CRM for small business, set up for you
Your leads, customers and jobs in one place, built around how your team sells, with follow-ups that happen on their own. From $4,000 to set up, then $1,500 a month, managed for you.
- Your data, in your own account
- Running in 3 to 4 weeks
- Month to month
At a glance
What is a CRM?
- What a CRM is
- A CRM (customer relationship management system) is one shared place for every lead, customer, job and conversation, so follow-ups don’t depend on someone’s memory or a spreadsheet.
- What we do
- Fountainhead sets up the CRM around how your team sells, moves your data in, connects your forms, phones, email and accounting, trains your team and manages it every month.
- Platforms
- monday.com, HubSpot or Zoho CRM. We help you pick the one that fits how your business works.
- What it costs
- Setup $4,000 to $8,000, then $1,500 a month for the management plan, month to month. The CRM’s own per-user plan is billed to you directly by the platform.
- How long it takes
- 3 to 4 weeks from the first call to your team working in it.
- What makes it an AI CRM
- Calls and texts from Greatvine, our AI receptionist, are logged on the customer’s record, and your AI brain answers questions straight from the CRM.
Where your AI plugs in
Not a filing cabinet. An engine.
Your CRM is what your AI runs on, and what runs your follow-ups.
- 1
Your AI writes to it
Every call, text and web form lands as a record, summarized, with the contact details and the next step filled in. Nobody types it in after the fact.
- 2
Your AI reads from it
Ask in plain English, “who hasn’t heard from us since their quote went out?”, and get the answer from your live records.
- 3
Your CRM acts on it
A new lead starts the follow-up. A stalled deal sends a nudge. A finished job sends the invoice reminder. The rules run on their own.
What’s included
Everything it takes to get your team using it
Set up once, then managed every month as your business changes.
Set up around how you sell
Your stages, your fields, your words. Not a template your team has to work around.
Your data moved in and cleaned
Contacts, customers and jobs from spreadsheets or an old CRM, checked, de-duplicated and moved in.
Every lead flows in
Web forms, calls, texts and ads land in the CRM with where they came from attached.
Pipelines and automatic follow-ups
Reminders, follow-up emails and texts that go out on time, without anyone remembering to send them.
Connected to the rest
QuickBooks, email, calendars, e-signature and shared folders, so nobody types the same thing twice.
Dashboards and training
A live view of your pipeline and the numbers you care about, and a team that knows how to use it.
Platforms
monday.com, HubSpot or Zoho CRM
We set up all three. Which one fits depends on how your business runs.
monday.com
Visual boards that bend to almost any process: leads, jobs, installs and service in one place. Our largest CRM build runs on it.
HubSpot
Email, website forms, marketing and the sales pipeline in one system, with a free tier to start on.
Zoho CRM
A complete CRM with a wider suite, including accounting and help desk, for a budget-conscious team.
Our work
A CRM we’ve built
A solar group of three companies, about 125 people, on monday.com.
- Leads, jobs, contacts and accounts on connected boards
- Every call and text logged on the lead’s timeline
- New leads from a partner portal imported with a duplicate check
- Quotes and proposals priced from their own price list
- Contracts sent for e-signature straight from the CRM
- A shared folder made for every new lead
- Sites, contacts and accounts synced every night from a sister company’s system
- A live sales dashboard and overdue invoices reconciled for collections
Who it’s for
A CRM for your kind of business
- Contractors and construction
- Leads, estimates, jobs, crews and change orders.
- Solar
- Leads, site surveys, proposals, installs and service.
- Law firms
- Intake, matters, deadlines and every client conversation.
- Accounting firms
- Clients, engagement letters, document requests and seasonal deadlines.
- Service businesses
- Calls, appointments, jobs and repeat customers.
Questions
Straight answers
Which CRM is best for a small business?
The one your team will actually use. monday.com suits teams that run jobs and projects alongside sales, HubSpot suits businesses where marketing and sales work together, and Zoho CRM suits teams that want a full CRM at a lower price per user. We help you choose during the consultation, before you pay anything.
Can you move us off spreadsheets or our old CRM?
Yes. We move your contacts, customers and jobs in from spreadsheets or your old system, check them, remove duplicates and match them to your new setup before your team starts.
Does it work with QuickBooks?
Yes. We connect QuickBooks so customers and invoices stay in step between the two, and nobody types an invoice twice.
What does the $1,500 a month cover?
Upkeep, adding and removing users, small fixes and changes as your business changes, and keeping the connections to your forms, phones, email and accounting working.
Do we own our data?
Yes. The CRM account is in your business’s name and the data in it is yours. You can export it any time.
What happens if we stop the management plan?
Management stops. The CRM, its automations and your data stay in your account and keep working.
Do we have to change how we work?
No. We set the CRM up around how your team already sells and follows up, then automate the steps people forget.
How do I get started?
Book a free 30-minute consultation. We look at how leads and customers move through your business today, recommend a platform and give you a fixed quote.
Learn more
CRMs and follow-up, explained
- The Best CRM for Small Business Isn't What You Think
- 5 Signs Your Business Has Outgrown Spreadsheets
- CRM Data Hygiene: Why Your Pipeline Is Lying to You
- How to Automate Your Sales Follow-Ups (Without Sounding Like a Robot)
- Missed Calls Are Costing You Customers — How Automatic Text-Back Works
- Why Ad Spend Gets Wasted Without a Follow-Up System
Get your leads and customers in one place
The consultation is free and takes 30 minutes. You get a platform recommendation, a fixed quote, and a CRM your team is working in within 3 to 4 weeks.
Book a free CRM consultationor call (615) 551-2836