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Rated · SoCal
5.0 · Top-Rated Marketing Agency · Southern California

We help brands that help people.

Health, wellness, longevity. We make sure the right people find you, choose you, and stay.

Newport Beach · Orange County Southern California
State-to-state nationwide
Award-winning · video, web, ads
Content · Video · Photography · Web Design · Brand · Ads · Automation · AI Integration · SEO · AEO · GEO
HomeServices › CRM Automation
04 · CRM Automation · Newport Beach

Catch every lead. Nurture automatically. Close more deals.

Most businesses leak 30–60% of leads in 24 hours. We build the AI-powered CRM that catches them. HubSpot, Calendly, Twilio.

PELORA · In 90 seconds

What we actually do, in our own voice.

Claymation explainer. 90 seconds. Plays inline.

What we automate

Six core systems.

Each one a leak costing you closed deals.

Missed-Call Text-Back

60% of inbound calls go to voicemail. Instant SMS catches them. 20–40% conversion lift.

Form-Fill Speed Lead

SMS + email + Slack within 60 seconds. The first 5 minutes is when leads convert.

AI Lead Scoring

Contacts scored on intent, fit, urgency. Hot leads route instantly. Cold leads nurture.

Multi-Channel Nurture

SMS + email + ringless voice over 60+ days. Re-engagement at 7, 14, 30, 60 days.

Calendar Booking Automation

Calendly Routing. Pre-call prep, post-call follow-up sequenced.

Reporting & Attribution

CRM-to-paid round-trip. CPA, CAC, LTV, win rate by channel and creative.

How we install

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

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 Zapier, Make.com, direct APIs. Calendly Routing, Twilio SMS, SendGrid/Postmark email.

What does AI-powered CRM automation actually do?

Catches every lead and nurtures them automatically. Form fills score and route, missed calls trigger text-back, bookings trigger prep + follow-up. Stale leads re-engage on schedule.

How long does CRM setup take?

Foundational setup: 2–3 weeks. Full build with AI scoring + attribution: 4–6 weeks. Client owns every workflow after handoff.

How much does CRM automation cost?

Setup ranges $3,500 (foundational) to $12,000+ (enterprise). Ongoing optimization bundled into retainers ($2,500–$18,000+/month). HubSpot fees separate.

Why is missed-call text-back important?

60% of inbound calls go to voicemail. Most callers don’t leave one — they call the next business. Text-back catches them in 60 seconds.

Ready to stop leaking leads?

Book a 30-minute CRM call.

Where leads are leaking, what’s already automated, what we’d plug first.

Client interviews & podcast appearances

Client work we filmed. Plus podcast guest appearances.

Featured below: client videos PELORA filmed for paying clients, plus podcast episodes Preston appeared on as a guest. No endorsement claims — just real work and guest appearances.

Preston Durnford as guest on the State of Mind podcast Guest appearance · Preston on the "State of Mind" podcast

Preston was a guest on this episode — mental health, recovery & the operator path.

Cambria Judd MD on functional medicine Client interview · Filmed by PELORA

Cambria Judd, MD — Functional Medicine, Spirituality & Healing

Sam Mandel mental health clinic interview Client interview · Filmed by PELORA

Sam Mandel — Mental Health & Addiction Treatment Innovation

Dr Kristi Vaughan functional medicine interview Client interview · Filmed by PELORA

Dr. Kristi Vaughan — Functional Medicine for Addiction & Mental Health

Charity golf tournament organized by Preston Durnford and filmed by PELORA Marketing Charity event · Filmed by PELORA

Fundraiser golf tournament — organized by Preston

Original PELORA-produced brand film Brand film · PELORA original

Original brand production · Filmed by PELORA

Website hero Meta ads Instagram reels YouTube Blog articles Sales decks

Every interview above is either real client work (filmed for paying clients with written permission), a guest appearance by Preston Durnford on a third-party podcast, or a sister-company production for Epic Journey Recovery. PELORA Marketing is not affiliated with, partnered with, or endorsed by any of the named third-party persons or brands. See our press, permissions & affiliations page →

⚠ $897 rate ends June 20, 2026 · Standard rates resume after
Not ready for a full agency? Start here.

Two 60-min calls with Preston. Learn the AI marketing stack.

Custom playbook delivered between calls. Walkthrough of Claude, ChatGPT, Leonardo, Submagic, CapCut, Canva, Klaviyo, Zapier, Netlify, Calendly, Meta Ads, Google Ads, YouTube. Build your own engine. No retainer. No agency bill.

Perfect for founders, solopreneurs, healthcare and wellness operators bringing marketing in-house.

PELORA Marketing Sprint
$897one-time
Until June 20. Split into 4 with Klarna or Afterpay.
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