GHL CRM Setup and Automation
Pipelines, workflows, follow-up sequences and reporting built around how your team actually sells.
Learn moreNew cabinets, windows or doors are a big purchase with a long decision, and after the customer signs there are often weeks of waiting on production. We build GoHighLevel to book the consult quickly, follow up the quote until the customer decides, and keep them informed through the lead time so they stay excited instead of anxious.
Cabinet makers and window and door companies who want consults booked fast, quotes followed up with financing and customers informed through long lead times.
Inside: a 9-stage pipeline and 6 workflows (Speed to lead, Missed call text back, Consult and measure reminders, Quote follow-up, Order status updates, Install scheduling), plus forms, a booking calendar and a review request.
From $297. Install it yourself, have us install it, or have us tailor it with a website.
See the snapshot and optionsPipelines, workflows, follow-up sequences and reporting built around how your team actually sells.
Learn moreTwo-way syncs, webhooks, n8n flows and Supabase middleware between GHL and the systems you already run.
Learn moreA fixed-price campaign that turns an old customer list into booked appointments.
Learn moreNo. Your design, quoting or supplier ordering system keeps the drawings, specifications and orders. GoHighLevel handles the lead response, consults, quote follow-up, order updates, install scheduling and reviews around it, and we connect the two where an API or integration is available.
Tell them what is happening before they ask. Each order stage, such as ordered, in production, shipped and delivered, sends a short update with the expected date. If a date slips, they hear it from you first. Customers who feel informed rarely cancel.
Yes. Quote follow-up can include a link to your lending partner's application and a plain description of the options they offer. The lender decides the terms and approvals, and their compliance team has the final say on the wording.
The same day with the quote and a summary of what was chosen, a few days later with financing options and answers to common questions, then at the pace the customer set for their decision. Large quotes get an owner task to call. The sequence stops when the order is signed or the customer says no.
Yes. Builders, remodelers and designers get their own pipeline, a simple way to send projects, status updates on each job and a thank-you when it is installed. A check-in goes out when a regular partner has not sent anything in a while.
A 30-minute call is enough to tell you what we would do first and what it would cost.
No pitch deck. We look at your current setup and tell you what we would do and what it would cost.Need more than GoHighLevel? Yotomations, our parent company, also builds AI agents, custom software and websites.