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04 · CRM Automation · Newport Beach

Catch every lead. Nurture automatically. Close more deals.

Most businesses leak 30–60% of their inbound leads in the first 24 hours. PELORA Marketing builds the AI-powered CRM systems that catch missed calls, fire instant SMS follow-ups, score leads, route them to the right team member, and nurture for 60+ days. HubSpot, custom workflows, Calendly, Twilio. Newport Beach, California.

What we automate

Six core systems.

Each one is a leak in your funnel that’s costing you closed deals right now.

Missed-Call Text-Back

60% of inbound business calls go to voicemail. We catch every miss with an instant SMS: “Sorry I missed you, can I help over text?” 20–40% conversion lift in real estate, BH, home services.

Form-Fill Speed Lead

Form submission triggers SMS + email + Slack notification within 60 seconds. The first 5 minutes is when the lead converts — we don’t miss it.

AI Lead Scoring

Inbound contacts scored on intent, fit, and urgency. Hot leads route to a team member instantly. Cold leads enter nurture sequences.

Multi-Channel Nurture

SMS + email + voice ringless drops sequenced over 60+ days. Different cadences for different lead stages. Re-engagement at 7, 14, 30, 60 days.

Calendar Booking Automation

Calendly + Calendly Routing. Qualifying questions auto-route to the right team member. Pre-call prep email + post-call follow-up sequenced.

Reporting & Attribution

CRM-to-paid-media round-trip. Every lead tracked back to source ad. CPA, CAC, LTV, win rate by channel + creative.

How we install

Two-week foundational setup. Six-week full build.

Phased so you start catching leads in 2 weeks while we build the rest.

Frequently asked

CRM automation FAQ.

What CRM platforms does PELORA work with?

HubSpot for full-stack lifecycle, plus custom workflows in Zapier, Make.com, and direct API integrations. Calendly + Calendly Routing for scheduling, Twilio for SMS, SendGrid/Postmark for transactional email.

What does AI-powered CRM automation actually do?

Catches every lead and nurtures them automatically. Form fills score the contact, route them, trigger sequenced SMS + email. Missed phone calls trigger text-back. Calendar bookings trigger pre-call prep + follow-up. Stale leads re-engage at 7, 14, 30, 60 days.

How long does CRM setup take?

Foundational setup with core automations: 2–3 weeks. Full lifecycle build with AI lead scoring + attribution: 4–6 weeks. We document every workflow so the client owns the system after handoff.

How much does CRM automation cost?

Setup projects range from $3,500 (foundational) to $12,000+ (full enterprise). Ongoing optimization is bundled into retainers ($2,500–$18,000+/month). HubSpot platform costs are separate.

Why is missed-call text-back important?

60% of inbound business calls go to voicemail. Most callers don’t leave one — they call the next business. Missed-call text-back catches that prospect within 60 seconds. 20–40% conversion lift in real estate, behavioral health, home services.

Ready to stop leaking leads?

Book a 30-minute CRM call.

We’ll audit where your leads are leaking, what’s automated already, and what we’d build first to plug the biggest hole.