Plumway & Co.

CRM, AUTOMATION & BUSINESS SYSTEMS

Your lead process, mapped and built around how your business actually works.

Connect every inquiry to the right person, follow-up, and booking process.

Plumway & Co. builds CRM and automation systems for Home Services, Dental Clinics, and Real Estate businesses. We turn the steps your team handles manually into a defined process—with clear responsibilities, timing, and next actions built into the system.

Book a Systems Strategy Call → View Implementation Packages →

We’ll discuss your current process, where opportunities get stuck, and the scope needed to address it.

Three core services. One connected client journey.

Choose where your process needs support.

You may need a complete lead-management setup, a focused inquiry path, or help improving a system you already use. Each service is built around the same goal: giving your team a clearer process from first contact to the next meaningful action.

Custom CRM & Systems Build

Connect how your business receives, follows up with, and manages leads.

An inquiry might need a callback, an estimate, an appointment, or further qualification. We map those routes and build the CRM around how your team actually handles them.

  • Lead journey mapping and team responsibilities
  • Contact fields, lead-source tracking, and pipeline stages
  • Inquiry forms and booking calendars
  • Response, nurture, reminder, and internal notification workflows
  • Conditions for pausing follow-up or handing a conversation to a person
  • Testing, process documentation, and team handover
Best suited to: Businesses setting up their lead-management system or reorganizing a fragmented CRM and automation setup.

Funnels & Lead Capture

Give a specific service or campaign a complete inquiry path.

We build the pages and connections needed to move someone from interest to a useful inquiry, quote request, or booking.

  • Service, quote-request, or appointment landing pages
  • Forms that collect the information needed for the next action
  • Thank-you pages with clear instructions
  • Calendar, CRM, and workflow connections
  • Lead-source tracking
  • Mobile layout checks and journey testing
Best suited to: Businesses introducing an offer, improving a booking route, or connecting an existing campaign to their CRM.

Systems Care & Optimization

Keep an existing setup dependable as your requirements change.

A new service, different team responsibilities, or an updated booking process can affect several connected workflows. We review the relevant setup, identify what needs changing, and make agreed improvements.

  • Workflow troubleshooting and testing
  • CRM organization and pipeline adjustments
  • Lead routing and notification improvements
  • Changes to follow-up and appointment workflows
  • Updated documentation for the people using the system
Best suited to: Businesses that already have a CRM and automation setup but need ongoing technical support or a defined round of improvements.

Implementation Packages

Implementation built around the complexity of your lead process.

Each engagement begins with understanding how inquiries move through your business. From there, we define the lead journeys, workflow logic, team responsibilities, and implementation scope required to create a system your team can actually use and maintain.

Foundation Implementation

Starting at $2,500

Establish your first connected lead process.

Designed for new businesses or smaller teams that need one dependable route from inquiry to follow-up and booking.

We establish the contact structure, pipeline, booking process, and core automation around one primary journey—then test the setup, document the agreed process, and guide your team through handover.

Growth Implementation

Starting at $4,500

Coordinate multiple inquiries and follow-up routes across your team.

Designed for businesses managing several lead sources, services, or booking routes.

We expand the system to support additional journeys, team routing, follow-up stages, and operational handoffs—so the next action reflects both the inquiry and where the prospect stands.

Advanced Implementation

Custom Scope

Build more complex journeys with deeper routing and workflow logic.

Designed for established businesses with multiple offers, team roles, sales processes, or conditional lead-routing requirements.

We map the rules that determine where a lead goes, who takes responsibility, and which communications should run, pause, change, or hand over to a person.

Scope at a glance

Compare the implementation scope

Final deliverables are confirmed after the Systems Strategy Call and documented in your implementation scope.

Included Foundation Starting at $2,500 Growth Starting at $4,500 Advanced Custom Scope
Primary lead journeys 1 Up to 2 Up to 3
Capture & thank-you pages Up to 2 Up to 4 Up to 6
Sales pipelines 1 1 Up to 2
Booking calendars 1 Up to 2 Up to 3
Automated workflows Up to 3 Up to 6 Up to 10
Lead assignment Designated owner Agreed team routing Conditional routing across agreed roles
Systems mapping session Included Included Included
Implementation roadmap Included Included Included
Testing & quality assurance Included Included Included
Process documentation Included Included Included
Team handover Included Included Included
Post-launch support 14 days 30 days 30 days + agreed support scope
Your implementation scope is defined before the build begins.

