Turn Your CRM Into a Sales Machine.

We optimize and automate Follow Up Boss, Lofty, and HubSpot so you save time, increase conversions, and eliminate manual work.

Leads slip through the cracks

CRMs are underused or set up wrong

Manual work slows scaling

The Snapflow Advantage

Most teams don't know how to automate. We install proven, turnkey systems so your CRM runs like an always-on operator—without hiring extra admin.

Supported Platforms

Follow Up Boss

Lofty

HubSpot

Packages

Standard CRM Automation

$2,000–$2,500

25 systems, covering all aspects of your CRM
Pipeline optimization
Loom walkthrough & installation
Setup for 1 CRM (Follow Up Boss, Lofty, or HubSpot)

Advanced CRM Automation

$3,000–$3,500

Full access to automation library
Pipeline optimization
Two revision rounds
30-day support window

Just want to optimize one part of your CRM?

Targeted Automation

Delivery Process

Discovery Call / Intake

CRM Audit

Proposal with Options

Build & Test

Deliver, Train, Support

Risk-Free Delivery Plan

Automation

CRM backup
Automation map
Sandbox test (if possible)
Staggered rollout
Filters & safeguards
2–3 week monitoring
Rollback plan
Client sign-off

Pipeline

Data export
Stage mapping
Non-destructive pass
Small-batch migration
Audit each stage
Client review
Sign-off before deleting

Retainers

Baseline metrics (30–60 days)
Set improvement goals
Monthly health check
Quarterly review
No-lock contracts
Rollback guarantee
Ops-cost advisory

Retainer Plans

Maintenance

$500/mo

Maintenance
Customization of existing automations
Error response
Weekly systems report

Growth

$1,200/mo

All Maintenance features
Ongoing optimization of automation
Up to 2 new systems per month custom
Pipeline audits and adjustments
Dashboard
Quarterly CRM Audits