Close More Deals. Work Less. Automize Everything.
Automize is the Top Lead Gen CRM Service built to handle 60% of routine operations for all types of businesses, especially in Real Estate, Home Services, and Coaching. We ensure your team focuses only on closing sales and revenue generation.
The Automize Philosophy: Automate + Optimize
We utilize cutting-edge integrations and AI technology to take over 60% of repetitive, manual tasks (follow-up, data entry, lead qualification). This reduces your overhead immediately.
We structure the remaining 40% of your business by providing clean data, accurate KPIs, and smart workflows, allowing your team to focus 100% on closing sales and revenue generation.
The result is a highly efficient, scalable business that grows revenue without proportionally increasing headcount.
Why You're Losing Time and Revenue
Your business isn't losing deals because of a lack of leads; it's losing them to manual overhead and slow follow-up.
The High Cost of Manual Work
Your team is spending up to 60% of their time on administrative tasks instead of talking to qualified prospects who are ready to buy.
The Disconnected Tech Stack
Juggling multiple systems (CRM, email, phone, scheduler) leads to missed opportunities and inconsistent client experiences.
Unpredictable Growth
Without true automation, scaling your business means hiring more people, which drastically increases your overhead and complexity.
The Automize Solution: Shift Your Focus to Sales
We don't just supply software—we supply a custom, automated sales engine that allows your team to focus 100% on revenue-generating activities.
Before Automize
- ● Slow, inconsistent, human-dependent lead follow-up.
- ● High overhead from paying people for data entry and calls.
- ● Team focus is divided between administration and sales.
- ● 4-6 disconnected apps causing chaos and missed data.
After Automize
- ✔ Instant, 24/7 AI engagement and lead qualification.
- ✔ Reduced overhead as AI replaces routine tasks.
- ✔ 100% team focus on closing sales.
- ✔ One unified platform for total control and visibility.
The All-in-One Marketing Pillars
The power of Automize lies in unifying every core marketing function—from your website to social media to automated reviews—under one central CRM.
Websites & Funnels
Build, host, and track high-converting websites and funnels directly within the platform. Stop paying for expensive third-party builders.
Reputation Management
Automatically request 5-star reviews from happy clients and manage all feedback from a single, centralized dashboard.
Social Media Management
Plan, schedule, and publish posts across multiple social platforms. Engage leads directly from Instagram, Facebook, and more.
Unified Communications
Centralize all conversations (SMS, Email, GMB, Messenger) into one inbox. Never miss a lead or client message again.
Our Tiered Automation Plans
Choose the plan that fits your needs, from consolidating tools to replacing entire departments with AI.
Starter
Consolidation & Basic Automation
Billed Monthly: $197/month + $297 one-time onboarding fee.
Get Started- All-in-one CRM
- High-Converting Website & Funnel Builder
- 2-Way Text & Email
- Online Scheduling
- Basic Automation Templates
Optimize
Advanced Workflows & Reporting
Billed Monthly: $397/month + $597 one-time onboarding fee.
Get Started- Everything in Starter, plus...
- 5 Pre-Installed Workflows
- Conversation & Voice AI
- Automated 5-Star Review Generation
- Advanced Reporting Access
Maximize
DFY AI Deployment & Unlimited Scalability
Billed Monthly: $797/month + $1,497 one-time onboarding fee.
Choose Maximize- Everything in Optimize, plus...
- Custom-Built AI Agent
- AI Lead Qualification
- AI Appointment Scheduling
- UNLIMITED AI Text & Voice
- Dedicated Discord Support
- Monthly Strategy Calls
Transparent Usage Costs
Your subscription covers the platform. These minimal fees cover premium communication infrastructure and are billed monthly based on usage.
| Service | Cost (Per Unit) | Benefit |
|---|---|---|
| SMS Messaging | $0.01 per segment | Fully compliant, high-deliverability texting. |
| Making Calls | $0.0168 per min | Tracked, recorded calls from the CRM. |
| Receiving Calls | $0.0102 per min | Auto-routed inbound calls & Missed Call Text Back. |
| Email Sending | $0.001 per email | High-volume, high-deliverability marketing. |
| Skiptracing (Add-on) | $0.04 per trace | Fast lead data enrichment for outreach campaigns. |
The Automize White-Glove Experience
Our onboarding is a core part of our service. We manage the technical complexity so you can get to your first closed sale faster.
Starter / Optimize
Guided Self-Service
- ➡️Client-managed CSV import for data migration.
- ➡️Automated template installation & guided setup via video library.
- ➡️Guided resources provided for A2P 10DLC registration.
- ➡️Training via recorded video walkthroughs.
- ➡️Standard support portal access for post-launch help.
Maximize
White-Glove Deployment
- ✔FREE Migration: Our team moves all your data from your previous CRM.
- ✔Dedicated Project Manager handles all domain and integration setup.
- ✔Automize team manages A2P registration for guaranteed approval.
- ✔Live Team Training and a final review session for your custom automations.
- ✔Private Discord Channel for real-time priority support.
Ready to Shift Your Focus to Sales?
We recommend a brief 15-minute diagnostic call to review your current systems and confirm which Automize tier will achieve your goal of automating 60% of your business within the first 60 days.