Automation & CRM

Less busywork. More bookings. Better business flow.

Running a service-based business takes time — but it doesn’t have to take all of yours. We help you automate tasks, manage leads, and streamline client interactions so you can focus on delivering what you do best.

Why It Matters

Manual processes slow you down. Automating your workflows helps you book more, follow up faster, and give every client a smoother, more professional experience.

Booking & Scheduling Tools

Let clients self-book appointments or services online — synced to your calendar, no back-and-forth emails.

CRM & Pipeline Setup

Organize your leads, clients, and communication in one place with a clean, customizable dashboard.

AI Virtual Assistant

Add a smart chatbot to your site that can answer common questions, qualify leads, or book appointments — even while you sleep.

Workflow Automation

Set up smart workflows that trigger emails, assign tasks, and send reminders — automatically.

Client Onboarding Flow

Make a great first impression with a seamless onboarding experience — from intake forms to welcome emails.

Payment Integration

Accept payments securely through your site with credit cards, PayPal, or Stripe — no awkward invoicing delays.

How These Services Support Your Business Goals

When your business starts to grow, manual processes can slow you down. These services are designed to streamline operations, improve customer experience, and free up your team’s time. From automated follow-ups to CRM pipelines, you’ll close more deals, onboard faster, and deliver consistent value — all without burning out or missing a step.

Let’s Automate Your Business

Get Started Today

Say goodbye to dropped leads, late follow-ups, and clunky scheduling. Let automation work behind the scenes so you can focus on the work that matters.

Automate Your Business & Save Hours Every Week

Stop wasting time on repetitive tasks like chasing leads, sending reminders, or managing bookings.

Launch a smart website connected to an all-in-one CRM that does the work for you.

  • ✅ 50% Off Website Setup
  • ✅ 1 Month Free CRM Access
  • ✅ 50% Off First Year of Service

Perfect for small business owners who want to grow without the burnout.

📆 Limited-time offer. Get started fast—go live in days, not months.

Offer valid for new clients only. One offer per business or entity. Cannot be combined with any other offer.

A group of happy entrepreneurs holding mobile devices, promoting SitePilot with the tagline “Built for the hustle.