AI - Powered CRM
Mission Control
One Powerful Platform to Manage, Automate, and Grow Your Business
Bring your leads, customer conversations, appointments, sales opportunities, and payments together in one easy-to-use platform. Kassel Design CRM Automation helps you respond faster, stay organized, automate repetitive tasks, and create a smoother customer experience—from the first inquiry to the final payment.
Whether you manage the system yourself or partner with our team, you’ll have the tools needed to simplify daily operations and turn more leads into customers.
Ask AI
Get More Done with Built-In AI
Use AI to create content, respond to customers, summarize conversations, and quickly access important information. Ask AI helps your team work more efficiently while maintaining consistent communication across your business.
Key Benefits
- Draft emails, texts, and follow-up messages
- Summarize conversations and customer activity
- Generate marketing and sales content
- Find information faster
- Reduce time spent on repetitive tasks
- Schedule Reporting, Contact, Calendar & Conversations Tasks
Dashboard
See What’s Happening Across Your Business
Your dashboard gives you a clear, real-time view of your leads, appointments, pipeline activity, conversions, and revenue. Instead of switching between multiple platforms, you can monitor your most important business activity from one centralized location.
Key Benefits
- Track leads and sales performance
- Monitor appointments and opportunities
- View conversion rates and revenue
- Identify areas that need attention
- Make better decisions with real-time insights
Conversations
Keep Every Customer Conversation in One Place
Manage text messages, emails, phone calls, website chats, social messages, and other customer communication from one unified inbox. Your team can quickly see the full conversation history and respond without searching through multiple platforms.
Key Benefits
- Centralize customer communication
- Respond from one shared inbox
- Review complete conversation histories
- Assign conversations to team members
- Automate follow-up without losing the personal touch
Calendar
Make Scheduling Simple
Allow leads and customers to book appointments online based on your availability. Automated confirmations and reminders help reduce no-shows while giving your team a clear view of upcoming appointments.
Key Benefits
- Offer convenient online booking
- Sync with your existing calendar
- Send automatic confirmations and reminders
- Reduce missed appointments
- Manage multiple users, services, or locations
Contacts
Organize Every Lead and Customer
Keep contact information, messages, appointments, notes, tags, and activity in one complete customer profile. Your team can quickly understand where each contact came from, what they need, and the next action to take.
Key Benefits
- Store customer information in one place
- Segment contacts with tags and smart lists
- Track lead sources and engagement
- Add notes, tasks, and follow-up reminders
- Personalize communication using contact data
Opportunities
Turn More Leads into Customers
Visualize your sales process with a customizable opportunity pipeline. Move leads through each stage, monitor potential revenue, and make sure valuable opportunities never fall through the cracks.
Key Benefits
- Customize stages around your sales process
- See where every lead stands
- Track potential and closed revenue
- Automate actions when stages change
- Identify stalled opportunities that need follow-up
Payments
Make It Easier to Get Paid
Create estimates, invoices, payment links, subscriptions, and recurring payment options directly through the platform. Connect payments to customer records so your team can monitor transactions and follow up on outstanding balances.
Key Benefits
- Send professional estimates and invoices
- Accept secure online payments
- Create payment links and recurring subscriptions
- Automate payment confirmations and reminders
- Track customer transactions in one place
Bring Your Entire Customer Journey Together
CRM Automation connects your marketing, communication, scheduling, sales, and payments into one streamlined system. With the right automations in place, your business can respond faster, stay consistent, and deliver a better experience at every stage of the customer journey.
Ready to Simplify and Grow Your Business?
Explore our Managed and Non-Managed CRM Automation packages to find the right level of technology, setup, and ongoing support for your business.
Kassel Design Powered
AI-CRM
Phase 1 — Starter CRM Setup
$1000 One-Time Set Up Fee
CRM Access $197/mo
Build Your Foundation
Your business deserves a system that works. Before you can grow, you need a professional, organized hub built around how your business actually operates. The Starter CRM package gets you fully configured and ready to receive leads, manage contacts, and book appointments — all in one place. Whether you’re starting fresh or consolidating scattered tools, this package eliminates the chaos and gives you a true command center from day one. Stop letting leads fall through the cracks. Start with a system built to grow with you.
