Every lead tracked from first click to closed sale.
CRM implementation and sales automation on HubSpot, Salesforce, Zoho, GoHighLevel and Pipedrive, connected to your ads, website, SMS and phones. Built by a team that runs its own call center, with 100K+ calls logged for FirstHale.
30+ in-house specialists design, development, QA and growth
☎Lead assignedRound-robin to Jessica in 4s
✓SMS sentBooking link delivered, read
↗Pipeline$49,500 in proposals this week
9,006leads tracked (JUET)
100K+calls logged (FirstHale)
3–6 wkstypical CRM go-live
Trusted by founders, growing businesses and enterprise brands
In short
What is a lead management system?
A lead management system captures every inquiry from ads, your website, SMS and portals in one place, assigns it to the right salesperson and tracks it until it becomes a sale.
✓Every lead source in one CRM
✓Instant assignment and SMS follow-up
✓Sales traced back to each campaign
Any business that gets more leads than it can follow up by memory, from home services to real estate teams, needs one.
At Seoily, we set it up on HubSpot, Salesforce, Zoho, GoHighLevel or Pipedrive after mapping how your team sells. Good lead management means a lead is assigned in seconds, gets a text reply right away, is called within minutes and every sale can be traced back to its campaign.
Tools: HubSpot, Salesforce, GoHighLevel, TwilioBest for: Teams handling 300+ leads a month
The problem
Why leads go missing between ads and sales
Most businesses don’t have a lead problem. They have a follow-up problem. These are the gaps we close.
seoily / crm / issue-01.logLIVE
✕Leads split across 5 spreadsheetsAudit
✕1 in 6 leads never contactedSample check
⚙Seoily: every source into one CRMFix
✓100% of leads assignedResult
BEFORE83%→WITH SEOILY100%Leads assigned
Services
What we set up
One team covers the CRM, the automation around it and the people who call your leads.
HubSpot & Salesforce
Two-way SMS
CRM implementationHubSpot, Salesforce, Zoho, GoHighLevel or Pipedrive set up with pipelines, fields and stages that match your sales process.Talk to us about this
Education · ClientA 38-city admissions pipelineEvery enquiry from ads, portals and the website routed to counsellors on Meritto, scored across four lead sources and followed up on WhatsApp and phone through the admissions cycle.
Insurance · Client100K+ calls logged against every policyA sales dashboard and CRM where every driver lead, call and policy is tracked, used daily by our in-house call team.
Partner app · Seoily productSeva jobs tracked from booking to proofOur own system assigns every seva to a verified partner, tracks status and stores video proof, the same logic we use in client pipelines.
Timelines assume CRM and ad account access in week one. Final plan and price come after a short call.Get my CRM quote →
Pricing
How much does CRM implementation cost?
Lead management setups start from $1,800 and full CRM implementations from $5,300 excluding CRM licenses. The price depends on the number of users, lead sources, SMS and telephony integration and data migration.
Lead managementSmall teams moving off spreadsheetsFrom $1,800one-time setup
✓CRM setup for up to 5 users✓Meta, Google and web form leads✓Auto-assignment and reminders✓1 training session
Numbers we report onSpeed, follow-up and revenue, tracked dailyFigures from CRM, telephony and client reports · updated monthly
9,006leads tracked (JUET)
100K+calls logged (FirstHale)
5 minaverage lead call-back
502enrollments traced to source (JUET)
90%+daily CRM adoption after 30 days
0leads lost to spreadsheets
Why Seoily
Why businesses pick Seoily for CRM and lead management
One team that builds, launches, grows and supports, so nothing gets lost between agencies.
01We run a call center on itOur own agents use the systems we build, every day.
02Marketing, CRM and calling togetherOne team for the ads, the pipeline and the follow-up.
03Text-first, TCPA-awareSMS follow-up with opt-in, opt-out and quiet hours tracked.
CAPTUREASSIGNFOLLOW UPCLOSE
SEOILYYour pipeline
04Adoption, not just setupTraining and weekly check-ins until the team uses it.
05Revenue reportingEvery sale traced back to the campaign that started it.
