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    CRM Services

    CRM Services Sun Prairie, WI | Close More Deals on Autopilot

    Manage every lead, automate every follow-up, and never miss an opportunity again. Powered by HighLevel — starting at $97/mo.

    What Is a CRM and Why Does Your Business Need One?

    A Customer Relationship Management (CRM) system is the backbone of any organized, growth-focused business. It's where every lead, every customer interaction, every follow-up, and every deal lives — in one centralized platform. Without a CRM, leads slip through the cracks, follow-ups get forgotten, and revenue gets left on the table.

    For local businesses in Sun Prairie and greater Madison, a CRM isn't a luxury — it's a necessity. Whether you're a contractor managing job estimates, a med spa tracking appointments, or a home service company juggling dozens of leads per week, a CRM gives you the visibility and automation you need to close more deals without hiring more staff.

    At Tgard Solutions, we set up and manage CRM systems powered by HighLevel — one of the most advanced CRM platforms available — so you get enterprise-level tools at a small business price.

    Why We Chose HighLevel as Our Preferred CRM Platform

    After years of working with CRMs ranging from HubSpot and Salesforce to Zoho and Keap, we chose HighLevel because it delivers the most value for small and mid-sized businesses. It replaces 5-10 separate tools — your CRM, email marketing platform, SMS tool, appointment scheduler, funnel builder, and reputation manager — all in one unified system.

    HighLevel was purpose-built for agencies and local businesses. That means no bloated enterprise features you'll never use, no $500/mo price tags, and no complex onboarding processes. Just powerful automation, clean pipeline management, and the follow-up sequences your business needs to convert more leads into paying customers.

    Combined with our AI automation services and AI voice assistants, a HighLevel CRM becomes the command center for your entire customer journey.

    What You Get with Our CRM Services

    Everything you need to organize your leads, automate your follow-ups, and grow your revenue

    Setup & Onboarding

    We handle the full HighLevel setup — from pipeline configuration and custom fields to integrations with your existing tools — so your team hits the ground running from day one.

    Automated Follow-Up Sequences

    Never let a lead go cold. We build smart, automated text, email, and voicemail drop sequences that nurture every lead in your pipeline without lifting a finger.

    Pipeline & Lead Management

    See every lead, every stage, and every opportunity in one clean dashboard. Track your sales pipeline from first touch to closed deal with full visibility.

    Who Needs a CRM?

    Any business that generates leads and relies on follow-ups to close deals. If you're tracking leads in spreadsheets, sticky notes, or your memory — you need a CRM.

    Contractors & Home Services
    Med Spas & Clinics
    HVAC & Plumbing
    Real Estate Agents
    Dental & Chiropractic Offices
    Auto Repair & Detailing
    Roofing & Landscaping
    Salons & Fitness Studios

    How Much Does CRM Setup Cost?

    Starting at $97/mo

    Includes HighLevel platform access, full setup, pipeline configuration, and automated follow-up sequences. No long-term contracts.

    Book a Free Consultation

    80%

    Of leads are lost without follow-up

    5x

    More conversions with automated sequences

    $97

    Per month — replaces $500+ in tools

    24/7

    Automated lead nurturing

    CRM Services FAQ

    Common questions about CRM and HighLevel for local businesses

    Ready to Stop Losing Leads?

    Book a free 30-minute strategy call and see how a HighLevel CRM can help you close more deals, automate follow-ups, and grow your business.

    Book a Free Consultation