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CRM & Automation · Delray Beach, FL

CRM and automation forDelray Beach businesses.

CRM setup, lead-flow automation, and follow-up systems for Delray Beach businesses, so the leads you earn actually convert.

A South Florida professional services team working with their lead system in Delray Beach
5.0 ★
29 Google reviews
100%
In-house production
Delray Beach
On-location every week
South FL
Broward, Dade, Palm Beach
(954) 376-2826 Based in Fort Lauderdale, FL Serving Delray Beach, Palm Beach County
CRM & Automation · Delray Beach

CRM Setup & Automation built around Delray Beach.

Most Delray Beach 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, 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 Delray Beach businesses have no system for it. We set up CRMs and lead-flow automation for Delray Beach businesses across The Ave, Pineapple Grove, West Atlantic: instant auto-responders, missed-call text-back, automated routing, and follow-up sequences that keep every inquiry moving until it closes.

The Ave Pineapple Grove West Atlantic South of Atlantic Beachside US 1 corridor
CRM and automation for Delray Beach businesses
On-location in Delray Beach
Our Fort Lauderdale crew regularly works across nearby Boca Raton and West Palm Beach with restaurants, retail brands, medical and aesthetic practices, and professional firms that serve the same Palm Beach County audience.
Why automation

Most Delray Beach businesses lose more revenue to slow follow-up than to lost leads.

Downtown Delray rewards businesses that feel current, local, and easy to trust. Independent restaurants and retailers share attention with medical, aesthetic, real estate, and professional service firms, while the Atlantic Avenue corridor keeps competition visible within a short walk. Strong search profiles and current visual content help a business stand out before a buyer reaches the door. 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 Delray Beach businesses do not have a slow-leads problem; they have a no-system problem. Automation with auto-responders, missed-call text-back, SMS sequences, and clean pipeline visibility fixes that without adding headcount.

Delray Beach · Palm Beach County

"Our Fort Lauderdale crew regularly works across nearby Boca Raton and West Palm Beach with restaurants, retail brands, medical and aesthetic practices, and professional firms that serve the same Palm Beach County audience."

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What's included

What is included.

A full lead-flow and follow-up system built around your team and the way you actually sell.

  • CRM selection and setup for HubSpot, GoHighLevel, or the platform of your choice
  • Lead capture from website, Instagram, Google, and ads, all into one inbox
  • Automated lead routing to the right team member
  • Instant auto-responder and SMS follow-up sequences
  • Email nurture sequences for leads not ready to buy
  • Booking, calendar, and consultation flow integration
  • Pipeline setup, stages, and reporting
  • Team training and SOP documentation
Revenue leaks

What automation actually fixes

CRM and automation work best when they fix specific revenue leaks. These are the leaks we see most often.

01

Slow follow-up (speed-to-lead)

Auto-responders, SMS sequences, missed-call text-back, and routing make the first response go out in seconds, not days. Speed-to-lead is the single biggest factor in close rate for most service businesses.

02

Leads falling through cracks

Every inquiry from website, Instagram DM, Google, and referral gets captured in one inbox with clear ownership, so nothing sits unread.

03

No follow-up cadence

Nurture sequences for leads that need time, so a "not now" does not become "never" because you forgot to reach back out.

04

No pipeline visibility

Clear stages, reporting, and conversion data so you actually know where revenue is coming from and where it is stuck.

05

Manual repetitive work

Bookings, reminders, post-visit emails, and review requests are automated cleanly so the team can focus on the work that matters.

Transparent pricing

Simple, honest CRM and automation pricing.

One simple monthly plan with setup included and no separate setup fee. Here is where it starts.

Most Popular

Starting at

$399 / month

Full lead-flow system with setup included.

  • CRM setup and configuration included
  • Multi-channel lead capture and routing
  • Follow-up and nurture automation
  • Ongoing management and reporting
Get Started

One monthly plan, scoped to your channels and workflows. See the full breakdown on the CRM page, or request a quote.

Industries · Delray Beach

Built for the industries Delray Beach runs on.

CRM and automation runs differently for different businesses. These are the Delray Beach categories we work with most often.

FAQ

Common questions, answered straight.

More on the CRM and automation service page, or just book a free call to ask in person.

Which CRM do you set up for Delray Beach businesses?

Most often HubSpot or GoHighLevel, but we work in whatever platform fits your business and team. The CRM is a means to an end; the goal is leads in, follow-up out, and revenue tracked.

Can you connect Instagram DMs and website forms into one inbox?

Yes. That is one of the most common requests from Delray Beach clients. Every lead source flows into a single CRM with clear ownership and automated first-touch follow-up.

How fast can a CRM be set up?

A core setup typically takes 2 to 3 weeks for discovery, build, testing, and team training. Larger systems with multiple integrations take 4 to 6 weeks.

Do you handle the automations that send review requests?

Yes. Review-generation flows are one of the highest-ROI automations a Delray Beach service business can run. Post-visit and post-purchase prompts that drive consistent Google reviews are built into most setups. See CRM automation for local service businesses.

Will my team be able to use the CRM after you set it up?

Yes. That is the whole point. Team training and clear SOPs are part of every setup, so the system does not just exist; it gets used.
More in Delray Beach

Everything else we run in Delray Beach.

Clients usually engage us across more than one channel. Content, web, and follow-up systems all reinforce each other.

Across South Florida

CRM Setup & Automation in every South Florida city we serve.

Stop losing Delray Beach leads to slow follow-up.

Lunna builds CRM, lead-flow, and automation systems for Delray Beach businesses.

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