Organized pipelines
Create clear stages for leads, appointments, service opportunities and customer relationships.
Connect lead routing, pipelines, tasks, automation, reporting and accountability around the CRM your team already uses.
Move beyond storing contacts. Build a repeatable process for your sales and service teams.
Book Your AI Strategy Call →VitalisLABS designs and implements sales and service workflows around compatible CRM platforms. The operating system ties incoming inquiries, lead ownership, follow-up tasks, customer stages and management reporting into a more consistent process.
Create clear stages for leads, appointments, service opportunities and customer relationships.
Use workflow triggers, assignments and reminders to support timely contact.
Track who owns a lead, what happened next and where action is needed.
The solution is configured around your approved requirements and compatible software. Specific deliverables are confirmed during discovery.
Review lead sources, team ownership, stages and follow-up gaps.
Build pipelines, Smart Lists/tags where supported, tasks and routing.
Connect supported follow-up, notifications and AI-assisted activities.
Define operational dashboards and review bottlenecks.
Real Estate: Follow Up Boss, Lofty, kvCORE and compatible tools. Property management: CRM/PMS workflows alongside systems such as AppFolio or Buildium. Home services: ServiceTitan, Housecall Pro, Jobber or other supported platforms. General business: GoHighLevel, HubSpot, Salesforce and compatible CRMs.
Discuss Your Business Needs →Clear answers about pricing, implementation and fit.
The listed price is $995 one-time setup plus a monthly plan starting at $500. The precise scope and billing arrangement are confirmed before implementation.
The product is designed primarily to build around existing compatible systems rather than requiring a complete replacement.
These platforms appear in the VitalisLABS industry catalog, subject to integration access and technical fit.
Yes. Workflow options include lead routing, tasks, notifications, nurture campaigns and supported AI-assisted follow-up.
Automation reduces repetitive tasks but clear ownership, review and human escalation remain important.
Monthly service plans support ongoing CRM/AI operations according to an agreed scope. Deliverables should be confirmed during consultation.