Done-for-you automation
We’ll Build the System. You Run the Business.
Turn your CRM into an organized operating system with professionally installed pipelines, follow-up, calendars, onboarding, and client communication.
Setup & automation
Done-for-you automation
Turn your CRM into an organized operating system with professionally installed pipelines, follow-up, calendars, onboarding, and client communication.
Inside the system
We connect each step from new lead to client onboarding, so prospects receive a consistent experience without constant manual follow-up.
Your automation flow
01
Lead captured
02
Follow-up sent
03
Consultation booked
04
Reminders delivered
05
Client onboarded
Investment
Setup is scoped to your business. Tell us what you need and we’ll send pricing and the next step. Lux Credit CRM is $299/month, billed separately.
Complimentary resource
Know what to put in place first—from your client journey and website to follow-up and daily operations.
