CRM and Automation
Leads, Quotes and Follow-Up That Move on Their Own.
Dapper Dev builds a CRM around how your business already runs and connects the tools you use. Leads are logged, quotes go out, appointments get scheduled, invoices are sent and review requests follow, without someone copying details from one place to the next.
Your Team Should Not Be the Glue Between Your Tools.
When each tool works on its own, people fill the gaps by hand. Details get retyped, follow-ups depend on memory, and leads go quiet without anyone noticing.
- New leads sit in an inbox until someone checks it
- Quotes are followed up when someone remembers
- The same customer details are typed into several tools
- Review requests are sent now and then, if at all
A CRM Shaped Around How You Work.
We start from your process, not a template, and connect the tools your team already relies on.
CRM Built Around Your Process
Stages, fields and views that match how your business actually takes a lead from first contact to finished job.
Connections to Your Existing Tools
Forms, calendars, email and other systems linked so information moves on its own.
Automatic Lead Follow-Up
Every new lead gets a timely response and reminders until someone on your team takes over.
Quotes and Scheduling
Quotes go out and appointments are booked from the same record, with no retyping.
Invoice Workflows
Completed work moves to invoicing automatically, so nothing waits on a reminder.
Review Requests
Customers are asked for a review at the right moment after the job is done.
From Scattered Tools to One Connected System.
We map how work moves today before building anything.
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01
Map How Work Moves
We walk through how leads, quotes, jobs and invoices move through your business now.
Done -
02
Design the Pipeline
Stages, owners and the automatic steps that should happen at each one.
Done -
03
Connect and Automate
We link your tools and build the follow-up, scheduling and review workflows.
Done -
04
Launch and Adjust
Your team starts using it, and we fine-tune the steps based on real use.
Live
For Organizations With More Moving Parts.
More people, more locations and more handoffs mean more places for a lead to stall. We design the CRM so every team knows what is theirs and what happens next.
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Multiple Pipelines
Separate pipelines for different services, departments or locations, all in one system.
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Roles and Permissions
Each person sees and edits what they need.
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Location-Based Routing
Leads are assigned to the right office or team automatically.
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Handoffs Between Teams
Clean transitions from sales to scheduling to billing, with the full history attached.
The Center of Your Growth System.
The CRM is where every lead from every channel ends up, so it connects to everything else we do.
Frequently asked
Questions About CRM and Automation.
Something else? Call 770.215.7166 or email hello@dapperdev.com.
Do we have to switch to new software?
Not necessarily. We start with the tools you already use and connect them. If a new CRM is the better fit, we explain why before recommending it.
What kinds of tasks can be automated?
Common examples are lead follow-up, quote reminders, appointment scheduling, invoice handoffs and review requests. We decide together which steps should stay manual.
Will our team need training?
We walk your team through the system at launch.
What happens to our existing customer data?
We plan how existing contacts and history move into the new setup before anything changes.
Who maintains the automations after launch?
We can manage and adjust them as your process changes.
Can it work across multiple locations?
Yes. Pipelines, routing and permissions can be set up per location or department, so each team works its own leads.
Get started
Put Your Busywork on Autopilot.
Show us how leads and jobs move through your business today, and we will map where automation saves the most time.