Custom CRM setup in El Paso
A small business CRM set up around how your El Paso business works: your sales stages, your lead sources and one complete record per customer, in an account your business owns.
At a glance
- What: a CRM set up around how your business actually sells: the stages a job goes through, the details you track and who handles what.
- Includes: your pipeline, lead tracking by source, one record per customer, tasks for your team and the contacts you already have, imported and cleaned up.
- Built in your own account: the contacts, the history and the setup stay with your business, with a full export whenever you ask.
- Grows in pieces: follow-up, invoice reminders, forms or a dashboard can be added later on the same records.
- How to start: walk us through how a job moves today and get a free sample of your pipeline with a fixed written quote.
The problem it solves
Most small businesses already have a CRM. It is a notebook, a spreadsheet, a group chat and the owner’s memory, and it works until the busy season. A custom CRM puts those pieces in one place, set up around the way your business sells, so anyone on the team can see where every customer stands.
Built around how you work
A roofing crew in Horizon City tracks inspections, estimates and insurance approvals. A real estate agent in Las Cruces tracks showings and closing dates. A cleaning company in Socorro tracks recurring visits. Same kind of tool, very different setups. We build the pipeline stages, the customer fields and the team tasks from how you describe your work, not from a template.
One record per customer
Calls, notes, estimates, files and payments stay on the customer’s record. When someone calls back after six months, whoever answers sees the whole history and doesn’t make them repeat it. When a lead goes quiet, the pipeline shows it, and the task to call back has a name next to it.
Add pieces when you need them
Start with the pipeline and the records. Later, the same CRM can run online forms and e-signature, invoice and payment reminders or a business dashboard, all on the same records. The account is in your business’s name from the first day. Ask for a free sample of your pipeline.
What’s included
- A pipeline in your words.
- Stages that match how a job or a sale moves for you, from the first call to paid.
- Lead tracking by source.
- Each new lead marked with where it came from: Google, your site, a referral, a walk-in or an ad.
- One record per customer.
- Contact details, jobs, notes, files and conversations together, with fields for what your business tracks.
- Tasks for your team.
- Callbacks, site visits and follow-ups assigned to a person with a due date, so nothing depends on memory.
- Your existing contacts, cleaned up.
- Imported from spreadsheets, phones or your old system, with duplicates merged.
- Yours to keep.
- The account, the contacts and the history belong to your business, with an export whenever you ask.
How it works
The same order every time: nothing is built, and nothing is paid, until you have seen your sample and the written quote.
Walk us through a job
From first contact to payment: who answers, what gets written down, where estimates wait and where customers slip through.
Your free sample
Your pipeline stages, the fields on a customer record and who gets which task, laid out for you to mark up, with a fixed written quote. Free, with no obligation.
You approve, we build and import
The account is set up in your business's name, the pipeline and fields are built, and your contacts are imported and checked before your team starts using it.
Training
For you and your team: moving a customer through the pipeline, adding a note, assigning a task and finding a customer by name or phone.
The first 30 days
We look at how the team actually uses it, rename the stages that confuse people and remove the fields nobody fills in.
As little as 48 hours of lead time covers most projects. Larger sites, online stores and sites with booking or ordering systems get their own dated timeline in the written quote.
How pricing works
Every business needs a different set of pieces, so every quote is written for yours. You see your free sample and a fixed written quote before you pay anything. Here is how a quote works.
- Agency-quality work at small-business prices, quoted in writing before anything starts.
- A fixed written quote. No surprise invoices.
- You can own your website instead of renting it: no monthly website fee, with the domain, files and accounts in your name.
- Pay for the services you actually need. Every package is built à la carte.
Questions
Do I need a CRM for my small business?
If you can't say in ten seconds who called last week, what they asked for and whether anyone got back to them, yes. A two-person shop with a few jobs a week can run on a notebook. Once leads arrive by phone, text, Facebook and your website at the same time, a CRM keeps every El Paso customer in one place so none get lost.
What does custom mean here?
The CRM is set up around your business instead of a default template. The pipeline stages use your words, like estimate sent or waiting on parts. The customer record holds the details you actually need, like the vehicle, the address or the service plan. Tasks go to the right person on your team. The software underneath is an established platform in your own account; the setup is what we build for you.
What is a pipeline, and do I need one?
It is the list of steps a job or a sale goes through, from first contact to paid, shown as columns you move each customer across. If you have ever wondered how many estimates are out right now, or which ones went quiet, a pipeline answers that the moment you open it.
Can you bring in the contacts I already have?
Yes. We import them from spreadsheets, your phone, your email or the system you are leaving, merge the duplicates and carry over the history that can be carried. You check a sample of the import before the rest goes in.
Who owns the customer list?
You do. The account is in your business's name, and you can export every contact whenever you want. If you stop working with us, the CRM and everything in it stay with you.
Does it send texts and follow-ups too?
It can, as an add-on. Lead follow-up, missed-call text back and invoice reminders run on the same records. Texts go only to customers who opted in, under an A2P 10DLC registration filed in your business's name, with message frequency, rates and STOP and HELP language in place. The CRM itself works without any texting.
Why Rodco Systems
- Quality
- Custom design for your business, built to load fast on a phone.
- Speed
- A free sample of your home page in one business day, and live in as little as 48 hours after your approval.
- Price
- Rodco Systems consistently undercuts local competition, with higher quality. See how prices compare
- Ownership
- You own your site, domain and accounts instead of renting them.
- Bilingual
- Your site and your service in English and Spanish.
- Local
- Based in El Paso, serving El Paso, southern New Mexico and Ciudad Juárez.
- In person
- In person across El Paso and Las Cruces.
Tell us what your business needs
You get a free sample of your website and a fixed written quote for the services you actually need.