build the pieces that turn a platform you have into a system that actually runs your business.

CRM Setup and Configuration

We get your CRM configured the way your business actually works. Contact properties, deal stages, user permissions, data imports, and the structure that makes everything findable. Whether you are starting fresh or cleaning up a platform that was never set up properly, we build it to match how you operate.

Sales Pipeline Build-Out

We build the pipeline that maps to your actual sales process, from first contact to closed client. Custom deal stages, task assignments, visibility into what is active and what has stalled. You will be able to look at your pipeline and know exactly where every opportunity stands without digging through emails to find out.

Automation Setup

Follow-up emails that go out automatically when a lead fills out a form. Task reminders when a deal has not moved in a week. Notifications when a contact takes an action on your website. We build the automations that handle the things that fall through the cracks when you are busy running your business.

Platform Integrations

Your CRM should talk to the other tools you use. We connect your website forms so leads go directly into the CRM, wire up your email marketing, and integrate scheduling, payment, or other platforms you are already running. The goal is one source of truth, not five separate places to check.

Why This Matters

Leads do not follow up with themselves. Deals do not move on their own.

Most small businesses lose business not because they are not good at what they do, but because the follow-up did not happen, the quote went out and nobody checked back, or a promising lead went cold while the owner was busy.

Follow-ups that actually happen

When a lead fills out your contact form, the follow-up goes out automatically. No relying on memory, no checking a to-do list at the end of a long day. The automation handles it.

Visibility into your pipeline

Instead of trying to remember which quotes are out and who needs a call back, you open your pipeline and see exactly where everything stands. Stalled deals surface before they go cold.

Everything in one place

Contact history, deal status, email threads, notes from calls. When a client reaches out, you are not searching three places to remember where things stand. It is all in the CRM.

A well-built CRM does not just store contacts. It runs the parts of your sales process you do not have time to run manually.

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How We Build It

From scattered to structured

We start by understanding how your business actually works, then build a system that matches it.

Not sure what platform is right for you? Let’s figure it out before you commit to anything.

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Platform Recommendation

We work in whatever you have. We recommend HubSpot.

If you are already using a CRM, we will work in it. We have set up and configured a range of platforms and are not here to talk you into switching if what you have is working.

That said, if you are starting fresh or outgrowing what you have, our recommendation is HubSpot. It brings your contacts, deals, email marketing, forms, and website activity into one place. For many small businesses, HubSpot’s free and starter tiers offer more functionality than paid alternatives, though the right fit always depends on your specific situation.

We will walk you through what a platform costs and what you actually get before you sign up for anything.

HubSpot
CRM, email, forms, pipeline, and website tracking in one platform
Recommended
HoneyBook
Popular with service-based businesses for proposals and contracts
Your existing platform
Already set up somewhere? We configure and build in what you have
Who This Is For

Any small business that is tired of tracking clients in their head

You do not need to be a certain size or type of business to benefit from a well-built CRM. If you have leads coming in, clients to manage, and follow-ups that need to happen, you need a system.

  • You are using a spreadsheet or your inbox as a CRM
  • You have a platform set up but you are barely using it
  • Leads come in but follow-up is inconsistent
  • You cannot see your pipeline without digging through emails
  • You are switching platforms and need it set up properly this time
  • Your tools do not talk to each other and data lives in multiple places

One-time setup

We build the CRM, the pipeline, and the core automations, then hand it off with a walkthrough. You run it from there, with the option to come back if you need more built out later.

Ongoing support

For businesses that want a partner to keep the system current. We add automations as your needs change, adjust the pipeline as your process evolves, and make sure the CRM keeps up with the business.

Connected to your other marketing

We connect the CRM to your website, your email marketing, and your social media so leads from every channel flow into one place.

Get Your Systems Working

Stop managing your business out of your inbox.

Whether you need a fresh CRM setup or want to get more out of what you already have, start with a conversation and we will tell you exactly what makes sense.

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Common Questions

Things people ask before they reach out

No. If you are already using something, we can work in it. We recommend HubSpot when someone is starting fresh because of how much it brings together in one place, but the right platform depends on your business, your budget, and what you actually need. We will walk you through the options before you commit to anything.
Yes. The platform subscription is paid directly to the software provider. Our fee covers the setup, configuration, and build-out of your system. We will tell you upfront what a platform costs and what tier you need before you sign up, so there are no surprises.
This is one of the most common situations we work with. You have the platform, you are paying for it, but it is not doing much because nobody ever built it out the way your business actually works. We can come in, audit what you have, clean it up, and build the structure and automations that make it useful.
A sales pipeline is a visual way to see every active lead or opportunity, organized by where they are in your process. New inquiry, quote sent, follow-up needed, contract signed. If you have more than a handful of active leads at a time, a pipeline makes it much harder to let something slip. We build it around the stages that match how your business actually sells.
Common ones include: automatic follow-up emails when a lead fills out a contact form, task creation when a deal reaches a certain stage, reminders when a deal has not moved in a set number of days, and notification emails when a contact takes an action on your website. What we build depends on your specific process and where the biggest gaps are.
Yes. Connecting your website contact forms directly to your CRM is one of the most valuable integrations we set up. When a lead fills out a form on your site, a contact is created in the CRM automatically and the follow-up sequence starts. No manual data entry, no leads sitting in an email inbox waiting to be copied somewhere.
Yes. We offer both one-time builds and ongoing support retainers. The one-time build includes a recorded walkthrough so you can reference it later. The ongoing retainer is for businesses that want a partner to keep adjusting and growing the system as the business changes. We can discuss which makes more sense once we understand your situation.
Signing up takes five minutes. Getting it to actually work for your business is where most people stop. The pipeline stages need to match your real process. The automations need to be built. The integrations need to be wired up. The properties need to be set up so the data you care about is tracked. We do all of that so you get a system that is useful from day one instead of another platform collecting dust.
Work With Tigreaux

Your business deserves a presence that matches it.

Every project starts with one conversation. Tell us where you are and what you need.