CRM implementation and sales automation

Organize your opportunities and automate follow-up, from first contact to payment.

We configure your CRM, connect inbound inquiries and define owners, next actions and reports for your sales team. We review your operation before recommending tools and scope.

  • CRM configured
  • Automations live
  • Executive dashboard
  • Team trained

The initial review is free. Implementation is quoted on the agreed scope.

or watch the 2-minute illustrative demo →

What exactly you are buying

It is not a standalone software licence or a consulting report. It is a combination of three things, and it is worth knowing who pays for which.

Included

The platform (our software)

The Revenue Control System™ runs on our platform: client portal, pipeline with advance criteria, tasks and alerts, automation engine, execution log and executive dashboard.

  • · Pipeline and opportunities
  • · Automations and their log
  • · KPI dashboard
  • · Client portal
Included

The implementation (our team)

We design the pipeline around your real process, connect your lead sources, migrate your data and train the team. This is human work, not an activation button.

  • · Pipeline and criteria design
  • · Integrations and migration
  • · Configured automations
  • · Training and handover
Not included

The third-party tools

If you use HubSpot, GoHighLevel or another CRM, the WhatsApp Business API, Calendly, Stripe or your email provider, those licences are paid to each provider and stay in your name.

  • · CRM licences
  • · WhatsApp Business API
  • · Payment gateway
  • · Domain and email

If you already have a CRM, we configure it. If you do not, we install one. Either way the system ends up running, documented and with a trained team.

Do you know who owns each opportunity and what comes next?

When inquiries are spread across messages, spreadsheets and email, it is hard to know what is pending. A shared process helps surface opportunities without an owner, overdue follow-ups and pending payments.

Leads that go cold

Inquiries come in and nobody answers within the first hour, while interest is still alive.

No visibility

You do not know which stage each opportunity is in, or how long it has been stuck.

Manual follow-up

The team relies on memory and spreadsheets instead of a process.

Revenue leaks

Opportunities are lost in the gaps of the process and there is no record of why.

What we implement

Tools, integrations and automations are defined in the proposal. Configuration depends on the capabilities and licences of the CRM you choose.

01

Acquisition

Inquiries recorded with their source and owner.

02

Follow-up

Tasks, reminders and automations according to the contracted scope.

03

Closing

Stages with clear criteria and a recorded next action.

04

Payment

Tracking of payment status and the agreed connections.

05

Onboarding

Steps, owners and dates to start with each client.

Product demo

Explore an example of the sales flow

A two-minute walkthrough with fictional data: a lead comes in, gets assigned to an owner, follow-up fires, the opportunity advances and the dashboard updates.

  1. 1A lead comes in
  2. 2An owner is assigned
  3. 3Follow-up fires
  4. 4The opportunity advances
  5. 5It shows on the dashboard
See the demo

Dashboard · demo

Fictional data

Leads this month

24

Open opportunities

8

Pipeline

$148K

First response

38 min

Captured
Qualified
Review booked
Proposal sent

Entry point and scope

Each package has written limits: users, integrations, automations and migration. Projects are quoted with a signed scope before you pay.

Revenue Control Review

Gratis

No commitment

A 30-minute diagnostic call to identify where opportunities are being lost and what it would take to fix it.

Request a review

Revenue Leak Audit™

Desde $500

Quoted price · fixed scope

An audit of your sales infrastructure to pinpoint exactly where opportunities leak, with evidence and priorities.

Request a quote
MOST CHOSEN

Foundation System™

$5K–$7K

One-time payment · signed scope

The operating base: a configured CRM, a pipeline that mirrors your process and follow-up working without depending on the team’s memory.

Request a proposal

Growth System™

$8K–$15K

One-time payment · signed scope

Advanced automation and multichannel follow-up for teams already closing who need nothing to go unanswered.

Request a proposal

Enterprise System™

$15K–$50K+

Custom project

Tailored infrastructure for organizations with multiple locations, teams or compliance requirements.

Request a proposal

Monthly Optimization™

$1K–$5K/mes

Subscription · 3-month minimum

Maintenance and continuous improvement of the system already in place: automations, data and review rhythm.

Request a review

Where we have the most experience

We prefer to say it plainly: we focus on three environments where follow-up makes the difference.

Commercial HVAC

Long sales cycles with quoting, site visits and follow-up across several decision makers.

Commercial roofing

A high volume of inspection requests that are lost for lack of follow-up.

Law firms

Inbound inquiries that need qualification, assignment and documented follow-up.

We work with other sectors when the sales process is comparable. We assess it in the initial review, with no commitment.

What changes with the system

Stop guessing what happened with each opportunity.

Full visibility

Every lead, opportunity and stage in one place.

Automated follow-up

Less dependence on the team’s memory.

Pipeline control

Clear criteria to move between stages.

Aligned team

Everyone works with the same process and the same definitions.

Live KPIs

Conversion rate, pipeline value and time to first response.

Documented process

Every rule and every action is recorded.

How we start

Four steps, with responsibilities and acceptance criteria in writing.

01

We review your process, your tools and your inquiry sources.

02

We agree deliverables, responsibilities, costs and acceptance criteria in writing.

03

We configure and test the contracted flow.

04

We train the team and deliver the agreed documentation.

Frequently asked questions

The system makes commercial organization, visibility and follow-up easier. Results depend on the offer, the demand and the team’s execution. No revenue figure is guaranteed, nor the elimination of every lost opportunity.

What clients say about J&C Global Growth LLC

Reviews originally published on our Google profile. They describe the working relationship; they are not a measurement of system results.

“We had been managing everything manually for years. The consultant sat down with our team, reviewed our daily routine, and helped us identify tasks we could handle more efficiently.”

Osniel Moreno

“Our small company had separate spreadsheets for estimates, invoices, and follow-ups. Bringing that information into one workflow felt like the next practical step.”

Juan Crespo

“Our business information online needed attention. They reviewed our Google Business Profile, helped correct outdated details, and explained how to maintain accurate information.”

Mariano Rubin

1 / 2
Leave your review

The link opens the Google review form for our profile.

Find out what your sales process needs

Book a 30-minute initial review to talk about your tools, your current follow-up and the priorities for improvement.

The system makes commercial organization, visibility and follow-up easier. Results depend on the offer, the demand and the team’s execution. No revenue figure is guaranteed, nor the elimination of every lost opportunity.