06Your data, your accountThe CRM and every record stay in your name.
meta: new leadcrm: assigned to Jessica in 4ssms: booking link openedaircall: call 3m 12spipeline: estimate bookedhubspot: deal won $21,000dashboard: CPL $5report: sent 7pm
meta: new leadcrm: assigned to Jessica in 4ssms: booking link openedaircall: call 3m 12spipeline: estimate bookedhubspot: deal won $21,000dashboard: CPL $5report: sent 7pm
Questions clients ask about CRM and lead management
Can’t find yours? Ask in the chat below and a real person replies.
A lead management setup starts from $1,800 and a full CRM implementation from $5,300 plus the CRM license. Price depends on users, integrations and data migration.
A lead management system usually goes live in two to three weeks. A full CRM with SMS, telephony and dashboards takes four to six weeks.
HubSpot suits marketing-led teams, Salesforce suits larger or complex sales teams, Pipedrive suits small B2B teams that want simplicity, GoHighLevel suits agencies and home services that live on SMS, and Zoho is the budget all-rounder. We recommend one after the audit.
Yes. We build opt-in capture into every form, store consent on the lead, honor STOP replies, respect quiet hours and register your numbers for A2P 10DLC. Your legal counsel should still review your consent wording.
Yes. We work with clients worldwide and set up HubSpot, Salesforce, GoHighLevel and Pipedrive for businesses in many countries. Our hours overlap your workday, and go-live support runs in your time zone.
One CRM lead is your contact, with a shared Slack channel, a weekly call during setup and a written adoption report every week for the first month.
We can’t guarantee sales, but we plan for adoption: minimal fields, hands-on training and weekly adoption reviews for the first month, adjusting until the team uses the CRM daily.
You do. The CRM account, licenses and every record are in your company’s name, and we sign an NDA before touching your data.
A sales process walkthrough, admin access to your ad accounts and CRM, a list of lead sources and a sales manager to sign off the pipeline.
A freelancer can configure a CRM but rarely handles integrations, SMS consent and training, and a large consultancy often bills by the day for long discovery. A senior offshore team like ours covers setup, integrations, training and even calling for roughly a third to half the cost.
Talk to the team
Losing leads between ads and sales? Talk to the team that tracks 100K+ calls.
Chat with our assistant, message the team on WhatsApp, or book a call. Whichever you pick, a real strategist follows up within one working day.
Every lead tracked from first click to closed sale.
☎Lead assignedRound-robin to Jessica in 4s
✓SMS sentBooking link delivered, read
CRM implementation and sales automation on HubSpot, Salesforce, Zoho, GoHighLevel and Pipedrive, connected to your ads, website, SMS and phones. Built by a team that runs its own call center, with 100K+ calls logged for FirstHale.
30+ in-house specialists design, dev, QA and growth
9,006leads tracked (JUET)
100K+calls logged (FirstHale)
3–6 wkstypical CRM go-live
In short
What is a lead management system?
A lead management system captures every inquiry from ads, your website, SMS and portals in one place, assigns it to the right salesperson and tracks it until it becomes a sale.
Any business that gets more leads than it can follow up by memory, from home services to real estate teams, needs one.
At Seoily, we set it up on HubSpot, Salesforce, Zoho, GoHighLevel or Pipedrive after mapping how your team sells. Good lead management means a lead is assigned in seconds, gets a text reply right away, is called within minutes and every sale can be traced back to its campaign.
Education · ClientA 38-city admissions pipelineEvery enquiry from ads, portals and the website routed to counsellors on Meritto, scored across four lead sources and followed up on WhatsApp and phone through the admissions cycle.
Insurance · Client100K+ calls logged against every policyA sales dashboard and CRM where every driver lead, call and policy is tracked, used daily by our in-house call team.
Partner app · Seoily productSeva jobs tracked from booking to proofOur own system assigns every seva to a verified partner, tracks status and stores video proof, the same logic we use in client pipelines.
Lead management setups start from $1,800 and full CRM implementations from $5,300 excluding CRM licenses. The price depends on the number of users, lead sources, SMS and telephony integration and data migration.
Lead managementSmall teams moving off spreadsheetsFrom $1,800one-time setup✓CRM setup for up to 5 users✓Meta, Google and web form leads✓Auto-assignment and reminders✓1 training session
MOST CHOSENCRM implementationGrowing sales teamsFrom $5,300one-time setup✓Custom pipeline and lead scoring✓SMS, calling and consent tracking✓Sales automation sequences✓Dashboards and 30 days support
Managed CRMTeams that want it run for themCustommonthly✓Everything in implementation✓Ongoing admin and changes✓Optional in-house calling team✓Monthly revenue review
Indicative prices, excluding taxes and CRM license fees. Fixed quote after a 20-minute call.
