// pillar 01: managed crm

A pipeline that updates itself.

We replace your existing CRM with a custom instance built strictly for your operational logic. We handle data migration, workflow construction, and ongoing optimization. You handle the revenue.

Start Your Migration View Pricing
// zero friction migration

Custom pipelines built for your process.

We don't force your sales team into a generic pipeline. We study how your deals actually move, then build custom stages, automations, and routing logic that match your operational reality. Every lead is tracked. Every deal is staged. Nothing falls through.

  • Custom stages matching your sales process
  • Automatic stage transitions based on activity
  • Round-robin lead assignment across your team
Sales Pipeline
New
M. Thompson
$8,500
Apex Roofing
$12,200
Qualified
Rivera Const.
$24,000
Proposal
Coastal Build
$45,000
Won
Summit Elec.
$32,000
// native revenue attribution

Every conversation in one place.

Calls, texts, emails, website chats, and social messages all land in a single unified inbox. Your team never misses a message. Every interaction is logged against the contact record automatically. No more switching between six different tools.

  • Unified inbox across all channels
  • Auto-logged to contact records
  • Built-in VoIP, SMS, and email
Conversations
AllCallsSMSEmailChat
MT
Marcus Thompson
Thanks for the quote, I'd like to move forward with the...
2m
AI
Voice AI > Sarah Chen
Qualified lead, booked for Thursday 2:30 PM consult
8m
AR
Apex Roofing LLC
Can you send over the revised scope? We need it by...
14m
JP
James Park
Missed call. Auto text-back sent.
22m
// automated lead routing

Workflows that execute without you.

Every trigger, every follow-up, every stage change, every notification runs on autopilot. We build custom automation workflows that handle the operational work your team currently does manually. When a lead comes in, the system takes over instantly.

  • Trigger-based sequences on any event
  • Multi-step follow-up campaigns
  • Missed call text-back automation
Workflow: New Lead Follow-up
1
Trigger: New Lead Created
Source: any channel
↓
2
Send SMS (instant)
"Thanks for reaching out. A team member will call you shortly."
↓
3
Wait 5 minutes
If no agent assigned, escalate
↓
4
Assign to round-robin
Route to next available rep
↓
5
Create follow-up task
Due: 24 hours if no contact made
// the competitive math

Reports built for revenue teams.

We build custom reporting dashboards that show you what matters: pipeline velocity, conversion rates, rep performance, and revenue attribution. No more pulling data from three different tools into a spreadsheet. Everything is live, everything is accurate.

  • Custom pipeline reporting
  • Per-rep performance tracking
  • Revenue attribution by source
Performance Overview
$412K
Pipeline
34%
Close Rate
12d
Avg. Cycle
// the competitive math

Software cost versus managed operations.

You pay for software. We deliver outcomes. Side by side, monthly.

Salesforce
Close.com
GoSteady
12-user monthly cost
$3,700-$6,100
$1,450-$2,000
$997
Telephony included
✕ Extra cost
✕ Usage based
✓ Included
AI agents
✕
✕
✓ Built in
Managed for you
✕
✕
✓ Fully managed
Implementation
$5K-$25K
Self-serve
From $2,000
// common questions

Migration concerns. Answered.

What happens to my existing data?+
Our engineers execute full historical data mapping before you ever log in. Every contact, deal, note, and communication history is migrated. We run parallel systems during the transition so nothing is lost and your team experiences zero downtime.
How long does migration take?+
Average migration time is 14 days from signed agreement to fully live system. Week one is discovery and data mapping. Weeks two and three are build, configure, and parallel testing. Week four is team training and cutover.
Will my team need to learn a new system?+
Yes, but we handle the training. The interface is intuitive and purpose-built for your workflow. Most teams are fully operational within the first week. We provide hands-on onboarding for every user on your team.
Can I leave if it doesn't work?+
Your data is always yours. We guarantee full data export in open, machine-readable formats (JSON, CSV) upon termination. No vendor lock-in. No hostage data. If we don't deliver, you leave with everything.
What if we need custom integrations?+
The Growth tier includes 3 custom webhook integrations. The Scale tier includes dedicated middleware management for complex multi-system workflows. We build the connections your business needs.
// start your migration

Engineered for velocity. Managed for predictability.

Your CRM should be a revenue engine, not a maintenance burden. Let us show you what a properly managed system looks like.

Start Your Migration

View pricing or email support@gosteady.pro

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