Stellaris Ridge
Platform
M·01a — CORE
- GoHighLevel CRM (we are agency partner — full build included)
- Custom pipeline stages mapped to your sales cycle
Layer 03 · Core CRM
One cockpit for the whole operation.
Phones, SMS, email, forms, pipeline, follow-up, invoices, reviews, and reporting all wired into one CRM your team actually opens. Built on GoHighLevel, configured for trades shops, owned by you.
The spine of the Command layer — where every lead, job, and dollar lands. (205) 831-8876
01The Cockpit Math
What one CRM replaces.
The average trades shop runs its day across six disconnected tabs. One cockpit kills the tab-switching and the leads that fall through the cracks.
01 1 login for the team Phones, forms, calendar, pipeline, follow-up, invoices, reviews, reporting — one place. Your team stops drowning in tabs.
02 0 lost contacts Every call, text, form, missed-call, and walk-in lands in the contact record. No more “what was that callback for?”
03 live pipeline view Owner-readable cockpit: where deals are, what is stuck, what is hot, what closed today. Not a dashboard graveyard.
04 all history searchable Search a name, see the full thread — calls, texts, emails, invoices, reviews. The institutional memory you are currently keeping in your head.
The institutional memory you are currently keeping in your head belongs in a system.
02How It Runs
Every signal in. Every action out.
The CRM is not a place leads go to die. It is the routing layer that decides what happens next — automatically, in the same cockpit you check each morning.
01 Capture every signal Phones, web forms, missed calls, walk-ins, social DMs — every inbound becomes a contact in the CRM with the source tagged.
02 Pipeline routing New lead routes to the right pipeline stage. Existing customer routes to history. Hot signals flag for the owner.
03 Automation hooks fire Speed-to-lead text, follow-up sequence, calendar invite, owner notification — whatever your stage rules dictate, automatic.
04 Owner cockpit Daily digest: where the money moved, what stalled, what needs you. Drill down to any contact, any deal, any moment.
03What’s in the Build
The whole cockpit. Configured, trained, owned.
Eight pieces, wired together and maintained by us. You open one login in the morning and see the whole operation — not six tabs.
Channels
M·01b — WIRE
- Phones, SMS, email, and forms all wired to contacts
- Calendar integration (Google, Outlook, iCal)
Intelligence
M·01c — ORGANIZE
- Tagging, segmentation, and saved-search system
- Owner-readable reporting dashboard
Governance
M·01d — RUN
- Team roles, permissions, and audit log
- Data import + dedup from existing CRM (if migrating)
04Questions
Common CRM questions.
For owner-operated trades and local service businesses (1–15 people), GoHighLevel hits the sweet spot: phones + SMS + email + pipeline + automation + reporting in one stack at a price that does not require a sales team to justify. HubSpot and Salesforce are great at scale; GHL is great here.
We audit it first. If it works, we layer the automations on top. If it does not, we migrate cleanly: data export, dedup, import, parallel-run, cutover. No “everyone learns three systems for six months” purgatory.
Yes. Built-in training is part of the package — short videos, role-specific cheat sheets, and a 30-day adoption check-in. The CRM your team actually opens beats the perfect CRM nobody opens.
Yes. SOC 2 hosting, encrypted at rest and in transit, granular role permissions, audit logs. Your data is yours — exportable on demand if you ever leave us.
Most CRM builds go live in 10 to 14 business days: audit, build, data migration, training, go-live, 30-day support. Bigger companies with messier data take longer; we scope it during the audit.
Yes. The CRM handles owner-operator through 50+ users without re-platforming. The automations and pipelines grow with you — same cockpit, more lanes.
Connect The Pieces
See what your operation looks like in one view.
Fifteen minutes. We audit your current tools, map the gaps, and price the cockpit against the math of what you are losing in the cracks.