CRM setup in New Hampshire
CRM setup: we set up and connect the CRM you choose
Once the leads are coming in, they need a home. We set up the CRM you choose in your business name, bring every customer into it, and connect it to your website, your calendar and your phone, with a business texting line that reaches customers reliably.
What CRM setup is
What does CRM setup include?
CRM setup means we set up and connect the CRM you choose, so every customer, every past job and every follow-up lives in one place you own. Optimus Business Solutions in Salem, New Hampshire sets up the account in your business name, imports the customers you already have, registers a business texting line with the carriers, and connects the CRM to your website, your calendar and your phone. 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. Once it lives in one system, a busy week never lets a lead go cold.
How we work
You own everything
The finished work belongs to your business: the code, the domain, and the content.
Custom-coded to last
Built from scratch for your business, so it keeps working for you.
Built around your work
We shape each piece to how your business actually runs, not a generic package.
A clear plan on the first call
You leave the 15-minute call knowing exactly what we would build and why.
How it comes together
From scattered notes to a CRM that works for you
You choose the CRM, we set it up
We map how a job moves through your business, help you pick a CRM that fits if you have not chosen one, then set it up in your name and import every customer you have, cleaned and deduplicated.
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.
Connected, then switched on
The website, the calendar and the phone get connected to it. Reminders, quote follow-ups and seasonal messages are 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. Once it is in place, a CRM agent can keep it current for you.
The CRM you choose, set up right
We set up the CRM you pick in your business name, with the stages your jobs actually move through, from first call to paid invoice, so no one gets lost between them.
Every customer in one place
Every customer you have ever served, pulled in from invoices, your phone, and any old software, cleaned up and deduplicated into one record each.
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, sent from your business number once you have approved the wording.
Connected to the rest
Website forms, bookings and the calls the receptionist answers land on the same customer record, so the next conversation picks up where the last one left off.
Calendar always in sync
Bookings, reschedules, and cancellations sync both ways, so the CRM and the calendar never disagree about who is coming when.
The CRMs we set up
Each one has its own page: who it fits, what gets set up, and what it connects to. Using a different CRM? Ask, and we tell you straight whether we can set it up and connect it.
Go High Level
The account created, your business texting approved by the carriers, and the CRM, missed-call text back and follow-ups set up.
See CRM setup on Go High LevelHubSpot
Some jobs are won over weeks: a site walk, a proposal, a second meeting, a revised number. We set up HubSpot so each deal has a stage, an owner and a next step.
See CRM setup on HubSpotJobber
Jobber runs the working day of a home service business: the request, the quote, the visit, the invoice. We set it up for your trade and tie it to your website.
See CRM setup on JobberHousecall Pro
Housecall Pro keeps the schedule, the techs on the road and the customer in step. We set it up for your trade so a booked job, an on my way text and a paid invoice all run from one account.
See CRM setup on Housecall Pro
Your CRM, your number, your rules
The customer list and the texting number stay with the business
CRM setup with us
- The CRM you choose, set up 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
- Connected to your website, your calendar and your phone
- Optimus stays a removable administrator, never the owner
Signing up and figuring it out alone
- An account opened on a trial and never finished
- Default stages nobody adapted to your trade
- Customers still split between the phone and the invoices
- Texts sent from a number the carriers filter
- The website and the calendar never connected
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.
Which CRM do you set up?
The one you choose. If you already have one in mind, we set it up and connect it. If you do not, we walk through how your jobs move from first call to paid invoice and help you pick one that fits that path and your budget, then set it up in your business name.
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 set up is messages people are glad to get.
Does it connect to the website and the AI receptionist?
Yes, and that is the whole point of setting it up. Forms submitted on the website and bookings from the calendar land in the same customer record, and every call the receptionist answers reaches you as a summary, 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, we connect the website, the calendar and your agents 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 worldwide. Our specialty is the trades, and we help any small business. Give us 15 minutes and we will show you exactly what we would build for your business. You own everything we build.