The Problem It Solves
What a neglected CRM costs you.
- •Client records go stale because no one has time to update them after every call and meeting
- •Data entry is the last thing anyone does at end of day — which means it often doesn't happen
- •Your CRM has the fields, but none of the data you actually need when it matters
How It Works
Three steps to a CRM that maintains itself.
01
We audit your current CRM setup
We review what data exists, what's missing, and what should be updating automatically. Most CRMs have the right fields — just no data in them.
02
We build the update logic
Meeting notes, pipeline stage changes, task creation, and record updates trigger automatically from the tools you already use.
03
Your CRM maintains itself
From that point forward, records stay accurate without anyone touching them manually.
What's Included
Everything in the build.
- CRM audit and field mapping
- Automated record updates triggered by meetings, emails, and form submissions
- Pipeline stage automation
- Task and follow-up creation
- Integration with your existing tools (no replacement required)
- Live in 2–3 weeks, billed by milestone
- Optional maintenance retainer from $750/mo
- You own everything — it lives in your accounts
Case Study
Compliance Consulting Firm
The Problem
The firm ran client communication across Zoho CRM, Google Workspace, and Telegram — three tools with no connection to each other. Consultants switched between platforms constantly and manually reconciled client records across all three.
What We Built
BlueCrab unified all three into a single interface and built a 24/7 Telegram assistant that gives the team instant access to client data, project status, and communication history from one place. No more context switching. No more manual reconciliation.
The Result
The team now operates from a single interface instead of three. Client response time dropped significantly and consultant hours previously spent on tool-switching were redirected to billable work.
Pilot from $3,500.
Ships as a fixed-scope pilot from $3,500, live in 2–3 weeks and billed by milestone. Every engagement starts with a $1,500 Automation Audit, credited toward your pilot.
See full pricing →Pilot Guarantee
If the pilot doesn't go live as scoped, you don't pay. We bill by milestone, and the final milestone is your system running in your accounts, demonstrated live. No vaporware, no hand-waving.
Ownership Statement
You own everything. All workflows, configurations, and integrations live in your accounts from day one. If we part ways, nothing changes — your automations keep running exactly as they are.