CRM Services & Packages--COMING SOON!

At Lewis & Co. Media Management, LLC-- 

CRM, or Customer Relationship Management, refers to the systems and tools businesses use to manage leads, customers, and communication throughout the entire customer journey. A CRM helps businesses organize contact information, track interactions, automate follow-ups, and monitor sales activity in one centralized platform.

CRM systems are designed to improve efficiency, increase conversions, and strengthen customer relationships by ensuring no lead or client is overlooked. Common CRM features include lead and contact management, sales pipelines, automated workflows, appointment scheduling, email and text messaging, and performance reporting. By using CRM software, businesses can streamline operations, improve response times, and create consistent, scalable processes for growth.

Workflows are automated sequences within a CRM that manage follow-up, communication, and internal processes without requiring manual action. In customer relationship management systems, workflows are used to automatically respond to leads, send emails or text messages, schedule tasks, move contacts through sales pipelines, and trigger actions based on specific behaviors or time delays.

CRM workflows help businesses stay organized, respond faster, and maintain consistent communication with prospects and clients. By automating routine tasks such as lead follow-ups, appointment reminders, review requests, and post-service check-ins, workflows reduce human error and prevent opportunities from falling through the cracks. Well-built workflows allow businesses to scale operations, improve conversion rates, and deliver a better customer experience with less manual effort.

Pipelines are visual sales or process tracking systems within a CRM that show where each lead or customer is in your business process. A CRM pipeline organizes contacts into defined stages — such as new lead, contacted, qualified, booked, closed, or completed — allowing businesses to track progress, manage follow-ups, and forecast revenue more accurately.

Pipelines help businesses understand what’s happening in real time by providing a clear, organized view of every opportunity. When combined with workflows and automation, pipelines ensure that leads move smoothly through each stage with timely communication and task triggers. Well-structured CRM pipelines improve accountability, increase conversion rates, and give business owners greater control over their sales and customer journey.

Automations are systems within a CRM that automatically execute tasks, messages, and actions without manual input. CRM automations handle repetitive processes such as sending follow-up emails or text messages, assigning tasks, updating contact records, moving leads through pipelines, scheduling reminders, and triggering actions based on time delays or customer behavior.

By using CRM automations, businesses can respond to leads instantly, maintain consistent communication, and reduce the risk of missed opportunities. Automations improve efficiency, increase lead conversion rates, and allow businesses to scale without increasing manual workload. When combined with workflows and pipelines, automations create a seamless, organized customer journey from first contact to conversion and beyond.