Benefits:
- Branded CRM account setup
- Business profile setup
- Email connection
- User account setup
- Contact import
- Five-stage sales pipeline
- One form or booking calendar
- New-lead email and app notifications
- Contact tags
- Mobile app setup
- 30-minute training call
Phase 2 — Lead Capture
$1000 One-Time Set Up Fee
CRM Access $197/mo
Turn Traffic Into Conversations
A CRM is only as powerful as the leads flowing into it. Most businesses lose potential clients not because their service is lacking — but because they don’t respond fast enough. The Lead Capture package builds the smart, automated systems that capture, respond to, and nurture every potential client around the clock, without manual effort. From instant missed-call text-backs to industry-specific workflows, this phase turns your CRM into a lead-generation engine that never sleeps — so you never miss an opportunity again.
Benefits:
- Lead-capture strategy and setup
- Website contact or quote form
- Appointment calendar
- Missed-call text-back
- Immediate email and SMS response
- Lead source tracking
- One landing page or lead-capture funnel
- CRM contact and opportunity creation
- Internal new-lead notifications
- Up to two lead-response workflows
- 1-hour training call
Benefits:
- Sales pipeline strategy
- Customized opportunity stages
- Lead source and attribution tracking
- Tags, lead buckets, and segmentation
- Automated opportunity creation
- Stage-based workflow automation
- Follow-up task creation
- Lead assignment and routing
- Basic email and SMS nurture sequence
- Appointment and estimate follow-up
- Lost-lead reactivation workflow
- Pipeline reporting dashboard
- Team user setup and permissions
- One-hour training call
Bundle Starter CRM, Lead Capture & Sales Pipeline for
$2,500 (save $500)
Phase 3 — Sales Pipeline
CRM Access $197/mo
$1000 One-Time Set Up Fee
Convert Leads Into Revenue
Leads without structure are just names in a list. The Sales Pipeline package transforms your CRM into a revenue-driving machine — with clearly defined stages, automated follow-ups, and complete visibility into every deal at every stage of your sales process. Know exactly where to focus, ensure no opportunity slips through, and gain the confidence that comes with a system engineered to close. This isn’t just organization — it’s a competitive advantage built directly into your business.
Benefits:
- Automation and AI strategy development
- Conversation AI agent setup
- AI agent training and knowledge-base configuration
- Website chat and SMS conversation setup
- Automated lead qualification
- Instant answers to common customer questions
- Automated appointment booking
- Voice AI agent configuration
- Incoming call answering and routing
- Missed-call recovery automation
- Custom AI responses based on your brand and services
- Advanced multi-step workflow development
- Automated lead assignment and pipeline updates
- Post-launch testing and optimization
Phase 4 — Automation & AI
CRM Access $397/mo
$1500 One-Time Set Up Fee
Put Your Business on Autopilot
You’ve built the foundation. You’ve captured the leads. You’ve structured the pipeline. Now it’s time to let intelligent technology run the repetitive work — so you can focus on what only you can do. The Automation & AI package layers powerful, always-on technology directly into your CRM. AI-powered conversation bots qualify and respond to leads in real time. Voice AI handles incoming calls without you lifting a finger. Advanced workflow automation connects every part of your business into one seamless, self-running system. This isn’t the future — it’s what your competitors are already doing. Get ahead and stay there.
Benefits:
- Monthly CRM system review
- Workflow audits and performance checks
- Existing automation adjustments and optimization
- Up to two new standard automation builds per month
- Email and SMS template updates
- Lead nurture sequence refinements
- Lead-capture form and calendar updates
- Pipeline stage and opportunity adjustments
- Contact tags and lead-bucket management
- Lead source tracking review
- Missed-call text-back monitoring
- Appointment reminder optimization
- CRM dashboard and reporting review
- Monthly performance summary
- Strategic recommendations for improvement
- Troubleshooting and technical assistance
- Priority email support
- One monthly strategy and review call
- Ongoing integration monitoring
- CRM platform updates and best-practice guidance
Phase 5 — CRM Optimization Plan
$499/mo
CRM Access $197/mo included
Keep Your CRM Sharp, Strategic & Always Working
Your CRM should evolve as your business evolves. The Monthly Retainer ensures your system stays optimized, your content stays fresh, and your automations keep performing at their peak — month after month. As your business grows, campaigns need updating, workflows require fine-tuning, and new opportunities demand new systems. With a dedicated partner who knows your CRM inside and out, you’ll never fall behind. This isn’t just maintenance — it’s momentum.
