Lead capture and follow-up, installed as one system.
Website, forms, calls, and messages go into one CRM. The right person is notified, response and follow-up run on schedule, quiet leads get reactivated, and the booked result is reported back against its source. Cross X Agency sets that path up around how your business already sells.
Installed lead paths.
Color Drop estimate request
A phone-first form captures contact details before moving into project details, then routes the request into the agreed follow-up path.
Lusso consultation request
Automotive project inquiries start in a dedicated consultation path, carrying the request into the shop's sales process.
Versatile estimate path
A clear Oahu estimate entry point connects the website request to the team's CRM and lead follow-up.
Undercover Customz. Website and CRM installed together as one lead path.
What happens after an inquiry.
Five handoffs sit between an inquiry and a booked job. This is useful when inquiries already arrive but ownership, follow-up, or reporting breaks along the way.
- Calls ring out while the crew is on a job, and nobody calls back.
- Leads live in one person's phone, a shared inbox, or a notepad.
- Follow-up depends on someone remembering on a busy afternoon.
- Nobody can say which page, campaign, or call produced booked work.
If the lead path is already reliable and owned, you may not need this. If you mainly need a website, start with web design.
An inquiry arrives and is captured once
A call, form, or message comes in and the service, property or vehicle detail, timing, and contact information are recorded on one record.
Where it breaks: Calls ring out, or half the details are missing so the first reply has to ask again.
A customer record is created and owned
The lead lands in a pipeline stage with a named owner, and the person who can actually answer is alerted.
Where it breaks: The lead sits in one person's phone and everyone assumes somebody else replied.
Follow-up runs on schedule
An immediate response goes out, then approved follow-up continues until there is an answer.
Where it breaks: Follow-up depends on memory and usually stops after one message.
The booking or estimate is created
The appointment, site visit, or quote is created from the same record, with reminders and confirmations attached.
Where it breaks: The calendar and the conversation live in different places, so slots go quiet.
Outcome and source are reported
Booked, estimated, or lost is set on the record, and where the lead came from shows up in one place.
Where it breaks: Leads clearly arrive, but nothing ties booked work to the page or campaign.
Four layers, one working path.
Capture, customer records, response, and reporting are connected and tested around how your team sells. The agreed scope determines what stays and what gets connected. Where a new page or site is needed, web design is included in the agreed scope.
Entry points
Your existing website or a new conversion page as scoped, plus call, form, and message handoff where the platform supports it. If the current site is working, we connect it rather than replace it.
Customer record and routing
CRM and pipeline stages that match how the business actually sells, the service, property, or vehicle detail your team needs captured, and clear staff ownership with notifications.
Response and follow-up
Missed-call response, approved follow-up automations, AI-assisted response where it is appropriate and approved, booking or estimate follow-up, and stop rules so a real conversation never gets talked over.
Measurement and handoff
Source tracking, outcome statuses, reporting you can read without training, and documented access so you know what is installed and where it lives.
Cross X OS holds the CRM, pipeline stages, routing, automations, response logic, and reporting. Setup and additional connections are scoped before work starts. Larger builds, deeper automation, and ongoing marketing are separate scopes.
AI-assisted response is used only where approved. It follows routing rules, hands off to a person, and stops when a human takes over. It is not left to run unsupervised.
Scope and pricing.
CRM & Automation is priced to the sources, pipelines, routing, follow-up, tracking, and reporting being installed. You receive the scope and price in writing before work begins.
Websites start at $497 per month with a 12-month commitment, with the first month collected before the build begins. Pages, scope, connections, and additional setup are confirmed in the proposal. Custom websites and larger installations are scoped separately.
Monthly software and lite management cover the installed path. Advanced CRM, AI, ecommerce, automations, ads, deeper SEO, content, and wider growth operation require separate scoping.
How installation happens.
- Map the current lead path, tools, and access.
- Agree what stays and what gets replaced.
- Configure capture, CRM, routing, and follow-up.
- Test real scenarios, ownership, and stop rules.
- Launch with owners, access, and reporting documented.
Timeline depends on scope, access, and how much of the current setup stays. It is agreed before work starts.
Before you buy.
Can Cross X Agency work with our existing website or CRM?
Often, yes. We map what you already have first. If the current website or CRM can carry the lead path, we connect and configure it. We only recommend replacing something when it cannot do the job, and that decision is agreed during scoping before any work starts.
How is the setup priced?
It is scoped to the business. The number depends on how many lead sources and forms get connected, how many pipelines and stages you need, how much follow-up and reactivation gets written, and how much of your current setup stays. You get the scope and the price in writing before any work begins.
What if we mainly need a website first?
Then start there. Websites start at $497 per month with a 12-month commitment, with the first month collected before the build begins. Pages, scope, connections, and any additional setup are confirmed in the proposal. Custom websites and larger installations are scoped separately. Capture and follow-up can be added later once the site is live.
What does the monthly amount cover?
It keeps your Cross X OS account live and includes lite management of the core lead path plus light ongoing adjustments. Anything larger is agreed during scoping rather than assumed as unlimited service.
Is ongoing management required?
No. Your team can operate the system after handoff. If you want Cross X Agency operating the wider growth work, such as campaigns, SEO, content, paid media, and deeper optimization, that is a separate retainer scoped to the work.
Who owns the accounts, customer data, website, and files?
You do. Business accounts, customer records, the website, content, and files stay under your name, and the handoff documents where everything lives so your team can operate or export it.
See where the handoff breaks.
Show us how leads arrive, who responds, and what happens after the first message. We will map the path and scope the setup from there.