Hire me · waitlist
A CRM for small business, built around how you work.
I build the whole thing: the website that brings inquiries in, the CRM that keeps track of them and the follow-up that answers them, with AI doing the repetitive parts. You don’t write a line of code, and you don’t have to become the person who understands all of it.
Join the waitlistRight now there’s a waitlist.
Who a done-for-you CRM build is for
- You run a small business and inquiries reach you from your site, social media, ads or referrals.
- Replies depend on you or one person remembering, so some leads go cold before anyone answers.
- You’re logging into several apps to see one customer, and you’d rather have one place.
- You tried setting something up yourself, and it’s half done because the business came first.
Not a fit if you want a big team with account managers, a one-off landing page with nothing behind it, or AI that runs the business with nobody checking. I’m one person, and I build systems I’d be happy to run myself.
What’s in a small business CRM build
- Your website. Fast, easy for you to edit, and set up properly so Google can index it. The forms go straight into your CRM, so no inquiry sits in an inbox nobody checks.
- Your CRM. Every contact in one list, one pipeline that shows where each lead stands, and reminders so nobody gets forgotten. It’s set up around how you already sell, not around a template.
- Your follow-up. Messages that go out when someone inquires, books or goes quiet. They ask the questions you’d ask, so by the time you speak to someone, you already know if they’re a fit.
- AI that helps with leads. New inquiries get tagged and sorted by what they asked for. You set the rules, and the AI follows them.
- Online booking. If people book time with you, they pick a slot that’s actually free, and the booking lands in the same system.
- Email that actually arrives. Your sending domain set up properly, so your emails reach inboxes instead of spam.
- Payments. If you take payments or deposits online, tell me on the form and I’ll tell you honestly whether it fits the build.
Proof: How WellPlan works · All projects
What is the simplest CRM a small business needs?
Most small businesses need four things to start: one list of contacts, one pipeline that shows where each lead stands, reminders so nobody gets forgotten, and one inbox where every message lands. That’s the basic CRM for a small business, and it’s where I start every build.
Everything else, like reports, scoring and automations for every edge case, can wait until you’re using those four every day. A simple system you open daily beats a clever one you avoid.
What does it cost to have it built?
There are two costs. One is the software, which you pay for monthly. The other is the setup: getting your contacts in, your pipeline right and your follow-up running. The software is usually the smaller part.
The most expensive CRM is the one nobody set up properly, because you pay for it and still lose the leads. I quote the setup once I understand what your business needs.
Working out the full cost first? Read my guide to how much a CRM costs a small business.
Comparing free options first? Read my guide to the best free CRM for a small business.
How a CRM build works (the waitlist)
- Join the waitlist. Tell me what your business does and what’s slowing it down.
- I reply. I’ll tell you honestly whether I can fix it, and if I can’t, I’ll say so.
- We agree the scope. When a spot opens, we get on a short call and work out exactly what the build includes.
- I build it and show you how it works.
Join the waitlist
CRM for small business: questions people ask
What is a CRM for a small business?
It’s one place for everyone who has ever contacted you, with where each one stands and what happens next. Instead of leads scattered across your inbox, DMs and a notebook, you see them all in one list.
Why is a CRM important for a small business?
Because leads slip through quietly. A form stops sending or a message sits unread, and nobody notices until the customer has gone elsewhere. A CRM puts every lead in one list with a next step, so you see what’s being missed before it costs you a customer.
Which CRM is best for a small business?
The one your team will actually open every day. For most small businesses that’s a simple one, set up properly. I wrote a full guide on how to compare them.
How do I choose a CRM for my small business?
Start with how you sell today: where leads come from, who replies and what a “good lead” looks like. Then pick the simplest CRM that handles that, and check it connects to your website forms and your inbox.
When should a small business set up a CRM?
As soon as you’ve lost track of a lead once. If you’re remembering follow-ups in your head, you’re already past the point where a CRM helps.
Do I need to know how to code?
No. I build it, and you use it. If you’d like to understand how it works, I’ll walk you through it.
Which platform do you build on?
Usually WellPlan, the platform I founded, because I know exactly how it behaves.
How much does it cost?
I quote once I understand the business.
Rather build it yourself?
Not everyone wants it done for them. If you’d rather learn how these systems work and build your own, start with the free monthly guide.
Read this first: the best vibe coding tools, and the decisions they can’t make.