Marketing automation, set up and run for you

Imerge CRM turns more of your leads into paying customers.

Free 20-minute call. No credit card, no commitment.

Lead pipeline

New 3

Dana M.Web form · 9:14 am
Facebook
Lopez BuildersMissed call · 9:31
Text sent

Booked 2

K. TranThu 10:00 am
Booked online
Ridgeview HOAFri 2:00 pm
Referral

Quoted 2

Sam & LeeQuote opened
Day 3 check-in
Benson LawDay 10 check-in
Website

Won 4

Meyer Co.Paid by text
5★ review

Every call, message and web form answered, booked, followed up and asked for a review, without anyone having to remember. We build it, move you in and keep it running.

Works with what you already use: Google CalendarGmailOutlookFacebookInstagramGoogle Business ProfileQuickBooksStripeShopifySlack

Built for service businesses that win work by phone, text and referral

1995Helping businesses since
NationwideDistributed team, local roots in Boise
One teamCRM, websites, automation and AI
Wherever you're starting from

A CRM that runs your follow-up, not one more thing to manage

No more sticky notes and memory.

Leads living in your phone, inbox and spreadsheets end up in one place, with the next step and a date on every one.

Nothing to figure out.

We set it up around how you already win work and write the messages in your voice. You just answer the people who reply.

Up and running without the learning curve.

We import your contacts, connect your phone and calendar, and show your team the ropes.

Your data comes with you.

Contacts, open deals and notes moved over from your old CRM or spreadsheets, so you don't start from zero.

The follow-up finally runs.

Most CRMs end up as an expensive address book. We build the automations that make yours actually do the work.

Fewer tools to pay for.

Inbox, booking, reviews, campaigns, payments and your website in one system instead of five subscriptions.

Never miss a lead

Answer every lead before your competitor does

A missed call is a customer calling the next business on the list. Calls, texts, email, web chat and social messages all land in one inbox, and every one gets a reply in minutes, even when you're on a job.

  • Missed calls get an automatic text back
  • An AI assistant answers questions and books appointments after hours
  • Your whole team sees who replied and what was said

Whoever gets back to them quickly and professionally wins the engagement.

Imerge · Potential Clients Are Choosing the Firm That Responds First
Conversations
!
Missed call, (208) 555-0143

Auto text: "Sorry we missed you! How can we help?"

9:31
f
Dana M. via Facebook

"Do you do spring cleanups?"

9:14
@
Website chat, after hours

AI assistant answered and booked Thursday 10 am

11:52 pm
Suggested replyHi Dana, we sure do! I have Tuesday or Wednesday open next week. Want me to grab one for you?
Save hours every week

Follow up on every quote, automatically

Quotes go out and then nobody checks in, so work you already earned walks away. Every lead gets a place in your pipeline and check-ins that go out on schedule until it's a yes or a no.

  • Day 3 and day 10 check-ins without anyone remembering
  • Customers book their own time, with reminders that cut no-shows
  • Deposits, invoices and text-to-pay, so getting paid isn't another chore

Nobody decided not to follow up. Follow up just never got assigned to a day.

Imerge · Where Marketing Goes to Die
This week
Tue 9:00 · Estimate, Lopez Buildersconfirmed
Wed 1:30 · Consult, Sam & Leereminder sent
Quote check-in · J. Patelday 3
Deposit requested · Meyer Co.text-to-pay
See what's working

Know which marketing actually pays for itself

Every lead keeps its source from first click to signed job. Spend more on what brings in work and stop paying for what doesn't.

  • Lead source on every contact and every win
  • See where leads stall, at a glance
  • Reporting in plain English, not a spreadsheet

The ad worked. The gap after it didn't.

Imerge · Where Marketing Goes to Die
Lead sources · last 6 months
Neighborhood Facebook group11 won
Referrals9 won
Google Business Profile6 won
Paid ads2 won
Grow from the customers you have

Get the reviews your work deserves, and the repeat business

Happy customers are asked for a review while the job is fresh. Past customers hear from you at the right time, so they come back before they think of someone else.

  • Review requests sent automatically after every job
  • Unhappy customers come to you first, so you can make it right
  • Seasonal reminders and win-back offers by text and email, written for you

Most lawn care companies do not have a quality problem. They have a responsiveness problem.

Imerge · Lawn Care Companies Win More Work When They Look More Responsive
Last 30 days
Review requests sent38
New Google reviews17 · 4.9★
Spring check-up · past customers212 sent
Booked from campaign11
NEW

AI that works every lead with you

Researched before. New leads looked up and summarized: who they are, what they need and what to say first.
Handled during. Questions answered and appointments booked, day or night, using your approved information.
Updated after. Call notes turned into tasks, records updated and the next follow-up drafted for your review.

AI does the repetitive work. Your team handles the people.

Lead brief · Ridgeview HOA
48 homes, manages common areasresearched
Asked about weekly mowing + spring cleanupfrom form
Walkthrough booked Fri 2:00 pmAI assistant
Send quote after walkthroughtask created
Suggested openerThanks for reaching out about the common areas. Happy to walk them with you Friday and put together a weekly and spring plan.
Connect the rest of your business

Stop typing the same thing into three systems

Your CRM, accounting, project tools and online store share the same information automatically. A new customer, a signed quote or a paid invoice shows up everywhere it needs to.

QuickBooksGoogle WorkspaceMicrosoft 365ShopifyWooCommerceDocuSignSlackIndustry software
How we connect your tools →
Done for you

You don't get software and a login. You get it working.

Most CRMs fail because nobody has time to set them up. That part is our job.

We learn how you win work. Where leads come from, how you quote and where customers slip away.
We build it around you. Pipelines, booking, follow-up and reviews, in your voice.
We move you in. Contacts imported, phone and calendars connected, team trained.
We keep improving it. We watch what's working and add to it as you grow.

Imerge CRM questions

Is the first call really free?

Yes. It's a free 20-minute call with no credit card and no commitment. We'll look at how leads reach you today and where they slip away, and tell you honestly whether Imerge CRM is worth it for you.

Do I have to learn new software?

Not much. We build and maintain the system, so you mostly reply to customers from one inbox, on your computer or the mobile app. We show your team the ropes when we move you in.

Can you bring over my contacts from another CRM or spreadsheet?

Yes. We import your contacts and open leads and connect your phone numbers and calendars, so you don't start from zero.

How long does setup take?

It depends on how much we're moving over and how many automations you need. We'll give you a timeline after the first call, and we start with the quick wins so you see results early.

Will it work for a business my size?

Imerge CRM is built for small businesses and lean teams, from a solo owner answering calls between jobs to an office with several people sharing leads.

Can it connect to the other tools I use?

Usually, yes. If your software has an API, we can connect it so information moves between systems automatically. If it isn't worth connecting, we'll say so.

Is AI going to replace my staff?

No. We give AI specific, repetitive jobs like answering common questions, researching leads and drafting follow-ups for review. Your people still make the decisions and handle the relationships.

What support do I get after we launch?

We keep looking after your system and adjust it as your business changes. We're available Monday through Friday, 8am to 5pm by phone, with emergency support around the clock via Slack and text.

Get more customers from the leads you already have

Tell us where customers slip away. We'll show you what Imerge CRM would change.

No credit card, no commitment.