⌕
Leads in too many places
A message on your phone. A name on a scrap of paper. An inquiry buried in your email.
CRM SETUP FOR CONTRACTORS & SERVICE BUSINESSES
Good work deserves
better follow-up.
You’re out running jobs, meeting customers, and keeping the work moving. We’ll help get your leads, customer details, and follow-ups organized—so fewer opportunities fall through the cracks.
One clear setup price: $350Defined scope. Practical setup. Personal handoff.
OVERVIEW
THIS MONTH
Lead pipeline
NEW LEADS18↗ New inquiries
FOLLOW-UPS07● To contact
IN PROGRESS12↗ Active opportunities
SALES PIPELINESAMPLE VIEW
New lead03
Rivera LandscapingWebsite inquiryToday
Bayou Fence Co.Phone callYesterday
Estimate sent05
Southland RoofingFollow upDue today
Gulf Coast LawnEstimate reviewTomorrow
Won04
Allen Home RepairCustomer confirmedCompleted
Lake Area PaintingNew customerCompleted
✓
Follow-up reminderCall customer today
+
New lead addedCustomer details saved
ILLUSTRATIVE CRM DASHBOARD · NOT A LIVE SOFTWARE PRODUCT
MCX DIGITALLAKE CHARLES, LOUISIANA01 / 04
SOUND FAMILIAR?
You shouldn’t have to remember everything.
When the phone keeps ringing and the jobs keep coming, it’s easy for the little things to get missed. From pressure washing and lawn care to roofing, painting, and home repairs, local service businesses around Lake Charles need a simple way to keep leads, estimates, and customer follow-ups organized.
↻
Follow-ups get forgotten
You meant to call back about that estimate—but the next job took over the day.
▤
No clear picture of the work
It’s hard to know who needs a quote, who’s waiting, and which opportunities are still open.
A PRACTICAL PLACE TO START
Get your customer work out of your head.
A CRM gives you one organized place to keep track of people who contact you, the opportunities you’re working on, and the next step to take. MCX Digital handles the initial setup around the way your business works.
- Know who contacted you and what they need
- See which estimates or conversations need attention
- Keep customer details in one organized place
- Build a repeatable follow-up routine
A SIMPLE CUSTOMER WORKFLOWMCX / CRM
A customer reaches outCall · Website · Referral
↘Their details are recordedContact · Service · Notes
↘The opportunity moves forwardEstimate · Follow-up · Decision
↘✓
Nothing gets lost in the shuffleA clearer view of what needs to happen next.
THE MCX DIGITAL CRM SETUP
A better system.
One clear price.
STANDARD CRM SETUP$350One-time setup price
01 / STANDARD
CRM Setup & Organization
A practical foundation for managing leads, customers, and sales follow-up.
$350
✓
One business & CRM platformSet up around your business.
✓
One sales pipeline · up to 8 stagesTrack opportunities from new lead to decision.
✓
10 custom fields · 3 usersCapture the details that matter to your team.
✓
Import up to 250 organized recordsBring over an existing, organized customer list.
✓
Basic follow-up tasks & remindersA simple process for keeping next steps visible.
✓
30-minute personal walkthroughReview the setup and how to use it.
i
Package scope: one pipeline, up to 8 stages, 10 custom fields, 3 users, and up to 250 organized records. Additional pipelines, complex automations, extensive data cleanup, and platform subscription fees are not included in the standard package.
FOR FIELD-SERVICE BUSINESSES
Need to manage the jobs, not just the leads?
For contractors and service businesses that need more than a sales pipeline, Jobber may be a better fit. It can bring quoting, scheduling, job management, and invoicing into one field-service platform.
JOBBER / FIELD SERVICESERVICE BUSINESS OPTION
$650total setup package
Includes the $300 Jobber upgrade over the standard CRM setup.
Quotes & estimatesSchedulingJob managementInvoicing
Ask about the Jobber option↗
HOW IT WORKS
Straightforward from start to handoff.
We talk through your business
Tell us how new customers reach you, what you need to track, and where things get lost today.
We configure the system
We set up the agreed CRM platform, pipeline, fields, records, and basic follow-up process within the package scope.
You get a personal walkthrough
We review the setup together, answer questions, and show you how to keep things moving.
READY TO GET ORGANIZED?
You handle the work.
We’ll help with the follow-up.
Let’s talk about how your business handles leads and customers today—and whether a CRM setup is the right next step.
Start a conversation↗matthew@mcxdigital.netLAKE CHARLES, LOUISIANA