Compare
Seoily vs a freelancer vs a large CRM consultancy
Sales process auditSeoilyIncluded, with your sales teamFreelancer: Rarely, builds from a listLarge agency: Yes, long discovery phase
SMS and telephonySeoilySet up and tested in-houseFreelancer: Often left to youLarge agency: Via third-party partners
Ads connected to salesSeoilyRevenue tracked by campaignFreelancer: Not usually coveredLarge agency: Separate marketing agency
Team adoptionSeoilyTraining plus weekly check-insFreelancer: One handover callLarge agency: Training, billed per day
Calling supportSeoilyIn-house call center availableFreelancer: Not availableLarge agency: Not available
CostSeoilyFrom $1,800 setupFreelancer: From $700 setupLarge agency: From $17,500 setup
Beyond the CRM
A CRM is only as good as the leads and calls in it.
We connect your CRM to the ads that bring leads in and the people who call them, so the whole funnel is measured in one place.
Figures from CRM, telephony and client reports · updated monthly
Why Seoily
Why businesses pick Seoily for CRM and lead management
CAPTUREASSIGNFOLLOW UPCLOSE
SEOILYYour pipeline
meta: new leadcrm: assigned to Jessica in 4ssms: booking link openedaircall: call 3m 12spipeline: estimate bookedhubspot: deal won $21,000dashboard: CPL $5report: sent 7pm
meta: new leadcrm: assigned to Jessica in 4ssms: booking link openedaircall: call 3m 12spipeline: estimate bookedhubspot: deal won $21,000dashboard: CPL $5report: sent 7pm
01We run a call center on itOur own agents use the systems we build, every day.
02Marketing, CRM and calling togetherOne team for the ads, the pipeline and the follow-up.
03Text-first, TCPA-awareSMS follow-up with opt-in, opt-out and quiet hours tracked.
04Adoption, not just setupTraining and weekly check-ins until the team uses it.
05Revenue reportingEvery sale traced back to the campaign that started it.
06Your data, your accountThe CRM and every record stay in your name.
Home servicesReal estateHealthcare & clinicsFinance & insuranceEducationSaaS & startupsLegal & professional servicesAutomotive
Serving businesses in
New YorkLondonTorontoSydneyDubaiLos AngelesChicagoMelbourneSingaporeSan FranciscoManchesterAustinDublinMiami
FAQ
Questions clients ask about CRM and lead management
A lead management setup starts from $1,800 and a full CRM implementation from $5,300 plus the CRM license. Price depends on users, integrations and data migration.
A lead management system usually goes live in two to three weeks. A full CRM with SMS, telephony and dashboards takes four to six weeks.
HubSpot suits marketing-led teams, Salesforce suits larger or complex sales teams, Pipedrive suits small B2B teams that want simplicity, GoHighLevel suits agencies and home services that live on SMS, and Zoho is the budget all-rounder. We recommend one after the audit.
Yes. We build opt-in capture into every form, store consent on the lead, honor STOP replies, respect quiet hours and register your numbers for A2P 10DLC. Your legal counsel should still review your consent wording.
Yes. We work with clients worldwide and set up HubSpot, Salesforce, GoHighLevel and Pipedrive for businesses in many countries. Our hours overlap your workday, and go-live support runs in your time zone.
One CRM lead is your contact, with a shared Slack channel, a weekly call during setup and a written adoption report every week for the first month.
We can’t guarantee sales, but we plan for adoption: minimal fields, hands-on training and weekly adoption reviews for the first month, adjusting until the team uses the CRM daily.
You do. The CRM account, licenses and every record are in your company’s name, and we sign an NDA before touching your data.
A sales process walkthrough, admin access to your ad accounts and CRM, a list of lead sources and a sales manager to sign off the pipeline.
A freelancer can configure a CRM but rarely handles integrations, SMS consent and training, and a large consultancy often bills by the day for long discovery. A senior offshore team like ours covers setup, integrations, training and even calling for roughly a third to half the cost.