Final investment depends on the number of lead journeys, workflow complexity, team routing, integrations, migration requirements, and implementation needs.

Additional website pages, data migration, third-party integrations, platform subscriptions, messaging costs, and ongoing support are scoped separately where required.

Book a Systems Strategy Call →

Built Around How Your Industry Actually Works

What the system can support in your industry.

The same CRM and automation tools can behave very differently depending on the business. A home-service inquiry may need an estimate. A dental inquiry may need an appointment. A real-estate lead may need months of follow-up before they are ready to move.

We design the system around those differences.

Home Services

Follow through on the estimate after the quote request arrives.

Connect service inquiries to assigned callbacks, estimate booking, and follow-up on open quotes. Give your team visibility into requests awaiting contact, scheduled visits, and estimates waiting for a decision.

Common use cases

  • Quote and estimate requests
  • Call-back assignment
  • Appointment scheduling
  • Open-estimate follow-up
  • Missed-call response
  • Lead-source tracking
Dental Clinics

Keep new-patient inquiries visible through the booking process.

Connect appointment requests, front-desk notifications, confirmations, and reminders. Define follow-up for people who have inquired but have yet to book, with clear points for staff to step in personally.

Common use cases

  • New-patient inquiries
  • Consultation requests
  • Appointment reminders
  • No-show follow-up
  • Front-desk notifications
  • Unbooked inquiry follow-up
Real Estate

Match follow-up to the prospect’s readiness.

Organize buyer and seller inquiries, capture qualification details, and connect consultation booking with longer-term nurture. Build a process that changes as a prospect responds, books, or moves closer to a decision.

Common use cases

  • Buyer and seller inquiries
  • Lead qualification
  • Consultation booking
  • Agent assignment
  • Long-term nurture
  • Pipeline visibility

Built to Hold Up in Real Use

The build is checked at the handoffs.

Before launch, we test the points where leads, customers, and team members move from one step to the next.

We verify that submissions enter the correct process, notifications reach the intended person, and follow-up responds appropriately when someone replies, books, reschedules, or needs individual attention.

The goal is not simply to confirm that each automation runs. It is to make sure the whole journey behaves the way your team expects it to.

Lead capture

Forms, source tracking, required fields, and contact creation are checked to make sure the right information enters the system.

Routing & ownership

We check who receives the inquiry, when responsibility changes, and whether the intended person or team receives the notification.

Follow-up behavior

We confirm what runs automatically, what pauses after a response, and where communication should hand over to a person.

Booking & pipeline movement

Appointments, reminders, pipeline changes, and the next action after booking are tested as part of the complete journey.

Team handover

We walk your team through the agreed process and provide documentation so they understand what happens, where to look, and when they need to step in.

A system should not only work in the builder. It should make sense when your team starts using it.

A Defined Scope Before Implementation Begins

Clear expectations before the build starts.

Premium implementation should not begin with vague assumptions. Before anything is built, we define how your current process works, where the gaps are, what the system needs to support, and who is responsible at each stage.

That gives both sides a clear implementation path before configuration begins.

Discuss the Process

We review how inquiries arrive, how your team responds, where information is currently stored, and where delays or repeated work are happening.

Agree on the Build

You receive a defined scope covering the lead journeys, deliverables, workflow rules, routing logic, responsibilities, and implementation boundaries.

Build, Test & Hand Over

We configure the agreed system, test the connections, document the process, and guide your team through how the setup works in day-to-day use.

Your implementation investment is kept separate from ongoing platform costs. Platform subscriptions, messaging charges, third-party services, and ongoing support are outlined separately where applicable. Additional improvements are scoped as separate work.

Ready to Define the Right System?

Let’s define what your team actually needs.

Tell us how inquiries arrive, what happens after first contact, and where follow-up becomes difficult to maintain.

We’ll look at the process with you and determine whether you need a complete implementation, a focused lead-capture journey, or improvements to an existing setup.

Book a Systems Strategy Call →

Bring the process problem. We’ll help define the practical next step.