Website + CRM Growth Plan | Joe Web Solutions
CRM • Communication • Automation • Customer Journey

Build a CRM that keeps every lead moving toward the next step.

Joe Web Solutions builds complete CRM systems around the way your business actually works. Bring your contacts, text messages, email, calendars, forms, appointments, sales pipeline, follow-up, automation, reporting, and integrations into one organized customer-management environment.

✓Response Faster ✓Stay Organized ✓Automate Work
Interactive CRM Command Center
Customer Operations Console
● Active
Unified ConversationsClick any contact to open a different SMS and email conversation history.
5 conversations
AM
Alex Morgan New Lead • Consultation
SMS
Sales PipelineDrag an opportunity card into a different stage to update the pipeline.
$52.0k active
New Lead 2
Website FormNorthline Group$4,500
ReferralBrightway Co.$2,800
Contacted 2
PhoneSummit Advisory$6,200
EmailWestfield Studio$3,900
Booked 2
ConsultationEvergreen Health$7,500
DemoMetro Auto$5,300
Proposal 2
Proposal SentHarbour Financial$12,000
ReviewingPeak Logistics$9,800
Drag cards between columns • Keyboard: Shift + ← / →
Appointments & CalendarsSelect a date to see available appointment times on the right.
Select a date
MONTUEWEDTHUFRISATSUN
Available Times Thursday, Aug 13

Choose a time for a 30-minute consultation.

Select a time slot
Workflow AutomationSelect a stage, rename it, add another stage, or attach actions from the library.
4 stages
Selected Stage Respond
01 Lead Captured New contact enters the workflow.
+ Add Contact
02 Respond Send confirmation and route the lead.
Send SMS
03 Schedule Guide the lead toward an appointment.
04 Follow Up Continue nurture and internal tasks.
Add Tag
Add an action to Respond Click an action below
◎
Customer HistoryEvery interaction stays connected.
↗
Business VisibilityKnow what needs attention next.
One Customer RecordContacts, activity, appointments, notes and opportunities stay connected.
Faster ResponseReduce the delay between a new inquiry and your next action.
Clear Follow-UpAutomations, tasks and reminders help reduce missed opportunities.
Better VisibilitySee conversations, pipeline movement and customer activity more clearly.
Complete CRM Capabilities

One CRM. Four clear areas of your customer journey.

Instead of thinking about dozens of separate tools, your CRM can be organized into four simple areas: capture and organize leads, communicate and schedule, manage sales and automation, then measure and connect everything.

01
FOUNDATION

Capture & Organize

Turn every inquiry into a structured contact record your team can actually use.

✓Contacts & customer profiles
✓Custom fields, tags & segments
✓Forms, surveys & lead capture
✓Source tracking & activity history
02
COMMUNICATION

Communicate & Schedule

Keep conversations and appointments connected to the right customer record.

✓SMS & email messaging
✓Conversation history & templates
✓Calendars & booking pages
✓Reminders, rescheduling & notifications
03
SALES & FOLLOW-UP

Manage & Automate

Give every lead a visible next step while automating repeatable work behind the scenes.

✓Sales pipelines & opportunities
✓Tasks, ownership & team follow-up
✓Workflow automation & triggers
✓Email nurture, reminders & reactivation
04
VISIBILITY & SYSTEMS

Measure & Connect

Track performance and connect your CRM with the tools your business already uses.

✓Reporting & conversion tracking
✓Payments & transaction workflows
✓Team access & permissions
✓Integrations, API & webhooks
Need something more specific? Your CRM can be configured around your actual customer journey, team structure, and workflow.
See the CRM in Action

A closer look at how your CRM can work day to day.

Explore a working CRM-style demo. Open reports, search contacts, continue conversations, move opportunities through the pipeline, choose appointment times, and build a simple automation workflow.

Overview

Dashboard & Reports

See lead activity, appointments, pipeline value, conversion performance, and where new opportunities are coming from.

Live CRM snapshot
New Leads↗
48+14% vs previous period
Appointments◷
19+8% booking activity
Pipeline Value$
$24.8K+11% open opportunities
Conversion Rate✓
31%+4.2% qualified to won
Lead & Appointment ActivityCompare new lead volume with booked appointments.
Lead SourcesWhere current opportunities started.
Website38%
Google Ads27%
Referral21%
Social14%
Customer Records

Contacts

Keep customer details, communication history, tags, source information, notes, and sales activity in one organized record.

6 demo contacts
NamePhoneEmailTags
Unified Conversations

Inbox

Open a conversation and send a message. This demo replies automatically so visitors can experience the flow of a connected inbox.

Messaging ready
AM
Alex MorganNew Lead • Consultation
SMS
Sales Pipeline

Move opportunities as work progresses.

Drag opportunity cards between stages. On mobile, use the stage selector inside each card.

