CRM & AI Automation

CRM and automation systems that follow up before leads go cold.

MIV builds CRM systems, booking flows, pipelines, automated follow-up, review requests, and AI voice/text support using MIV CRM powered by GoHighLevel.

Problems solved

  • Leads fill out forms and wait too long for a reply.
  • Calls are missed after hours.
  • Appointment reminders are manual.
  • Review requests are inconsistent.
  • New client onboarding requires repeated copy-paste work.
  • Customer data is split across disconnected tools.

What MIV builds

  • CRM setup and configuration: contacts, pipelines, deal stages, custom fields, tags, and permissions.
  • Lead capture automation: forms, landing pages, chat widgets, and CRM routing.
  • Automated follow-up: SMS, email, and voicemail drop sequences triggered by new leads.
  • Booking and calendar automation: confirmations, reminders, no-show follow-ups, and calendar sync.
  • Review automation: Google review requests by SMS or email after completed jobs or appointments.
  • Email marketing systems: campaigns, automations, segmentation, newsletters, lead magnets, and performance reporting.

CRM packages and add-ons

ItemScopeIncludes
CRM StarterIncluded with website packagesBasic CRM, forms, pipelines, calendar, and booking
AI EmployeeScoped proposalVoice and text agent for calls, SMS, website chat, and social DMs
Workflows ProScoped proposalAdvanced multi-step automations with AI steps and follow-ups
Custom Automation BuildCustom quoteScoped around lead capture, fulfillment, integrations, and reporting
Add-onScope
AI Employee voice + text booking agentScoped proposal
Workflows ProScoped proposal
SEO Toolkit (Search Atlas)Scoped proposal
Local Listings SyncScoped proposal
Google Business Profile SetupScoped proposal
One-Page Launch expressScoped proposal
Blog SetupScoped proposal
Prospecting ToolkitScoped proposal
WhatsApp Business AccessScoped proposal
Managed WP Add-OnScoped proposal
Dedicated Email IPScoped proposal
Simple booking embedScoped proposal
Usage itemBilling model
Email sendingUsage-based
Email verificationUsage-based
SMS (A2P 10DLC)Usage-based
Outbound callsUsage-based
Inbound callsUsage-based
WhatsAppUsage-based
Reviews AIUsage-based
AI Content - textUsage-based
AI Content - imageUsage-based
Workflows - External AI (Std.)Usage-based
Workflows - External AI (Prem.)Usage-based
Conversation AI (messages)Usage-based
Voice AI (calls)Usage-based
Funnel AIUsage-based
Domain via MIVScoped proposal

US A2P 10DLC Low/High Volume Standard requires a valid EIN and is scoped during CRM onboarding.

Email marketing placement

Email marketing lives inside CRM and automation for v1 because it depends on segmentation, lead capture, and follow-up. It includes strategy, campaigns, welcome sequences, lead nurture, post-purchase follow-up, re-engagement, abandoned cart for ecommerce, appointment reminders, and reporting.

Email marketing is included where scoped in growth engagements. Standalone email management is scoped by list size, send frequency, and automation complexity.

Stop losing leads to slow follow-up.

We will map your lead sources, response times, booking flow, and automation opportunities.

Book a Free Automation Audit