Skip to content
Salvus AI
AI & Implementation

One command center for your leads, clients, and operations.

We set up, connect, and run the CRM your business operates on. Pipelines, follow-up, lead routing, and reporting in one place, on the platform that fits how you work, or custom-built when off-the-shelf tools fall short.

Scope this serviceGet a written quote

Engagement details

Quote
In writing
Duration
4 weeks to launch
Platform
The one that fits, or a custom build
Setup
Contacts, pipelines, and data imported
Monthly
Automations tuned, reporting reviewed
Coverage
Pipelines, follow-up, routing, reporting
How this engagement runs

Three steps from first call to system you own.

  1. 01

    Scoping

    We pick where this moves a number.

    Working session, written read-out, 1 to 3 places this service actually moves the needle for your business.

  2. 02

    Build

    We ship on your infrastructure.

    Code lands on your server, wired into the tools your team already uses. You see progress every week.

  3. 03

    Tune

    90 days of weekly edits.

    Weekly tuning calls, accuracy reporting, and a single weekly number that says working or broken.

Inside the engagement

What you actually receive.

  • 01Pipeline

    Lead pipeline

    Every lead tracked from first touch to closed. Stages, assigned owners, activity logs, and automated follow-up baked in.

  • 02Contacts

    Unified contact records

    Calls, texts, emails, form fills, and appointment history in one record. Your team stops hunting across tabs.

  • 03Automations

    Built-in automations

    Follow-up sequences, appointment reminders, re-engagement workflows. Built as native CRM workflows, not bolted on.

  • 04Reporting

    Pipeline reporting

    Lead volume, conversion rate, revenue by source, close time. The numbers that tell you whether the operation is working.

  • 05Platform

    The right platform, or a custom build

    We set up and run the CRM that fits how your business works. When off-the-shelf tools fall short, we build one around your workflow and your data.

  • 06Integrations

    Stack integrations

    Connected to your ads accounts, booking software, payment processor, and any other tool you run today.

Method

Predictable phases. Honest checkpoints.

  1. 01
    Week 01

    Audit and setup

    We review your current stack, confirm the right platform with you, and import your existing contacts, pipelines, and data.

  2. 02
    Weeks 02 to 03

    Configure and automate

    Pipelines, automations, and reporting built to your workflow. Your team tests before go-live.

  3. 03
    Week 04

    Training and launch

    Hands-on training for your team. Live on your data.

  4. 04
    Ongoing

    Monthly optimization

    Automations tuned, new workflows added, reporting reviewed. Included in the monthly retainer.

Next step

Ready to scope crm & operations?

Thirty minutes on the phone, and you will leave with a clear answer on whether this fits. Not a soft proposal, a yes or no.

Book intro callOther services