Drag & drop enabled
Scheduling

Calendar & Appointment Booking

Select a date, choose an available time, and create a sample appointment without leaving the CRM workspace.

Availability synced
Month
SunMonTueWedThuFriSat
Workflow Builder

Build a simple automation.

Choose a trigger, add workflow stages, and see how a CRM can organize repeatable follow-up without hiding the process from your team.

Workflow draft
Add an action to the workflowClick any action below
WEBSITE + CRM GROWTH PLAN

One connected system for your website, leads, and follow-up.

Instead of managing your website and CRM as separate pieces, this plan brings them together from the beginning, so lead capture, appointments, pipeline activity, automation, and ongoing support work as one coordinated system.

Complete Website + CRM

Build the front end and the follow-up system together.

A professionally designed website connects directly to a complete CRM environment, giving your business a clearer path from first visit to enquiry, appointment, follow-up, and ongoing customer management.

$ 289 / month
Website5 custom pages
CRMComplete system included
Commitment12-month minimum
Domain1 setup included
Included in the plan

Your website and CRM are built to work as one system.

01 Custom website design & developmentUp to 5 professionally designed pages built around your business, services, customer journey, and mobile experience.
02 Complete CRM systemContacts, customer history, conversations, appointments, opportunities, pipeline activity, tasks, and organized follow-up.
03 Lead forms & booking connectionWebsite enquiries and appointment bookings can flow directly into the CRM so leads enter the right process immediately.
04 Pipeline & automation setupCore stages, workflows, reminders, internal notifications, assignments, and follow-up are configured around your process.
05 Domain setup & launch supportOne domain setup is included with the website implementation, along with support for getting the connected system ready to launch.
06 Ongoing support & standard updatesContinued support for the connected website and CRM environment, including standard website content and image updates.
✦ Unlimited revisions during the website design phaseRevisions are included while the website is being developed, before final approval and publication.
Additional pages$129 per page
Best fitBusinesses that want website + CRM connected from day one
Third-party usage fees are separate.

Usage-based or external service charges, such as SMS/MMS, email delivery, premium integrations, and other third-party services, are not included in the monthly plan price and must be covered by the client.

The Process From first conversation to one connected website + CRM. One guided build sequence keeps strategy, design, lead capture, booking, CRM structure, automation, testing, and launch moving together.

01
Discover

Understand the business.

We define your goals, audience, services, website needs, lead sources, booking flow, current tools, and where follow-up is breaking down.

✓Outcome: clear project direction
02
Blueprint

Map the customer journey.

We shape the page structure, calls to action, lead forms, CRM pipeline, appointment path, and automation logic before the system is built.

✓Outcome: website + CRM roadmap
03
Build

Create both sides together.

The website is designed and developed while the CRM structure, contact organization, pipeline stages, forms, and core workflows are configured.

✓Outcome: connected working system
04
Connect + Test

Run the real lead journey.

We connect forms and booking, test how leads enter the CRM, verify pipeline movement and automation, and check the experience across devices.

✓Outcome: tested end-to-end flow
05
Launch + Support

Go live with support behind it.

After final review and approval, we complete the launch setup and continue supporting the connected website and CRM environment.

✓Outcome: live system + ongoing support
Website + CRM Questions

Know exactly what the connected plan includes.

The plan is designed for businesses that want the website, lead capture, CRM, appointments, pipeline, automation, and ongoing support working together instead of being managed as separate systems.

What is included in the Website + CRM Growth Plan?

The plan includes a custom 5-page website, a complete CRM system, lead forms and calendar connections, pipeline and automation setup, one domain setup, ongoing support, and standard website updates.

Is the complete CRM included with the website plan?

Yes. The complete CRM is already included in the Website + CRM Growth Plan. It is designed to work with the website so captured leads can move directly into the CRM, appointment, pipeline, and follow-up process.

How many website pages are included?

The plan includes up to 5 custom website pages. Additional pages are available for $129 each.

Is there a minimum commitment?

Yes. The Website + CRM Growth Plan has a 12-month minimum commitment.

Are website revisions included?

Yes. Unlimited revisions are included during the website design phase, before final approval and publication.

Are third-party usage fees included in the monthly price?

No. Usage-based or external charges such as SMS/MMS, email delivery, premium integrations, and other third-party services are separate and must be covered by the client.

Can the website forms and booking calendar connect directly to the CRM?

Yes. Website forms, lead capture, and appointment booking can be connected to the CRM so new enquiries enter the appropriate pipeline and follow-up process.

Does the plan include ongoing support?

Yes. Ongoing support and standard updates are included for the connected website and CRM environment.

Ready to Connect Your Website + CRM?

Build one system that captures the lead and keeps the follow-up moving.

Tell Joe Web Solutions what your website needs to accomplish, how leads currently enter your business, how appointments are booked, and where follow-up breaks down. We can map the customer journey and connect the website and CRM around it.

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