Automation & Systems

Support for Growing Service Businesses

We design and install CRM, lead capture, follow-up, booking, and reporting systems so your business runs cleanly, predictably, and without manual chaos.

Our work focuses on infrastructure, the systems behind lead management, sales operations, and visibility, so growth doesn’t depend on constant manual effort.

  • Tailored Business Automation Services.

About Us

Tailored Automation & Systems Consulting

We partner with service-based businesses to replace manual processes, disconnected tools, and unclear workflows with reliable, scalable systems.

Our work focuses on infrastructure, the systems behind lead management, sales operations, and visibility, so growth doesn’t depend on constant manual effort.

  • Clean CRM structure and visibility

  • Automated follow-up and booking

  • Reliable workflows that scale with your business

Custom-Built Systems

Service-Based Focus

End-to-End Visibility

Operational Clarity

Our Services

Automation Infrastructure for Modern Service Businesses

We don’t sell tools.

We design and install systems.

Each engagement is tailored to your business model, goals, and operational reality.

CRM Setup & Optimization

We configure and structure your CRM so every lead, deal, and interaction is tracked clearly, without clutter or confusion.

Lead Capture & Follow-Up Systems

Automated forms, tagging, SMS, email, and task workflows ensure no lead slips through the cracks.

Booking, Payments & Reporting

We install booking flows, reminders, payment integrations, and simple dashboards so you always know what’s happening.

Our Process

Our Roadmap to Reliable Systems

Assessment & Analysis

Planning & Implementation

Monitoring & Adjustment

01

Strategy & System Mapping

We assess your current setup, identify bottlenecks, and design the system your business actually needs.

02

Build & Implementation

We build and configure your automation inside your CRM and connected tools, clean, tested, and documented.

03

Testing & Optimization

Every workflow is tested end-to-end to ensure reliability before handoff. Optional ongoing optimization is available.

Our Process

Commonly Asked Queries

About Our Services

What types of businesses we work with?

We work with service-based businesses such as agencies, consultants, solar companies, and local service providers doing real revenue.

Do you provide done-for-you implementation?

Yes. We design, build, and test systems for you, this is not a DIY service.

What tools do you use?

We primarily work with GoHighLevel, Make.com, n8n, and supporting platforms when appropriate..

How long does a typical build take?

Most systems are implemented over a few weeks, depending on complexity and scope..

Didn't Find Your Questions?

If you’re unsure whether this is a fit, the best next step is a strategy call.

Let's Talk: Schedule

a Strategy Call To:

Review your current systems

Identify gaps and inefficiencies

Determine whether working together makes sense

No pressure. No sales games. Just clarity.

Crede Consulting is an automation and systems consulting firm that helps service-based businesses implement CRM, lead management, and operational automation.

Copyright 2025. Crede Consulting LLC. All rights reserved.