• 520-580-0454
Facebook X-twitter Linkedin Instagram

Scale Smart CRM

Automate the Busy Work. Close More Deals. Grow with Confidence.

If you’re juggling sticky notes, spreadsheets, and disconnected tools just to stay on top of leads and customers—you’re not scaling. You’re surviving.

Our all-in-one CRM and automation system helps you stop dropping the ball and start growing your business smarter.

The Problem: Leads Are Slipping Through the Cracks

Most business owners have a lead problem—and it’s not a lack of them.

It’s what happens after the lead comes in:

  • Missed calls, forgotten follow-ups, and no-shows
  • Prospects ghost because no one followed up fast enough
  • Sales pipeline? More like a sticky note pile
  • Too many tools, none of them connected

You’re losing opportunities daily—not because your service isn’t great, but because your systems aren’t built to scale.

The Agitation: You're Doing Everything Manually
(and It Shows)

You’re spending valuable hours chasing leads, replying to texts, booking appointments, and reminding people to show up.

That’s time you could be spending closing deals, leading your team, or actually taking a break.

Without a system to automate follow-ups, organize conversations, and track your pipeline—you’re stuck in reactive mode.

It’s exhausting, and it’s holding you back.

The Solution: Scale Smart CRM

We help you stop hustling and start scaling with one powerful platform that automates your entire lead-to-client process.

What’s Included in Scale Smart CRM:

Automated Follow-Ups That Never Miss a Beat

  • Instantly text, email, or call leads when they come in
  • Smart workflows that follow up automatically over time
  • Win back cold leads without lifting a finger

Easy Appointment Booking & Reminders

  • Let leads book directly into your calendar
  • Automated confirmations and reminders reduce no-shows
  • Text-based rescheduling = less back-and-forth

Pipeline Management That Keeps You in Control

  • Visual drag-and-drop sales pipelines
  • Track leads by stage and see where the bottlenecks are
  • Forecast revenue and know exactly what’s next

Automated Follow-Ups That Never Miss a Beat

  • All texts, calls, Facebook messages, emails in one place
  • Never miss a message again
  • Reply from desktop or mobile with ease

Automated Follow-Ups That Never Miss a Beat

  • Know your close rate, speed-to-lead, and ROI
  • Make smarter decisions, faster

Where This Fits in Your Growth System

Scale Smart CRM is part of your “Convert & Engage Customers” strategy. When paired with lead generation (like Google Ads or SEO), it ensures that every lead is nurtured, followed up with, and turned into revenue.

No more wasted ad spend. No more dropped leads.

Ready to Stop Losing Leads and Start Scaling?

 See how Scale Smart CRM can give you back your time and grow your revenue—without adding more work to your plate.

Built for Busy Business Owners

No tech headaches. No complicated setups.


 Just results.



Privacy Policy | Terms & Conditions

Facebook X-twitter Linkedin Instagram

nichole@optimizeddigitalagency.com

       

 

©2025 Optimized Digital Agency (All Rights Reserved)

malachi@optimizeddigitalagency.com