Manage Client Relationships
Like A Superstar

Custom CRM Solutions to drive customer satisfaction

Custom CRM solutions

Custom CRM Solutions

At Legacy Sales Engineering, we specialize in building completely custom systems for your business to operate on inside of WeekendCRM. These systems are designed to manage client leads through the buying process and ensure high levels of customer communication and engagement. Our custom CRM solutions cater to your specific business needs, helping you streamline operations and improve efficiency.

Automated Client Communication

Train From Anywhere

Maintaining consistent and effective communication with clients is essential for building strong relationships and ensuring customer satisfaction. Our CRM solutions automate client communication, saving you time and effort while ensuring a high level of engagement.

  • SMS & Email Marketing: Engage clients through automated marketing campaigns that keep them informed and interested.

  • IVR Phone System: Manage calls efficiently, ensuring clients can reach the right person quickly.

  • Google Review Management: Enhance your online reputation by automating the process of requesting and managing client reviews.

Database Client Information

Grow Your Sales Team

Efficiently managing client information is crucial for any business. Our customizable CRM database allows you to tailor the system to fit your specific needs, ensuring all client data is organized and easily accessible.

  • Customizable CRM Database: Organize and manage client information effectively, with fields and categories tailored to your business requirements.

  • Forms & Surveys: Collect valuable customer data effortlessly to enhance your understanding of client needs and preferences.

  • Lead Management Solution: Optimize the nurturing and conversion of leads, ensuring no opportunities are missed.

Invoicing

and Payments

App Based Learning

Managing finances is a critical aspect of any business. Our CRM solution simplifies the invoicing and payment process, ensuring that transactions are seamless and efficient.

  • Invoicing & Payments: Create and send invoices effortlessly, track payment statuses, and manage financial records.

  • E-sign & Contracts: Simplify the process of getting contracts signed and securely stored within the CRM.

  • Online Stores: Manage e-commerce operations seamlessly, integrating sales and payment processes within a single platform.

Centralized Customer

Communication

Make Learning Fun

Centralize all client communications to ensure seamless interaction and a unified customer experience. Our CRM integrates various communication channels, making it easy to manage and respond to client inquiries.

  • Social Media Management: Manage your social presence from one platform, ensuring consistent and timely engagement with clients.

  • Sales Pipelines & Automated Workflows: Streamline sales processes and workflows, ensuring that every client interaction is tracked and managed effectively.

  • Invoicing & Payments: Simplify your billing and payment processes, making transactions easy and efficient for both you and your clients.

WeekendCRM is designed to streamline your business operations, improve customer relationship management, and enhance sales processes. Key features include:

Customizable CRM Database: Tailor the CRM to fit your specific business needs.

AI Appointment Setter: Automate your booking processes.

Calendar Bookings: Integrated calendar systems for efficient scheduling.

Website & Funnel Builders: Create effective websites and sales funnels.

IVR Phone System: Manage calls efficiently with integrated IVR systems.

SMS & Email Marketing: Engage clients through automated marketing campaigns.

Social Media Management: Manage your social presence from one platform.

Forms & Surveys: Collect valuable customer data with ease.

Sales Pipelines & Automated Workflows: Streamline sales processes and workflows.

Google Review Management: Enhance your online reputation.

Invoicing & Payments: Simplify your billing and payment processes.

Lead Management Solution: Optimize lead nurturing and conversion.

Online Stores: Manage e-commerce operations seamlessly.

Choose Your Fully Customized Automated Business System

Options For Businesses of All Sizes

Premium

Business System

$9,995 + Monthly

Custom Sales & Marketing CRM

Done For You High Level Buildout

Tailored CRM & Lead Engagement system to engage leads and manage your sales process with precision.

