CRM & AUTOMATION CONSULTING
Turn Chaos Into Clarity
CRM & Automation That Powers Real Business Results
Lifelong trade experience. Trusted by Inc. 5000 winners, Glaziers of the Year, and the National Shower Professionals Co-Op. We build scalable CRM systems that simplify operations and automate growth across every industry. Our tools are designed to quote jobs and book appointments automatically.
We Help Service, Retails, and Trade Businesses Systemize for Scale
Smarter Systems. Bigger Results.
CRM Design & Automation: Organize leads, automate follow-up, and streamline sales
Lead Nurture & Booking Sequences: Never miss a follow-up again with AI-powered email, SMS & DMs
Voice AI Quoting System: Let our VoiceAI quote jobs, pre-qualify leads & book appointments for you
Post-Sale Automations: Auto onboard, request reviews, and turn jobs into referrals
Team Training & SOPs: We build it, you own it, and we make training easy together
Know Your Numbers: Custom dashboards for making data-driven decisions
Our Services
Strategic CRM Blueprint
Deep-dive into your operations, identify pain points, and design a scalable, automated CRM tailored to your business growth goals.
Custom CRM Implementation & Launch
Build and deploy your CRM with fully integrated with email/SMS follow-up, appointments, proposals, payments, and more.
Lead Management & Follow-Up Automations
Capture, qualify, and nurture every lead, from cold web inquiry to hot close, with proven workflows that turn interest into revenue.
Post-Sale & Growth Workflows
Automate job-quoting, onboarding, review generation, referral requests, repeat-purchase prompts, and customer check-ins
Live Training & Team Enablement
Train your office staff and field team to use the system confidently. We provide ready‑to‑run SOPs, cheat sheets, and group workshops.
Our Process
A Proven Framework for Scaling with Systems
1. A Free Strategy Call
We identify automation gaps & growth blockers
2. Project Scope Document
You receive a full systems blueprint
3. Live CRM Build & Proposal
We install + train your team, then deliver options for full automation
Voice AI
Voice AI Setup + Custom Scripting + Integration into CRM
We’ll Show You How It’s Done
Our consulting services go beyond advice. We work side-by-side with your team to build, implement, and optimize powerful automations and customer journeys through your software. With streamlined processes and CRM strategies, you’ll see enhanced efficiency, improved lead management, and higher customer satisfaction.
Meet Your New Smart Sales Assistant
Our new Voice AI tool doesn’t just answer calls - it asks the right questions, qualifies the lead, generates a quote, and books the job. It’s like cloning your best rep and putting them on 24/7 autopilot.
Roofing: Voice AI asks roofing type, square footage, preferred dates
Glass: Gathers measurements, style, zip code, sends instant quote
HVAC, Plumbing, Real Estate: Ask-to-appointment flow with zero staff input
Success Stories
Robert helped us build a 5 star experience for our customers. 3 years in a row on INC 5000, and Glazier of the Year Award.
Brandon Nicastro
CEO, GCS Glass
We use Digital Helper Pro to connect us to industry leaders that need our custom CRM and automation solutions.
Robert Gomez
Owner, Partner, Followup.Glass
We refer all of our customers that need a custom CRM to FollowUp.Glass. We worked together to put GCS Glass on the INC 5000 list, and make the most out of every ad-dollar for glass companies across the U.S.
Kraig Bond
Owner & Operator, Elite Results Marketing
Digital Helper Pro is the official tech partner and consultant for the National Shower Door Co-Op. We are growing our membership, training, and fulfilling our mission to raise industry standards, thanks to Digital Helper Pro.
Christina Elia
President, The Shower Door Professionals Co-op
LET’S GET STARTED
Ready To Make a Real Change? Let’s Build this Thing Together!
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