← All Services
CRM & Automation · Fort Lauderdale, FL

CRM and automation forFort Lauderdale businesses.

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

CRM and lead automation setup for a South Florida business in Fort Lauderdale
5.0 ★
28 Google reviews
100%
In-house production
Fort Lauderdale
On-location every week
South FL
Broward, Dade, Palm Beach
(954) 376-2826 Based in Fort Lauderdale, FL Serving Fort Lauderdale, Broward County
CRM & Automation · Fort Lauderdale

CRM Setup & Automation built around Fort Lauderdale.

Most Fort Lauderdale 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 Fort Lauderdale businesses have no system for it. We set up CRMs and lead-flow automation for Fort Lauderdale businesses across Las Olas, Flagler Village, Victoria Park: instant auto-responders, missed-call text-back, automated routing, and follow-up sequences that keep every inquiry moving until it closes.

Las Olas Flagler Village Victoria Park Rio Vista Coral Ridge Sailboat Bend
CRM and automation for Fort Lauderdale businesses
On-location in Fort Lauderdale
Fort Lauderdale is where we shoot, write, and run social every week — from Las Olas restaurants to Coral Ridge real estate teams to Flagler Village hospitality.
Why automation

Most Fort Lauderdale businesses lose more revenue to slow follow-up than to lost leads.

Customers and clients here vet you online before they ever call — Instagram, Google, and increasingly ChatGPT. The Fort Lauderdale businesses pulling ahead are the ones that look most current and easiest to trust at a glance. A consistent, well-shot social presence and a credible website are now table stakes, not a nice-to-have. 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 Fort Lauderdale 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.

Fort Lauderdale · Broward County

"Fort Lauderdale is where we shoot, write, and run social every week — from Las Olas restaurants to Coral Ridge real estate teams to Flagler Village hospitality."

CRM and automation in Fort Lauderdale — gallery 1
CRM and automation in Fort Lauderdale — gallery 2
CRM and automation in Fort Lauderdale — gallery 3
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 — HubSpot, GoHighLevel, or 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 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.

02

Leads falling through cracks

Every inquiry — website, Instagram DM, Google, referral — 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, review requests — automated cleanly so the team can focus on the work that matters.

Transparent pricing

Simple, honest CRM and automation pricing.

CRM and automation is scoped per setup, with optional ongoing management.

CRM Setup

$2,500 + one-time

Get the system running.

  • Platform setup and config
  • Lead capture + routing
  • Follow-up automation
  • Team training included
Get Started
Most Popular

Full Lead Flow

$5,000 + one-time

Every channel connected.

  • Multi-channel lead capture
  • Instagram + ads + web
  • Review-generation flows
  • Calendar integration
Get Started

Ongoing

$500 / month

Continuous tuning.

  • New automations
  • Pipeline optimization
  • Monthly reporting
  • Priority support
Get Started

See the full breakdown on the CRM page, or request a quote.

Industries · Fort Lauderdale

Built for the industries Fort Lauderdale runs on.

CRM and automation runs differently for different businesses. These are the Fort Lauderdale 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 Fort Lauderdale 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 Fort Lauderdale 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 2–3 weeks — discovery, build, testing, and team training. Larger systems with multiple integrations take 4–6 weeks.

Do you handle the automations that send review requests?

Yes — review-generation flows are one of the highest-ROI automations a Fort Lauderdale 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 Fort Lauderdale

Everything else we run in Fort Lauderdale.

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 Fort Lauderdale leads to slow follow-up.

Lunna builds CRM, lead-flow, and automation systems for Fort Lauderdale businesses.

Book a Free Strategy Call
Chat with us on WhatsApp