GSD CRM: all-in-one CRM software, set up and run for you
The ultimate growth platform.
One platform for your pipeline, inbox, calendar, funnels and follow-up, built and run for you so every lead is answered in seconds and nothing stalls.
Included in every plan
GSD CRM at a glance
- Who it is for
- Teams with steady inbound lead flow and no single system holding it, where leads currently arrive across several inboxes, a phone and a spreadsheet.
- Pricing
- Included in every plan
- Billed
- Per month
- Media spend
- Not applicable to this service.
- Deliverables
- 12 named deliverables, listed in full below.
- Process
- 4 phases. First phase: week 1.
- Where we work
- Texas and nationwide. Remote, with on-site work where the engagement needs it.
GSD CRM is the system your leads live in. It replaces the stack most growing companies bolt together, a CRM, email and SMS marketing, scheduling, funnels and forms, and review requests, with one platform at one price. The point is not tidier software. The point is that a lead from an ad, a form or a phone call is acknowledged in seconds, routed to a named person, and followed up until it closes or is disqualified on the record. It suits any company with a real sales process and a leak somewhere in it: home services, dental and medical groups, law firms, real estate teams, and B2B sellers with a considered cycle. We do not hand over a login and wish you luck. We build the pipeline stages around how you actually sell, migrate your contacts and history, write the follow-up sequences, connect your number and calendars, and train your team. Our team works out of Dallas, so onboarding for North Texas clients can be done in person and over video anywhere else in the state. Then we judge the system on the numbers that pay you: speed to first response, contact rate, stage-to-stage conversion, close rate and cost per acquisition. Apex Roofing & Solar runs GSD CRM automation alongside local SEO and Local Services Ads at 430 leads a month and a 41% close rate.
What it changes
Why companies buy GSD CRM
Faster first response
Every inbound lead gets a personalized reply by text or email within seconds, and a task lands on a named person. Leads go cold fast, and automation is what answers the form filled in at nine on a Saturday night.
One platform, one bill
Pipeline, email, SMS, booking, funnels, forms and review requests run on one platform. It is built to replace tools like Mailchimp, Calendly, ClickFunnels and Pipedrive, and the connectors holding them together.
Follow-up that does not rely on memory
Sequences run for months whether or not anyone remembers to send them. Leads that were not ready in March resurface in August instead of dying in a salesperson's inbox, which is where most paid-for demand quietly goes.
A pipeline you can actually read
Every deal has a stage, an owner, a value and a next action. You can see the exact stage where revenue stalls and fix that stage, rather than guessing at the whole funnel or adding spend to a problem spend will not solve.
Reviews collected as a matter of course
A review request goes out after a completed job, automatically, in the channel customers actually answer. Your public profile grows steadily instead of in a panicked push before a slow quarter, and nobody has to chase reviews by hand.
Process
How our GSD CRM engagements run
- 01Account Setup Week 1We provision your account and connect your domain, sending email, phone number and calendars, including the carrier registration US networks require before business texts are delivered. You get a working environment before anyone is asked to change how they work.
- 02Customization Week 1 to 2We map your real sales process into pipeline stages, build the forms, calendars and funnels you need, and write the follow-up sequences in your voice. Lead routing is configured here, which matters when your service area covers a whole metro.
- 03Data Migration Week 2Contacts, companies, open deals, notes and conversation history move over from your current system. We deduplicate on the way in and reconcile record counts with you before go-live, so nobody starts the month selling from a half-empty database.
- 04Training & Support Week 3, then ongoingWe train your team on the handful of screens they use daily rather than the entire platform. After launch you keep our support, and we rewrite sequences and rebuild pipeline stages as your sales process changes.
What is included
- Pipeline and deal management with stage-level reporting
- Unified inbox for SMS, email and webchat
- Calendars, online booking and lead routing
- Automated follow-up sequences by text and email
- Funnel, landing page and form builder
- Review request and reputation automation
- Data migration from your current CRM
- Team training and ongoing support
GSD CRM
Included
Teams with steady inbound lead flow and no single system holding it, where leads currently arrive across several inboxes, a phone and a spreadsheet.
- Platform for your whole team, not priced per seat
- Pipeline, automation and funnel build around your sales process
- Migration of contacts, deals and history from your current CRM
- Team training plus ongoing support and sequence changes
Tell us what you are trying to grow.
We reply within 10 minutes during business hours. No credit card, and a custom 90-day plan either way.
Questions
GSD CRM: frequently asked questions
Is it difficult to switch from my current CRM?
No, because we run the switch for you rather than handing you an import template. We move your contacts, open deals, notes and conversation history across, deduplicate them, and reconcile the record counts with you before go-live. Setup, customization, migration and training run over roughly three weeks, so your team is selling from one system inside a month.
Can I send SMS messages from GSD CRM?
Yes. Two-way SMS is built in alongside email and webchat, all landing in one inbox with the rest of that contact's history. Texts can be sent by hand or triggered automatically by a follow-up sequence, and the carrier registration US networks require for business texting is handled during setup rather than left to you.
Do you charge per user?
No. GSD CRM covers your whole team, so adding a salesperson or a front-desk seat does not change anything. That is deliberate. Per-seat pricing quietly pushes companies to keep people out of the CRM, and a pipeline only tells you the truth when everyone who touches a lead works inside it.
What does GSD CRM actually include?
The platform for your whole team, the build, and ongoing support. That covers pipeline management, the unified inbox, calendars and booking, automated follow-up, the funnel and form builder, and review automation, plus migration and training to get you live. Advertising spend sits outside it, and campaign management for ads or SEO is a separate service.
Do I have to run my advertising with you to use GSD CRM?
No. Plenty of clients run GSD CRM on its own and keep their existing agency or in-house team. It does work harder when we run both, because the pipeline shows which campaigns produce closed deals rather than form fills, and we can then optimize toward revenue instead of toward the cheapest leads.
Who owns the data, and can I take it with me?
You own it, and you can export it whenever you want. Contacts, deal history, conversations, notes and appointments are yours in standard formats, and we will run the export for you if you ever decide to leave. We would rather keep clients on the results than on the cost of getting out.
Evidence
Documented GSD CRM work
Each of these links to the full write-up and to the source document its figures came from.