Benefits:
SEO-Driven Content
Monthly blog posts, keyword strategy, on-page optimization, and content built to rank and convert.
Ad Development & Management
Google and/or Meta campaign creation, creative development, A/B testing, budget management, and monthly performance reporting.
Reputation Marketing
Review generation strategy, response management, and leveraging social proof across platforms to build authority.
Social Media Consistency
Monthly content calendar, branded post creation, and scheduled publishing across your active platforms.
Monthly Strategy Call
Review performance, adjust strategy, and align on goals every month.
Phase 6 — Marketing Growth Strategy
$1,997/mo
CRM Access $197/mo included
Dominate Your Market. Consistently.
A powerful CRM gets your business organized. A powerful marketing strategy gets your business found. The Marketing Growth Strategy package puts a full-service marketing engine behind your brand — combining SEO-driven content that ranks, precision ad campaigns that convert, reputation marketing that builds trust at scale, and a consistent social media presence that keeps you top of mind week after week.
This isn’t a one-time push. It’s a compounding, strategic presence that grows stronger every month — turning your business into the obvious choice in your market. While your competitors go quiet, you stay loud, credible, and everywhere your ideal clients are looking.
CRM Automation
FAQs
What is CRM automation?
CRM automation combines customer relationship management software with automated workflows that organize leads, manage conversations, schedule appointments, track sales opportunities, and handle routine follow-up. It gives your business one centralized system for managing the entire customer journey.
How can CRM automation help my business?
CRM automation helps your team respond faster, stay organized, and follow up consistently. It reduces repetitive administrative work while helping prevent leads, appointments, estimates, and customer requests from falling through the cracks.
Is CRM automation suitable for small businesses?
Yes. CRM automation is especially valuable for small businesses that need to manage more leads and customers without immediately adding payroll. The system can automate lead responses, appointment reminders, estimate follow-up, review requests, and other time-consuming tasks.
What can the Kassel Design CRM manage?
Your CRM can bring contacts, email, text messages, phone calls, website chats, calendars, sales pipelines, estimates, invoices, payments, and reporting into one connected platform. The exact features included depend on the package and setup selected for your business.
Can the CRM connect to my existing website?
Yes. Kassel Design can connect website forms, landing pages, appointment calendars, and other lead-capture tools directly to your CRM. When someone submits a form or schedules an appointment, their information can be added automatically and the appropriate follow-up workflow can begin.
What types of follow-up can be automated?
Automated follow-up can include immediate email and text responses, missed-call text-back, appointment confirmations, reminders, estimate follow-up, nurture campaigns, task creation, lead reactivation, payment reminders, and review requests. Every workflow is designed around your sales process and customer journey.
Can CRM automation help prevent missed leads?
Yes. New inquiries can trigger immediate responses, internal notifications, contact creation, lead assignment, and follow-up tasks. This helps your team respond quickly and gives every lead a clear next step.
Does the CRM include artificial intelligence?
AI capabilities can help draft messages, summarize conversations, answer customer questions, qualify leads, schedule appointments, and retrieve important customer information. More advanced options can include Conversation AI and Voice AI agents customized for your business, there is an additional cost for that upgrade.
Can I keep my existing contacts and customer information?
Yes. Existing contacts can be imported into the CRM and organized using tags, custom fields, lead sources, smart lists, and pipeline stages. Kassel Design can help prepare and import your contact data during setup.
What is the difference between managed and non-managed CRM automation?
A non-managed CRM gives your team the system, initial setup, and training needed to manage it internally. A managed CRM includes ongoing assistance with workflows, campaigns, optimization, reporting, and support from Kassel Design.
Can the CRM be customized for my business?
Yes. Your pipeline stages, forms, calendars, tags, fields, automations, messages, and reporting can be configured around your services, team structure, lead sources, and sales process. You receive a system built around how your business operates rather than a generic setup.
How do I get started with Kassel Design CRM Automation?
Start by scheduling a CRM consultation with Kassel Design. We’ll review your current lead-management process, identify where opportunities may be getting lost, and recommend the right CRM setup, lead-capture tools, pipeline structure, and automation package for your business.