Custom System Buildout

  • Onboarding & Setup

  • Custom Field Setup

  • 2 Booking Calendars

  • Automated Sales Pipeline

  • Automated Service Pipeline

  • Form Setup

  • Trigger Link Setup

  • Automation Setup

  • 3 Line IVR Setup

  • A2P Verification

Business IVR Phone System*

Automated Lead Engagement

Unlimited Users & Contacts
API Access
Web Access
Mobile Application
Weekly Support Call
30 Day Onboard to Launch

Only $249 Monthly

24 Month Agreement

Deluxe

Business System

$19,995 + Monthly

Custom Sales & Marketing CRM

Done For You High Level Buildout

Tailored CRM & Lead Engagement system to engage leads and manage your sales process with precision.

Custom System Buildout

  • Onboarding & Setup

  • Custom Field Setup

  • 2 Booking Calendars

  • Automated Sales Pipeline

  • Automated Service Pipeline

  • Form Setup

  • Trigger Link Setup

  • Automation Setup

  • 3 Line IVR Setup

  • A2P Verification

  • 5 Digital Business Cards

  • E-Sign Document Setup

  • Invoicing & Payment Setup

  • 2 API Connections

  • 1 FREE MONTHLY UPDATE

Business IVR Phone System*

Automated Lead Engagement

Unlimited Users & Contacts
API Access
Web Access
Mobile Application
Weekly Support Call
30 Day Onboard to Launch

Only $399 Monthly

24 Month Agreement

Personal

CRM Engineer

$125k Annually +++

Custom Sales & Marketing CRM

Done For You High Level Buildout

Tailored CRM & Lead Engagement system to engage leads and manage your sales process with precision.

Custom System Buildout

  • Onboarding & Setup

  • Custom Field Setup

  • Unlimited Booking Calendars

  • Automated Sales Pipeline

  • Automated Service Pipeline

  • Form Setup

  • Trigger Link Setup

  • Automation Setup

  • Unlimited Line IVR Setup

  • A2P Verification

  • Unlimited Digital Business Cards

  • E-Sign Document Setup

  • Invoicing & Payment Setup

  • Unlimited API Connections

  • 1 FREE WEEKLY UPDATE

Business IVR Phone System*

Automated Lead Engagement

Unlimited Users & Contacts
API Access
Web Access
Mobile Application
One on One Support
30 Day Onboard to Launch

Only $999 Monthly

24 Month Agreement

Book a Free Consultation to Discuss One Time Payment Options...

Why Choose Us?

  • Expertise

    With years of experience in lead engagement and CRM solutions, our team brings a wealth of knowledge and insight to every project. We understand the complexities of managing customer relationships and have developed effective strategies to streamline these processes. Our expertise ensures that your business benefits from best practices and innovative solutions that drive results.

  • Customized Solutions

    We recognize that every business is unique, with specific needs and objectives. Our custom CRM solutions are tailored to meet these unique requirements, ensuring that our services align perfectly with your business goals. Whether you're looking to enhance lead engagement, automate client communication, or optimize sales processes, we provide personalized solutions designed to help you succeed.

  • Client-Centric Approach

    Your success is our success. We prioritize your goals and work diligently to ensure you achieve them. Our client-centric approach means we listen to your needs, understand your challenges, and provide solutions that deliver real value. We are committed to building long-term partnerships with our clients, supporting your growth and success every step of the way.

Request a Consultation

Ready to enhance your lead engagement and maximize the potential of your databases? Contact us today to request a consultation and discover how our comprehensive Lead Engagement Systems can help your business connect with new and existing clients, automate communication, and drive conversions. Let’s work together to build a system that ensures success and growth.

Driving Growth, Amplifying Impact

Shawn Hughs

He has already been extremely helpful and insightful when it comes to Marking and digital footprints. His knowledge and expertise of his field is unmatched!

Joshua Brosius

The team at Legacy Sales Engineering has helped take our businesses to the next level.

Gus Blanco

Shawn is articulate, eloquent and extremely talented in so many ways. He has a customer focus perception of how business is done. We are so happy to have found him and look forward to using them for other services. Highly recommend.

Sales Training & Process Management Specialist
Legacy Sales Engineering

(352) 612-3327

Hawthorne, FL