Sales CRM Built to Close More Deals
Stay Organized. Sell Smarter. Grow Faster.
Manage every lead, conversation, and deal in one powerful, easy-to-use system—so nothing slips through the cracks.
What CRM Means for You
Unified Lead Management
Capture every lead from your website, ads, emails, calls, and texts in one central dashboard—no more scattered spreadsheets.
Customizable Pipelines
Build visual pipelines tailored to your sales process. Drag and drop deals through stages and instantly see where each opportunity stands.
Automated Follow-Ups
Trigger emails, texts, or task reminders the moment a prospect moves to the next stage—keeping momentum without manual work.
Team Collaboration & Task Management
Assign leads, set priorities, and track performance across your entire sales team in real time.
Advanced Reporting & Analytics
See at a glance which campaigns are driving revenue, which reps are closing fastest, and where to focus for maximum growth.
Full Customer Timeline
Every email, call, and note lives in one place, giving you a complete history to personalize conversations and strengthen relationships.
Why Businesses LOVE this CRM
Never Miss a Lead
Every contact is instantly logged and tracked from first interaction to closed deal.
Shorter Sales Cycles
Built-in automation and reminders mean faster follow-ups and fewer stalled opportunities.
Scalable & Flexible
Whether you’re solo or have a growing team, the system adapts to your process and volume.
Our role: Setup and Support
We don’t just give you a tool—we create a sales engine.
CRM Strategy & Design
Map your unique sales stages and automate key touchpoints.
Implementation & Data Migration
Import contacts, configure pipelines, and integrate with your existing tools.
Training & Ongoing Optimization
Equip your team to use the system confidently, with continuous improvement baked in.
Turn Leads Into Customers Effortlessly
Discover how a unified sales CRM can streamline your workflow and help you close more deals.
FAQS
What exactly do you offer?
We provide an all-in-one CRM and marketing automation platform combined with hands-on consulting. This includes lead capture, sales pipelines, automated email/SMS campaigns, appointment scheduling, review management, and website/funnel building—plus strategy and support to keep everything running smoothly.
Who is this service best suited for?
Any small to mid-sized business that needs to capture more leads, streamline follow-up, and close sales faster. Our most common clients include local service providers like plumbers, HVAC, electricians, bookkeepers, salons, real estate professionals, coaches/consultants, and wellness services.
Are your services tailored to my business?
Absolutely. At Charistek Consulting and Marketing LLC, we believe in a personalized approach. We understand that every business is unique, so our services are tailored to your specific needs and objectives. We collaborate closely with you to assess your requirements and develop strategies and solutions that address your challenges directly. Our aim is to deliver results that align perfectly with your business goals and foster long-term success.
Do I need to be tech-savvy to use it your marketing automation platform?
Not at all. We handle the setup, integrations, and custom automations for you. After launch, we train you and your team so you can manage day-to-day tasks with ease.
Can I keep my existing website or tools?
Yes. You can either integrate your current site and email/SMS tools or replace them completely with our built-in website and funnel builder. We’ll recommend the best approach during your strategy session.
How long does onboarding take?
Most clients are fully set up and ready to launch campaigns in 2–4 weeks, depending on the complexity of their funnels and automations
What ongoing support do you provide?
We include live support, video walkthroughs, and regular optimization check-ins. You’ll also have access to a dedicated account manager for any questions
Is my customer data secure?
Absolutely. We use enterprise-grade security, encryption, and industry best practices to protect your data and comply with privacy standards.
How much does it cost?
Pricing depends on the scope of your setup and the level of ongoing consulting you choose. We offer flexible plans that scale with your business. Book a consultation to get a quote.
Can you migrate my existing contacts and leads?
Yes. We can import your current contacts, sales pipelines, and key historical data so nothing is lost when you transition.
Will this replace other subscriptions I’m paying for?
In most cases, yes. Our platform can take the place of separate email marketing, text marketing, landing-page, calendar, and pipeline tools—helping you cut costs while simplifying your workflow.
