CRM & Workflows

Spreadsheets, sticky notes, and random inbox threads don’t scale.

WebVolt CRM & Workflows give you a clear pipeline, automatic tasks, and follow-ups that fire based on what your contacts actually do. Instead of “Who do I call next?” you get a system that tells you what’s due, what’s hot, and what’s stuck.

What This Does For Your Business

Centralizes all contacts, notes, and conversations in one place.

Gives you a clear pipeline from new lead → contacted → booked → closed.

Automatically creates tasks and reminders so follow-ups don’t get forgotten.

Keeps your team on the same page instead of tripping over each other.

Gives you simple metrics on leads, deals, and close rates.

What We Set Up For You

Pipelines tailored to how your business actually works.

Automatic stage changes based on behavior (form filled, call booked, invoice paid, no-show, etc.).

Tasks, reminders, and internal notifications so follow-ups happen on time.

Activity timelines for each contact (calls, emails, texts, appointments, notes).

Basic reporting: new leads, deals won, close rate, source of leads, and bottlenecks.

By The Numbers

Customers care about how they’re treated, not just what they buy

A smooth, consistent experience keeps people coming back and referring friends

Most small teams lose a ton of time and revenue to pure disorganization—missed follow-ups, forgotten quotes, and dropped balls

Bottom line: a simple, clean CRM with smart workflows makes you look more professional, and it stops money from falling through the cracks.

Stop trying to run your pipeline from memory and your inbox.

Let’s get your CRM and workflows dialed in so you always know what’s next.

Get My CRM & Workflows Dialed In

From websites to automations, WebVolt fuels your digital growth.

Contact Info

(503) 486-9575

Stay Connected

Subscribe to Our Newsletter

Get business growth tips and strategies straight to your inbox.

© 2025 WebVolt. All rights reserved.