See which inquiries need attention and who owns the next step.
Studio & Search · CRM & Business Systems
Know what needs attention next.
A CRM and connected process shaped around how your team captures inquiries, follows up and completes work.
Good fit: A team losing track of leads, appointments or work across separate tools.
See how to get started
What this makes easier
More room for the work that needs you.
Keep important customer details together through an agreed process.
Give your team a system built around how work actually moves.
Illustrative example
Leads are scattered across several places.
The situation
Contact details live in messages and spreadsheets, making it difficult to know which inquiries received a response.
With the agreed service in place
A scoped CRM brings agreed records into a pipeline with owners, stages and next actions. Supported capture and scheduling connections can reduce manual updates. Import quality and permissions are reviewed before migration.
An example of a possible setup, not a customer case study. Your written scope confirms the capabilities included.
What we can handle
- One sales pipeline with up to five users.
- One clean data import and up to two specifically approved supported workflows.
- Complex migration, new integrations and third party licenses are separate.
Make sure it fits
- Work outside the written scope
- Paid media, third-party subscriptions and additional production unless expressly included
- Guaranteed rankings, lead volume or revenue
What Melissa will ask
- How do inquiries reach you today?
- Which stages and team roles do you need?
- What existing information needs to move?
Getting started
Tell Melissa how inquiries arrive and where you lose track of them. We will scope the pipeline, users, migration and connections.
- Map your lead stages, roles and reporting needs.
- Review existing records and supported integrations.
- Approve the implementation scope, costs and migration plan.
- Test the workflows and train the team before handoff.
A few useful answers
Can it work with my existing tools?
We review your phone, calendar, CRM and required permissions before promising a connection.
Will it replace my team?
It can handle agreed routine work and pass exceptions to your people. You approve the handoff rules.
What does it cost?
From $1,499.00 setup plus from $199.00 monthly. Final scope and price require technical review.
What happens after setup?
Ongoing management, supported changes and usage are defined in your plan. Testing and review come before customer-facing changes.
Surfaced AI and Studio & Search are sister brands. Your written proposal identifies the provider, exact scope and charges for your purchase. Never send passwords or card details by text.