CRM setup, lead-flow automation, and follow-up systems for Boca Raton businesses — so the leads you earn actually convert.
Most Boca Raton businesses lose more revenue to slow follow-up than to lost leads. An inquiry comes in from Instagram, the website, a missed call, or a referral — and then sits unread for two days while the prospect calls the next competitor. Speed-to-lead is the single highest-leverage variable on close rate, and most Boca Raton businesses have no system for it. We set up CRMs and lead-flow automation for Boca Raton businesses across Mizner Park, Boca Center, Downtown Boca: instant auto-responders, missed-call text-back, automated routing, and follow-up sequences that keep every inquiry moving until it closes.
Boca buyers are research-heavy and brand-sensitive. They check websites, scroll Instagram, read Google reviews, and quietly judge whether a business looks worthy of the price. A thin presence quietly costs clients to the competitor down Federal Highway with a sharper feed and a more credible website. In a competitive market, speed-to-lead is one of the highest-leverage levers on close rate — the business that responds in five minutes typically wins the inquiry over the one that responds in two days. Most Boca Raton businesses do not have a slow-leads problem; they have a no-system problem. Automation — auto-responders, missed-call text-back, SMS sequences, and clean pipeline visibility — fixes that without adding headcount.
"Boca is one of our strongest markets for med spas, jewelers, professional service firms, and luxury retail — shoots regularly happen along Federal Highway, Mizner Park, and downtown Boca."
A full lead-flow and follow-up system — built around your team and the way you actually sell.
CRM and automation work best when they fix specific revenue leaks. These are the leaks we see most often.
Auto-responders, SMS sequences, missed-call text-back, and routing so the first response goes out in seconds, not days — speed-to-lead is the single biggest factor in close rate for most service businesses.
Every inquiry — website, Instagram DM, Google, referral — captured in one inbox with clear ownership, so nothing sits unread.
Nurture sequences for leads that need time, so a "not now" does not become "never" because you forgot to reach back out.
Clear stages, reporting, and conversion data so you actually know where revenue is coming from and where it is stuck.
Bookings, reminders, post-visit emails, review requests — automated cleanly so the team can focus on the work that matters.
CRM and automation is scoped per setup, with optional ongoing management.
CRM Setup
Get the system running.
Full Lead Flow
Every channel connected.
Ongoing
Continuous tuning.
See the full breakdown on the CRM page, or request a quote.
CRM and automation runs differently for different businesses. These are the Boca Raton categories we work with most often.
Transformation content, treatment education, and a feed that keeps the booking calendar full.
Authority content for consultants, advisors, and B2B firms: credibility that converts before the first call.
Product and lifestyle content for boutiques, jewelers, and luxury brands that drives traffic and sales.
Authority content for attorneys and law firms that builds trust and brings in qualified cases.
More on the CRM and automation service page, or just book a free call to ask in person.
Clients usually engage us across more than one channel — content, web, and follow-up systems all reinforce each other.
Available across Palm Beach County and South Florida.
Available across Palm Beach County and South Florida.
Available across Palm Beach County and South Florida.
Available across Palm Beach County and South Florida.
Available across Palm Beach County and South Florida.
Lunna builds CRM, lead-flow, and automation systems for Boca Raton businesses.
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