DCL Fortress ICFVoice + CRM
10 trade show leads, straight into the pipeline.
Every lead the AI receptionist captured landed in the CRM and calendar automatically.
Read the case studyStratify CRM · CRM + automation
A CRM that follows up so you don’t have to.
Stratify CRM is set up around your sales process, with automated follow-ups, reminders, booking, and reporting running from day one. We configure it, connect it, and keep it running.
Stratify CRM · Sales pipeline
NEW LEAD · 2
Dental clinic
Follow-up sent
Roofing contractor
Follow-up sent
CALL BOOKED · 2
HR consultancy
Follow-up sent
Fitness studio
Follow-up sent
PROPOSAL · 1
Law firm
Auto-reminder set
WON · 1
Physio clinic
Auto-reminder set
Follow-up sent automatically
2 days after no reply
2 days after no reply
The short answer
What does a CRM do for a small business?
A CRM (customer relationship management system) keeps every lead, client, conversation, and deal in one place, so nothing lives only in someone’s inbox or head. With automation, it also does the follow-up work: reminders, emails, and next steps happen on schedule without anyone remembering to do them.
Most small businesses don’t fail at CRM because of the software. They fail because nobody sets it up around how they actually sell. That’s the part we do for you.
What’s included
Set up for how you sell, on day one.
Your pipeline, your stages
Deal stages that mirror your real sales process, not a generic template.
Automated follow-ups
Leads get followed up on schedule, and deals that go quiet get nudged automatically.
Reminders and tasks
The next step on every deal, assigned and dated, so nothing slips.
Booking and lead capture
Forms and calendar booking on your website that drop leads straight into the pipeline.
Pipeline reporting
See what’s coming in, what’s stuck, and what’s closing this month at a glance.
Migration included
Moving from spreadsheets or another CRM? Setup includes bringing your contacts and deals across.
Better together
Pair it with Stratify Voice.
Stratify Voice answers your calls and books meetings. Stratify CRM captures every one of those leads and follows up automatically. Together, a lead can go from phone call to booked meeting to follow-up email without anyone on your team touching it.
Explore Stratify VoiceCrossBorder Builders NetworkWebsite + Voice + CRM
150+ hot leads in the first 60 days.
Website, phone agent, and CRM launched together as one lead system.
Read the case studyPricing
Start with Stratify CRMFrom $199 USD / month + $1,499 one-time setup
In Canada: from $279 CAD / month + $1,999 CAD setup. Hosting, maintenance, and support from our team are included.
How long does it take to set up Stratify CRM?
Setup covers your pipeline design, automations, forms, booking, and data migration. We’ll give you a firm go-live date after the strategy call, and you’ll review everything before it’s switched on.
Can you move our contacts from our current CRM or spreadsheets?
Yes. Migration is part of setup: we bring your contacts, deals, and notes across and clean up duplicates on the way. Very large or complex data sets are scoped during your strategy call.
What does the monthly fee cover?
Hosting, maintenance, and support from our team. If a stage, automation, or form needs changing, you message us and we take care of it.
Do I need Stratify Voice to use Stratify CRM?
No. Stratify CRM works on its own. It simply works best alongside Stratify Voice, because every call becomes a lead in your pipeline automatically.
Stop losing deals to “I forgot to follow up.”
Book a free strategy call and we’ll show you what your pipeline looks like in Stratify CRM.