CRM Automation & Maintenance
Streamline Workflows
Automate Engagement
Enhance Productivity
Why Top Brands Choose CORE4 Growth for CRM Automation:
Are you still reaching out to leads when they come into your email inbox? We specialize in setting up CRM automation workflows that automatically email & text personalized messages to your leads the moment they submit a form (or other CTA) to increase engagement and drive more conversions
Is managing client communication, payments, and document signing spread across multiple platforms? We create unified portals tailored for service-based businesses where all client interactions—communication, contracts, and payments—are streamlined into one easy-to-use platform
Does your CRM feel like a one-size-fits-all solution that doesn’t align with your business needs? We customize every CRM setup to match your specific processes, goals, and workflows to ensure it becomes a strategic asset for your business
Do you lack clear insights into your sales and marketing performance? Our solutions integrate advanced reporting tools giving you real-time data and actionable insights to make informed decisions that drive results
Are leads slipping through the cracks due to poor tracking or follow-up systems? We implement precise lead tracking systems that capture, prioritize, and engage with every lead to maximize ROI
How CORE4 Transitioned Urban Empire's Tech Stack Into The Future
The Results
+ $1M YOY Revenue
28% Less Churn
We took a leap of faith and had CORE4 completely upgrade our tech stack. In the end, they created automations and streamlined workflows in our marketing, sales, and operation systems. They not only increased efficiency and cut costs; they significantly improved client satisfaction
The Strategy
We transformed Urban Empire’s tech stack by implementing an advanced CRM system with automated email and SMS workflows to ensure immediate and personalized messages are sent to every incoming lead immediately. Our team prebuilt custom response templates tailored to their business and designed a sales system to automate follow-ups and improve efficiency. By integrating lead forms, marketing platforms, and analytics tools, we provided a unified tech stack that not only tracked lead progress and delivered actionable insights, but also acted as a client portal to centralize communication, assign tasks, and remove communication bottlenecks
What We Specialize In
Automated
Responses
Client Portal Management
Automated Workflows
Custom CRM Template s
Sales Process Design
Nurture Sequence
Dashboard Reporting
Full Funnel Tech Stack
Our Four Step Process
Audit
Strategize
Execute
Optimize
Our Four Step Process
Tap a card to reveal how our process drives exceptional results every step of the way
Audit
Strategize
Execute
Optimize
The CORE4 Partnership Experience
We bring a proven track record of success backed by a team of experts who have been featured in Forbes and USA Today. With experience scaling brands to over $1 million in revenue within 12 months of launching, we consistently deliver results that go beyond expectations.
Gain real-time visibility into ad performance all in one place with our live KPI dashboard. All your Facebook and Google KPI's are easily visible to you ensuring complete transparency and actionable insights at your fingertips
We operate as an extension of your brand. By leveraging all parts of your marketing funnel, we create a cohesive, end-to-end customer journey that drives conversions and brand loyalty
Our strategies are built for scalability. Our goal isn't to just meet our KPI's or meet a lead target. We ensure your campaigns grow alongside your business without sacrificing efficiency
Services
Frequently Asked Questions
01
Our free marketing audit is a no-strings-attached, in-depth review of your entire marketing and sales system. We analyze your current efforts, evaluate their effectiveness, and identify areas for improvement. You’ll see where to cut unnecessary spend, where to reallocate resources, and discover new strategies to attract more customers. The audit is packed with valuable insights from our expert team, and it’s completely free.
02
We’re a boutique agency that focuses on quality over quantity. Instead of signing every client possible, we aim to integrate with your internal marketing team and help you scale to become a market leader. We don’t just generate leads — we deliver qualified leads, improve audience segmentation, nurture prospects with customized email and SMS campaigns, upgrade your tech stack for efficiency, and leverage AI to cut costs. Simply put, we’re here to grow your business like it’s our own.
03
Our pricing depends entirely on the scope of work your business needs. Before we provide a quote, we conduct a full-funnel marketing audit to create a customized strategy that aligns with your goals and KPIs. Whether your business requires a complete funnel overhaul or just some fine-tuning, we craft a solution tailored to your needs and price accordingly. Since we’re a boutique agency, we don’t offer standard “packages.” Every strategy is as unique as the businesses we work with.
04
While we have experience in a variety of industries, our specialty is helping local service-based businesses dominate their current markets and expand to new locations. If you’re a service business looking to scale, we know exactly how to help.
05
We’re just a message away! During business hours, we guarantee same-day responses through our client portal. Many of our clients discuss strategies, KPIs, and growth opportunities directly with us there. Plus, you’ll have access to a live dashboard that tracks all your marketing performance data, costs, and results in real-time — everything you need in one place.
06
Also known as remarketing, retargeting is the concept of showing advertisements to potential customers who showed interest in your products or services, but did not convert. Chances are, most of your traffic bounces away from your site without ever converting. Retargeting aims to get those people back your site by displaying ads to re-engage them such as products or services they recently viewed on your website or similar ones that they may find more compelling. These campaigns typically have a 300% higher conversion rate than standard campaigns because they target an audience that’s already familiar with and interested in your offerings.
07
Getting started is easy! Contact us, and we’ll kick things off with a free, no-obligation marketing audit. Once the audit is complete, we’ll share detailed insights on your current performance, key KPIs, and a personalized plan to boost results and grow your business. If you’re excited about the strategy we propose, we’ll move forward together!
08
Not at all. We start with a 90-day contract to get things rolling, and after that, it’s a simple 60-day renewal cycle. You’re free to end the service at any renewal stage — no long-term commitment required.