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CRM setup that ensures no lead ever falls through the cracks.

Every missed follow-up is a lost customer. Our CRM setup service builds your sales pipeline from scratch with automations, lead tracking, and integrations that connect every marketing channel to a single system. When a new lead comes in from Google Ads, your team knows instantly.

Projects worked on
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Who is this for?

Any local business generating leads from multiple sources (ads, SEO, referrals, walk-ins) that does not have a system to track them. If leads live in spreadsheets, sticky notes, or your head, you need a CRM.

What's included

CRM selection & setup

We help you choose the right CRM for your business size and needs, then configure it from scratch: contacts, custom fields, tags, and user permissions.

Pipeline design

We build deal pipelines that match your actual sales process. New lead, contacted, proposal sent, won, lost. Every stage is clear and every lead has a next step.

Automation workflows

Automatic lead assignment, follow-up reminders, status updates, and notifications. When a new lead comes in from your Google Ads, the right person on your team gets notified instantly.

Integration with marketing

We connect your CRM to your ad platforms, website forms, call tracking, email marketing, and SMS systems so every touchpoint is logged automatically.

Training & handoff

We train your team on how to use the CRM effectively, provide documentation, and offer support during the transition period. A CRM only works if your team actually uses it.

See it in action.

Click any niche to see what we've done for businesses like yours.

Healthcare

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Multi-location Dental Practice (4 locations)Dallas, TX
The Challenge

Barely visible on Google Maps across all 4 locations. Previous agency had them on a generic SEO package with no local strategy, no GBP optimization, and no call tracking. Spending $6,000/month on Google Ads with zero attribution.

What We Did
  • Rebuilt all 4 Google Business Profiles with location-specific posts, Q&A, and photo strategy
  • Created local landing pages for each location targeting neighborhood keywords
  • Restructured Google Ads into location-specific campaigns with call tracking
  • Built review generation via automated SMS after appointments
  • Set up CRM pipeline for front desk to track click-to-appointment
3.2xNew patient bookings
-38%Cost per lead
4.8★Google rating (was 3.9)
4 moTime to results
"We went from barely showing up on Google to filling chairs across all four locations. The team actually explains what they are doing and why."Sarah M. - Dental Practice Owner, Dallas TX
Present day:

Averaging 55+ new patient bookings/month (up from 17). Expanding to a 5th location with LocalReach handling the full digital launch.

Home Services

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Regional HVAC Company (2 locations)Toronto, ON
The Challenge

Spending $8,000/month on Google Ads with no call tracking, no dedicated landing pages, and no visibility into which campaigns generated profitable jobs. Website loading 6+ seconds on mobile.

What We Did
  • Complete Google Ads rebuild with separate campaigns for emergency vs. maintenance
  • Built 8 service-specific landing pages with call tracking
  • Launched Local SEO targeting HVAC + neighborhood keywords
  • Added email sequences for seasonal maintenance reminders
  • Installed call recording for phone handling QA
2.4xQualified leads
-41%Blended CPL
$0Ad spend increase
3.1xReturn on ad spend
"Same budget, completely different results. They rebuilt everything from scratch and we could finally see which jobs came from which campaigns."James R. - Operations Manager, Toronto ON
Present day:

Running at 2.4x lead volume on same spend. Added Meta Ads for seasonal promos and AI receptionist for after-hours calls. Planning 3rd location.

Real Estate

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Independent Real Estate BrokeragePhoenix, AZ
The Challenge

Competing against Zillow and Realtor.com for online leads. Agents were buying leads from portals at $50-$100 each with 2% conversion rates. No organic online presence.

What We Did
  • Built neighborhood-specific SEO pages targeting "homes for sale in [neighborhood]" keywords
  • Launched Google Ads for buyer and seller intent keywords
  • Created landing pages with home valuation tool for seller leads
  • Set up CRM with automated drip campaigns for long-cycle buyer leads
  • Launched Meta Ads with just-listed and market update content
-65%Cost per lead vs portals
8.5%Lead-to-client conversion (was 2%)
140+Leads per month
$2.1MClosed volume from digital leads (6 mo)
"The landing pages they built convert at 3x what our old website did. Every dollar on ads now actually turns into a qualified lead."Kevin W. - Broker, Phoenix AZ
Present day:

Generating 140+ leads per month at 65% lower cost than portal leads. 12 agents now using the system. Stopped buying Zillow leads entirely.

Want to see more results?

View all case studies →

What our clients say.

★★★★★
"We were spending $5k/month on ads with our last agency and couldn't track a single lead. That changed in week one with Local Reach."
AP
Anita P.
Dental Practice Owner, Houston TX
★★★★★
"Same budget, completely different results. They rebuilt our Google Ads from scratch and we could finally see which jobs came from which campaigns."
JR
James R.
HVAC Company Manager, Toronto ON
★★★★★
"I was paying another agency $3k/month and had nothing to show for it. Local Reach showed me exactly where every lead came from on day one."
TB
Tom B.
General Contractor, Denver CO

Common questions.

What CRM platforms do you work with?

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We work with GoHighLevel, HubSpot, Pipedrive, Salesforce, and others. For most local businesses, we recommend GoHighLevel for its all-in-one capabilities and value. We will advise on the best fit for your needs.

How long does CRM setup take?

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A basic setup takes 1-2 weeks. More complex configurations with multiple pipelines, integrations, and automations take 3-4 weeks. We handle everything so you can keep running your business.

Do I need a CRM if I only get a few leads per week?

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Yes. Even 5 leads per week is 20 per month, 240 per year. Without a system, you are guaranteed to lose some of them. A CRM pays for itself the first time it catches a lead you would have missed.

Ready to grow locally?

Get a free custom proposal tailored to your business, your market, and your budget.

Plans start at $500/month. No long-term contracts. Most clients invest $1,500 - $4,000/month.

Step 1 of 5

What do you need help with?

Select all that apply.

Get found on GoogleSEO, Maps, GBP
Run search adsGoogle, Microsoft, LSAs
Run social adsFacebook, Instagram, LinkedIn
Build or redesign my website
Email, SMS, or social marketing
CRM, automation, or AI receptionist
Reputation & review management
Not sure yet, help me figure it out
Step 2 of 5

How many locations?

This helps us scope the right strategy.

Single location
2 to 5 locations
6 or more locations
Step 3 of 5

What's your primary goal?

Pick the one that matters most right now.

More phone calls / leads
More walk-in traffic
More online bookings / orders
I just want to show up on Google
Not sure, help me figure it out
Step 4 of 5

What's your monthly marketing budget?

A rough range is fine.

Under $1,000 / month
$1,000 - $2,500 / month
$2,500 - $5,000 / month
$5,000+ / month
Not sure yet
Step 5 of 5

Almost there. Tell us about you.

We'll send your custom proposal within 1 business day.

Your proposal request is confirmed.

We'll review your business, market, and competitors, then send a custom proposal within 1 business day.

Check your email for a confirmation shortly. If you have questions in the meantime, call us directly:

US: (332) 233-7120    CA: (236) 304-1771