How Ignite CRM Works
How does Ignite CRM get set up?
Ignite CRM is built and configured for you. Book a demo and tell us about your business. We set up your CRM, phone, forms and automations around how you already work. Once it is live, leads start getting answered and followed up automatically, so you book more jobs without adding staff.
- 1
Book a demo
Tell us about your calls, leads and follow-up. We map it to the CRM and give you a plan.
- 2
We set up your CRM, phone, forms and automations
We configure everything around your business, then connect your channels and calendar.
- 3
Leads start getting answered and followed up automatically
Missed calls get texted back, new leads get a fast reply, and reminders run on schedule.
What We Configure For You
Setup is not self-serve. We build the pieces that make Ignite CRM work for your specific business.
We provision your business phone number and route calls to the AI receptionist when you are busy or after hours. We connect your website forms and lead sources so every lead lands in one inbox. We sync your calendar for online booking and build the follow-up sequences that text and email leads on your schedule.
You get a working CRM, a working phone line, working forms and working automations, configured for the way your team already operates. You do not have to stitch tools together or learn a platform before it pays off.
From First Call to First Booked Job
Once you are live, the system works in the background while you run your business.
A new lead fills out a form or calls. The AI receptionist answers if you cannot, books the appointment and sends a confirmation. A missed call gets an instant text back with a booking link. The lead enters your pipeline and an automated sequence follows up by text and email until the job is booked. Reminders go out, the job closes, and a review request goes to your happy customer.
You see every lead by stage, every conversation in one thread and every booking on your calendar. Your team replies from one inbox with full history. No lead waits, and no lead disappears.
BOOK A DEMOWhy a Done-For-You Setup Matters
Most small businesses do not have time to become CRM experts.
The reason leads slip is rarely the tool. It is the setup that never gets finished. Follow-up sequences sit unbuilt, booking links never get shared and missed calls keep going to voicemail. A done-for-you setup means the day you go live, the automations that capture and follow up with leads are already running.
You bring the knowledge of your business. We bring the configuration that turns it into a working system. That is the whole point of booking a demo first.
What You Need to Bring
Very little. A short conversation and access to the tools you already use.
You do not need to be technical, and you do not need a finished plan. Bring your business phone number, your website, your calendar and a sense of where your leads come from. If you already use a form on your site, an ad campaign, or a listing on social media, tell us and we will connect it. If you are starting from scratch, we help you set up the pieces so the system can start capturing leads right away.
The rest is on us. We configure the phone line, the inbox, the booking calendar, the follow-up sequences and the review requests around the way your team already works. By the time we go live, you have a system that captures and follows up with leads automatically, and your team simply replies from one inbox with the full history attached to every contact.
Frequently Asked Questions
Related pages
Stop Losing Leads. Start Growing.
Book a demo and see how Ignite CRM captures every lead, answers every call and follows up for you.
No credit card. We set it up for you.