Leads & customers
Collect website inquiries, incoming calls and walk-ins. Keep contact details and the source of each inquiry together.
PromotionNY Business Systems · New YorkCustom CRM &
Custom CRM &
Business Automation.
Your leads, your team, your daily work — connected in a system built around your business.
We build practical tools for schools, service businesses and teams with more than one location. From the first inquiry to the next appointment, everyone knows what happens next.
Designed for your workflowClear staff permissionsReports you can use
Built around how you workOne place for the work
One place for the work
between “hello” and “done.”
Replace scattered notes and disconnected lists with a clear process your team can follow.
Calls & follow-up
Record conversations, add staff notes and plan the next contact so a promising inquiry has a clear owner.
Teams & permissions
Give employees the access they need by role or location, with server-side checks and a record of changes.
Appointments & enrollment
Track scheduled visits, arrivals and outcomes separately. Adapt the process for bookings, admissions or service delivery.
Dashboards & reports
See the pipeline, branch performance and team activity. Define reports around the decisions you actually need to make.
Excel & existing systems
Download useful lists for Excel. Plan data exchange around the import, export or API options your other systems support.
Example solution · EducationFrom first inquiry
From first inquiry
to enrollment.
A multi-location school needs to know who applied, who was contacted, who arrived and who enrolled. A purpose-built admissions CRM keeps those facts separate while giving each branch a clear working list.
The same approach can be adapted to a service business: inquiry → callback → appointment → customer.
Let’s map your workflow01CaptureOnline, phone and walk-in inquiries
02CoordinateBranch ownership, staff notes and next steps
03TrackAppointments, visits and enrollment
04ReviewDashboard, reports and Excel lists
A clear path to launchStart with the process.
Start with the process.
Build the right system.
Map
We review your people, locations, existing tools and the steps that need to connect.
Build
We prepare the screens, permissions and reports around an agreed scope.
Check
We test on a separate copy, review data handling and check staff access before launch.
Hand over
Your team receives a working process, documentation and an agreed plan for ongoing support.
Before we start
Questions about your CRM project.
Can this work with our current website?
Often, yes. We can extend an existing WordPress website or plan a separate application, depending on your workflow, access needs and existing systems.
Can we keep our existing applications and customer records?
Data preservation is part of the project scope. We review the source, create backups and test the migration on a separate copy before an agreed production change.
Can different branches have different access?
Yes. We can define access by location and role, including checks when records are read, changed or exported.
Can it connect to another business or reporting system?
We first check the supported API or import/export format and the access your organization is allowed to use. An Excel or CSV workflow may be the appropriate first step.
How much will our system cost?
We prepare a project quote after reviewing the required screens, workflows, reports, migration and connections. The scope and delivery plan are agreed before development.
Let’s talk about your operationWhat should your
What should your
business system do?
Tell us what you manage today, where work gets stuck and what your team needs to see.
(212) 889-1536New York · Manhattan · Brooklyn · All five boroughs
A useful first conversation
Bring your workflow and the names of the tools you use. We can discuss the structure before you share any customer records.