CRM setup in New Hampshire
Every customer in one place, so a busy week never lets a lead go cold
Once the leads are coming in, they need a home. Your customer database keeps every contact, every past job, and every follow-up in one place, with a business texting line that reaches customers reliably.
What a CRM is
One home for every customer, so nothing gets forgotten
Once the leads are coming in, they need a home. Optimus Business Solutions gives New Hampshire small businesses one place for every customer: a customer relationship management system that holds every contact, every past job, and every follow-up, backed by an A2P-approved business texting line that reaches people reliably, all in an account you own. A word-of-mouth business already has this list. It lives in a call log, a text thread, and a stack of invoices, and it only works while you remember it. Move that list into one system that remembers for you, reaches out on schedule, and hands every conversation to the next with the history attached, so a busy week never lets a lead go cold.
How pricing works
You own everything
The finished work belongs to your business.
Flat month-to-month
One clear monthly amount, never a meter running in the background.
Cancel anytime
No long contract keeps you after the value stops.
Exact price on the 15-minute call
You leave the first call knowing the number and what it covers.
How it comes together
From scattered notes to a list that works for you
Every customer in one place
Every customer you have gets gathered from invoices, your phone, and any software you have tried, then cleaned, deduplicated, and imported into one record each, so nothing is scattered anymore.
A line that reaches them
Your business gets its own number, registered to your company with the carriers, with consent recorded for every contact, so your reminders and follow-ups actually land.
Follow-ups that bring people back
Reminders, review requests, quote follow-ups, and seasonal campaigns get written in your voice, tested on your own phone, and turned on only after you approve them.
What gets set up
Six pieces, and nothing falls through
Pick the pieces you need. Every one writes to the same customer record, so nothing gets forgotten and the list gets more valuable with every job.
Every customer in one place
Every customer you have ever served, pulled in from invoices, your phone, and any old software, cleaned up and sorted into the stages your jobs actually move through, so no one gets lost.
A texting line that gets through
A dedicated business number registered with the carriers under the A2P 10DLC rules, so your texts reach customers instead of getting filtered out as spam.
Follow-ups that run themselves
Appointment confirmations, reminders, on-my-way messages, and a text back the moment a call gets missed, all sent from your business number without you lifting a finger.
Past customers, brought back
Seasonal reminders, a nudge to customers you have not seen in a while, and referral asks, written in your voice and approved by you before any of them run.
Every call on the record
Every call the receptionist answers lands in the customer record with the summary, so the next conversation picks up right where the last one left off.
Calendar always in sync
Bookings, reschedules, and cancellations sync both ways, so the database and the calendar never disagree about who is coming when.
Your list, your number, your rules
The customer list and the texting number stay with the business
Optimus CRM setup
- Account created in your business name, with you as the owner
- A dedicated number registered to your company with the carriers
- Consent recorded before any contact receives a text
- Every message written in your voice and approved by you
- Optimus stays a removable administrator, never the owner
The shared-number texting platform
- A pooled number that carriers already filter
- Templates nobody adapted to your trade or your customers
- Contacts locked behind an export you have to ask for
- Messages sent to people who never agreed to hear from you
- A login that disappears when the subscription ends
Questions owners ask
Straight answers before you book
What is a CRM, in plain terms?
It is one home for every customer, so nothing falls through. One record each holds their contact details, every call and text, every job you have done for them, and what should happen next. Most small businesses already keep this list. It just lives in a phone and a filing cabinet, where things slip.
What does A2P-approved mean, and why does it matter?
It means your business texts actually get delivered instead of filtered out. A2P stands for application-to-person messaging, and carriers require any business texting from software to register the business and its message types first, or the number gets blocked. That registration gets completed in your business name, so your reminders and follow-ups arrive.
Will this spam my customers?
No, the opposite. Texts go only to customers who agreed to hear from you, consent is recorded on each contact, every message carries an opt-out, and you approve the wording before anything runs. A campaign that annoys your customers costs you more than it earns, so what gets built is messages people are glad to get.
Does it work with the AI receptionist and the website?
Yes, and that is the whole point of setting it up. Calls the receptionist answers, forms submitted on the website, and bookings from the calendar all land in the same customer record, so nothing falls through because someone forgot to write it down.
I already use a CRM. Do I have to switch?
No. If the software you run already works for you, the receptionist, the website, and the automations connect straight to it. A new one gets set up only when you do not have one, or when the one you have is a spreadsheet.
Who owns the account and the number?
You do, always. The account is created in your business name, the texting number is registered to your company, and Optimus stays on as an administrator you can remove. If we ever part ways, the customer list and the number stay with you.
Start with a website built for AI search. Build the system from there.
Salem, New Hampshire based, in person across southern NH and remote nationwide. Our specialty is the trades, and we help any small business. Your price is quoted to your business, so give us 15 minutes and leave with your exact number. Month to month, cancel anytime, and you own everything we build.